Investor Presentaiton
Performance trends of stores in the portfolio (1/2)
Master lease company operating revenue (Note 1)
(billion yen)
30.0
25.0
27.2
26.4
25.5
25.4
25.5
24.3
20.0
22.6
22.6
22.8
15.0
10.0
5.0
Mar. 2021 Feb. 2022 (12 months)
¥92.5 bn
Mar. 2022 Feb. 2023 (12 months)
¥103.8 bn
0.0
Mar-May
2021
Jun-Aug
2021
Sep-Nov
2021
Dec 2021-
Feb 2022
Mar-May
2022
Jun-Aug
2022
Sep-Nov
2022
Dec 2022-
Feb 2023
Mar-May
2023
Sales trends of individual properties
(Note 2,3)
(Based on year-on-year sales from Dec. 2022 to May. 2023)
1 property
12
properties
22
properties
9
properties
95~100%
100 105%
105-110%
110% or more
0%
2.3%
27.3%
50.0%
20.5%
YoY sales index
Less than 90%
90-95%
(Dec. 2022 May 2023)
% of total
0%
ÆON REIT Investment Corporation
70
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