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Investor Presentaiton

High ability of generating cash-on-hand Realizing growth with abundant cash-on-hand generated by high depreciation rate among J-REIT Depreciation expenses that is the source of cash-on-hand Percentage of depreciation expense ratio to property book value (Note) AEON REIT J-REIT A J-REIT B J-REIT C 1.7% 1.7% 1.7% 2.6% No.1 In J-REIT Transition of depreciation expenses (bn yen) 5.5 5.4 5.2 5.1 5.2 5.1 4.5 4.6 4.6 4.6 Source: Created by the Asset Management Company based on disclosure materials of listed J-REITS as of the end of July 2023. Examples of utilization of cash-on-hand Jan. 2020 (14th FP) Jul. 2020 Jan. 2021 (16th FP) (15th FP) 2019 2020 Utilized amount ¥5.5 bn ¥5.3 bn Usage Property acquisition through public offering Property acquisition using cash-on-hand Property name AEON MALL Fukutsu AEON MALL Tamadaira woods ÆON REIT Investment Corporation Jul. 2021 (17th FP) Jan. 2022 (18th FP) Jul.2022 (19th FP) Jan. 2023 (20th FP) Jul. 2023 (21st FP) Jan. 2024 (22nd FP) Forecast Jul. 2024 (23rd FP) Forecast 2021 ¥6.0 bn Property acquisition through public offering 2022 ¥0.5 bn Revitalization work for improving competitiveness 2023 ¥1.5bn Property acquisition through public offering AEON MALL Takasaki AEON Ueda Shopping Center N MALL AEON MALL Shinkomatsu NON MALL AEON MALL Kurashiki AEON MALL Wakayama CON AEON MALL Narita AEON MALL Sagayamato AEON MALL Shimotsuma AEON MALL Miyakonojo Ekimae 36
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