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Investor Presentaiton

Market Environment for Residential Properties Number of Households in Tokyo (million households) Daiwa House REIT Investment Corporation // Rent Per Tsubo for Apartments in 23 Wards of Tokyo (yen/tsubo/per month) 8 6 4 50% 15,000 14,000 46% 13,000 42% 12,000 11,000 38% 10,000 34% 9,000 2015 2 0 1995 2000 2005 2010 Other household (LHS) Couples household (LHS) Single household (LHS) Ratio of single household (RHS) Source: "Population Census", Statistics Bureau, Ministry of Internal Affairs and Communications 1H-14 2H-14 1H-15 2H-15 1H-16 2H-16 1H-17 2H-17 1H-18 2H-18 5 Central Wards of Tokyo 5 Central Wards of Tokyo (<40 m²) ...... (40 m² << 80 m²) 23 Wards of Tokyo (<40 m²) 23 Wards of Tokyo (40 m2 80 m²) Source: Compiled by the Asset Manager from data published by // Starts of Rental Apartments Japan Real Estate Institute in "Housing Market Index". 0 // Net Population Inflow of Japanese by Area (thousand people) 100 80 60 40 20 LL (thousand units) 35 30 25 20 15 10 5 -20 0 2013 2014 2015 2016 2017 2018 2013 2014 2015 2016 2017 2018 ■Tokyo ■ Aichi Osaka ■Tokyo ■ Aichi Osaka Source: "Report on Internal Migration", Statistics Bureau, Ministry of Internal Affairs and Communications Note: Based on the aggregate of rental apartments with steel-reinforced concrete and reinforced concrete structure. Source: "Housing Stars", Policy Bureau, Ministry of Land, Infrastructure, Transport and Tourism 43
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