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Investor Presentaiton

Financial policy ~Stable funding~ Steadily working on securing stable funding in preparation for potential changes in the surrounding environment. The 4 pillars of our stable funding (=A structure that enable us to receive funding at any time) Diversification of lenders and sources of funding Mainly loans from financial institutions Inconsideration of refinancing risk, raising funding in diverse ways, including REIT bonds, making use of AEON Group's strong publicity Sources of funding Stabilization of funding cost ► Pursuing cost reductions by issuing long-term low interest REIT bonds ▶REIT bonds are controlled within 40% of total interest-bearing debt (upper limit is 50%) Lower cost of funding LTV control Range of 43-47% ►Ability to raise debt allows flexible property acquisitions Decentration of maturity dates ►Focusing on debt with duration of 5-7 years, in order to control market risk Taking advantage of favorable environment, and securing long- term fixed interest debt (IPO) (As of the end of 21st FP) (IPO) (As of the end of 21st FP) 15▸ 26 Relationships with financial institutions (IPO) 100% Loans (As of the end of 21st FP) Loans Wholesale bonds Retail bonds Joint money trusts Green financing Sustainability financing 0.92% 0.78% Ratio of REIT bonds 27.1% Wholesale bonds ¥6.0bn Retail bonds ¥45.0bn LTV (excluding deposits) (including deposits) 41.6% 44.8% Available capacity (up to LTV 50%) Initial duration of debt (IPO) (As of the end of 21st FP) 5.4yrs ▸ 7.4yrs Long-term debt ratio 95.1% (IPO) (As of the end of 21st FP) ¥22.0 bn ¥47.0 bn Fixed interest debt ratio 92.8% ÆON REIT Investment Corporation 32 32
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