Investor Presentaiton
Leveraging Value Chain of Daiwa House Group
Value Chain of Daiwa House Group
Comprehensive and integrated capabilities from acquisition of land,
design and construction, to management and operation
Acquisition
Selection and
development
isition of land
Compact for
Daiwa House REIT Investment Corporation
Investment Unit Ownership Program by Daiwa House and
Asset Manager
Daiwa House and the Asset Manager will introduce the program, following the
release of "Guidelines for Investment Unit Ownership Program" by Japanese
Securities Dealers Association in May 2018
Disposition
Redevelop properties
disposed by DHR
Property manage
Operation
Feedback
(Planned) Subjects
Synergy-effect
ODaiwa House REIT Investment Corporation strategy
Acquisition new development/
Disposition
Planning
Utilize the fund
for investment in
Daiwa House Group Design
Daiwa House's Officers
(Planned) Timing of Introduction
November 2018
Acquisition of
developed properties
to enhance unitholder value
acquisition
Disposition
Tenant leasing
Construction
Daiwa House's Employees
16,275
2019
(as of April 1, 2018)
// Real Estate Available for Sale of Daiwa House Group
Asset Manager's
Officers and Employees
60
2019
(as of April 1, 2019)
(Bn yen)
As of December 31, 2018 Being rented Not being rented
Total
Logistics, business &
233.5
298.2
531.7
corporate facilities
Rental housing
2.2
30.6
32.9
Next-gen Logistics Center Proposed by Daiwa House Group
Daiwa House Group, with the application of advanced technologies, offers next-
generation logistics center to solve logistics problems including lack of human
resources, rising labor costs, rising transportation costs, deteriorating loading
efficiency and equipment installation cost
Commercial facilities
65.2
40.7
106.0
Daiwa House
Daiwa Logitech
Holding company of logistics and IT services provider
(Source) Daiwa House Industry Co., Ltd.
(% of ownership)
Same Boat Investment by Daiwa House
In order to align interests between our unitholders and Daiwa House,
Daiwa House intends to continue holding our units
Daiwa House's investment in DHR
187,200 units (9.0%)
As of March 26, 2019
DPL
Daiwa House
Provides functional and
optimal logistics facilities
with good location.
Comprehensive one stop service
support including development of
land with high specifications,
accessibility and functionality
Dalwa House Group
Frameworx
Dallase Group
Frameworx/
WMS CONNECTED
LOGISTICS
Control system of
next-generation logistics centers
Optimization of logistics center operations
and management. ToT-era collaboration
among robots and sensors backed by the
Latest IT Infrastructure.
Types of logistics
M
Storage
Acca International/
Fulfilment services where providing
one stop solution for all backyard work
"EC factory comprehensive services
necessary for EC including photography
and measurement, creation of product
listing, customer support and distribution
Butler
Automatic
loading robot system
Efficient loading inside
warehou
supporting workforce
efficiency, Automation optimizes use
of space for stock
Vehicle
terminal
Cloud-based management
system of truck dispatch Smartphone
and operation
Visualization of operations
information and unified truck
dispatch through online.
system.
GPS
acca
Kixif
GROUND Inc
BUTLER
Hacobu
QO MOVO
GROUND/
Hacobu/
Fulfilment/Sasage/
ALIS
MOVO
Management
(manage inventories and
receve and place orders, etc.)
Operation
Processing for distribution,
shipment and receipt)
Delivery
Truck
dispatch
Distribution
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