Investor Presentaiton
Table of Contents
Summary
1. Financial Results
Page
4. Financial Status
Financial Status
O Daiwa House REIT Investment Corporation
Page
22-23
ā
Financial Highlights for February 2019 Period
Statement of Income for February 2019 Period
Balance Sheet for February 2019 Period
Financial Forecasts for Aug. 2019 and Feb. 2020 Periods
4597
Appendix
Page
6
Overview of Equity Offering in February 2019
Unit Price Performance
2. Overview since the Merger
Acquisitions in February 2019 Period
Acquisitions in March and April 2019
2228
25
26
27
28-30
Leveraging Value Chain of Daiwa House Group
31
Track Record of Asset Size Growth
9
Distribution Policy
32
Track Record of DPU Growth
10
Historical Financial Data
33
Improvement of Portfolio Quality
11
Historical Portfolio Data
34
Through Portfolio Rebalancing
Balance Sheets
35
Track Record of Financial Data
12
Our Strengths and Unitholder Value Enhancement
13
23
Statements of Income
36
ā
ESG Initiatives
37-41
Through Various Measures
Pipeline of Daiwa House Group
14
Market Environment for Logistics Properties
Market Environment for Residential Properties
Market Environment for Retail and Hotel Properties
Portfolio List
42
43
44
45-48
3. Operation Status
Overview of New Acquisitions
Portfolio Summary (as of April 10, 2019)
Operation Status of Logistics Properties
Operation Status of Residential Properties
Operation Status of Retail and Hotel Properties
20
670000
16
17
18
19
Rent Revision Schedule of Logistics Properties
Rent Revision Schedule of Retail Properties
Appraisal Value Changes Comparison
Unitholder Status
REIT Structure
49-51
52
53-60
61
62
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