Investor Presentaiton
Stable growth during the pandemic of COVID-19
Achieving both stability and growth even in harsh environments
Positioning
under
the Infectious
Diseases
Control Law
Transition of
end tenant
sales
(Note 1 2)
Jan. 2020
(14th FP)
Jul. 2020
(15th FP)
Jan. 2021
(16th FP)
Jul. 2021
(17th FP)
Jan. 2022
(18th FP)
Jul. 2022
(19th FP)
Jan. 2023
(20th FP)
Jul. 2023
(21st FP)
Designated
Category V
Infectious
infectious diseases
Pandemic Influenza
(Novel Influenza or Re-emerging Influenza)
(equivalent Category II Infectious Diseases)
To represent changes from the time before the spread of the COVID-19, sales for each Jul. FP are calculated by comparing
the record with FP Jul. 2019, and sales for each Jan. FP are calculated by comparing with FP Jan. 2020
88.9%
83.8%
86.9%
87.8%
93.0%
Diseases
95.0%
Performance
of DPU
Follow-on
offering
ONLY
73.0%
Cash-
on-hand
Follow-on
offering
Follow-on
offering
Acquisition of
AEON MALL
Fukutsu
Acquisition of
AEON MALL
Tamadaira woods
Acquisition of
AEON Ueda
Shopping Center
Acquisition of
AEON MALL Takasaki
and other 3 properties
3,074 yen
3,178 yen
(Initial forecast:
3,125 yen)
3,184 yen
(Initial forecast:
3,130 yen)
3,200 yen
(Initial forecast:
3,200 yen)
3,315 yen
(Initial forecast:
3,315 yen)
3,274 yen
(Initial forecast:
3,270 yen)
3,283 yen
(Initial forecast:
3,270 yen)
Acquisition of
AEON MALL Wakayama
and another property
3,350 yen
(Initial forecast:
3,350 yen)
(Initial forecast:
3,025 yen)
14th FP
15th FP
16th FP
17th FP
18th FP
19th FP
20th FP
21st FP
20
20
ÆON REIT Investment CorporationView entire presentation