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Investor Presentaiton

/EON イオンリート Performance of Properties in Portfolio (2) Increase in Y-O-Y rent revenues of master lease company demonstrating an adequate rent payment capacity Rent Revenues at Master Lease Companies of 34 Retail Domestic Properties in Portfolio (Note1) (Billions of yen) Rent revenue (billions of yen) Indexed YoY comparison 30 120% 104.8% 104.3% 103.8% 100.7% 101.7% 99.3% 99.7% 100.6% 101.0% 101.7% 101.4% 98.3% 99.5% 96.8% 98.2% 25 100% 20 80% 19.2 21.2 20.4 19.9 19.5 21.0 20.3 20.0 19.7 21.4 20.0 19.3 19.6 21.0 20.3 15 60% 10 40% 5 LO 20% 0 0% Sep-Nov Dec 2013- Mar-May Jun-Aug Sep-Nov Dec 2014- Mar-May Jun-Aug Sep-Nov Dec 2015- Mar-May Jun-Aug Sep-Nov Dec 2016- Mar-May 2013 Feb 2014 2014 2014 2014 Feb 2015 2015 2015 2015 Feb 2016 2016 2016 2016 2017 Feb 2017 Mar. 2014-Feb. 2015 Mar. 2015-Feb. 2016 (12-month period) ¥80.8 billion (YOY) 101.3% (12-month period) ¥81.4 billion (YoY) 100.8% Notes: 1. 2. Revenue such as rent income and income incidental thereto received by the master lease company from end tenants The rent revenue figures above are data based on interviews of master lease companies. 3. The indexed YoY comparison figures above have been rounded to the nearest hundredth of a percent. Mar. 2016-Feb. 2017 (12-month period) ¥79.9 billion (YoY) 98.2% 24
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