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Investor Presentaiton

(thousand m²) 5-1. Market Overview [2] Stock of logistics facilities in Japan Logistics facilities 40 years old or older 35.2% Future demand for replacement of aging properties Logistics facilities less than 40 years old 60.5% Leading-edge logistics facilities 4.3% Highly scarce leading-edge logistics facilities (As of December 2018) (million m²) 700 600 500 400 300 200 100 0 MFLP Mitsui Fudosan Logistics Park Inc. 40% 35% 30% 25% 20% 15% 10% 5% 0% 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 (year) Estimate for logistics facilities 40 years old or older Share of logistics facilities 40 years old or older Estimate for logistics facilities less than 40 years old Share of leading-edge logistics facilities Leading-edge logistics facilities (left axis) (right axis) *Estimates by CBRE K.K. based on "Building Starts" (Ministry of Land, Infrastructure, Transport and Tourism) and "Summary Report on Prices, etc. of Fixed Assets" (Ministry of Internal Affairs and Communications). For details, please refer to "About analysis of Japan's logistics facilities stock" on p. 44 of this presentation material. Long-term data on construction starts of logistics facilities (nationwide) I Tenants / End users of logistics facilities Other Over 40 years old Other 4% 8% 20,000 Manufacturing 3% Wholesale 9% Logistics 5% Manufacturing 26% 15,000 Share by tenant business type Share by end user business type Retail 41% 10,000 5,000 Retail 13% 0 1998 1999 2001 2002 2005 78 Source: CBRE K.K. *Figures calculated as the sum total of the floor area of structures with "warehouse" as the use category and "steel- framed structure," "reinforced concrete structure" or "steel-framed reinforced concrete structure" as the structure type. (year) Source: CBRE K.K. Logistics 71% Wholesale 20% *Figures are rounded to the whole number. *The survey is of rental logistics facilities that are held by real estate investment companies, real estate development companies, etc. and have total floor area of 5,000 m² or more as of the end of December 2019. 31
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