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Investor Presentaiton

Appraisal Value for the 36 Properties held in 9th fiscal period /EON Total unrealized gains increased up to 31.3bn at the end of 9th fiscal year (July 31, 2017). Property name Appraisal agency Appraisal value (Millions of yen) イオンリート Property number Acquisition price (Millions of yen) SRSC-1 SRSC-2 RSC-1 AEON Lake Town mori (Note1) AEON Lake Town kaze (Note1) AEON MALL Morioka The Tanizawa Sōgō Appraisal Co., Ltd. 21,190 8th Period (January 31, 2017) 23,800 9th Period (July 31, 2017) Difference 23,800 0 8th Period (January 31, 2017) 4.8 Capitalization Rate based on direct capitalization method (%) 9th Period (July 31, 2017) Difference 4.8 0.0 The Tanizawa Sōgō Appraisal Co., Ltd. 6,730 7,880 7,880 0 5.2 5.2 0.0 Japan Real Estate Institute 5,340 6,720 6,720 0 6.6 6.6 0.0 RSC-2 AEON MALL Ishinomaki Japan Real Estate Institute 6,680 7,080 7,080 0 6.2 6.2 0.0 RSC-3 AEON MALL Mitouchihara Japan Real Estate Institute 16,460 18,000 18,000 0 6.0 6.0 0.0 RSC-4 AEON MALL Mitouchihara (Land) AEON MALL Ota Japan Real Estate Institute Japan Real Estate Institute 105 112 112 6,860 7,990 8,190 RSC-5 AEON Sagamihara Shopping Center Japan Real Estate Institute 10,220 10,800 10,900 RSC-6 AEON MALL Ogaki Japan Real Estate Institute 4,950 5,130 5,110 ▲ RSC-7 AEON MALL Suzuka Japan Real Estate Institute 9,660 10,200 10,200 RSC-8 AEON MALL Meiwa The Tanizawa Sōgō Appraisal Co., Ltd. 3,290 3,700 3,700 RSC-9 AEON MALL Kasai-Hojo Japan Real Estate Institute 7,230 7,670 7,690 RSC-10 AEON MALL Hiezu Japan Real Estate Institute 7,780 8,410 8,440 RSC-11 AEON MALL Kurashiki Japan Real Estate Institute 17,890 19,200 19,300 RSC-12 AEON MALL Ayagawa Japan Real Estate Institute 8,740 9,260 9,260 RSC-13 AEON MALL Nogata Japan Real Estate Institute 11,246 13,000 13,000 P88200 28800 0 5.2 6.4 6.4 0.0 5.2 5.2 0.0 6.9 6.9 0.0 6.2 6.4 0.2 6.5 6.5 0.0 6.8 6.8 0.0 6.8 6.8 0.0 6.0 6.0 0.0 6.4 6.4 0.0 6.4 6.4 0.0 RSC-14 RSC-15 AEON MALL Kumamoto AEON MALL KYOTO Japan Real Estate Institute 13,148 12,500 6.0 Japan Real Estate Institute 21,470 22,500 22,500 0 4.8 4.8 0.0 RSC-16 AEON MALL Sapporo-Hiraoka RSC-17 AEON MALL Kushiro-Showa RSC-18 AEON MALL Rifu RSC-19 AEON MALL Yamagata-Minami RSC-20 AEON MALL Yokkaichi-Kita RSC-21 AEON MALL Yamatokoriyama RSC-22 AEON MALL Chiba-Newtown RSC-23 AEON MALL Kofu Showa The Tanizawa Sōgō Appraisal Co., Ltd. 5,900 6,340 6,340 0 6.2 6.2 0.0 The Tanizawa Sōgō Appraisal Co., Ltd. 1,780 1,930 1,930 0 6.8 6.8 0.0 The Tanizawa Sōgō Appraisal Co., Ltd. 2,560 2,770 2,770 0 6.4 6.4 0.0 The Tanizawa Sōgō Appraisal Co., Ltd. 1,350 1,470 1,470 0 6.6 6.6 0.0 The Tanizawa Sōgō Appraisal Co., Ltd. 2,210 2,450 2,610 160 6.2 6.2 0.0 Japan Real Estate Institute 14,500 14,800 14,800 0 5.6 5.6 0.0 Japan Real Estate Institute 12,190 12,400 12,400 0 4.9 4.9 0.0 Japan Real Estate Institute 8,389 8,610 8,600 ▲ 10 5.8 5.0 0.0 RSC-24 AEON MALL Tomakomai The Tanizawa Sōgō Appraisal Co., Ltd. 7,840 8,060 8,220 160 5.9 5.9 0.0 RSC-25 AEON MALL Oyama Japan Real Estate Institute 6,280 6,430 6,430 0 6.7 6.7 0.0 RSC-26 AEON MALL Itamikoya Japan Real Estate Institute 16,860 17,600 5.6 RSC-27 AEON MALL Kagoshima The Tanizawa Sōgō Appraisal Co., Ltd. 13,400 13,900 6.0 RSC-28 AEON MALL Tsuchiura Japan Real Estate Institute 12,030 12,040 6.9 RSC-29 AEON MALL Kahoku Japan Real Estate Institute 9,940 10,600 6.9 CSC-1 L-1 AEON Chigasaki-Chuo Shopping Center Daiei-Kawasaki Process Center Japan Real Estate Institute 6,410 6,560 6,560 0 5.0 5.0 0.0 Japan Real Estate Institute 14,280 14,700 15,000 300 5.0 4.9 ▲ 0.1 L-2 AEON Minami-Osaka RDC Japan Real Estate Institute 9,870 10,300 4.9 M-1 AEON Taman Universiti Shopping Centre (Note2) 658 553 554 Japan Real Estate Institute M-2 AEON MALL Seremban 2(Note3) Japan Real Estate Institute (20mil RM) 5,252 Total (215milRM) 330,690 (21.5milRM) 5,995 (233milRM) (21.5milRM) 6,011 (233milRM) 352,878 (Note1) (Note2) (Note3) For AEON Lake Town mori and AEON Lake Town kaze, their appraisal values, price based on direct capitalization method, price based on DCF method, and NOI describe the Investment Corporation's pro-rata portion of the quasi- co-ownership interest (jun kyōyū-mochibun) in the beneficiary rights of real estate in trust (40% for each property). Appraisal value represents the amount equivalent to the Investment Corporation's pro-rata portion of the rights (18.18%) similar to the co-ownership right (kyōyū-mochibun) of the trust property pertaining to the trust of the beneficiary rights of real estate in trust. In addition, the amount in Malaysian Ringgit was converted to Japanese yen based on the exchange rate as of the end of the fiscal period (January 31, 2017; 1RM = ¥25.73, July 31, 2017; 1 RM = ¥25.80; rounded down to the nearest 100th). The amount in Malaysian Ringgit was converted to Japanese yen based on the exchange rate as of the end of the fiscal period (January 31, 2017; 1RM = ¥25.73, July 31, 2017; 1 RM = ¥25.80; rounded down to the nearest 100th). 34
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