Investor Presentaiton
Asset Management Status - Retail -
(\mln)
8,000
Rent revenue breakdown (overall retail)
Residential areas (fixed-rent)
Sales-linked rent
3.0%
6,000
4,000
1.0%
0.8%
2,000
0.5%
Station areas (fixed-rent)
Rate of sales-linked rent (%)
2.3%
1.7%
Retail properties located in residential areas: Lease team
diversification (rent basis)
0.3%
0
Feb-20
Aug-20
Feb-21
Aug-21
Feb-22
Aug-22
Feb-23
Amount of change in monthly rent and rate of change in monthly rent
upon tenant replacement (retail properties in station areas)
Amount of change in monthly rent ( \ thou) -Rate of change in monthly rent
19.7%
12.9%
3,355
0.0%
870
-2,171
-1,157
-1,451
0
Aug-23
4.3%
Feb-24
Aug-24
10.9%
Feb-25 Aug-25 Feb-26
Aug-26
(Note) Contracts that do not set a lease term (legal renewal) are not included
Amount of change in monthly rent and rate of change in monthly
rent upon rent revision (retail properties in station area)
Amount of change in monthly rent (\thou)
Rate of change in monthly rent
5.0%
0.0%
1,801
-9,165
-6,760
-5,185
-3,074
0
-1.3%
-12.4%
-10.9%
-5.4%
-9.6%
-20.3%
-14.3%
Feb-20
Aug-20
Feb-21
Aug-21
Feb-22
Aug-22
Feb-20
Aug-20
Feb-21
Aug-21
Feb-22
Aug-22
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