Investor Presentaiton
Table of Contents
I. Executive Summary
II. Overview of Operation in the 9th Fiscal Period Ended July
31, 2017
1. Summary of Financial Results for
9th Fiscal Period
2. Average cap rate of portfolio
/EON
イオンリート
P. 3
V. Operational Status and AEON REIT's Strategy
1. Implementation of Growth Strategies Through
Collaboration with AEON Group
P. 20
2. Retail Properties That Can Respond to Changes
P. 21
P. 5
3. Logistic Properties That Support Retail Properties
4. Performance of Properties in Portfolio
P. 22
P. 23-25
P. 6
5. Internal Growth by Investments in
Revitalization
P. 26-27
6. Capital Investment Plan
7. Current Status & Outlook of
AEON MALL Kumamoto
P. 28
P. 29
P. 8
8. Approach for Sustainability
P. 30
III. Overview of Follow-On Offering in September, 2017
1. Overview of Follow-On Offering in
September, 2017
2. Acquisition of JPY160.8bn property
at 1 year and 10 months,
P. 9
accelerating external growth speed
Appendix 1
Portfolio, BS & PL and Financial Status
3. Portfolio Highlights
P. 10
4. Portfolio Map
P. 11
Appendix 2
Overseas Property
5. Acquisition of Domestic Properties
in 10th Fiscal Period
P. 12-13
Appendix 3
Basic policy etc.
6. Establishing a Solid Financial Base
7. Disperse repayment dates and
Reduce borrowing cost
P. 14
P. 15
IV. 業績予想
1. 10th Fiscal Period Ending January 31, 2018
P. 17
2. 11th Fiscal Period Ending July 31, 2018
P. 18
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