Ryunosuke Konishi PLAY LIST from the beginning Financial Results for the 10th Fiscal Period (“FP") Ended Feb.28,2021 Table of Contents 01. Operational Highlights Operational highlights JPY 40Bn acquisition of LOGIPORT Osaka Bay Exceeded expectations for 10thFP, further growth expected for 11th FP from PO Active Management Strategies enable continued growth in unitholder value Unitholder value created byoutperforming J-REIT market average Abundantpipeline of approx. JPY 150Bn Portfolio occupancy maintained at 99.0%, the highest since IPO Momentum in rental increases continues Redevelopment Project - Moving to next phase in value creation Abundant liquidity ready to be utilized for Active Management Strategies 02. 10th Fiscal Period Financial Results Continuous growth of DPU and NAV per unit 2/28/2021 (10th FP) Financial results summary 8/31/2021 (11th FP) Financial forecast 2/28/2022 (12th FP) Financial forecast 03. Current status of the portfolio Overview of LaSalle LOGIPORT REIT New acquisition - LOGIPORT Osaka Bay Osaka Bay area - A positive outlook for rent growth potential Osaka Bay area - Increasing attention to the proximity to Osaka's high-consumption areas Track record of value-add investments Investment unit price movements and enhancing LLR's liquidity Internal growth - Property operations track record (1) Internal growth - Property operations track record (2) Future leasing strategy Internal growth - Strengthening profitability via strategic CapEx Portfolio list (1) Portfolio list (2) Portfolio with effective tenant diversification Financial management overview of LLR 04. Logistics Market Outlook Continued growth of e-commerce market supporting solid demand for logistics facilities (1) Continued growth of e-commerce market supporting solid demand for logistics facilities (2) Strong logistics market Tokyo Area logistics market Osaka Area logistics market Tokyo / Osaka Area submarket vacancy rate and supply outlook 05. Appendix Features of LaSalle LOGIPORT REIT Portfolio composition and location of LaSalle LOGIPORT REIT assets LaSalle Group is a leading company in real estate core investments LaSalle Group's track record for developing logistics facilities in Japan Investment policy that focuses on locations and specifications as a source for maintaining property competitiveness Features of “Prime Logistics" ESG initiatives (1) ESG initiatives (2) ESG initiatives (3) ESG initiatives (4) ESG initiatives (5) Existing stock of logistics facilities Fund summary Per property P&L Income statement & balance sheet Unitholders summary Disclaimer Back Next
