Results of 12th Fiscal Period ended May 31, 2022
Presentation

from the beginning

Results of 12th Fiscal Period ended May 31, 2022 Presentation

• Table of Contents

I. Highlights

• DPU Summary -1

• DPU Summary -2

• After the Change of the Shareholder of the Sponsor

• Recovering Tenant Performance and Occupancy (1)

• Recovering Tenant Performance and Occupancy (2)

• Materialization of Financial Risks and Countermeasures

• Materialization of Financial Risks and Countermeasures : Increasing Financing Cost

• Status of Borrowings

• Materialization of Financial Risks and Countermeasures : Reducing Financial Risk

II. Financial Results

• May. 2022

• Nov. 2022 Forecasts

III. Growth Strategy

• To the Next Growth Stage After Overcoming Crisis

• External Growth

• Internal Growth

• Financial Strategy

• Investing Targets and Building of the Portfolio

IV. Market Environment

• Stable Onsen/Spa-Related Market

• Future Leisure Market -1

• Future Leisure Market -2

Appendix

• ESG Initiatives

• Rent Structure

• Portfolio Data : List

• Portfolio Data : Investment ratio

• Portfolio Data : Status of appraisal value

• Portfolio Data : Operating Results for the Entire Portfolio -1

• Portfolio Data : Operating Results for the Entire Portfolio -2

• Portfolio Data : Introduction of Properties (1)-1

• Portfolio Data : Introduction of Properties (1)-2

• Portfolio Data : Introduction of Properties (2)-1

• Portfolio Data : Introduction of Properties (2)-2

• Portfolio Data : Introduction of Properties (3)-1

• Portfolio Data : Introduction of Properties (3)-2

• Portfolio Data : Introduction of Properties (4)-1

• Portfolio Data : Introduction of Properties (4)-2

• Portfolio Data : Introduction of Properties (5)-1

• Portfolio Data : Introduction of Properties (5)-2

• Financial Indices

• Balance Sheet

• Statement of Income

• Ooedo-Onsen Monogatari Group (1)

• Ooedo-Onsen Monogatari Group (2)

• “Ooedo Business Model” with Stable Operations and Sustainable Growth (1)

• “Ooedo Business Model” with Stable Operations and Sustainable Growth (2)

• Measures Against COVID-19 Taken by the Ooedo-Onsen Monogatari Group

• Unitholders Breakdown

• Track Record of Investment Unit Price

• Governance Structure

• Overview of Investment Corporation

• Overview of Asset Manager

• Disclaimer