Performance Review
for Fiscal Period Ended 30 September 2023
（Teleconference)

from the beginning

Performance Review for Fiscal Period Ended 30 September 2023

• agenda(Slide only)

1 Highlights

• Financial Highlights

• Management Summary

2 External Growth

• Acquired Property (1)

• Acquired Property (2)

• Disposed Property (Harumi Front)

3 Internal Growth

• Trends in Occupancy Rate and Tenant Turnover Rate

• Overview of Rent Revisions(Slide only)

• Net Change in Monthly Contract Rent(Slide only)

• Trend in Net Change in Monthly Contract Rent Due to Internal Growth(Slide only)

• Trends in Market Rent and Rent Gap

4 Financial Strategy

• Finance Profile (1)

• Finance Profile (2)(Slide only)

5 Portfolio Overview

• Asset Size Trends(Slide only)

• Building Age and Diversification(Slide only)

• Trends in Appraisal Value, Unrealized Gain and NAV per unit

6 ESG

• ESG‐related Topics (1)

• ESG‐related Topics (2)

• ESG‐related Topics (3)(Slide only)

• ESG‐related Topics (4)(Slide only)

• International Initiatives(Slide only)

7 Financial Results and Forecasts

• Sep. 2023 Period Financial Results

• Balance Sheets as of 30 Sep. 2023(Slide only)

• Performance Forecasts for Mar. 2024 Period and Sep. 2024 Period(Slide only)

• Factors of Change in DPU

8 Appendix(Slide only)

• Selected Financial Indexes in the Last 5 Periods

• JRE's Achievements Since Listing (1)

• JRE's Achievements Since Listing (2)

• JRE's Achievements Since Listing (3)

• JRE's Achievements Since Listing (4)

• Breakdown of Expenses, Construction Costs and Capital Expenditures

• Management Policy

• Track Record of Property Acquisitions and Dispositions

• Trends in Portfolio Average Rent

• Trends in Market Rent Levels (1)

• Trends in Market Rent Levels (2)

• LTV Trends and Debt Financing Balance by Financial Institution

• Overview of Interest‐bearing Debt

• Unitholder Data

• Major Tenants

• Newly Leased & Vacated Office Spaces by Property

@ MEMO

• Occupancy Rate by Property (1)

• Occupancy Rate by Property (2)

• Performance by Property (1)

• Performance by Property (2)

• Details of Appraisal Values (1)

• Details of Appraisal Values (2)

• Trends in Property Appraisal Values

• Portfolio Map

• List of Properties / PML (1)

• List of Properties / PML (2)

• List of Properties / PML (3)

• List of Properties / PML (4)

• List of Properties / PML (5)

• Materiality

• Climate Change Initiatives (1)

• Climate Change Initiatives (2)

• Climate Change Initiatives (3)

• Climate Change Initiatives (4)

• Climate Change Initiatives (5)

• Social Responsibility

• Governance (1)

• Governance (2)

• Outline of Japan Real Estate Investment Corporation

• Structure and Past Record of Fees

• Unit Price Performance

• Yield Spread Trends / Market Capitalization

• Terminology Used in this Document

@ MEMO

• Disclaimer Concerning Forward‐Looking Statements

@ 表紙