PLAY LIST from the beginning Financial Results for the 16th Fiscal Period ( Table of contents(Slide only) Operational Highlight Forecast DPU expected to cruise at JPY 3,600 level Active asset management under uncertain capital market environment Active asset management underuncertaincapital market environment Capital raising and distribution policies Capital allocation of disposition proceeds 2nd Asset trade deal: Additional disposition of Nagareyama B Share buyback-Resolution and objective Enhancing unitholder value by utilizing third-party strategic capital Track record and investment types of third-party strategic capital Sidecar Fund established in Feb.2024 : LRF3(the 3rd blind-pool fund) Updated pipeline: JPY 200Bn Strong portfolio management leading to continuous internal growth Portfolio with internal growth potential even under potential inflation Financing strategy amid uncertain interest rate environment Asset liability management analysis ESG initiatives 2.16th fiscal period financial results Continuous growth of DPU and NAV per unit 16th FP(ending February 2024)financial results summary 17th FP(ending August 2024)&18th FP(ending February 2025)forecast 3.Current status of the portfolio Features of LaSalle LOGIPORT REIT Location of LaSalle LOGIPORT REIT major assets Portfolio with a diversified tenant base Internal growth-Property operations track record(1) Internal growth-Property operations track record(2) (Fixed Term Lease properties) Portfolio list(1) Portfolio list(2) LRF3 Properties GK-Portfolio NY Properties TMK-Portfolio Development projects with LLR equity stake Settlement timing of asset trade transaction Financial management overview of LLR Our progress so far in reducing carbon footprint LaSalle has committed to be on a pathway to net zero carbon by 2050 Focus on energy efficiency and on-site renewables Verification and certification 4.Logistics real estate market outlook Tokyo area logistics market overview Osaka area logistics market overview Nagoya area logistics market overview Investments in the Chubu area where demand is expected to grow LOGIPORT Nagoya, the largest multi-tenant facility in the Chubu area Tokyo / Osaka area submarket vacancy rate and supply outlook Existing stock of logistics facilities 5.Appendix LaSalle Group is a leading company in real estate core investments LaSalle Group’s track record for development and investment of logistics facilities in Japan Investment policy focusing on location and specifications for competitiveness Features of “Prime Logistics” ESG initiatives #1-Basic policy ESG initiatives #2-External evaluation and certifications, green finance ESG initiatives #3-Environmental ESG initiatives #4-Social ESG initiatives #5-Governance Fund summary Unitholders summary Disclaimer Back Next
