Performance Review
for Fiscal Period Ended 30 September 2024
（Teleconference)

from the beginning

Performance Review for Fiscal Period Ended 30 September 2024

• agenda(Slide only)

1 Highlights

• Performance Highlights

• Summary of DPU (Actual)

• Summary of DPU (Forecast) and Future Dividend Strategy

2 Summary

• Occupancy Rate and Tenant Turnover

• Rent Revisions(1)

• Rent Revisions(2)

• Repairing Expenses and CAPEX

• Disposed Property

• Property Replacement

• Finance Profile (1)

• Finance Profile (2)(Slide only)

• Appraisal Value and NAV

• ESG Topics(1)

• ESG Topics(2)(Slide only)

• External Evaluations(Slide only)

• International Initiatives(Slide only)

• History of JRE’s ESG Initiatives(Slide only)

3 Portfolio Overview(Slide only)

• Asset Size Trends

• Building Age and Diversification

4 Financial Results and Forecasts(Slide only)

• Sep. 2024 Period Financial Results

• Balance Sheets as of 30 Sep. 2024

• Performance Forecasts for Mar. 2025 Period and Sep. 2025 Period

5 Appendix(Slide only)

• Turnover Rate and Rent Change Rate

• Newly Leased & Vacated Office Spaces by Property

• Occupancy Rate by Property (1)

• Occupancy Rate by Property (2)

• Major Tenants

• Overview of Rent Revisions

• Trend in Net Change in Monthly Contract Rent Due to Internal Growth

• Trends in Portfolio Average Rent

• Trends in Market Rent Levels (1)

• Trends in Market Rent Levels (2)

• Performance by Property (1)

• Performance by Property (2)

• Track Record of Property Acquisitions and Dispositions

• Selected Financial Indexes in the Last 5 Periods

• LTV Trends and Debt Financing Balance by Financial Institution

• Overview of Interest‐bearing Debt

• Details of Appraisal Values (1)

• Details of Appraisal Values (2)

• Trends in Property Appraisal Values

• 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)

• 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)

• JRE’s Achievements Since Listing (1)

• JRE’s Achievements Since Listing (2)

• JRE’s Achievements Since Listing (3)

• JRE’s Achievements Since Listing (4)

• Unitholder Data

• Outline of Japan Real Estate Investment Corporation

• Management Policy

• Structure and Past Record of Fees

• Unit Price Performance

• Yield Spread Trends / Market Capitalization

• Terminology Used in this Document

• Disclaimer Concerning Forward‐Looking Statements

@front cover