2(#Ø b v l g2 É 6õ m >%± } o · 2 ^ > "@ ó b ¸ ¼ å º _6õ k z c 2018 º9 v30 ¥...

12
1 2018 12 13 ⏘ᢞ㈨ಙクドๆⓎ⾜⪅ ᮾி㒔 ༊᪂ᶫ┠ 18 1 ௦⾲⪅ ⏣ಇኵ ␒ࢻ3296㈨⏘㐠⏝♫ ᰴᘧ♫ ௦⾲⪅ ௦⾲⥾ᙺ♫㛗 ⏣ಇኵ ㈈⏬ᮏ㒊 ᴗ⏬㒊㛗 ▼ᓫᘯ TEL03-5501-0080㈨⏘ᚓཬ㈚㛵▱࠾᪥ᮏᢞ㈨ἲே㸦௨ୗᮏᢞ㈨ἲே࠸࠸ࠋࡍ㈨⏘㐠⏝ጤク㈨⏘㐠⏝ ᰴᘧ♫㸦௨ୗᮏ㈨⏘㐠⏝♫࠸࠸ࠋࡍ ࠊࡣᮏ᪥ᮏᢞ㈨ἲேୗグ㈨⏘ᚓ㸦௨ୗᮏᚓ࠸࠸ࠋࡍ㸧ཬ㈚Ỵᐃࡢࡓࡋ▱࠾ࡋࡓ࠸ࡏ ࠋࡍ1. ᮏᚓᴫせ (1) ᚓணᐃ౯᱁ࠊࡣಙク┈ᶒㆡΏዎ⣙᭩㸦௨ୗࠕࠊᮏ௳㈙ዎ⣙᭩࠸࠸ࠋࡍ㸧グ㍕ணᐃ㈨⏘㈙௦㔠㢠グ㍕ࠊ࠾࡞ࠋࡍᚓணᐃ౯᱁ࠊࡣᾘ㈝⛯ཬᆅ᪉ᾘ㈝⛯୪ᚓせ ㅖ㈝⏝ࠊࡎⓒᮍ‶ษᤞグ㍕ࠋࡍ௨ୗ ࠋࡍ(2) ᚓඛᢎㅙࡇ࠸࡞࠸㠀㛤♧ ࠋࡍ2. ᮏᚓཬ ⏤⌮ࡢᮏᢞ㈨ἲேつ⣙ᐃ㈨⏘㐠⏝ᑐ㇟ཬ᪉㔪ᇶࠊࡁ㈨⏘つᶍᡂ㛗Ᏻᐃⓗ┈☜ࡢಖᐇ⌧ᮏᚓཬ㈚Ỵᐃ ࠋࡓࡋᮏᚓᮏᢞ㈨ἲே㐠⏝㈨⏘ィ㸦ᚓ㸦ணᐃ㸧౯᱁ࠊࡣ2,487 ぢ㎸ࠋࡍᮏᢞ㈨ἲேࠊࡣᚋᮏᢞ㈨ἲேᇶᮏ᪉㔪⥲ࠊ ࡢࢺ≉ᛶάࡓࡋᶵⓗࢱࡘᢞ㈨㏻╔ࠊᐇእ㒊ᡂ㛗ᅗࡁ࠸ ࠋࡍ≀௳ࡓ࠶ホ౯ࡓࡋ࠸ࡘ ࠊࡣᚋグ 3.⏘ཬ⏘ಙク┈ᶒಙク㈈⏘ ෆᐜཧ↷ ࠋ࠸ࡉࡔࡃ(1) ᚓணᐃ㈨⏘ ✀ࡢ⏘ಙク㈈⏘ಙク┈ᶒ (2) ༡㸦௨ୗ ᮏ≀௳࠸࠸ ࠋࡍ(3) ⓒ ὀ (4) ᖺ ᭶ ᪥ (5) ᖺ ᭶ ᪥ (6) 㠀㛤♧ (7) ᡭඖ㈨㔠 (8) ᖺ ᭶ ᪥㸦ணᐃ㸧

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Page 1: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

1

2018 12 13

1 8 1

3296

TEL 03-5501-0080

1.

( 1)

( 2)

2.

2,487

3.

(1) (2) (3) (4) (5) (6) (7) (8)

Page 2: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

2

2018 9 30

3. (1)

2019 1 31 UFJ 2019 1 31 2029 1 31 20 16

10 1 100 1 479.40 2 168.92

2005 2 10 799.08 735

P M L 3.5

750.12 750.12 100 29 29 100

0.2

29 34 3

( 1) 80 100

( 2) 500 479.40

Page 3: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

3

25 30 1R

(2)

Page 4: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

4

(3)

735

2018 11 1

735,000 DCF

750,000

36,792

38,305 1,513 6,623 1,089 DCF 11 462 DCF 11 581 DCF 11 PM 715

1,894

1,528 DCF 11 DCF

70 DCF 282 30,168

36 1.0%

967 DCF 11 29,237 3.9 DCF

DCF 719,000 3.7

4.1

396,000

88.9% 11.1%

Page 5: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

5

(1)

1

25 201

43 100

8 1 1

2 PML

PML Probable Maximum Loss50

475 50 10%90%

%

Page 6: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

6

2018 12 10

2018 12 10

( 1) 2018 12 10

( 1)

2018 12 10

2018 12 10

2 2018 12 10

2018 12 10

2018 12 10

2 2019 1 31

307,475.582

2018 12 10( 1)

(1)

2018 12 1012

( 2)

12( 3)

2018 12 10

2018 12

10

( 1)

Page 7: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

7

( 2)

( 3)

4.

5. (1)

( ) (2)

6.

67.0%

201 123

2 3 1 324 1 1989 9 12 1.

2.

1 9 5 1,396 1972 3 10

Page 8: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

8

3.

4. 5. 6. 7. 8. 9. 10. 11. 12. 13.

67.0% 100%

5

12 2018 6268,901 362,283 2 23,852

1 2

7. (1)

(2)

(3)

20191 31

1

Page 9: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

9

8. 2018 8 16 2018 6 REIT

2018 12 2018 7 1 2018 12 31 2019 62019 1 1 2019 6 30

http://www.nippon-reit.com/

1

Page 10: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

10

1

( 1)

%

A-1 FORECAST 2011 3 29 2,260 0.9

A-2 2011 3 29 2,130 0.9

A-3 FORECAST 2011 3 29 1,430 0.6

A-4 FORECAST AVENUE 2014 4 24 6,500 2.6

A-5 FORECAST ( 2) 2014 4 24 4,800 1.9

A-6 FORECAST 2014 4 24 1,800 0.7

A-7 FORECAST SOUTH 2014 4 24 13,990 5.6

A-8 FORECAST 2014 4 24 5,760 2.3

A-9 2014 4 24 2,860 1.1

A-10 2014 4 24 2,780 1.1

A-11 2014 4 24 2,260 0.9

A-13 2014 4 24 2,520 1.0

A-14 2014 12 19 3,510 1.4

A-16 2015 2 12 2,827 1.1

A-17 2015 2 12 7,396 3.0

A-18 FORECAST 2015 2 12 5,230 2.1

A-19 325 2015 2 12 1,850 0.7

A-20 FORECAST 2015 2 12 1,240 0.5

A-21 2015 2 12 2,810 1.1

A-22 2015 2 12 2,640 1.1

A-23 ANNEX 2015 2 12 2,100 0.8

A-24 2015 2 12 2,837 1.1

A-25 FORECAST 2015 2 12 2,070 0.8

A-26 FORECAST PLACE 2015 2 12 1,650 0.7

A-27 FORECAST 2015 2 12 2,030 0.8

A-28 2015 2 12 2,207 0.9

A-29 2015 2 12 1,249 0.5

A-30 FORECAST 2015 2 12 2,300 0.9

A-31 8 2015 2 12 2,210 0.9

A-32 2015 2 12 2,033 0.8

A-33 FORECAST 2015 2 12 5,550 2.2

A-34 NT 2015 2 12 3,094 1.2

A-35 2015 2 12 979 0.4

A-36 2015 2 12 2,475 1.0

A-37 2015 2 12 3,146 1.3

A-38 ANTEX24 2015 2 12 1,691 0.7

Page 11: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

11

( 1)

%

A-39 2015 2 12 1,550 0.6

A-40 2015 2 12 1,372 0.6

A-41 I S 2015 2 12 2,258 0.9

A-42 2015 2 12 1,200 0.5

A-43 2015 2 12 1,626 0.7

A-44 MK 2015 3 27 1,781 0.7

A-45 2015 7 2 4,120 1.7

A-46 AKASAKA 2015 7 2 2,000 0.8

A-47 2015 7 2 1,440 0.6

A-48 Shinto GINZA EAST 2015 7 2 1,352 0.5

A-49 FORECAST 2015 7 2 3,000 1.2

A-50 FORECAST FIRST 2015 7 2 4,775 1.9

A-51 FORECAST WEST 2015 7 2 6,520 2.6

A-52 2015 7 2 15,585 6.3

A-53 2015 7 2 2,850 1.1

A-54 NORE 2015 7 2 2,840 1.1

A-55 NORE 2015 7 2 2,520 1.0

A-56 2017 9 28 6,705 2.7

A-57 2017 9 28 1,390 0.6

A-58 2018 7 3 960 0.4

A-59 2018 7 3 1,152 0.5

A-60 ON 2018 7 3 2,392 1.0

A-61 TK 2018 7 3 4,130 1.7

A-62 2018 7 3 1,460 0.6

A-63 2018 7 3 1,265 0.5

A-64 2018 7 3 1,453 0.6

A-65 2018 7 3 1,167 0.5

63 193,086 77.6

B-1 2011 3 29 11,880 4.8

B-2 N11 2014 4 24 1,570 0.6

B-3 2014 4 24 1,280 0.5

B-4 2014 4 24 1,110 0.4

B-5 2014 4 24 785 0.3

B-6 2014 4 24 695 0.3

B-7 2014 4 24 640 0.3

B-8 2015 2 12 1,813 0.7

B-9 2017 9 28 3,502 1.4

B-10 2018 7 3 2,590 1.0

Page 12: 2(#Ø b v l g2 É 6õ M >%± } O · 2 ^ > "@ ó b ¸ ¼ å º _6õ K Z c 2018 º9 v30 ¥ Ü 2( 2 Ç b Y ·#Ø 2( 0¯0É F b$Î / * '¼ b4 #Ý / D'¼ _6õ M Ì i _0°3U b ¸ ¼ å

12

( 1)

%

B-11 2018 7 3 1,300 0.5

B-12 Primegate ( 3) 2018 7 3 5,200 2.1

B-13 2018 7 3 1,230 0.5

B-14 2018 7 3 740 0.3

B-15 ( 4) 2018 7 3 3,110 1.3

B-16 2018 7 3 785 0.3

B-17 2018 7 3 986 0.4

B-18 III 2018 7 3 2,428 1.0

B-19 2018 7 3 1,608 0.6

B-20 2018 7 3 905 0.4

B-21 2018 7 3 571 0.2

B-22 2019 1 31 715 0.3

22 45,443 18.3

C-1 2015 3 12 3,350 1.3

C-2 2015 2 12 2,063 0.8

C-3 BECOME SAKAE 2018 7 3 4,770 1.9

3 10,183 4.1

88 248,713 100.0

( 1) 2 ( 2) 1 7 FORECAST 8 9

Eponoqu FORECAST

( 3) 1 4 S&SPrimegate

( 4) 1