Investor Presentation: Half-year 2025 Safe harbour statements NOTE REGARDING FORWARD-LOOKING STATEMENTS: CERTAIN STATEMENTS AND INDICATIVE PROJECTIONS (WHICH MAY INCLUDE MODELLED LOSS SCENARIOS) MADE IN THIS PRESENTATION OR OTHERWISE THAT ARE NOT BASED ON CURRENT OR HISTORICAL FACTS ARE FORWARD-LOOKING IN NATURE INCLUDING, WITHOUT LIMITATION, STATEMENTS CONTAINING THE WORDS "BELIEVES", "AIMS", "ANTICIPATES", "PLANS", "PROJECTS", "FORECASTS", "GUIDANCE", "INTENDS", "EXPECTS", "ESTIMATES", "PREDICTS", "MAY", ...

Core Viewpoint - Lead Real Estate Co., Ltd has engaged in significant transactions with Samurai Capital, selling long-term stay hotels and condominiums, indicating a strategic move to enhance its portfolio and operational capabilities in the luxury residential market in Japan [1][2][3]. Group 1: Transaction Details - The company has sold two long-term stay hotels, "Ent Terrace Akihabara" and "Ent Terrace Asakusa," and entered into trust beneficiary right purchase agreements for two condominiums, "Excelsior Shakujii-Koen" and "Excelsior Yokohama Enokicho," totaling approximately 5.3 billion yen in this round of transactions [2][3]. - The initial engagement with Samurai Capital began with a business alliance agreement on May 30, 2024, which included the first round of transactions worth over 4 billion yen [2]. Group 2: Future Prospects - On June 30, 2025, the company signed a memorandum of understanding for preferential negotiations regarding three long-term stay hotels currently scheduled for construction, indicating plans for future growth and development in the hospitality sector [4]. - The company aims to provide integrated services from planning to operation, enhancing customer satisfaction through a one-stop service model [4]. Group 3: Property Overviews - "Ent Terrace Akihabara" is an eight-room hotel in Chiyoda, Tokyo, featuring a building area of 4,870 square feet and designed for groups or families [6]. - "Ent Terrace Asakusa" is a nine-room hotel in Taito, Tokyo, with a building area of 8,719 square feet, offering both Japanese-style and Western-style rooms [9]. - "Excelsior Shakujii-Koen" is a 22-unit property in Nerima, Tokyo, with a building area of 13,021 square feet, located near Shakujii-Koen Station [11]. - "Excelsior Yokohama Enokicho" is a 30-unit property in Yokohama, Kanagawa, with a building area of 18,955 square feet, ideal for families due to its proximity to schools and parks [14]. Group 4: Company Overview - Lead Real Estate Co., Ltd specializes in luxury residential properties, including single-family homes and condominiums, across Tokyo, Kanagawa Prefecture, and Sapporo, and also operates hotels in Tokyo [15]. - The company's mission focuses on providing stylish, safe, and luxurious living, while its vision emphasizes continuous improvement and leveraging its strong market position in luxury residential properties [16].

Core Insights - Lead Real Estate Co., Ltd (LRE) has signed a sales contract for its planned hotel, ENT TERRACE Tsukiji 6 Chome, located in Tsukiji, Tokyo [2][10] - The hotel will feature eight extended-stay rooms and will be constructed with reinforced concrete, comprising nine floors above ground [3][9] - The Tsukiji District Community Development Project, initiated in March 2022, aims to revitalize the area into a "waterfront city" and enhance its cultural and historical significance [8][9] Company Overview - Lead Real Estate Co., Ltd specializes in luxury residential properties, including single-family homes and condominiums, across Tokyo, Kanagawa, and Sapporo [10][11] - The company operates hotels in Tokyo and leases apartment units in Japan and Dallas, Texas [10] - LRE's mission focuses on providing stylish, safe, and luxurious living, while its vision emphasizes continuous improvement and leveraging its strong market position [11] Project Details - ENT TERRACE Tsukiji 6 Chome will have a building area of 6,698 square feet and a land area of 1,016 square feet [3][9] - The total construction cost for the Tsukiji District Community Development Project is approximately 6 billion dollars [9] - The project site covers an area of 19 hectares and involves multiple participating companies, including Mitsui Real Estate and Toyota Automobile [9]

Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, across Tokyo, Kanagawa prefecture, and Sapporo [10] - The company also operates hotels in Tokyo and leases apartment units in Japan and Dallas, Texas [10] - The mission of the company is to provide stylish, safe, and luxurious living, while its vision focuses on continuous improvement and leveraging its strong market position in the luxury residential property market [11] Recent Developments - The company announced the signing of a sales contract for its planned luxury single-family home, REAL PRO Ookayama [1] - The REAL PRO SERIES Ookayama will be constructed from wood, featuring two floors above ground, with a building area of 2,029.3 square feet and a land area of 1,784.2 square feet [2] Location Highlights - Ookayama is known for its vibrant dining district, including the famous Ookayama Underground Dining Area, which has a nostalgic atmosphere reminiscent of the Showa Era [3][8] - The area is home to the prestigious Tokyo Institute of Technology, enhancing its appeal as a "Student Town" [5] - Ookayama Station provides direct access to major shopping districts, including Jiyugaoka and Futako-Tamagawa, both just 10 minutes away [5] Architectural Design - The architectural design of the REAL PRO SERIES is supervised by Pro Style Design Office Inc., known for its luxury architectural designs [6] - The design philosophy emphasizes creating high-density spaces that cater to the owner's lifestyle through the use of luxury brands in various aspects of living [6]

Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, across Tokyo, Kanagawa prefecture, and Sapporo [11] - The company also operates hotels in Tokyo and leases apartment units in Japan and Dallas, Texas [11] - The mission of the company is to provide stylish, safe, and luxurious living, while its vision focuses on continuous improvement and leveraging its strong market position in the luxury residential property market [12] Project Announcement - The company announced the start of construction for its luxury single-family home, Naoi Style Nakameguro Yutenji 1 Chome, in February 2025 [1] - The property is located in Yutenji 1-Chome, Meguro, Tokyo, and features a wooden structure with three floors above ground, covering a building area of 2,426 square feet and a land area of 1,322 square feet [2] Architectural Design - The architectural design is supervised by Naoi Architectural Design Office Ltd, known for its local and international design awards [6] - The design philosophy emphasizes creating unique proposals based on individual client needs, focusing on functionality, durability, and a universal architectural style [6] Location Features - Yutenji is described as a residential area that balances urban convenience with serenity, located between Nakameguro Station and Yutenji Station [9][10] - The area is characterized by a tranquil atmosphere due to the absence of large-scale commercial facilities, making it attractive for families [17]

Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, primarily in Tokyo, Kanagawa prefecture, and Sapporo [6][7] - The company also operates hotels in Tokyo and leases apartment units in Japan and Dallas, Texas [6] Recent Developments - The company announced the start of construction for its luxury single-family home, Naoi Style Nakameguro Yutenji 1 Chome, in February 2025 [1] - The property is located in Yutenji 1-Chome, Meguro, Tokyo, featuring a building area of 2,426 square feet and a land area of 1,322 square feet [2] Architectural Design - The architectural design is supervised by Naoi Architectural Design Office Ltd, known for its local and international design awards [3] - The design philosophy emphasizes creating unique proposals tailored to individual client needs, focusing on functionality and durability [3] Location Features - Yutenji is characterized by a tranquil atmosphere, providing a balance between urban convenience and serenity, making it attractive for families [5][11] - The area has limited large-scale commercial facilities, enhancing its appeal for residential living [11] Company Mission and Vision - The company's mission is to provide stylish, safe, and luxurious living environments [7] - The vision includes adopting a Kaizen approach for continuous improvement and leveraging its strong market position to create a global transaction platform for luxury properties [7]

Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, primarily in Tokyo, Kanagawa prefecture, and Sapporo [9] - The company also operates hotels in Tokyo and leases apartment units in Japan and Dallas, Texas [9] Project Announcement - The company announced the construction of a new income-producing freestanding condominium named EXCELSIOR SHAKUJII-KOEN, which commenced on March 21, 2025 [1] - This property will consist of 22 units, built from reinforced concrete, with six floors above ground, covering a building area of 13,021 square feet and a land area of 4,430 square feet [2] Location and Environment - EXCELSIOR SHAKUJII-KOEN is located in Shakujii 2-Chome, Nerima, Tokyo, an area known for its greenery and proximity to a large park, making it an attractive suburb [4] - The neighborhood offers a family-friendly environment with educational institutions, parks, hospitals, and community events, ideal for families seeking a safe living space [8] Accessibility and Amenities - The property is a five-minute walk from Shakujii Park Station, providing easy access to the city center [14] - The area features a variety of restaurants and shopping facilities, including Emio Shakujii Park, which offers a range of amenities from fashion to groceries [14]

Core Points - Lead Real Estate Co., Ltd has successfully transferred its American Depositary Shares (ADSs) from The Nasdaq Global Market to The Nasdaq Capital Market, effective March 27, 2025 [1][2] - The transfer was approved following an application submitted on March 17, 2025, and trading of the ADSs under the symbol "LRE" remains unaffected [1][2] - The company anticipates that a hearing held on March 20, 2025, will likely be rendered moot due to the approval of the transfer [2] Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, primarily in Tokyo, Kanagawa prefecture, and Sapporo [3] - The company also operates hotels in Tokyo and leases apartment units to individual customers in Japan and Dallas, Texas [3] - The company's mission focuses on providing stylish, safe, and luxurious living, while its vision emphasizes continuous improvement and leveraging its strong market position in the luxury residential property sector [4]

Core Insights - Lead Real Estate Co., Ltd (LRE) is set to complete the construction of its extended stay hotel, ENT TERRACE Asakusabashi, in April 2025 [1] - The hotel features 8 rooms, is constructed from reinforced concrete, and has 9 floors above ground with a building area of 564.67 square feet and a land area of 821.7 square feet [2] - The Asakusabashi district, where the hotel is located, is known for its rich history as a transportation hub and wholesale district, contributing to a unique downtown atmosphere [2][3] Company Overview - Lead Real Estate Co., Ltd specializes in luxury residential properties, including single-family homes and condominiums, across Tokyo, Kanagawa prefecture, and Sapporo [6] - The company also operates hotels in Tokyo and leases apartment units in Japan and Dallas, Texas [6] - The company's mission focuses on providing stylish, safe, and luxurious living, while its vision emphasizes continuous improvement and leveraging its strong market position [7] Hotel Features and Location - ENT TERRACE Asakusabashi is strategically located with high accessibility, being only a 4-minute walk from Asakusabashi station, which connects to major stations like Tokyo station (10 minutes) and Shinagawa station (20 minutes) [5] - The surrounding area includes a diverse selection of restaurants and the Asakusabashi Wholesale District, attracting handmade and DIY enthusiasts due to its variety of specialty stores [3][5]

Company Overview - Lead Real Estate Co., Ltd is a Japanese real estate developer specializing in luxury residential properties, including single-family homes and condominiums across Tokyo, Kanagawa prefecture, and Sapporo [3][8] - The company also operates hotels in Tokyo and leases apartment units to individual customers in Japan and Dallas, Texas [8] Project Announcement - The company announced plans for the construction of an extended stay hotel named ENT TERRACE Tsukiji 6 Chome, located in Tsukiji, Chuō-ku, Tokyo [3][4] - The hotel will feature 8 rooms, constructed from reinforced concrete, with 9 floors above ground, covering a building area of 6,698 square feet and a land area of 1,016 square feet [4] Location and Community Development - The hotel is situated in Tsukiji, an area known for its world-class restaurants and historical significance as the site of the world's largest fish market [5] - The project is part of the ongoing Tsukiji District Community Development Project initiated by the Tokyo Metropolitan Government in March 2022, aimed at transforming Tsukiji into a "waterfront city" [5][8] Project Details - The project site covers an area of 19 hectares with an estimated total construction cost of 600 million dollars [8] - The development will include a multifunctional super facility with a capacity for approximately 50,000 people, a new subway station, and boat transportation facilities [8]