Japan Retail, Q1 2015...MARKETVIEW Figure 12: 2015 Q1 KYOTO JAPAN RETAIL 25,000 N/A NTT ICI N/A N/A...

MARKETVIEW

Figure 1: vs

: Datastream CBRE Q1 2015

Figure 2: vs

: Datastream CBRE Q1 2015

Figure 3:

: (JNTO) CBRE Q1 2015

0

2

4

6

8

10

12

14

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2014Q1

2015Q1

Japan Retail, Q1 2015

JP

A 1.6%

2008 Q3 6

A 8.2% 2010

Q1

A IT

3%

2014 4

3

DI

DI 5 7

4

27 9

1 2.0 2 1.8

2 1.1 11

2 44%

3

19.7 4 20

Q1 2015 CBRE Research © 2015 CBRE, Inc. | 1

Amount Amount Amount

-9.7% 3

Level 1 – Body Text

LEVEL 2 – HEADING (WITH SPACE AFTER USE

CAPS)

LEVEL 3 – HEADING (NO SPACE AFTER USE

CAPS)

Level 4 – Statement Text

•

Level 6 – Chart Title

Level 7 – Chart Source

Level 9 – Disclaimer

: * ** *** CBRE /

3 12

***

3 35

***

3 20

***

41.7 3 +0.8

** *

-25

-20

-15

-10

-5

0

5

10

15

20

25

30

Q1 2

008

Q2 2

008

Q3 2

008

Q4 2

008

Q1 2

009

Q2 2

009

Q3 2

009

Q4 2

009

Q1 2

010

Q2 2

010

Q3 2

010

Q4 2

010

Q1 2

011

Q2 2

011

Q3 2

011

Q4 2

011

Q1 2

012

Q2 2

012

Q3 2

012

Q4 2

012

Q1 2

013

Q2 2

013

Q3 2

013

Q4 2

013

Q1 2

014

Q2 2

014

Q3 2

014

Q4 2

014

Q1 2

015

25

30

35

40

45

50

-4%

-3%

-2%

-1%

0%

1%

2%

3%

2007

04

2007

10

2008

04

2008

10

2009

04

2009

10

2010

04

2010

10

2011

04

2011

10

2012

04

2012

10

2013

04

2013

10

2014

04

2014

10

2015

04

MARKETVIEW

Q1

2

2014

2017

2018 7

Figure 4:

11.5%

72.1%

6.6%

9.8%

54% 36%

10%

物販 53%

飲食 37%

サービス 10%

銀座 26%

表参道 35%

新宿 26%

渋谷 13%

1

Q1

Figure 5:


JAPAN RETAIL


LEVEL 2 – HEADING (wi th space af ter use CAPS)

LEVEL 3 – HEADING (no space after use CAPS)


• Level 5 – Bullet



Level 8 – Contact Role (use Arnhem bold for name)


Please stick to these styles only.

* CBRE **4

Q1 2015 Q1 2015

: CBRE Q1 2015 : CBRE Q1 2015 * CBRE

**4

MARKETVIEW

Q1

Q1

1

© 2015 CBRE, Inc. | 3

JAPAN RETAIL








Level 8 – Contact Role (use Arnhem bold for name)



OUTLOOK

35 /

2013 20

Q1 35

Q1 2015 CBRE Research

MARKETVIEW

Figure 6: 2015 Q1

: CBRE Q1 2015

Figure 7: 2015 4 1,000

JAPAN RETAIL

Ermenegildo Zegna 303

FEILER 51

Guzman y Gomez N/A

SAINT LAURENT N/A N/A

ALOHA TABLE waikiki N/A

SENSE OF PLACE by URBAN RESEARCH N/A

THE Original PANCAKE HOUSE N/A

TOWER RECORDS CAFE 30 N/A

JJ HAWAII N/A N/A

ICE MONSTER N/A N/A

KAMEHAMEHA BAKERY 60 N/A

IISER LOEN N/A

ISLAND VINTAGE COFFEE 46 N/A

Blue Bottle Coffee N/A N/A

221RESTIR N/A SIX HARAJUKU TERRACE

NEWYORKER BLUE 15 NK

Disny Store 65

30

Miu Miu N/A N/A

Onitsuka Tiger 55

Taco Bell N/A N/A

3,025 2015

15,035 2015

33,580 2016

2,140 2016

44,740 10 2016 11

4,840 2017

35,545 2017

1,000 2018 7

17,850 2018


* : CBRE Q1 2015

MARKETVIEW

Q1 2014Q4

BURBERRY 2014 Q3

Guess

UNDER ARMOUR

2014 Q4

Q1

2015

2014

2022

LCC 90

90

LCC

IR

© 2015 CBRE, Inc. | 5

JAPAN RETAIL

•

• A

• 13


MARKETVIEW

Q1

2014 4

2015

2014

GOLDEN GOOSE DELUX BRAND 2015 4

3

PARCO

PARCO midi

2014 Q4

2015 4

3

5

2015 3 3

2014

2000

2015 2017

© 2015 CBRE, Inc. | 6

JAPAN RETAIL


OUTLOOK

20 /

Q1

2015

2014

Q1 20 /

MARKETVIEW

Figure 8: 2015 Q1

© 2015 CBRE, Inc. | 7

JAPAN RETAIL


OUTLOOK

12 /

Q1

2014

2020

12 /

BURBERRY 357

Guess 72 N/A

GOLDEN GOOSE DELUXE BRAND 152 Yu-Rin Building

85 PARCO midi

: CBRE CBRE Q1 2015

MARKETVIEW

Figure 9:

16

2 2016

680 790

2015 1 16 1,500

2015

3 10

27 56

EmQuartier

3

5 13

2014 Siam

Paragon

© 2015 CBRE, Inc. | 8

JAPAN RETAIL








Level 8 – Contact Role (use Arnhem bold for

name)

コンタクト Level 9 – Disclaimer



MUJI NANNING HANG YANG CHENG 169

680

790

BEAMS BANGKOK N/A

56

28

Infinityfoods Alliance 38

N/A

: CBRE Q1 2015

MARKETVIEW

3

4

5

6

Q1 2

010

Q2 2

010

Q3 2

010

Q4 2

010

Q1 2

011

Q2 2

011

Q3 2

011

Q4 2

011

Q1 2

012

Q2 2

012

Q3 2

012

Q4 2

012

Q1 2

013

Q2 2

013

Q3 2

013

Q4 2

013

Q1 2

014

Q2 2

014

Q3 2

014

Q4 2

014

Q1 2

015

Figure 11: (%) Q1 2015*

Figure 10: (%) Q1 2015*

4

4 Elliot

Management 250

2008 10

3 2,000

Elliot Management

2012 120

2

1 2

3 4 JTB 5 10

NTT JR

3

NTT JR

JR 1

1,100

ICI

2

13 4

4,200

2012 6 ANGELO

GORDON 2014 3

243 1

3,750

100

Dynasty Holding International

100

2004 7

2 2,500

2007 94 Dynasty

Holding International

2


JAPAN RETAIL

* CBRE : CBRE Q1 2015

2

3

4

5

Q1 2

010

Q2 2

010

Q3 2

010

Q4 2

010

Q1 2

011

Q2 2

011

Q3 2

011

Q4 2

011

Q1 2

012

Q2 2

012

Q3 2

012

Q4 2

012

Q1 2

013

Q2 2

013

Q3 2

013

Q4 2

013

Q1 2

014

Q2 2

014

Q3 2

014

Q4 2

014

Q1 2

015

* CBRE : CBRE Q1 2015

MARKETVIEW

Figure 12: 2015 Q1

JAPAN RETAIL

25,000 N/A

NTT

ICI N/A N/A

6

24,300 N/A

Hulic N/A N/A

G 01 DREAM

Old Navy 1,760 4.5%

Luz , TSUTAYA 3,938 5.7%

4,740 5.0%

unimo

H&M N/A N/A

10,000 N/A

KYOTO ZARA N/A N/A

CBRE

50

1

: 1 3 2 6 3 9 4 12


: CBRE Q1 2015

MARKETVIEW

Disclaimer: CBRE

Disclaimer: Information contained herein, including projections, has been obtained from sources believed to be reliable. While we do not doubt its accuracy, we have not verified it and make no guarantee, warranty or representation about it. It is your responsibility to confirm independently its accuracy and completeness. This information is presented exclusively for use by CBRE clients and professionals and all rights to the material are reserved and cannot be reproduced without prior written permission of CBRE.

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Japan Retail, Q1 2015...MARKETVIEW Figure 12: 2015 Q1 KYOTO JAPAN RETAIL 25,000 N/A NTT ICI N/A N/A...

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