organization 

Structure of Sekisui House Asset Management, Ltd.

Department Scope of operations

Private Funds Department

  1. Operations related to the planning, structuring, establishment, accounting, cash management, and other administrative matters of private funds
  2. Operations related to the execution of investment advisory agreements, placement agreements of private funds, and other relevant contracts
  3. Operations related to the management and operation of private funds
  4. Operations related to supporting the governance and organizational administration of private funds
  5. Other incidental operations

Sustainability Promotion Department

  1. Operations related to the planning, formulation, and promotion of ESG strategies for SHA and SHR
  2. Operations related to proposals and recommendations aimed at advancing ESG initiatives for SHA and SHR
  3. Operations related to external ESG evaluations and participation in ESG-related initiatives
  4. Operations related to ESG research and analysis
  5. Operations related to the disclosure of ESG information
  6. Operations related to the management of the Sustainability Committee
  7. Operations related to the planning, formulation, and promotion of ESG strategies for SHR’s managed assets
  8. Operations related to maintaining and enhancing the value of SHR’s managed assets (excluding overseas real estate, etc.—meaning real estate located outside Japan or real‑estate‑related securities primarily invested in real estate located outside Japan, each as defined in the Investment Guidelines)
  9. Other incidental operations

Investment Department

  1. Operations related to formulating SHR's investment policy
  2. Operations related to formulating SHR's asset disposal policy
  3. Operations related to formulating SHR's management policy
  4. Operations related to SHR's investment and disposal plans
  5. Operations related to property surveys for acquiring SHR's managed assets
  6. Operations related to executing acquisitions of SHR's managed assets and concluding related contracts
  7. Operations related to executing disposals of SHR's managed assets and concluding related contracts
  8. Operations related to the investigation and analysis of real estate sales markets relevant to SHROther incidental operations
  9. Other incidental operations

Engineering Management Department

  1. Management of implementation based on long-term maintenance plans for assets held by SHR and private funds (excluding overseas real estate, etc.)
  2. Technical review, advisory services, and implementation of various construction projects related to assets held by SHR and private funds (excluding overseas real estate, etc.)
  3. Specialized investigation services related to assets held by SHR and private funds (excluding overseas real estate, etc.) and target acquisition assets (excluding overseas real estate, etc.)
  4. Support services for the Private Fund Department, Investment Department, and Asset Management Department - Sekisui House Reit
  5. Other incidental operations

Asset Management Department - Sekisui House Reit

  1. Operations related to the formulation of SHR’s asset management plan
  2. Operations related to maintaining and enhancing the value of SHR’s managed assets
  3. Operations related to property due diligence for SHR’s managed assets
  4. Operations related to monitoring and assessing the management status of SHR’s real estate assets
  5. Operations related to issuing instructions to and supervising property management service providers engaged for SHR’s real estate assets
  6. Operations related to executing various contracts pertaining to SHR’s managed assets
  7. Operations related to handling complaints and inquiries from tenants of SHR’s real estate assets
  8. Operations related to researching and analyzing real estate leasing markets pertaining to SHR’s real estate assets
  9. Operations related to budget and actual performance management for overseas real estate and other assets managed by SHR
  10. Operations related to portfolio management of overseas real estate and other assets managed by SHR
  11. Operations related to the formulation and implementation management of long‑term repair and maintenance plans, as well as technical reviews and advisory services for construction work, for overseas real estate and other assets managed by SHR
  12. Operations related to specialized surveys and studies concerning overseas real estate and other assets managed by SHR
  13. Other incidental operations

Portfolio Management Department

  1. Operations related to the formulation of SHR’s asset management plan (excluding matters pertaining to overseas real estate and other assets) and the budget versus actual performance management of its managed assets (excluding overseas real estate and other assets)
  2. Operations related to the portfolio management of SHR (excluding matters pertaining to overseas real estate, etc.)
  3. Operations related to researching and analyzing trends in the domestic real estate market as they relate to SHR’s managed assets
  4. Other incidental operations

Corporate Strategy and Planning Department

  1. Operations related to the planning, formulation, and promotion of management strategies and business strategies for SHA and SHR
  2. Operations related to proposing operational reforms for SHA, as well as examining and analyzing new business initiatives
  3. Operations related to formulating distribution policies and plans
  4. Operations related to formulating financing policies and plans
  5. Operations related to capital raising (including the issuance of investment units and investment corporation bonds)
  6. Operations related to formulating and executing policies and plans for managing surplus funds
  7. Operations related to investor relations (IR) and disclosure for SHR
  8. Operations related to handling complaints and general inquiries from unitholders and other stakeholders
  9. Operations related to researching and analyzing trends in the overall economy and financial markets
  10. Other incidental operations

Accounting Department

  1. Operations related to the formulation of the annual accounting policies and budgets of Sekisui House Asset Management, Ltd. (“SHA”)
  2. Operations related to accounting, receipts and disbursements by SHA
  3. Operations related to supporting accounting, tax affairs and fund management of SHR and private funds
  4. Other incidental operations

General Affairs Department

  1. Operations related to personnel affairs at SHA
  2. Operations related to public relations of SHA
  3. Operations related to the management of General Meetings of Unit Holders and Board of Directors meetings at SHA
  4. Operations related to supporting the organizational management of SHR (General Meetings of Investors, etc.)
  5. Operations related to the revision and abolition of regulations at SHA
  6. Operations related to the application, maintenance and management of information system equipment
  7. Other incidental operations

Internal Control Promotion Department

  1. Operations related to the supervision of risk management by respective SHA departments
  2. Operations related to internal control by SHA
  3. Operations related to internal audits at SHA
  4. Operations related to the monitoring of the state of compliance with laws and regulations
  5. Operations related to legal affairs at SHA
  6. Operations related to legal affairs at SHR
  7. Operations related to periodic reports, notifications and other responses to administrative agencies, industry associations, etc.
  8. Operations related to various types of requests for approval and other advance examinations at SHA
  9. Operations related to the supervision of responses to complaints lodged by lessees, investors, etc.
  10. Other incidental operations

Compliance Officer

  1. Operations related to compliance by SHA
  2. Operations related to compliance by SHR
  3. Operations for supervising operations allocated to the Internal Control Promotion Department
  4. Other incidental operations