Komori
Other Disclosures3498Kasumigaseki Capital Co.,Ltd.Real estate

Notice Regarding the Formation of a Value-Add Fund for Existing Logistics Facilities

A subsidiary of 霞ヶ関キャピタル began managing a value-add fund incorporating 3 existing dry warehouses. The fund plans to hold the properties for approximately 3 to 5 years and increase their asset value by reducing vacancies, carrying out renovations and implementing other measures.

Worth reading
61In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
3
3 existing logistics facilities
Wording
Conditional
How definitive the wording is.

Announced details

Logistics Facility Value-Add Fund / LOGI FLAG
Applicable field (uses covered by this announcement)

Logistics real estate; vacancy reduction and value enhancement of dry warehouses

Launch date31 March 2026 (actual fund management start date)
What the company reported numerically
Quantitative Effects

Higher asset value through vacancy reduction and value-enhancement measures over a holding period of approximately 3 to 5 years

Relationship between the counterparty and the company
Kasumigaseki Capital Co.,Ltd.3498
Relationship with the Company

There are no capital or personnel relationships requiring disclosure with the business partner, and there are no issues regarding its attributes.

Location (as indicated in this announcement)

2 properties in Saitama Prefecture and 1 property in Miyagi Prefecture (suitable logistics locations, including the Tokyo metropolitan area)

Total floor area: 23,202 m2 in Sakado, Saitama Prefecture; 7,678 m2 in Hanazaki, Kazo, Saitama Prefecture; 7,349 m2 in Okuwa, Kazo, Saitama Prefecture; and 36,000 m2 in Miyagi Prefecture (list of properties scheduled for value enhancement)
Contract Value

Not disclosed (undisclosed under a confidentiality agreement)

Impact on Business Performance

Revenue from fund formation fees, asset management fees and other sources has already been incorporated into the consolidated earnings forecast for the fiscal year ending August 2026.

The company does not address Offering price.

Announced details
ItemDetails
Names of Products / Services CoveredLogistics Facility Value-Add Fund / LOGI FLAG
Relationship with the CompanyThere are no capital or personnel relationships requiring disclosure with the business partner, and there are no issues regarding its attributes.
Contract ValueNot disclosed (undisclosed under a confidentiality agreement)
Launch date31 March 2026 (actual fund management start date)
Applicable areaLogistics real estate; vacancy reduction and value enhancement of dry warehouses
Location2 properties in Saitama Prefecture and 1 property in Miyagi Prefecture (suitable logistics locations, including the Tokyo metropolitan area)
Location scaleTotal floor area: 23,202 m2 in Sakado, Saitama Prefecture; 7,678 m2 in Hanazaki, Kazo, Saitama Prefecture; 7,349 m2 in Okuwa, Kazo, Saitama Prefecture; and 36,000 m2 in Miyagi Prefecture (list of properties scheduled for value enhancement)
Quantitative EffectsHigher asset value through vacancy reduction and value-enhancement measures over a holding period of approximately 3 to 5 years
Impact on Business PerformanceRevenue from fund formation fees, asset management fees and other sources has already been incorporated into the consolidated earnings forecast for the fiscal year ending August 2026.
Items this document does not state (9)
CounterpartyCounterparty overviewOffering priceContract DateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateUsage historySource

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The fund is intended to address the 2030 fluorocarbon regulations, growing demand for frozen foods, labor shortages in the logistics industry and the aging workforce. In addition, vacancy rates are expected to decline and rents to rise against a backdrop of improving supply and demand conditions in logistics real estate and limited new supply due to higher construction costs.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Formation of a Value-Add Fund for Existing Logistics Facilities | Kasumigaseki Capital Co.,Ltd. (3498) timely disclosure | Komori