Niseko Property Market Review August 202l

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Niseko Property Market Review C9 HOTELWORKS

August 202 l

Hotel brands on the rise as Niseko's land prices continue upward Resort residential land plots sought by investment buyers

Primary Real Estate Market

"In a brooder sense, the highly tourist-reliant alpine resort area of Niseko hos remained attractive to real estate developers and international hotel operators during the pandemic. Overseas investment sentiment hos been such as Six positive, highlighted by projects Senses/Wealth Management Group ( l 00 keys), Moxy/YTL Corporation Berhod (310 keys), and Copello/Shenning Investments (219 keys).

%

USD (M) 3,000

50

2,500

40

I/ I

2,000 1,500 1,000

Also, new developments, namely New World Lo Plume Niseko Resort and Motie Niseko recently launched in the 2021 summer season . Hence, the 2021 Niseko property market hos hit a high in new project/ off pion transactions of USD2 .69 billion.

500 0 -

Although the current worldwide economic remains uncertain, domestic and foreign developers in Niseko ore receiving strong demand for land acquisitions of residential plots .

2019 2020 Transaction Value

30 20 10 0 2021 Growth

Source: C9 Hotelworks Market Research

Commercial and retail rental rotes hove retreated due to a lower number of tourists . However, based on the Ministry of Land, Infrastructure, Transport, and Tourism in 2021 , the overage land appraisal in Kutchon hos continued to rise by 25% y-o-y, making it the highest growth rote in Japan."

A number of projects ore reporting inspection cancellations from offshore buyers, however, there ore luxury real estate soles that ore completing. Another segment seeing demand from bargain hunters is luxury penthouses or multi-milliondollor holiday homes.

Bill Barnett, Managing Director, C9 Hotelworks

Growth rote in condominium market prices hos risen by l l % compared to 2020 Average unit soles median price is USDl 7,056 per square meter .

COVID-19 pandemic hos delayed New Chitose Airport's privatization process, which began in August 2019. Currently project is on hold.

A number of completed projects ore offering promotion discounts from 5% - l 0% to shift inventory.

Hospitality sector set for influx of international hotel brands such as Six Senses, Capello, New World, and Moxy (Marriott)

New accommodation tax rote at 2% of nightly room rote hos been implemented versus old system of per person charge on a flat rote basis

Sapporo City is a possible candidate for the Olympic Winter Gomes 2030 and is eying Niseko Village as a venue for alpine events .

soles


PROPERTY MARKET Supply Overview Real Estate Development by Area - 2020 vs. 2021 Hirafu remains a key centerpi ece, but neighboring areas led by Hanazono, Higashiyama , and Annupuri are continuing to expand.

2021

42%

2020

40%

46% ■ Hirafu/ Outer Hirafu

31% ■ Rusutsu/ Kiroro

■ Hanazono/ Moiwa/ Annupuri/ Higashiyama Source: C9 Hotelworks Market Research

Real Estate Development by Type - 2020 vs. 2021 Niseko' s condominium inventory made up 80% of the market in 202 1.

2021

80%

2020

73% ■ Condominiums

■ Houses/ Land Plots Source: C9 Hotelworks Market Research

Real Estate Insight - Demonstrated Demand Trends Condominiums aaa aaa aaa

Unit configurations:

41% Two bedrooms

Built-up size ran ge :

50 - l 00 square meters

Houses Home configurations:

61 % Three bedrooms

Built-up size range:

l 00 - 300 square meters

Land Plots - Residential ........... as

22

Median size:

843 square meters

Pl ot size:

500 - l , l 00 square meters

C9 Niseko Property Market Review: August 202

l

Source: C9 Hotelworks Market Research


PROPERTY MARKET Demand Overview Condominiums Price Strata - 2020 vs. 2021 A total of 6 8% of th e market-wide condominium inventory is priced between USD0 .5 - 2 million, w ith an avera ge of USD l .68 milli on per unit.

2021

68% aaa aaa

2020

~

65% ■

USD0 .5-2 million Source: C9 Hotelworks Market Research

Houses/Land Plots Price Strata - 2020 vs. 2021 Due to risin g building costs, the average pri ce absolute price ran ge per house .

2021

of homes w as up y-o-y by 5%, moving towards USD l - 2 milli on

65%

2020 ■ USD1-2

million Source: C9 Hotelworks Market Research

Sales Price Market Trend

Sales Pace Market Trend

%

%

50

80 60 40 20 0 -20 -40 -60

40 30 20 10 0

-10

2019

2020

-

20~

I

2019

120

Condominium Sales Price(% Change)

Condominiums Sales Pace (% Change)

Houses/ Land Plots Sales Price (% Change)

Houses/ Land Plots Sales Pace (% Change) Source: C9 Hotelworks Market Research

23

C9 Niseko Property Market Review: August 202 l


PROPERTY MARKET Hotel and Property Pipeline Insights Branded vs. Non-branded - 2020 vs. 2021

2020

202 1 Branded Properties

2021: 68% 2020: 41%

Branded

Non-branded

Branded

Non-branded

Source: C9 Hotelworks Market Research

Development Pipeline by Type- 2020 vs. 2021 ■

~

Mixed-use

ll

Hotel

a

■ 2021

2020

18%

56%

26%

Residences

Source: C9 Hotelworks Market Research

Property and Hotel Development Pipeline Name

Sansui Niseko Feather Resort Niseko New World La Plume Niseko Resort Aruku-zaka Aruku-zaka - Amari Niseko Aruku-zaka The Pavilion Niseko Resort Daiwa House Moxy Hotel Suncity Hotel Niseko Six Senses Niseko Aman Niseko

Capella Hotel Caeella Residences Snow Dog Chalets Aura Niseko Raku lchi Residences Corniche Hirafu Zia Residences Zia Hotel

24

Location

Units

Type

Opening Year

u

60 105 224 168 126 60 42 34 310 135 100 31 70 149 12 51 12 5 14 36

Hotel Hotel Hotel and Residences Residences Hotel Retail Hotel and Residences Residences Hotel Hotel Hotel Hotel and Residences Hotel Residences Residences Residences Residences Residences Residences Hotel

Q4 2021 2023 2024 2024 2024 2024 2024 2024 2024 2025 2025 2025 2025 2025

er Hirafu Higashixama Higashiyama Middle Hirafu Middle Hirafu Middle Hirafu Outer Hirafu Outer Hirafu Niseko Village Outer Hirafu Outer Hirafu Moiwa

Hanazono Hanazono Higashiyama Higashiyama Annupuri Middle Hirafu Outer Hirafu Outer Hirafu

C9 Niseko Property Market Review: August 202 l

TBA TBA TBA TBA TBA TBA

Source: C9 Hotelworks Market Research


BILL BARNETT MANAGING DIRECTOR C9 Hotelworks is on internationally recognized consulting firm with extensive experience in the Asia Pacific region. Its core business focus includes: •

Hotel and Resort Development

Asset Management / Ownership Representation

Project Feasibility and Ana lys is

Key competencies include international hotel operator search , selection and contract negotiation, mixed use hotel and residen tial planning and operation reviews . A w ide range of both institutional and private developers and a comprehensive portfolio of completed projects give C9 the ski ll set and background to focus on key issues , evaluate complex ones and assist clients in achieving sol id results. Based in Phuket, Thailand and led by Managing Director Bill Barnett, who has 30 years of experience in Asia Pacific, the firm is we ll positioned to serve an increa sing demanding marketplace.

C9 Hotelworks Company Limited 9 lagoon Road, Tambon Cherngtalay, Thalang Phuket 83 l l O Thailand T +66 (0)76 325 345/6 E info@c9hotelworks com www.C9hotelworks.com


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