<Upper-Intermediate> Lesson No.34
Property Due Diligence Result Report to Overseas Investor / 海外投資家への物件デューデリジェンス結果報告
0.Greetings & Ice-break (2min.)|挨拶と導入
0-1 Greetings
Let’s practice a short small talk that you can use to greet a business partner and start building a good relationship.
講師との挨拶を兼ねて、ビジネスパートナーと信頼関係を築くための短いスモールトークを練習してみましょう。
[Tips / 会話のヒント]
・Can you hear me clearly?
私の声はクリアに聞こえますか?
・How's your day going so far?
今日はどんな一日でしたか?
・Talk about one small topic (Work, Weather, News, Hometown, Sports event, etc.)
軽い話題について話しましょう(仕事、天気、ニュース、地元、スポーツイベントなど)
0-2 Introduction
In today’s lesson, we’ll learn about the following situation. Have you ever experienced something similar?
本日のレッスンでは以下のようなシチュエーションについて学びます。同様のシチュエーションを経験したことがありますか?
- If you have experience, please tell us what it was like, what was difficult, or what you learned.
経験があれば、どんな内容だったか、難しかったことや学んだことなどを教えて下さい。
- If you don’t have experience, try to imagine yourself handling that situation in English.
What do you think would be challenging?
経験がなければ、英語でその状況に対応しているところを想像してみましょう。どんなことが難しそうですか?
Situation / シチュエーション
An overseas institutional investor is requesting detailed reports about due diligence results before purchasing large properties.
海外の機関投資家が大型物件購入前のデューデリジェンス結果について詳細な報告を求める場面です。
1. Read (2 min)|型を学ぶ
Let's read the following key sentences aloud!
下記の文章や単語を順番に音読しましょう!
1-1 Basic phrases
1.Let me elaborate on...(...について詳しく説明させてください)
2.We evaluated building condition...(建物状況を評価した)
3.We estimate the cost at...(費用を...と見積もる)
4.We consulted with legal experts...(法律専門家と相談した)
5.We prepared a detailed document that...(...という詳細な資料を用意した)
6.We calculated the annual revenue at...(年間収益を...と計算した)
7.We anticipate stable cash flow with...(...を伴う安定したキャッシュフローを予想する)
1-2 Essential words
1.elaborate(詳しく説明する)
2.assess(評価する)
3.detect(検出する)
4.disclose(明らかにする)
5.modernize(近代化する)
6.estimate(見積もる)
7.consult(相談する)
8.impose(課す)
9.calculate(計算する)
10.anticipate(予想する)
2. Try (3 min)|ロールプレイ練習
Let’s practice the role-play.
ロールプレイの練習をしましょう!
Situation / シチュエーション(Reference again)
An overseas institutional investor is requesting detailed reports about due diligence results before purchasing large properties.
海外の機関投資家が大型物件購入前のデューデリジェンス結果について詳細な報告を求める場面です。
👨💼【Teacher / Institutional Investor】:
Thank you for arranging this meeting. Could you walk me through the due diligence findings for the property we're considering?
(ミーティングの手配をありがとうございます。検討中の物件のデューデリジェンス結果について説明していただけますか?)
🧑🎓【Student / Real Estate Sales Representative】:
Certainly. Let me elaborate on the comprehensive assessment we carried out over the past 3 weeks. We evaluated building condition, legal aspects, profitability analysis, and market positioning.
(承知しました。過去3週間にわたって実施した包括的な評価について詳しく説明させてください。建物状況、法的側面、収益性分析、市場でのポジショニングを評価しました。)
👨💼【Teacher / Institutional Investor】:
What did you detect regarding the building's physical condition? Any major concerns?
(建物の物理的状態について何か検出されましたか?大きな懸念事項はありますか?)
🧑🎓【Student / Real Estate Sales Representative】:
Our engineering team disclosed that the structure is sound, but the air conditioning system requires modernization within 2 years. We estimate the cost at 45000000 JPY. The building is well-maintained overall, and this is the only significant capital expenditure anticipated.
(エンジニアリングチームが明らかにしたところ、構造は健全ですが、空調システムは2年以内に近代化が必要です。費用は45000000 JPYと見積もっています。建物は全体的によく維持されており、これが予想される唯一の大きな資本支出です。)
👨💼【Teacher / Institutional Investor】:
I see. What about legal risks? Are there any restrictions we should be cautious about?
(なるほど。法的リスクについてはどうですか?注意すべき制限事項はありますか?)
🧑🎓【Student / Real Estate Sales Representative】:
We consulted with legal experts and confirmed there are no pending disputes or violations. However, local zoning regulations impose certain constraints on future renovations. We prepared a detailed document that defines these limitations clearly. This should not affect your investment strategy significantly.
(法律専門家と相談し、係争中の紛争や違反がないことを確認しました。ただし、地域のゾーニング規制が将来の改修に一定の制約を課しています。これらの制限を明確に定義した詳細な資料を用意しました。これはあなたの投資戦略に大きな影響を与えるものではありません。)
👨💼【Teacher / Institutional Investor】:
Good to know. Now, regarding profitability, what's your assessment of the current revenue stream and market evaluation?
(それは良かったです。さて、収益性について、現在の収益の流れと市場評価についてのあなたの評価はどうですか?)
🧑🎓【Student / Real Estate Sales Representative】:
We calculated the annual revenue at 180000000 JPY based on current lease agreements. The occupancy rate is 94 percent, which is remarkable for this location. Market analysis demonstrates that comparable properties in this area appreciate at 3 percent annually. We anticipate stable cash flow with potential for enhancement through strategic tenant mix optimization.
(現在の賃貸契約に基づいて年間収益を180000000 JPYと計算しました。入居率は94パーセントで、この立地では注目に値します。市場分析により、このエリアの同等物件が年間3パーセント値上がりしていることが示されています。戦略的なテナントミックスの最適化による向上の可能性を伴う安定したキャッシュフローを予想しています。)
👨💼【Teacher / Institutional Investor】:
That sounds promising. One final question: how does this asset compare to others in your portfolio in terms of long-term investment potential?
(それは有望に聞こえます。最後に1つ質問です:長期投資の可能性という点で、この資産はあなたのポートフォリオの他の物件とどう比較されますか?)
🧑🎓【Student / Real Estate Sales Representative】:
This property is located in a growing business district with considerable infrastructure development planned. The combination of stable current income and appreciation potential makes it one of our most compelling opportunities. We're confident it aligns well with your investment criteria.
(この物件は、かなりのインフラ開発が計画されている成長中のビジネス地区に位置しています。安定した現在の収入と値上がりの可能性の組み合わせにより、最も魅力的な機会の1つとなっています。あなたの投資基準によく合致していると確信しています。)
👨💼【Teacher / Institutional Investor】:
Excellent. I appreciate the thorough analysis. This gives us a solid foundation to proceed with our investment decision. Thank you for your detailed presentation.
(素晴らしい。徹底的な分析に感謝します。これにより投資判断を進めるための確固たる基盤が得られました。詳細なプレゼンテーションをありがとうございました。)
3. Use (4 min)|ロールプレイ & 実践(空欄補完)
Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!
Situation / シチュエーション(Reference again)
An overseas institutional investor is requesting detailed reports about due diligence results before purchasing large properties.
海外の機関投資家が大型物件購入前のデューデリジェンス結果について詳細な報告を求める場面です。
👨💼【Teacher / Institutional Investor】:
Thank you for arranging this meeting. Could you walk me through the due diligence findings for the property we're considering?
🧑🎓【Student / Real Estate Sales Representative】:
Certainly. Let me [詳しく説明する] on the comprehensive [評価する]ment we carried out over the past 3 weeks. We evaluated building condition, legal aspects, profitability analysis, and market positioning.
👨💼【Teacher / Institutional Investor】:
What did you detect regarding the building's physical condition? Any major concerns?
🧑🎓【Student / Real Estate Sales Representative】:
Our engineering team [明らかにする]d that the structure is sound, but the air conditioning system requires [近代化する]ation within 2 years. We [見積もる] the cost at 45000000 JPY. The building is well-maintained overall, and this is the only significant capital expenditure [予想する]d.
👨💼【Teacher / Institutional Investor】:
I see. What about legal risks? Are there any restrictions we should be cautious about?
🧑🎓【Student / Real Estate Sales Representative】:
We [相談する]ed with legal experts and confirmed there are no pending disputes or violations. However, local zoning regulations [課す] certain constraints on future renovations. We prepared a detailed document that defines these limitations clearly. This should not affect your investment strategy significantly.
👨💼【Teacher / Institutional Investor】:
Good to know. Now, regarding profitability, what's your assessment of the current revenue stream and market evaluation?
🧑🎓【Student / Real Estate Sales Representative】:
We [計算する]d the annual revenue at 180000000 JPY based on current lease agreements. The occupancy rate is 94 percent, which is remarkable for this location. Market analysis demonstrates that comparable properties in this area appreciate at 3 percent annually. We [予想する] stable cash flow with potential for enhancement through strategic tenant mix optimization.
👨💼【Teacher / Institutional Investor】:
That sounds promising. One final question: how does this asset compare to others in your portfolio in terms of long-term investment potential?
🧑🎓【Student / Real Estate Sales Representative】:
This property is located in a growing business district with considerable infrastructure development planned. The combination of stable current income and appreciation potential makes it one of our most compelling opportunities. We're confident it aligns well with your investment criteria.
👨💼【Teacher / Institutional Investor】:
Excellent. I appreciate the thorough analysis. This gives us a solid foundation to proceed with our investment decision. Thank you for your detailed presentation.
4. Challenge (7 min)|応用実践
Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!
*Let's practice this part repeatedly until we can speak it smoothly.
このパートはスムーズにスピーキングできるようになるまで繰り返し練習しましょう。
Situation / シチュエーション(Reference again)
An overseas institutional investor is requesting detailed reports about due diligence results before purchasing large properties.
海外の機関投資家が大型物件購入前のデューデリジェンス結果について詳細な報告を求める場面です。
👨💼【Teacher / Institutional Investor】:
Thank you for arranging this meeting. Could you walk me through the due diligence findings for the property we're considering?
🧑🎓【Student / Real Estate Sales Representative】:
[承知しました。過去3週間にわたって実施した包括的な評価について詳しく説明させてください。] We evaluated building condition, legal aspects, profitability analysis, and market positioning.
👨💼【Teacher / Institutional Investor】:
What did you detect regarding the building's physical condition? Any major concerns?
🧑🎓【Student / Real Estate Sales Representative】:
Our engineering team disclosed that the structure is sound, but the air conditioning system requires modernization within 2 years. [費用は45000000 JPYと見積もっています。] The building is well-maintained overall, and this is the only significant capital expenditure anticipated.
👨💼【Teacher / Institutional Investor】:
I see. What about legal risks? Are there any restrictions we should be cautious about?
🧑🎓【Student / Real Estate Sales Representative】:
[法律専門家と相談し、係争中の紛争や違反がないことを確認しました。] However, local zoning regulations impose certain constraints on future renovations. [これらの制限を明確に定義した詳細な資料を用意しました。] This should not affect your investment strategy significantly.
👨💼【Teacher / Institutional Investor】:
Good to know. Now, regarding profitability, what's your assessment of the current revenue stream and market evaluation?
🧑🎓【Student / Real Estate Sales Representative】:
We calculated the annual revenue at 180000000 JPY based on current lease agreements. The occupancy rate is 94 percent, which is remarkable for this location. Market analysis demonstrates that comparable properties in this area appreciate at 3 percent annually. We anticipate stable cash flow with potential for enhancement through strategic tenant mix optimization.
👨💼【Teacher / Institutional Investor】:
That sounds promising. One final question: how does this asset compare to others in your portfolio in terms of long-term investment potential?
🧑🎓【Student / Real Estate Sales Representative】:
This property is located in a growing business district with considerable infrastructure development planned. The combination of stable current income and appreciation potential makes it one of our most compelling opportunities. We're confident it aligns well with your investment criteria.
👨💼【Teacher / Institutional Investor】:
Excellent. I appreciate the thorough analysis. This gives us a solid foundation to proceed with our investment decision. Thank you for your detailed presentation.
\ If you have some extra capacity, give it a try(余力があればやってみましょう)/
5. Real-world application (5 min)|実務応用
Let's speak freely with the phrases and flow we learned today. If you can, imagine your real job—it makes practice more effective.
本日学習した単語やフレーズ、会話の流れを思い出しながら、自由に話してみましょう。可能であれば、自身の実務を想像しながら話すと効果的です。
Situation / シチュエーション
An institutional investor is requesting a comprehensive due diligence report before purchasing a large property.
The real estate sales representative must present findings on building condition, legal risks, profitability analysis, and market evaluation.
海外の機関投資家が大型物件購入前に包括的なデューデリジェンス報告を求めています。
不動産営業担当は建物状況、法的リスク、収益性分析、市場評価について調査結果を提示する必要があります。
👨💼【Teacher / Institutional Investor】:
I'd like to understand the complete due diligence results for this investment opportunity. Could you present your findings?
(この投資機会に関する完全なデューデリジェンス結果を理解したいと思います。調査結果を提示していただけますか?)
🧑🎓【Student / Your Role】:
(Free Speaking based on today's lesson)
Hints / ヒント
1. Elaborate on the comprehensive assessment
2. Disclose building condition findings
3. Explain legal constraints
4. Calculate profitability metrics
※This is not a role-play. Please speak until you finish your thoughts.
このパートはロールプレイ形式ではありません。最後まで通して話してみましょう。
6. Wrap-up (2 min) |レッスンの振り返り
Let's review today's lesson with your teacher!
今日のレッスンについて講師と振り返ってみましょう!
6-1 Comments from student
・Good points / 良かったところ・上手くできたところ
・Things to work on / 今後強化したいところ
6-2 Feedback from teacher
・Good points / 良かった点
・Things to work on / 今後の強化ポイント
・What to review / 復習ポイント
*6-3 Questions from student (if any)
Japanese translation(日本語訳)
1. Read (2min)(型を学ぶ)|基本フレーズ
2. Try (4min)(ロールプレイ練習)|型を使った練習
Let’s practice the role-play.
ロールプレイの練習をしましょう!
3. Use (7min)|応用
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!
4. Challenge (7min)|実践
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!
5. Wrap-up (3min) – レッスンの振り返り
"Let’s review today’s lesson with your teacher!”
「今日のレッスンについて講師と振り返ってみましょう!」
5-1. Comments from Student
- Good points / 良かったところ・上手くできたところ
- Things to work on / 今後強化したいところ
5-2. Feedback from Teacher
- Good points / 良かった点
- Things to work on / 今後の強化ポイント
- What to review / 復習ポイント
5-3. Question from Students (If any)
