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Real Estate Japanese Investing Ideas
Advance Residence Investment
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Property Reinvestments And Unit Remodels Will Secure Future Market Strength
Key Takeaways Remodeling investments and rising urban demand could enhance profitability, margins, and long-term earnings through improved rent rates and revenue growth potential. Strategic financial management, property reinvestment, and investor base expansion are designed to enhance liquidity, capital efficiency, and earnings stability.
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JP¥161.28k
FV
3.8% undervalued
intrinsic discount
0.75%
Revenue growth p.a.
Set Fair Value
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2 days ago
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Industrial & Infrastructure Fund Investment
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Incorporating CPI-Linked Rents Will Maintain Real Rental Income
Key Takeaways Strategic property acquisitions and CPI-linked rent clauses aim to maintain rental income and enhance revenue and net margins. Diversification into life science facilities and infrastructure assets is expected to drive future growth in high-demand sectors.
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JP¥136.86k
FV
10.2% undervalued
intrinsic discount
3.51%
Revenue growth p.a.
Set Fair Value
0
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2 days ago
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Nippon Prologis REIT
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
High Quality Logistics Facilities In Japan Will Secure Future Value
Key Takeaways Strong e-commerce demand and limited supply are driving higher occupancy, rental rates, and sustained growth in revenue and portfolio value. Strategic asset management and advanced, ESG-compliant facilities enhance earnings stability, tenant retention, and resilience against inflation.
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JP¥94.66k
FV
15.5% undervalued
intrinsic discount
3.82%
Revenue growth p.a.
Set Fair Value
0
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Japan Real Estate Investment
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rising Rates Will Depress Office Values In Tokyo
Key Takeaways Reliance on low interest rates, strong occupancy, and premium rents faces risk from demographic decline, office oversupply, and potential rate normalization in Japan. Growth expectations hinge on sustained tourism, business demand, and successful asset upgrades, but aging assets and volatile conditions threaten future earnings and margins.
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JP¥120.82k
FV
0.5% undervalued
intrinsic discount
-0.93%
Revenue growth p.a.
Set Fair Value
0
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2 days ago
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8951
Nippon Building Fund
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Analysts Forecast Revenue Decline And Lower Earnings By 2028
Key Takeaways Decreasing future operating revenues, rising expenses, and increased borrowing costs threaten to negatively impact earnings and net margins. Low occupancy in newly acquired properties and property disposals may delay positive impacts on future earnings and EPU growth.
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JP¥133.67k
FV
3.2% overvalued
intrinsic discount
-0.52%
Revenue growth p.a.
Set Fair Value
0
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2 days ago
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