Update shared on 10 Dec 2025
Narrative Update on Advance Residence Investment
Analysts have modestly raised their price target on Advance Residence Investment to JPY 164,142.86. They cite slightly lower perceived risk, marginally softer but still stable long term revenue growth assumptions, and a broadly unchanged profitability and valuation outlook.
What's in the News
- Company issued new earnings guidance for the periods ending January 31, 2026, and July 31, 2026, projecting stable operating revenue and net income with per unit income of JPY 3,176 and JPY 2,629 respectively (Key Developments).
- Semi annual dividend of JPY 3,170 per unit announced, payable on April 15, 2026, with ex dividend date on January 29, 2026, and record date on January 31, 2026 (Key Developments).
- Unitholders approved amendments to the Articles of Incorporation at the 8th General Meeting of Unitholders held on October 27, 2025 (Key Developments).
- Board meeting on September 16, 2025, resolved to submit Articles of Incorporation amendments and director appointments to the 8th General Unitholders Meeting for approval (Key Developments).
Valuation Changes
- Fair Value: unchanged at ¥164,142.86 per unit, indicating a stable central valuation estimate.
- Discount Rate: fallen slightly from 5.23% to 5.21%, reflecting a marginal reduction in perceived risk.
- Revenue Growth: eased marginally from 1.0225x to 1.0222x, signaling a very small downward adjustment to long term growth expectations.
- Net Profit Margin: edged down fractionally from 43.03% to 43.03%, implying virtually no change in profitability assumptions.
- Future P/E: decreased slightly from 22.16x to 22.15x, suggesting a nearly unchanged valuation multiple outlook.
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