Declared Dividend • May 21
Final dividend of JP¥2,450 announced Shareholders will receive a dividend of JP¥2,450. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 493%, which is higher than the industry average of 5.8%. Board Change • May 20
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Supervisory Director Junya Igarashi was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Apr 22
ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 13, 2026 ORIX JREIT Inc. announced Semi-Annual dividend of JPY 2450.0000 per share payable on November 13, 2026, ex-date on August 28, 2026 and record date on August 31, 2026. Annuncio • Jan 29
ORIX JREIT Inc. to Report Fiscal Year 2026 Results on Apr 21, 2026 ORIX JREIT Inc. announced that they will report fiscal year 2026 results on Apr 21, 2026 Annuncio • Dec 11
ORIX JREIT Inc. announces Semi-Annual dividend, payable on May 20, 2026 ORIX JREIT Inc. announced Semi-Annual dividend of JPY 2380.0000 per share payable on May 20, 2026, ex-date on February 26, 2026 and record date on February 28, 2026. Annuncio • Aug 01
ORIX JREIT Inc. to Report Fiscal Year 2025 Results on Oct 21, 2025 ORIX JREIT Inc. announced that they will report fiscal year 2025 results on Oct 21, 2025 Annuncio • Jul 16
SMBC Nikko Securities Inc. agreed to acquire 2.90% stake in FJ Private REIT Investment Corporation from ORIX JREIT Inc. (TSE:8954) for approximately ¥510 million. SMBC Nikko Securities Inc. agreed to acquire 2.90% stake in FJ Private REIT Investment Corporation from ORIX JREIT Inc. (TSE:8954) for approximately ¥510 million on July 14, 2025. A cash consideration of ¥509 million will be paid by SMBC Nikko Securities Inc. As part of consideration, ¥509 million is paid towards common equity of FJ Private REIT Investment Corporation.
The expected completion of the transaction is August 5, 2025. Annuncio • Apr 23
ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 14, 2025 ORIX JREIT Inc. announced Semi-Annual dividend of JPY 4540.0000 per share payable on November 14, 2025, ex-date on August 28, 2025 and record date on August 31, 2025. Annuncio • Mar 06
ORIX JREIT Inc. to Report First Half, 2025 Results on Apr 22, 2025 ORIX JREIT Inc. announced that they will report first half, 2025 results on Apr 22, 2025 Annuncio • Jan 17
ORIX JREIT Inc. (TSE:8954) completed the acquisition of MIMARU Osaka Shinsaibashi East and MIMARU SUITES Kyoto Shijo from Cosmos Initia Co., Ltd. (TSE:8844). ORIX JREIT Inc. (TSE:8954) agreed to acquire MIMARU Osaka Shinsaibashi East and MIMARU SUITES Kyoto Shijo from Cosmos Initia Co., Ltd. (TSE:8844) for ¥7.8 billion on December 24, 2024. A cash consideration of ¥7.85 billion will be paid by ORIX JREIT Inc. As part of consideration, ¥7.85 billion is paid towards assets of MIMARU Osaka Shinsaibashi East/MIMARU SUITES Kyoto Shijo. The transaction will be financed through equity investment of ¥7.85 billion.
The expected completion of the transaction is April 1, 2025.
ORIX JREIT Inc. (TSE:8954) completed the acquisition of MIMARU Osaka Shinsaibashi East and MIMARU SUITES Kyoto Shijo from Cosmos Initia Co., Ltd. (TSE:8844) on January 17, 2025. Reported Earnings • Oct 22
First half 2025 earnings released: EPS: JP¥4,169 (vs JP¥2,864 in 1H 2024) First half 2025 results: EPS: JP¥4,169 (up from JP¥2,864 in 1H 2024). Revenue: JP¥26.2b (up 2.2% from 1H 2024). Net income: JP¥11.5b (up 46% from 1H 2024). Profit margin: 44% (up from 31% in 1H 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Annuncio • Oct 05
ORIX JREIT Inc. to Report Q4, 2024 Results on Oct 21, 2024 ORIX JREIT Inc. announced that they will report Q4, 2024 results at 5:30 PM, Tokyo Standard Time on Oct 21, 2024 Upcoming Dividend • Aug 22
Upcoming dividend of JP¥3,720 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 15 November 2024. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%). Buy Or Sell Opportunity • Jul 17
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.4% to €875. The fair value is estimated to be €1,096, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat. Declared Dividend • Apr 23
Final dividend of JP¥3,720 announced Shareholders will receive a dividend of JP¥3,720. Ex-date: 29th August 2024 Payment date: 15th November 2024 Dividend yield will be 386%, which is higher than the industry average of 5.8%. Reported Earnings • Apr 22
Full year 2024 earnings released: EPS: JP¥7,045 (vs JP¥8,310 in FY 2023) Full year 2024 results: EPS: JP¥7,045 (down from JP¥8,310 in FY 2023). Revenue: JP¥54.5b (up 5.3% from FY 2023). Net income: JP¥19.4b (down 15% from FY 2023). Profit margin: 36% (down from 44% in FY 2023). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Annuncio • Mar 23
ORIX JREIT Inc. to Report First Half, 2024 Results on Apr 19, 2024 ORIX JREIT Inc. announced that they will report first half, 2024 results on Apr 19, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥3,900 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 17 May 2024. Trailing yield: 4.8%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (5.6%). Buying Opportunity • Dec 28
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 7.9%. The fair value is estimated to be €1,249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.7%. Buying Opportunity • Dec 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 9.9%. The fair value is estimated to be €1,266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Buying Opportunity • Nov 08
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 8.1%. The fair value is estimated to be €1,309, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Reported Earnings • Oct 23
First half 2024 earnings released: EPS: JP¥2,864 (vs JP¥4,271 in 1H 2023) First half 2024 results: EPS: JP¥2,864 (down from JP¥4,271 in 1H 2023). Revenue: JP¥25.7b (down 1.5% from 1H 2023). Net income: JP¥7.90b (down 33% from 1H 2023). Profit margin: 31% (down from 45% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year. Annuncio • Oct 22
ORIX JREIT Inc., Annual General Meeting, Nov 29, 2023 ORIX JREIT Inc., Annual General Meeting, Nov 29, 2023, at 10:00 Tokyo Standard Time. Location: "Nippon Life Hamamatsucho Crea Tower, Hamamatsucho Convention Hall", 2-3-1 Hamamatsucho Minato-ku Tokyo Japan Agenda: To consider and approve amendments to the Articles of Incorporation; and to consider and approve election of One Executive Director, One Alternate Executive Director and Three Supervisory Directors. Annuncio • Sep 22
ORIX JREIT Inc. to Report Fiscal Year 2023 Results on Oct 20, 2023 ORIX JREIT Inc. announced that they will report fiscal year 2023 results on Oct 20, 2023 Annuncio • Aug 26
An unknown buyer agreed to acquire Hotel Nikko Himeji from ORIX JREIT Inc. (TSE:8954) for ¥1.8 million. An unknown buyer agreed to acquire Hotel Nikko Himeji from ORIX JREIT Inc. (TSE:8954) for ¥1.8 million on August 25, 2023. The transaction is expected to close on August 31, 2023. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥3,740 per share at 4.2% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 14 November 2023. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.0%). Reported Earnings • Apr 24
Full year 2023 earnings released: EPS: JP¥8,310 (vs JP¥6,937 in FY 2022) Full year 2023 results: EPS: JP¥8,310 (up from JP¥6,937 in FY 2022). Revenue: JP¥51.8b (up 11% from FY 2022). Net income: JP¥22.9b (up 20% from FY 2022). Profit margin: 44% (up from 41% in FY 2022). The increase in margin was driven by higher revenue. Net asset value (NAV) per share: €864 (flat on FY 2022). The current share price is 28% higher than NAV per share. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year. Board Change • Mar 28
No independent directors There are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 1 experienced director. 1 highly experienced director. No independent directors (3 non-independent directors). Supervisory Director Toshio Koike is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥3,900 per share at 4.1% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 19 May 2023. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%). Board Change • Nov 16
No independent directors There are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 1 experienced director. 1 highly experienced director. No independent directors (3 non-independent directors). Supervisory Director Toshio Koike is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥3,680 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 14 November 2022. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%). Reported Earnings • Jul 02
Full year 2022 earnings released: EPS: JP¥6,937 (vs JP¥7,382 in FY 2021) Full year 2022 results: EPS: JP¥6,937 (down from JP¥7,382 in FY 2021). Revenue: JP¥46.8b (down 2.5% from FY 2021). Net income: JP¥19.1b (down 6.0% from FY 2021). Profit margin: 41% (down from 42% in FY 2021). Net asset value (NAV) per share: €898 (flat on FY 2021). The current share price is 39% higher than NAV per share. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings. Board Change • Apr 27
No independent directors There are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. 2 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Supervisory Director Toshio Koike is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors. Annuncio • Apr 17
ORIX JREIT Inc. to Report First Half, 2022 Results on Apr 20, 2022 ORIX JREIT Inc. announced that they will report first half, 2022 results on Apr 20, 2022 Upcoming Dividend • Feb 18
Upcoming dividend of JP¥3,460 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 19 May 2022. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (3.1%). Executive Departure • Nov 30
Executive Director Teruo Ozaki has left the company On the 26th of November, Teruo Ozaki's tenure as Executive Director ended. We don't have any record of a personal shareholding under Teruo's name. Teruo is the only executive to leave the company over the last 12 months. Reported Earnings • Oct 21
First half 2022 earnings released: EPS JP¥3,553 (vs JP¥3,883 in 1H 2021) The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2022 results: Revenue: JP¥23.6b (down 3.3% from 1H 2021). Net income: JP¥9.81b (down 8.5% from 1H 2021). Profit margin: 42% (down from 44% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year. Annuncio • Sep 29
ORIX JREIT Inc. (TSE:8954) agreed to acquire Round-Cross Otemachi Kita for ¥3.2 billion. ORIX JREIT Inc. (TSE:8954) agreed to acquire Round-Cross Otemachi Kita for ¥3.2 billion on September 27, 2021. ORIX JREIT intends to change the name post acquisition. The transaction will be funded from the proceeds from the disposition and cash on hand. The transaction is expected to close on September 30, 2021. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥3,350 per share Eligible shareholders must have bought the stock before 30 August 2021. Payment date: 12 November 2021. Trailing yield: 3.4%. Within top quartile of German dividend payers (3.1%). In line with average of industry peers (3.1%). Is New 90 Day High Low • Feb 17
New 90-day high: €1,520 The company is up 25% from its price of €1,220 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 6.0% over the same period. Is New 90 Day High Low • Jan 28
New 90-day high: €1,340 The company is up 13% from its price of €1,190 on 30 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is up 1.0% over the same period. Is New 90 Day High Low • Dec 30
New 90-day high: €1,320 The company is up 2.0% from its price of €1,290 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 8.0% over the same period. Annuncio • Oct 29
ORIX JREIT Inc. (TSE:8954) agreed to acquire Kamata Residence Property in Tokyo for ¥2.3 billion. ORIX JREIT Inc. (TSE:8954) agreed to acquire Kamata Residence Property in Tokyo for ¥2.3 billion on October 27, 2020. ORIX JREIT Inc. paid ¥20 million on singing of agreement and remaining payable on completion. The transaction will be financed from cash on hand or borrowings. Kamata Residence Property has reported gross rental income of ¥108 million. Completion of transaction is planned on April 6, 2020. The resolution has been passed for the transaction. Reported Earnings • Oct 21
First half earnings released Over the last 12 months the company has reported total funds from operations (FFO) of JP¥28.9b, with FFO increasing by JP¥42.7b from the prior year. Total revenue was JP¥50.9b over the last 12 months, up 4.4% from the prior year. Annuncio • Oct 14
ORIX JREIT Inc. Revises Earnings Guidance for the Period Ended August 31, 2020 ORIX JREIT Inc. revised earnings guidance for the year ended August 31, 2020. For the period, the company revised operating revenues of ¥24,558 million against previous guidance of ¥24,525 million. Operating income of ¥11,980 million against previous guidance of ¥11,379 million. Net income of ¥10,717 million against previous guidance of ¥9,949 million. Distributions per unit excluding distribution in excess of earnings of ¥3,840 against previous guidance of ¥3,650. Annuncio • Sep 25
ORIX JREIT Inc. to Report Fiscal Year 2020 Results on Oct 19, 2020 ORIX JREIT Inc. announced that they will report fiscal year 2020 results on Oct 19, 2020 Is New 90 Day High Low • Sep 18
New 90-day high: €1,280 The company is up 10.0% from its price of €1,160 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 2.0% over the same period. Annuncio • Sep 17
ORIX JREIT Inc. (TSE:8954) completed the acquisition of 49% stake in TOKYU REIT Akasaka Hinokicho Building from Tokyu REIT, Inc. (TSE:8957). ORIX JREIT Inc. (TSE:8954) entered into a sale and purchase agreement to acquire 49% stake in TOKYU REIT Akasaka Hinokicho Building from Tokyu REIT, Inc. (TSE:8957) for ¥2.4 billion on September 12, 2019. The consideration will be paid at closing. In related transactions, ORIX JREIT Inc. (TSE:8954) entered into a sale and purchase agreements to acquire 51% stake in TOKYU REIT Akasaka Hinokicho Building from Tokyu REIT, Inc. for ¥2.4 billion, to sell 49% stake in KN Jiyugaoka Plaza to Tokyu REIT, Inc. for ¥1.5 billion and to sell 51% stake in TOKYU REIT Akasaka Hinokicho Building to Tokyu REIT, Inc. for ¥1.6 billion. Transaction will be funded from the proceeds from the disposition of KN Jiyugaoka Plaza, proceeds of ¥12.3 billion from the issuance of new investment units through third-party allotment paid on April 11, 2018 and cash on hand. In case of termination, the violating party shall pay a penalty in the amount equivalent to 10% of the purchase price. TOKYU REIT Akasaka Hinokicho Building has net operating income of ¥195 million and rental income of ¥274 million per annum. Transaction is expected to close on October 1, 2019. There will be no change in the earnings and distributions forecast of ORIX JREIT for the 36th fiscal period from September 1, 2019 through February 29, 2020.
ORIX JREIT Inc. (TSE:8954) completed the acquisition of 49% stake in TOKYU REIT Akasaka Hinokicho Building from Tokyu REIT, Inc. (TSE:8957) on March 4, 2020. 