ORIX JREIT（O2F）株式概要OJRは2001年9月10日に設立され、2002年6月12日に東京証券取引所に上場された、日本で4番目の不動産投資信託（JREIT）である。 詳細O2F ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績5/6財務の健全性1/6配当金6/6報酬当社が推定した公正価値より23.5%で取引されている 過去1年間で収益は19.4%増加しました 4.95%の高配当で安定した配当金を支払う リスク分析負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見るO2F Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,469 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,469 investors already sharing narrativesYour Fair Value€Current Price€535.0011.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture072b2016201920222025202620282031Revenue JP¥72.4bEarnings JP¥32.7bAdvancedSet Fair ValueView all narrativesORIX JREIT Inc. 競合他社Highwoods PropertiesSymbol: NYSE:HIWMarket cap: US$3.5bColonial SFL Socimi S. ASymbol: BME:COLMarket cap: €3.4bKeppel REITSymbol: SGX:K71UMarket cap: S$4.4bMindspace Business Parks REITSymbol: NSEI:MINDSPACEMarket cap: ₹327.7b価格と性能株価の高値、安値、推移の概要ORIX JREIT過去の株価現在の株価JP¥535.0052週高値JP¥625.0052週安値JP¥474.00ベータ0.0651ヶ月の変化5.94%3ヶ月変化7.00%1年変化-6.14%3年間の変化-3.60%5年間の変化-31.41%IPOからの変化-2.73%最新ニュースお知らせ • Aug 03ORIX JREIT Inc. to Report First Half, 2027 Results on Oct 22, 2026ORIX JREIT Inc. announced that they will report first half, 2027 results on Oct 22, 2026Reported Earnings • Jun 25Full year 2026 earnings released: FFO per share: JP¥5.6k (vs JP¥5,443 in FY 2025)Full year 2026 results: FFO per share: JP¥5.6k (up from JP¥5,443 in FY 2025). Revenue: JP¥59.5b (up 15% from FY 2025). Funds from operations (FFO): JP¥31.2b (up 3.7% from FY 2025). FFO margin: 52% (down from 58% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • May 21Final dividend of JP¥2,450 announcedShareholders 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 20No independent directorsFollowing 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.お知らせ • Apr 22ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 13, 2026ORIX 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.お知らせ • Mar 11+ 1 more updateORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion.ORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion on March 10, 2026. A cash consideration of ¥11.3 billion will be paid by ORIX JREIT Inc. In a separate agreement, An undisclosed buyer agreed to acquire Hamamatsu Act Tower in Hamamatsushi Shizuoka from ORIX JREIT Inc. The transaction will be financed from cash on hand and borrowings. For the period ending December 31, 2025, KAMATA PRIME in Ota-ku, Tokyo reported total revenue of ¥547.52 million. The transaction is expected to close on March 31, 2026.最新情報をもっと見るRecent updatesお知らせ • Aug 03ORIX JREIT Inc. to Report First Half, 2027 Results on Oct 22, 2026ORIX JREIT Inc. announced that they will report first half, 2027 results on Oct 22, 2026Reported Earnings • Jun 25Full year 2026 earnings released: FFO per share: JP¥5.6k (vs JP¥5,443 in FY 2025)Full year 2026 results: FFO per share: JP¥5.6k (up from JP¥5,443 in FY 2025). Revenue: JP¥59.5b (up 15% from FY 2025). Funds from operations (FFO): JP¥31.2b (up 3.7% from FY 2025). FFO margin: 52% (down from 58% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • May 21Final dividend of JP¥2,450 announcedShareholders 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 20No independent directorsFollowing 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.お知らせ • Apr 22ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 13, 2026ORIX 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.お知らせ • Mar 11+ 1 more updateORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion.ORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion on March 10, 2026. A cash consideration of ¥11.3 billion will be paid by ORIX JREIT Inc. In a separate agreement, An undisclosed buyer agreed to acquire Hamamatsu Act Tower in Hamamatsushi Shizuoka from ORIX JREIT Inc. The transaction will be financed from cash on hand and borrowings. For the period ending December 31, 2025, KAMATA PRIME in Ota-ku, Tokyo reported total revenue of ¥547.52 million. The transaction is expected to close on March 31, 2026.お知らせ • Jan 29ORIX JREIT Inc. to Report Fiscal Year 2026 Results on Apr 21, 2026ORIX JREIT Inc. announced that they will report fiscal year 2026 results on Apr 21, 2026お知らせ • Dec 11ORIX JREIT Inc. announces Semi-Annual dividend, payable on May 20, 2026ORIX 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.お知らせ • Aug 01ORIX JREIT Inc. to Report Fiscal Year 2025 Results on Oct 21, 2025ORIX JREIT Inc. announced that they will report fiscal year 2025 results on Oct 21, 2025お知らせ • Jul 16SMBC 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.お知らせ • Apr 23ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 14, 2025ORIX 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.お知らせ • Mar 06ORIX JREIT Inc. to Report First Half, 2025 Results on Apr 22, 2025ORIX JREIT Inc. announced that they will report first half, 2025 results on Apr 22, 2025お知らせ • Feb 25+ 1 more updateOrix Jreit Inc. Raises Dividend Guidance for Fiscal Period Ending August 31, 2025ORIX JREIT Inc. revised dividend guidance for fiscal period ending August 31, 2025. The company expects pay dividend of ¥4,390 compared to previous guidance of ¥3,950.お知らせ • Jan 17ORIX 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 22First 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.お知らせ • Oct 05ORIX JREIT Inc. to Report Q4, 2024 Results on Oct 21, 2024ORIX JREIT Inc. announced that they will report Q4, 2024 results at 5:30 PM, Tokyo Standard Time on Oct 21, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥3,720 per shareEligible 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 17Now 20% undervalued after recent price dropOver 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 23Final dividend of JP¥3,720 announcedShareholders 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 22Full 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.お知らせ • Mar 23ORIX JREIT Inc. to Report First Half, 2024 Results on Apr 19, 2024ORIX JREIT Inc. announced that they will report first half, 2024 results on Apr 19, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥3,900 per shareEligible 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 28Now 20% undervalued after recent price dropOver 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 03Now 21% undervalued after recent price dropOver 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 08Now 22% undervalued after recent price dropOver 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 23First 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.お知らせ • Oct 22ORIX JREIT Inc., Annual General Meeting, Nov 29, 2023ORIX 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.お知らせ • Sep 22ORIX JREIT Inc. to Report Fiscal Year 2023 Results on Oct 20, 2023ORIX JREIT Inc. announced that they will report fiscal year 2023 results on Oct 20, 2023お知らせ • Aug 26An 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 23Upcoming dividend of JP¥3,740 per share at 4.2% yieldEligible 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 24Full 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 28No independent directorsThere 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 20Upcoming dividend of JP¥3,900 per share at 4.1% yieldEligible 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 16No independent directorsThere 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 23Upcoming dividend of JP¥3,680 per shareEligible 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 02Full 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 27No independent directorsThere 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.お知らせ • Apr 17ORIX JREIT Inc. to Report First Half, 2022 Results on Apr 20, 2022ORIX JREIT Inc. announced that they will report first half, 2022 results on Apr 20, 2022お知らせ • Mar 31+ 2 more updatesORIX JREIT Inc. Revised Earnings Guidance for the Full Year Ending August 31, 2022ORIX JREIT Inc. revised earnings guidance for the fiscal period ending August 31, 2022. The company expects operating revenues of ¥25,531 million, operating income of ¥12,294 million, net income of ¥11,176 million against previously expected operating revenues of ¥22,986 million, operating income of ¥9,760 million, net income of ¥8,619 million.Upcoming Dividend • Feb 18Upcoming dividend of JP¥3,460 per shareEligible 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 30Executive Director Teruo Ozaki has left the companyOn 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 21First 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.お知らせ • Sep 29ORIX 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 23Upcoming dividend of JP¥3,350 per shareEligible 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 17New 90-day high: €1,520The 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 28New 90-day high: €1,340The 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 30New 90-day high: €1,320The 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.お知らせ • Oct 29ORIX 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 21First half earnings releasedOver 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.お知らせ • Oct 14ORIX JREIT Inc. Revises Earnings Guidance for the Period Ended August 31, 2020ORIX 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.お知らせ • Sep 26+ 1 more updateJalco CO., Ltd. agreed to acquire Okayama Kume Retail Facility from ORIX JREIT Inc. (TSE:8954) for ¥2.8 billion.Jalco CO., Ltd. agreed to acquire Okayama Kume Retail Facility from ORIX JREIT Inc. (TSE:8954) for ¥2.8 billion on September 25, 2019. The consideration will be paid on delivery. The transaction is expected to close on September 26, 2019. The proceeds from the disposition will be used for various initiatives that contribute to the stable growth in unitholder value, such as future property acquisition and the repayment of loans. There will be no change in the earnings and distributions forecast for the 36th fiscal period from September 1, 2019 through February 29, 2020 announced in “Financial Results for the 34th Fiscal Period” dated April 18, 2019. Chuo Real Estate Appraisal Co., Ltd acted as appraiser in the transaction.お知らせ • Sep 25ORIX JREIT Inc. to Report Fiscal Year 2020 Results on Oct 19, 2020ORIX JREIT Inc. announced that they will report fiscal year 2020 results on Oct 19, 2020Is New 90 Day High Low • Sep 18New 90-day high: €1,280The 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.お知らせ • Sep 17ORIX 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.株主還元O2FDE Office REITsDE 市場7D0%-0.8%0.7%1Y-6.1%-4.9%3.7%株主還元を見る業界別リターン: O2F過去 1 年間で-4.9 % の収益を上げたGerman Office REITs業界を下回りました。リターン対市場: O2Fは、過去 1 年間で3.7 % のリターンを上げたGerman市場を下回りました。価格変動Is O2F's price volatile compared to industry and market?O2F volatilityO2F Average Weekly Movement2.4%Office REITs Industry Average Movement3.0%Market Average Movement5.3%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: O2F 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: O2Fの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2001n/aIkuya Ondawww.orixjreit.comOJRは2001年9月10日に設立され、2002年6月12日に東京証券取引所に上場された、日本で4番目の不動産投資信託（JREIT）である。JREITとは、投資信託及び投資法人に関する法律に基づき組成された外部運用型の不動産ファンドです。OJRの資産運用会社は、オリックス株式会社（東証：8591、NYSE：IX（ADR））の100％子会社であるオリックス・アセット・マネジメント株式会社です。OJRは、オフィスビル、商業施設、住宅、物流施設、ホテル等に分散投資し、中長期的に安定したキャッシュフローと健全な資産の成長を目指すJREITです。もっと見るORIX JREIT Inc. 基礎のまとめORIX JREIT の収益と売上を時価総額と比較するとどうか。O2F 基礎統計学時価総額€2.97b収益（TTM）€146.30m売上高(TTM)€323.81m20.3xPER（株価収益率9.2xP/SレシオO2F は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計O2F 損益計算書（TTM）収益JP¥59.54b売上原価JP¥28.52b売上総利益JP¥31.02bその他の費用JP¥4.12b収益JP¥26.90b直近の収益報告Feb 28, 2026次回決算日Oct 22, 2026一株当たり利益（EPS）4.87kグロス・マージン52.10%純利益率45.18%有利子負債／自己資本比率98.3%O2F の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.9%現在の配当利回り76%配当性向O2F 配当は確実ですか？O2F 配当履歴とベンチマークを見るO2F 、いつまでに購入すれば配当金を受け取れますか？ORIX JREIT 配当日配当落ち日Aug 28 2026配当支払日Nov 13 2026配当落ちまでの日数17 days配当支払日までの日数94 daysO2F 配当は確実ですか？O2F 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 05:24終値2026/08/10 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ORIX JREIT Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Junichi TazawaBarclaysToshiyuki AnegawaBofA Global ResearchYoshizumi KimuraCitigroup Inc10 その他のアナリストを表示
お知らせ • Aug 03ORIX JREIT Inc. to Report First Half, 2027 Results on Oct 22, 2026ORIX JREIT Inc. announced that they will report first half, 2027 results on Oct 22, 2026
Reported Earnings • Jun 25Full year 2026 earnings released: FFO per share: JP¥5.6k (vs JP¥5,443 in FY 2025)Full year 2026 results: FFO per share: JP¥5.6k (up from JP¥5,443 in FY 2025). Revenue: JP¥59.5b (up 15% from FY 2025). Funds from operations (FFO): JP¥31.2b (up 3.7% from FY 2025). FFO margin: 52% (down from 58% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • May 21Final dividend of JP¥2,450 announcedShareholders 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 20No independent directorsFollowing 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.
お知らせ • Apr 22ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 13, 2026ORIX 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.
お知らせ • Mar 11+ 1 more updateORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion.ORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion on March 10, 2026. A cash consideration of ¥11.3 billion will be paid by ORIX JREIT Inc. In a separate agreement, An undisclosed buyer agreed to acquire Hamamatsu Act Tower in Hamamatsushi Shizuoka from ORIX JREIT Inc. The transaction will be financed from cash on hand and borrowings. For the period ending December 31, 2025, KAMATA PRIME in Ota-ku, Tokyo reported total revenue of ¥547.52 million. The transaction is expected to close on March 31, 2026.
お知らせ • Aug 03ORIX JREIT Inc. to Report First Half, 2027 Results on Oct 22, 2026ORIX JREIT Inc. announced that they will report first half, 2027 results on Oct 22, 2026
Reported Earnings • Jun 25Full year 2026 earnings released: FFO per share: JP¥5.6k (vs JP¥5,443 in FY 2025)Full year 2026 results: FFO per share: JP¥5.6k (up from JP¥5,443 in FY 2025). Revenue: JP¥59.5b (up 15% from FY 2025). Funds from operations (FFO): JP¥31.2b (up 3.7% from FY 2025). FFO margin: 52% (down from 58% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • May 21Final dividend of JP¥2,450 announcedShareholders 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 20No independent directorsFollowing 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.
お知らせ • Apr 22ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 13, 2026ORIX 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.
お知らせ • Mar 11+ 1 more updateORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion.ORIX JREIT Inc. (TSE:8954) agreed to acquire KAMATA PRIME in Ota-ku, Tokyo for ¥11.3 billion on March 10, 2026. A cash consideration of ¥11.3 billion will be paid by ORIX JREIT Inc. In a separate agreement, An undisclosed buyer agreed to acquire Hamamatsu Act Tower in Hamamatsushi Shizuoka from ORIX JREIT Inc. The transaction will be financed from cash on hand and borrowings. For the period ending December 31, 2025, KAMATA PRIME in Ota-ku, Tokyo reported total revenue of ¥547.52 million. The transaction is expected to close on March 31, 2026.
お知らせ • Jan 29ORIX JREIT Inc. to Report Fiscal Year 2026 Results on Apr 21, 2026ORIX JREIT Inc. announced that they will report fiscal year 2026 results on Apr 21, 2026
お知らせ • Dec 11ORIX JREIT Inc. announces Semi-Annual dividend, payable on May 20, 2026ORIX 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.
お知らせ • Aug 01ORIX JREIT Inc. to Report Fiscal Year 2025 Results on Oct 21, 2025ORIX JREIT Inc. announced that they will report fiscal year 2025 results on Oct 21, 2025
お知らせ • Jul 16SMBC 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.
お知らせ • Apr 23ORIX JREIT Inc. announces Semi-Annual dividend, payable on November 14, 2025ORIX 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.
お知らせ • Mar 06ORIX JREIT Inc. to Report First Half, 2025 Results on Apr 22, 2025ORIX JREIT Inc. announced that they will report first half, 2025 results on Apr 22, 2025
お知らせ • Feb 25+ 1 more updateOrix Jreit Inc. Raises Dividend Guidance for Fiscal Period Ending August 31, 2025ORIX JREIT Inc. revised dividend guidance for fiscal period ending August 31, 2025. The company expects pay dividend of ¥4,390 compared to previous guidance of ¥3,950.
お知らせ • Jan 17ORIX 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 22First 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.
お知らせ • Oct 05ORIX JREIT Inc. to Report Q4, 2024 Results on Oct 21, 2024ORIX JREIT Inc. announced that they will report Q4, 2024 results at 5:30 PM, Tokyo Standard Time on Oct 21, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥3,720 per shareEligible 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 17Now 20% undervalued after recent price dropOver 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 23Final dividend of JP¥3,720 announcedShareholders 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 22Full 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.
お知らせ • Mar 23ORIX JREIT Inc. to Report First Half, 2024 Results on Apr 19, 2024ORIX JREIT Inc. announced that they will report first half, 2024 results on Apr 19, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥3,900 per shareEligible 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 28Now 20% undervalued after recent price dropOver 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 03Now 21% undervalued after recent price dropOver 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 08Now 22% undervalued after recent price dropOver 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 23First 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.
お知らせ • Oct 22ORIX JREIT Inc., Annual General Meeting, Nov 29, 2023ORIX 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.
お知らせ • Sep 22ORIX JREIT Inc. to Report Fiscal Year 2023 Results on Oct 20, 2023ORIX JREIT Inc. announced that they will report fiscal year 2023 results on Oct 20, 2023
お知らせ • Aug 26An 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 23Upcoming dividend of JP¥3,740 per share at 4.2% yieldEligible 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 24Full 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 28No independent directorsThere 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 20Upcoming dividend of JP¥3,900 per share at 4.1% yieldEligible 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 16No independent directorsThere 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 23Upcoming dividend of JP¥3,680 per shareEligible 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 02Full 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 27No independent directorsThere 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.
お知らせ • Apr 17ORIX JREIT Inc. to Report First Half, 2022 Results on Apr 20, 2022ORIX JREIT Inc. announced that they will report first half, 2022 results on Apr 20, 2022
お知らせ • Mar 31+ 2 more updatesORIX JREIT Inc. Revised Earnings Guidance for the Full Year Ending August 31, 2022ORIX JREIT Inc. revised earnings guidance for the fiscal period ending August 31, 2022. The company expects operating revenues of ¥25,531 million, operating income of ¥12,294 million, net income of ¥11,176 million against previously expected operating revenues of ¥22,986 million, operating income of ¥9,760 million, net income of ¥8,619 million.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥3,460 per shareEligible 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 30Executive Director Teruo Ozaki has left the companyOn 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 21First 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.
お知らせ • Sep 29ORIX 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 23Upcoming dividend of JP¥3,350 per shareEligible 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 17New 90-day high: €1,520The 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 28New 90-day high: €1,340The 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 30New 90-day high: €1,320The 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.
お知らせ • Oct 29ORIX 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 21First half earnings releasedOver 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.
お知らせ • Oct 14ORIX JREIT Inc. Revises Earnings Guidance for the Period Ended August 31, 2020ORIX 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.
お知らせ • Sep 26+ 1 more updateJalco CO., Ltd. agreed to acquire Okayama Kume Retail Facility from ORIX JREIT Inc. (TSE:8954) for ¥2.8 billion.Jalco CO., Ltd. agreed to acquire Okayama Kume Retail Facility from ORIX JREIT Inc. (TSE:8954) for ¥2.8 billion on September 25, 2019. The consideration will be paid on delivery. The transaction is expected to close on September 26, 2019. The proceeds from the disposition will be used for various initiatives that contribute to the stable growth in unitholder value, such as future property acquisition and the repayment of loans. There will be no change in the earnings and distributions forecast for the 36th fiscal period from September 1, 2019 through February 29, 2020 announced in “Financial Results for the 34th Fiscal Period” dated April 18, 2019. Chuo Real Estate Appraisal Co., Ltd acted as appraiser in the transaction.
お知らせ • Sep 25ORIX JREIT Inc. to Report Fiscal Year 2020 Results on Oct 19, 2020ORIX JREIT Inc. announced that they will report fiscal year 2020 results on Oct 19, 2020
Is New 90 Day High Low • Sep 18New 90-day high: €1,280The 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.
お知らせ • Sep 17ORIX 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.
