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Japanese (NIKKEI) Real Estate Sector Analysis

UpdatedApr 15, 2025
DataAggregated Company Financials
Companies162
  • 7D6.9%
  • 3M6.9%
  • 1Y-5.1%
  • YTD4.3%

Over the last 7 days, the Real Estate industry has risen 1.3%, driven by gains in Mitsui Fudosan and Mitsubishi Estate of 8.3% and 9.2%, respectively. However, the industry is down 5.9% over the past year. Earnings are forecast to grow by 4.2% annually.

Sector Valuation and Performance

Has the Japanese Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Apr 2025JP¥35.2tJP¥21.2tJP¥2.3t16.8x15.2x1.7x
Thu, 13 Mar 2025JP¥33.9tJP¥21.2tJP¥2.3t17x14.6x1.6x
Sat, 08 Feb 2025JP¥34.6tJP¥21.1tJP¥2.2t17x15.6x1.6x
Mon, 06 Jan 2025JP¥34.1tJP¥21.0tJP¥2.2t16.9x15.5x1.6x
Wed, 04 Dec 2024JP¥34.1tJP¥21.0tJP¥2.2t16.9x15.6x1.6x
Fri, 01 Nov 2024JP¥34.3tJP¥20.9tJP¥2.3t17x15.2x1.6x
Sun, 29 Sep 2024JP¥36.5tJP¥20.8tJP¥2.2t17.9x16.2x1.8x
Tue, 27 Aug 2024JP¥36.2tJP¥20.9tJP¥2.2t18.4x16.2x1.7x
Thu, 25 Jul 2024JP¥35.4tJP¥20.4tJP¥2.1t19x16.5x1.7x
Sat, 22 Jun 2024JP¥34.5tJP¥20.4tJP¥2.1t18.8x16.1x1.7x
Mon, 20 May 2024JP¥36.2tJP¥20.3tJP¥2.1t19.1x17x1.8x
Wed, 17 Apr 2024JP¥37.5tJP¥20.1tJP¥2.2t19.1x17.4x1.9x
Fri, 15 Mar 2024JP¥34.1tJP¥20.1tJP¥2.1t19.1x15.9x1.7x
Sun, 11 Feb 2024JP¥34.2tJP¥20.0tJP¥2.1t18.4x16x1.7x
Tue, 09 Jan 2024JP¥34.4tJP¥20.0tJP¥2.1t18.2x16.1x1.7x
Thu, 07 Dec 2023JP¥34.5tJP¥19.9tJP¥2.1t17.4x16.2x1.7x
Sat, 04 Nov 2023JP¥33.2tJP¥19.6tJP¥2.1t18x15.9x1.7x
Mon, 02 Oct 2023JP¥33.3tJP¥19.6tJP¥2.1t18.1x16.1x1.7x
Wed, 30 Aug 2023JP¥33.3tJP¥19.6tJP¥2.1t18.1x16.1x1.7x
Fri, 28 Jul 2023JP¥32.5tJP¥19.4tJP¥2.0t16.8x16x1.7x
Sun, 25 Jun 2023JP¥31.8tJP¥19.4tJP¥2.0t16.2x15.7x1.6x
Tue, 23 May 2023JP¥31.0tJP¥19.3tJP¥2.0t16.4x15.3x1.6x
Thu, 20 Apr 2023JP¥30.0tJP¥19.1tJP¥1.9t15.8x15.7x1.6x
Sat, 18 Mar 2023JP¥29.1tJP¥19.0tJP¥1.9t15.9x15.3x1.5x
Mon, 13 Feb 2023JP¥29.4tJP¥19.0tJP¥1.9t16.4x15.5x1.5x
Wed, 11 Jan 2023JP¥29.6tJP¥18.8tJP¥1.9t17x15.5x1.6x
Fri, 09 Dec 2022JP¥31.4tJP¥18.8tJP¥1.9t17.4x16.4x1.7x
Sun, 06 Nov 2022JP¥31.5tJP¥18.6tJP¥1.9t17.4x16.4x1.7x
Tue, 04 Oct 2022JP¥31.4tJP¥18.4tJP¥1.9t18.3x16.5x1.7x
Thu, 01 Sep 2022JP¥32.3tJP¥18.4tJP¥1.9t18.5x17x1.8x
Sat, 30 Jul 2022JP¥32.5tJP¥18.0tJP¥1.8t17.9x18.1x1.8x
Mon, 27 Jun 2022JP¥31.2tJP¥18.0tJP¥1.8t17.2x17.3x1.7x
Wed, 25 May 2022JP¥31.2tJP¥18.0tJP¥1.8t18.3x17.3x1.7x
Fri, 22 Apr 2022JP¥31.9tJP¥17.5tJP¥1.7t18.5x18.7x1.8x
Price to Earnings Ratio

18.7x


Total Market Cap: JP¥31.9tTotal Earnings: JP¥1.7tTotal Revenue: JP¥17.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Real Estate Sector Price to Earnings3Y Average 16.1x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 16.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 6.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Real Estate sector?

JP Market8.73%
Real Estate6.87%
Real Estate8.43%
Health Care REITs8.23%
Office REITs5.70%
Residential REITs5.13%
Hotel and Resort REITs4.80%
REITS4.57%
Retail REITs4.08%
Industrial REITs3.97%
Industry PE
  • Investors are most optimistic about the Residential REITs industry even though it's trading below its 3-year average PE ratio of 26.6x.
    • Analysts are expecting annual earnings growth of 1.5%, which is lower than the prior year's growth of 3.0% per year.
  • Investors are most pessimistic about the Real Estate industry, which is trading close to its 3-year average of 12.4x.
Forecasted Growth
  • Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 7.3% over the next 5 years.
  • However this is lower than its past earnings growth rate of 39% per year.
  • In contrast, the REITS industry is expected to see its earnings decline by 4.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
8801 Mitsui FudosanJP¥1.38k8.3%
+JP¥292.6b		-17.5%PE19x
8802 Mitsubishi EstateJP¥2.44k9.2%
+JP¥255.4b		-18.9%PE15.5x
8830 Sumitomo Realty & DevelopmentJP¥5.31k8.3%
+JP¥191.1b		-10.5%PE14x
1925 Daiwa House IndustryJP¥4.99k5.1%
+JP¥151.5b		14.2%PE9.7x
8951 Nippon Building FundJP¥133.40k6.7%
+JP¥71.4b		13.8%PB1.6x
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