Mitsui Fudosan (TSE:8801) Will Pay A Dividend Of ¥17.00
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Japanese (NIKKEI) Real Estate Sector Analysis
UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies168
- 7D3.9%
- 3M9.5%
- 1Y32.2%
- YTD4.9%
In the last week, the Real Estate industry is up 3.9%, with Mitsubishi Estate leading the way with a 7.3% gain. During this same period, the SRE Holdings underperformed, falling 17%. In the last 12 months, the industry was up 32%. Looking forward, earnings are forecast to grow by 3.7% annually.
Sector Valuation and Performance
Has the Japanese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 09 Feb 2026 | JP¥44.7t | JP¥21.9t | JP¥2.5t | 17.6x | 17.9x | 2x |
| Wed, 07 Jan 2026 | JP¥43.5t | JP¥21.8t | JP¥2.5t | 17.9x | 17.5x | 2x |
| Fri, 05 Dec 2025 | JP¥41.6t | JP¥21.7t | JP¥2.5t | 17x | 16.8x | 1.9x |
| Sun, 02 Nov 2025 | JP¥39.8t | JP¥21.5t | JP¥2.4t | 17x | 16.4x | 1.9x |
| Tue, 30 Sep 2025 | JP¥40.1t | JP¥21.4t | JP¥2.4t | 17.6x | 16.4x | 1.9x |
| Thu, 28 Aug 2025 | JP¥39.0t | JP¥21.4t | JP¥2.4t | 16.9x | 16x | 1.8x |
| Sat, 26 Jul 2025 | JP¥36.2t | JP¥21.1t | JP¥2.4t | 17.5x | 15.1x | 1.7x |
| Mon, 23 Jun 2025 | JP¥36.9t | JP¥21.6t | JP¥2.4t | 17.2x | 15.2x | 1.7x |
| Wed, 21 May 2025 | JP¥35.5t | JP¥21.5t | JP¥2.4t | 16.7x | 14.7x | 1.6x |
| Fri, 18 Apr 2025 | JP¥35.6t | JP¥21.2t | JP¥2.3t | 16.8x | 15.4x | 1.7x |
| Sun, 16 Mar 2025 | JP¥34.2t | JP¥21.2t | JP¥2.3t | 17.1x | 14.8x | 1.6x |
| Tue, 11 Feb 2025 | JP¥34.4t | JP¥21.2t | JP¥2.3t | 17x | 15.1x | 1.6x |
| Thu, 09 Jan 2025 | JP¥33.7t | JP¥21.0t | JP¥2.2t | 16.8x | 15.3x | 1.6x |
| Sat, 07 Dec 2024 | JP¥33.7t | JP¥21.0t | JP¥2.2t | 16.7x | 15.5x | 1.6x |
| Mon, 04 Nov 2024 | JP¥34.0t | JP¥20.9t | JP¥2.3t | 16.9x | 15.1x | 1.6x |
| Wed, 02 Oct 2024 | JP¥35.2t | JP¥20.8t | JP¥2.2t | 18.2x | 15.7x | 1.7x |
| Fri, 30 Aug 2024 | JP¥36.3t | JP¥20.9t | JP¥2.2t | 18.3x | 16.3x | 1.7x |
| Sun, 28 Jul 2024 | JP¥35.0t | JP¥20.4t | JP¥2.2t | 19x | 16.3x | 1.7x |
| Tue, 25 Jun 2024 | JP¥34.7t | JP¥20.4t | JP¥2.1t | 19x | 16.2x | 1.7x |
| Thu, 23 May 2024 | JP¥35.5t | JP¥20.4t | JP¥2.1t | 19x | 16.7x | 1.7x |
| Sat, 20 Apr 2024 | JP¥36.8t | JP¥20.1t | JP¥2.2t | 19.2x | 17.1x | 1.8x |
| Mon, 18 Mar 2024 | JP¥34.7t | JP¥20.1t | JP¥2.1t | 18.7x | 16.2x | 1.7x |
| Wed, 14 Feb 2024 | JP¥34.1t | JP¥20.0t | JP¥2.1t | 18.4x | 16x | 1.7x |
| Fri, 12 Jan 2024 | JP¥34.8t | JP¥19.9t | JP¥2.1t | 18.1x | 16.2x | 1.7x |
| Sun, 10 Dec 2023 | JP¥33.8t | JP¥20.0t | JP¥2.1t | 17x | 15.8x | 1.7x |
| Tue, 07 Nov 2023 | JP¥33.6t | JP¥19.6t | JP¥2.1t | 18.2x | 16.2x | 1.7x |
| Thu, 05 Oct 2023 | JP¥33.1t | JP¥19.6t | JP¥2.1t | 17x | 16x | 1.7x |
| Sat, 02 Sep 2023 | JP¥33.5t | JP¥19.6t | JP¥2.1t | 18.1x | 16.2x | 1.7x |
| Mon, 31 Jul 2023 | JP¥32.2t | JP¥19.3t | JP¥2.0t | 16.8x | 15.8x | 1.7x |
| Wed, 28 Jun 2023 | JP¥31.8t | JP¥19.4t | JP¥2.0t | 16.3x | 15.7x | 1.6x |
| Fri, 26 May 2023 | JP¥30.9t | JP¥19.3t | JP¥2.0t | 16.3x | 15.3x | 1.6x |
| Sun, 23 Apr 2023 | JP¥29.9t | JP¥19.0t | JP¥1.9t | 15.9x | 15.7x | 1.6x |
| Tue, 21 Mar 2023 | JP¥17.6t | JP¥18.0t | JP¥1.5t | 10.4x | 12x | 1x |
| Thu, 16 Feb 2023 | JP¥29.3t | JP¥19.0t | JP¥1.9t | 16.4x | 15.4x | 1.5x |
Price to Earnings Ratio
15.4x
Current Industry PE
- Investors are optimistic on the Japanese Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 17.9x which is higher than its 3-year average PE of 15.9x.
- The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 9.6% per year over the last three years.
- Revenues for these companies have grown 5.0% 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 Market | 3.36% | |
| Real Estate | 3.89% | |
| Real Estate | 5.91% | |
| Health Care REITs | 1.90% | |
| Hotel and Resort REITs | 1.49% | |
| Office REITs | 1.26% | |
| Retail REITs | 1.14% | |
| REITS | 0.62% | |
| Industrial REITs | 0.39% | |
| Residential REITs | 0.28% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 26.4x.
- Analysts are expecting annual earnings growth of 4.4%, which is higher than its past year's earnings growth of 1.0% per year.
- Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.8x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 5.7% over the next 5 years.
- However this is lower than its past earnings growth rate of 13% per year.
- In contrast, the Office REITs industry is expected to see its earnings decline by 3.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8802 Mitsubishi Estate | JP¥4.23k | 7.3% +JP¥349.2b | 90.8% | PE26x | |
| 8801 Mitsui Fudosan | JP¥1.89k | 7.2% +JP¥329.5b | 39.3% | PE15.9x | |
| 8830 Sumitomo Realty & Development | JP¥4.62k | 7.6% +JP¥300.1b | 75.8% | PE19.5x | |
| 1925 Daiwa House Industry | JP¥5.53k | 5.1% +JP¥165.8b | 13.8% | PE11.2x | |
| 1878 Daito Trust ConstructionLtd | JP¥3.39k | 8.0% +JP¥83.2b | 8.3% | PE12.1x |
