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Japanese (NIKKEI) Industrial REITs Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies9
  • 7D0.4%
  • 3M1.2%
  • 1Y18.0%
  • YTD-3.3%

Over the last 7 days, the Industrial REITs industry has remained flat. The past year has been better, since the industry has gained 18% in that time. Looking forward, earnings are forecast to grow by 4.4% annually.

Industry Valuation and Performance

Has the Japanese Industrial REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026JP¥3.2tJP¥229.5bJP¥107.6b24.8x29.3x13.7x
Wed, 07 Jan 2026JP¥3.3tJP¥225.0bJP¥104.6b28.2x31.3x14.6x
Fri, 05 Dec 2025JP¥3.1tJP¥224.6bJP¥104.7b27.4x30x14x
Sun, 02 Nov 2025JP¥3.1tJP¥225.2bJP¥104.7b26.9x29.2x13.6x
Tue, 30 Sep 2025JP¥2.9tJP¥268.6bJP¥123.7b23x23.7x10.9x
Thu, 28 Aug 2025JP¥3.0tJP¥262.9bJP¥121.4b25x24.5x11.3x
Sat, 26 Jul 2025JP¥2.8tJP¥262.0bJP¥120.2b23.3x23.3x10.7x
Mon, 23 Jun 2025JP¥2.8tJP¥262.0bJP¥120.2b23.4x23.2x10.7x
Wed, 21 May 2025JP¥2.7tJP¥229.7bJP¥105.2b23.7x25.7x11.8x
Fri, 18 Apr 2025JP¥2.7tJP¥230.4bJP¥105.2b23.9x25.9x11.8x
Sun, 16 Mar 2025JP¥2.7tJP¥259.4bJP¥117.9b21.8x23.1x10.5x
Tue, 11 Feb 2025JP¥2.7tJP¥259.4bJP¥117.9b21.8x22.8x10.3x
Thu, 09 Jan 2025JP¥2.7tJP¥258.4bJP¥117.8b21.5x23x10.5x
Sat, 07 Dec 2024JP¥2.7tJP¥258.4bJP¥117.8b21.4x22.9x10.4x
Mon, 04 Nov 2024JP¥2.8tJP¥254.5bJP¥115.7b22.4x23.9x10.9x
Wed, 02 Oct 2024JP¥2.9tJP¥258.3bJP¥115.2b25x24.9x11.1x
Fri, 30 Aug 2024JP¥3.0tJP¥255.0bJP¥113.4b25.8x26.3x11.7x
Sun, 28 Jul 2024JP¥2.9tJP¥255.0bJP¥113.5b24.4x25.2x11.2x
Tue, 25 Jun 2024JP¥2.9tJP¥253.4bJP¥112.0b25.3x26.2x11.6x
Thu, 23 May 2024JP¥2.9tJP¥253.2bJP¥113.3b25.1x26x11.6x
Sat, 20 Apr 2024JP¥3.0tJP¥253.1bJP¥113.3b25.2x26.2x11.7x
Mon, 18 Mar 2024JP¥2.9tJP¥249.4bJP¥110.5b25.1x26.2x11.6x
Wed, 14 Feb 2024JP¥2.9tJP¥249.7bJP¥111.6b26.1x26.1x11.7x
Fri, 12 Jan 2024JP¥3.1tJP¥246.1bJP¥110.1b27.1x27.8x12.5x
Sun, 10 Dec 2023JP¥3.0tJP¥245.2bJP¥108.7b26.6x27.6x12.2x
Tue, 07 Nov 2023JP¥3.1tJP¥243.9bJP¥108.3b27.7x28.2x12.5x
Thu, 05 Oct 2023JP¥3.0tJP¥241.4bJP¥112.2b26.3x26.8x12.5x
Sat, 02 Sep 2023JP¥3.2tJP¥238.6bJP¥110.9b28.8x28.6x13.3x
Mon, 31 Jul 2023JP¥3.2tJP¥240.1bJP¥112.4b29.4x28.6x13.4x
Wed, 28 Jun 2023JP¥3.2tJP¥242.7bJP¥109.1b30.4x29.4x13.2x
Fri, 26 May 2023JP¥3.2tJP¥236.8bJP¥112.0b31x28.9x13.7x
Sun, 23 Apr 2023JP¥3.2tJP¥238.8bJP¥111.9b30.4x28.8x13.5x
Price to Earnings Ratio

29x


Total Market Cap: JP¥3.0tTotal Earnings: JP¥104.9bTotal Revenue: JP¥233.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Industrial REITs Industry Price to Earnings3Y Average 26.4x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Industrial REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.3x which is higher than its 3-year average PE of 26.4x.
  • The 3-year average PS ratio of 12.0x is lower than the industry's current PS ratio of 13.7x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Industrial REITs industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

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

JP Market3.36%
Real Estate3.89%
Industrial REITs0.39%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
3283 Nippon Prologis REITJP¥91.10k0.9%
+JP¥6.7b		20.1%PB1.5x
3471 Mitsui Fudosan Logistics ParkJP¥116.50k1.0%
+JP¥3.5b		17.0%PB1.8x
3281 GLP J-REITJP¥142.70k0.4%
+JP¥2.4b		15.3%PB1.5x
3466 LaSalle LOGIPORT REITJP¥157.60k0.4%
+JP¥1.1b		12.7%PB1.3x
3481 Mitsubishi Estate Logistics REIT InvestmentJP¥132.20k0.5%
+JP¥1.0b		14.0%PB1.3x

Latest News

3283
JP¥91,100.00
Nippon Prologis REIT
7D
0.9%
1Y
20.1%

3283: Updated Dividend And Return Assumptions Will Support A Steady And Fair Outlook

Analysts have revised their price target for Nippon Prologis REIT to ¥99,048 from ¥96,639, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Nippon Prologis REIT announced a semi annual dividend of ¥1,708 per share, scheduled to be paid on August 17, 2026 (Key Developments).
3481
JP¥132,200.00
Mitsubishi Estate Logistics REIT Investment
7D
0.5%
1Y
14.0%
3471
JP¥116,500.00
Mitsui Fudosan Logistics Park
7D
1.0%
1Y
17.0%
3249
JP¥149,200.00
Industrial & Infrastructure Fund Investment
7D
-0.4%
1Y
30.4%

3249: Acquisitions And Higher Dividends Will Support Steady Fair Value Outlook

Analysts have adjusted their fair value estimate for the Industrial & Infrastructure Fund from $153,666.67 to $154,500.00, reflecting updated assumptions regarding revenue growth, profit margins, and future P/E expectations. What’s in the News Planned acquisition of IIF Funabashi Logistics Center II in Funabashi shi, Chiba, with an anticipated price of ¥9,123 million, appraisal value of ¥10,200 million, unrealized gain of ¥1,077 million, and NOI yield of 4.3% (3.9% after depreciation), scheduled for December 12, 2025 (Business Expansions).
2979
JP¥126,900.00
SOSiLA Logistics REIT
7D
-0.9%
1Y
17.7%
3466
JP¥157,600.00
LaSalle LOGIPORT REIT
7D
0.4%
1Y
12.7%
3487
JP¥166,400.00
CRE Logistics REIT
7D
-0.1%
1Y
12.3%
3281
JP¥142,700.00
GLP J-REIT
7D
0.4%
1Y
15.3%