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Japanese (NIKKEI) Industrial REITs Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies9
  • 7D1.4%
  • 3M-7.8%
  • 1Y15.5%
  • YTD-7.4%

Over the last 7 days, the Industrial REITs industry has risen 1.4%, driven by gains from every company within the industry. This means that the industry has gained 15% over the past year. Looking forward, earnings are forecast to grow by 4.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026JP¥3.0tJP¥231.1bJP¥110.7b23.8x27.3x13.1x
Fri, 06 Mar 2026JP¥3.2tJP¥229.4bJP¥107.5b25.1x29.4x13.8x
Sun, 01 Feb 2026JP¥3.1tJP¥229.5bJP¥107.6b24.6x29.2x13.7x
Tue, 30 Dec 2025JP¥3.3tJP¥225.0bJP¥104.6b28.2x31.1x14.5x
Thu, 27 Nov 2025JP¥3.2tJP¥224.6bJP¥104.7b28.7x31x14.4x
Sat, 25 Oct 2025JP¥3.1tJP¥225.2bJP¥104.7b26.7x29.2x13.6x
Mon, 22 Sep 2025JP¥3.0tJP¥269.6bJP¥123.7b22.9x23.8x10.9x
Wed, 20 Aug 2025JP¥2.9tJP¥266.7bJP¥123.2b23.2x23.8x11x
Fri, 18 Jul 2025JP¥2.8tJP¥262.0bJP¥120.2b23.8x23.4x10.7x
Sun, 15 Jun 2025JP¥2.8tJP¥262.0bJP¥120.2b23x23.3x10.7x
Tue, 13 May 2025JP¥2.8tJP¥229.7bJP¥105.2b24.3x26.5x12.1x
Thu, 10 Apr 2025JP¥2.7tJP¥259.5bJP¥118.1b21.8x22.7x10.3x
Sat, 08 Mar 2025JP¥2.7tJP¥259.4bJP¥117.9b21.7x22.7x10.3x
Mon, 03 Feb 2025JP¥2.8tJP¥259.4bJP¥117.9b22.6x23.6x10.7x
Wed, 01 Jan 2025JP¥2.7tJP¥259.0bJP¥117.7b21.4x22.9x10.4x
Fri, 29 Nov 2024JP¥2.8tJP¥254.5bJP¥115.7b22x24.2x11x
Sun, 27 Oct 2024JP¥2.8tJP¥261.9bJP¥118.8b23.5x24x10.9x
Tue, 24 Sep 2024JP¥2.9tJP¥258.3bJP¥115.2b25.3x25.6x11.4x
Thu, 22 Aug 2024JP¥2.9tJP¥255.0bJP¥113.4b25.5x26x11.6x
Sat, 20 Jul 2024JP¥2.9tJP¥253.4bJP¥112.0b25.1x26.1x11.5x
Mon, 17 Jun 2024JP¥2.9tJP¥253.4bJP¥112.0b24.8x25.9x11.4x
Wed, 15 May 2024JP¥3.1tJP¥253.2bJP¥113.3b25.7x27x12.1x
Fri, 12 Apr 2024JP¥3.0tJP¥249.5bJP¥111.9b26.1x26.8x12x
Sun, 10 Mar 2024JP¥2.8tJP¥248.5bJP¥110.2b24.6x25.4x11.3x
Tue, 06 Feb 2024JP¥2.9tJP¥249.7bJP¥111.6b26.2x26.3x11.8x
Thu, 04 Jan 2024JP¥3.0tJP¥246.7bJP¥110.3b26.5x27.6x12.3x
Sat, 02 Dec 2023JP¥3.0tJP¥243.9bJP¥108.3b27.1x28x12.4x
Mon, 30 Oct 2023JP¥3.0tJP¥243.1bJP¥108.3b27.5x27.9x12.5x
Wed, 27 Sep 2023JP¥3.0tJP¥240.9bJP¥112.0b27.3x27.1x12.6x
Fri, 25 Aug 2023JP¥3.1tJP¥238.6bJP¥110.9b28.9x28.3x13.2x
Sun, 23 Jul 2023JP¥3.2tJP¥240.1bJP¥112.4b29.2x28.4x13.3x
Tue, 20 Jun 2023JP¥3.3tJP¥242.7bJP¥109.1b31x30.2x13.6x
Thu, 18 May 2023JP¥3.3tJP¥236.8bJP¥112.0b31.6x29.8x14.1x
Sat, 15 Apr 2023JP¥3.2tJP¥236.6bJP¥106.8b30.5x30x13.5x
Price to Earnings Ratio

30x


Total Market Cap: JP¥3.2tTotal Earnings: JP¥106.8bTotal Revenue: JP¥236.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Industrial REITs Industry Price to Earnings3Y Average 26.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Industrial REITs 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 26.4x.
  • The industry is trading close to its 3-year average PS ratio of 12.1x.
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 Market2.88%
Real Estate2.41%
Industrial REITs1.37%
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¥87.20k2.3%
+JP¥16.8b		12.4%PB1.5x
3249 Industrial & Infrastructure Fund InvestmentJP¥145.30k3.2%
+JP¥11.4b		28.1%PB1.5x
3281 GLP J-REITJP¥131.40k1.5%
+JP¥9.1b		9.8%PB1.4x
3471 Mitsui Fudosan Logistics ParkJP¥115.10k2.2%
+JP¥8.0b		14.3%PB1.7x
3466 LaSalle LOGIPORT REITJP¥152.70k3.0%
+JP¥7.8b		11.3%PB1.3x

Latest News

3283
JP¥87,200.00
Nippon Prologis REIT
7D
2.3%
1Y
12.4%

3283: Stable Dividend Outlook Will Support A Constructive Forward Earnings Profile

Analysts have kept their ¥100,050 price target for Nippon Prologis REIT broadly unchanged, with only small tweaks to the discount rate and forward P/E assumptions. These adjustments reflect updated views on risk and earnings quality rather than a shift in the overall valuation.
3249
JP¥145,300.00
Industrial & Infrastructure Fund Investment
7D
3.2%
1Y
28.1%
3471
JP¥115,100.00
Mitsui Fudosan Logistics Park
7D
2.2%
1Y
14.3%
8967
JP¥96,700.00
Japan Logistics Fund
7D
1.4%
1Y
4.5%
2979
JP¥125,300.00
SOSiLA Logistics REIT
7D
3.7%
1Y
16.3%
3281
JP¥131,400.00
GLP J-REIT
7D
1.5%
1Y
9.8%
3466
JP¥152,700.00
LaSalle LOGIPORT REIT
7D
3.0%
1Y
11.3%
3481
JP¥127,000.00
Mitsubishi Estate Logistics REIT Investment
7D
2.2%
1Y
12.5%