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Japanese (NIKKEI) Industrial REITs Industry Analysis

UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies9
  • 7D1.8%
  • 3M-1.8%
  • 1Y-6.5%
  • YTDn/a

In the last week, the Industrial REITs industry is up 2.9%, with Nippon Prologis REIT leading the way, up 2.3%. In contrast, the industry has lost 5.6% in the last 12 months. As for the next few years, earnings are expected to grow by 4.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Feb 2025JP¥2.8tJP¥258.9bJP¥118.0b22.6x23.6x10.7x
Mon, 30 Dec 2024JP¥2.7tJP¥259.0bJP¥117.7b21.7x23.1x10.5x
Wed, 27 Nov 2024JP¥2.8tJP¥254.5bJP¥115.7b22.4x24.2x11x
Fri, 25 Oct 2024JP¥2.8tJP¥261.9bJP¥118.8b23.5x23.9x10.8x
Sun, 22 Sep 2024JP¥2.9tJP¥258.3bJP¥115.2b25.3x25.6x11.4x
Tue, 20 Aug 2024JP¥3.0tJP¥255.3bJP¥113.5b25.4x26.1x11.6x
Thu, 18 Jul 2024JP¥2.9tJP¥253.4bJP¥112.0b25x26.2x11.6x
Sat, 15 Jun 2024JP¥2.9tJP¥253.4bJP¥112.0b24.8x25.9x11.4x
Mon, 13 May 2024JP¥3.0tJP¥253.2bJP¥113.3b25.5x26.8x12x
Wed, 10 Apr 2024JP¥3.0tJP¥249.5bJP¥111.9b26.2x26.8x12x
Fri, 08 Mar 2024JP¥2.8tJP¥248.5bJP¥110.2b25x25.5x11.3x
Sun, 04 Feb 2024JP¥2.9tJP¥249.7bJP¥111.6b26.2x26.2x11.7x
Tue, 02 Jan 2024JP¥3.0tJP¥245.2bJP¥108.7b26.5x28x12.4x
Thu, 30 Nov 2023JP¥3.1tJP¥243.9bJP¥108.3b27.5x28.3x12.5x
Sat, 28 Oct 2023JP¥3.0tJP¥243.1bJP¥108.3b27.5x27.9x12.5x
Mon, 25 Sep 2023JP¥3.0tJP¥240.9bJP¥112.0b27.5x27.2x12.7x
Wed, 23 Aug 2023JP¥3.1tJP¥238.6bJP¥110.9b28.6x27.8x12.9x
Fri, 21 Jul 2023JP¥3.2tJP¥240.1bJP¥112.4b29.4x28.5x13.4x
Sun, 18 Jun 2023JP¥3.3tJP¥242.7bJP¥109.1b31x30.3x13.6x
Tue, 16 May 2023JP¥3.4tJP¥236.8bJP¥112.0b31.8x30.1x14.2x
Thu, 13 Apr 2023JP¥3.2tJP¥236.6bJP¥106.8b30.2x29.7x13.4x
Sat, 11 Mar 2023JP¥3.1tJP¥232.1bJP¥104.6b30x29.5x13.3x
Mon, 06 Feb 2023JP¥3.1tJP¥230.4bJP¥103.1b30.1x30.2x13.5x
Wed, 04 Jan 2023JP¥3.2tJP¥228.3bJP¥103.1b31.7x31.5x14.2x
Fri, 02 Dec 2022JP¥3.3tJP¥226.8bJP¥102.8b31x32.4x14.7x
Sun, 30 Oct 2022JP¥3.2tJP¥223.4bJP¥101.7b31.1x31.8x14.5x
Tue, 27 Sep 2022JP¥3.3tJP¥224.9bJP¥93.4b32.2x35.1x14.6x
Thu, 25 Aug 2022JP¥3.5tJP¥222.0bJP¥92.5b35x37.7x15.7x
Sat, 23 Jul 2022JP¥3.5tJP¥220.3bJP¥91.8b37.2x38x15.8x
Mon, 20 Jun 2022JP¥3.3tJP¥218.0bJP¥91.0b34.7x35.9x15x
Wed, 18 May 2022JP¥3.5tJP¥214.3bJP¥94.1b36.4x37.2x16.3x
Fri, 15 Apr 2022JP¥3.6tJP¥213.0bJP¥96.0b36.6x37.8x17x
Sun, 13 Mar 2022JP¥3.4tJP¥216.1bJP¥98.0b35.1x35x15.9x
Tue, 08 Feb 2022JP¥3.5tJP¥208.9bJP¥96.9b35.2x35.9x16.6x
Price to Earnings Ratio

35.9x


Total Market Cap: JP¥3.5tTotal Earnings: JP¥96.9bTotal Revenue: JP¥208.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Industrial REITs Industry Price to Earnings3Y Average 29.7x202320242025
Current Industry PE
  • Investors are pessimistic on the Japanese Industrial REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 23.5x which is lower than its 3-year average PE of 29.7x.
  • The 3-year average PS ratio of 13.2x is higher than the industry's current PS ratio of 10.7x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have grown 6.8% per year over the last three years.
  • Revenues for these companies have grown 7.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Japanese Industrial REITs compare with similar industries?

JP Market1.33%
Real Estate3.45%
REITS3.44%
Industrial REITs1.79%
Retail REITs3.88%
Diversified REITs3.44%
Office REITs2.75%
Hotel and Resort REITs1.71%
Residential REITs0.84%
Specialized REITs0%0
Healthcare REITs-0.93%
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¥236.90k2.3%
+JP¥15.3b
-10.1%PB1.3x
3281 GLP J-REITJP¥127.20k2.3%
+JP¥13.7b
-1.9%PB1.3x
3471 Mitsui Fudosan Logistics ParkJP¥102.10k2.5%
+JP¥8.0b
-8.9%PB1.5x
3481 Mitsubishi Estate Logistics REIT InvestmentJP¥356.00k2.2%
+JP¥3.8b
-3.9%PB1.1x
3487 CRE Logistics REITJP¥150.50k3.5%
+JP¥3.2b
-2.7%PB1.1x
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Latest News

2979

JP¥110,600.00

SOSiLA Logistics REIT

7D

2.3%

1Y

-6.4%

8967

JP¥89,900.00

Japan Logistics Fund

7D

1.0%

1Y

-0.8%

3481

JP¥356,000.00

Mitsubishi Estate Logistics REIT Investment

7D

2.2%

1Y

-3.9%

3283

JP¥236,900.00

Nippon Prologis REIT

7D

2.3%

1Y

-10.1%

3466

JP¥143,400.00

LaSalle LOGIPORT REIT

7D

0.6%

1Y

-4.0%

3281

JP¥127,200.00

GLP J-REIT

7D

2.3%

1Y

-1.9%

3487

JP¥150,500.00

CRE Logistics REIT

7D

3.5%

1Y

-2.7%