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Japanese (NIKKEI) Industrial REITs Industry Analysis

UpdatedAug 11, 2025
DataAggregated Company Financials
Companies9
  • 7D1.7%
  • 3M4.5%
  • 1Y3.7%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has risen 1.7%, driven by gains in GLP J-REIT and Nippon Prologis REIT of 2.2% and 2.1%, respectively. This means that the industry has gained 3.7% over the past year. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 Aug 2025JP¥2.9tJP¥266.7bJP¥123.2b23x23.6x10.9x
Wed, 09 Jul 2025JP¥2.8tJP¥262.0bJP¥120.2b23.7x23.3x10.7x
Fri, 06 Jun 2025JP¥2.7tJP¥262.0bJP¥120.2b22.7x22.8x10.5x
Sun, 04 May 2025JP¥2.8tJP¥229.7bJP¥105.2b24.6x26.6x12.2x
Tue, 01 Apr 2025JP¥2.7tJP¥259.5bJP¥118.1b22.2x23x10.4x
Thu, 27 Feb 2025JP¥2.7tJP¥259.4bJP¥117.9b22.2x23.3x10.6x
Sat, 25 Jan 2025JP¥2.7tJP¥259.4bJP¥117.9b22x23.2x10.5x
Mon, 23 Dec 2024JP¥2.6tJP¥259.0bJP¥117.7b20.8x22.4x10.2x
Wed, 20 Nov 2024JP¥2.7tJP¥254.5bJP¥115.7b22.1x23.8x10.8x
Fri, 18 Oct 2024JP¥2.8tJP¥260.2bJP¥117.7b24.1x24x10.9x
Sun, 15 Sep 2024JP¥3.0tJP¥257.4bJP¥115.1b25.3x25.8x11.5x
Tue, 13 Aug 2024JP¥2.8tJP¥255.0bJP¥113.5b24.3x25x11.1x
Thu, 11 Jul 2024JP¥2.9tJP¥253.4bJP¥112.0b24.7x25.8x11.4x
Sat, 08 Jun 2024JP¥2.9tJP¥253.4bJP¥112.0b24.7x25.9x11.4x
Mon, 06 May 2024JP¥3.0tJP¥253.2bJP¥113.3b25.6x26.9x12x
Wed, 03 Apr 2024JP¥2.9tJP¥249.2bJP¥111.8b25.7x26.4x11.8x
Fri, 01 Mar 2024JP¥2.7tJP¥248.5bJP¥110.2b24.4x24.9x11.1x
Sun, 28 Jan 2024JP¥3.0tJP¥249.7bJP¥111.6b26.7x26.8x12x
Tue, 26 Dec 2023JP¥2.9tJP¥245.2bJP¥108.7b25.6x26.9x11.9x
Thu, 23 Nov 2023JP¥3.1tJP¥243.9bJP¥108.3b27.4x28.3x12.5x
Sat, 21 Oct 2023JP¥3.0tJP¥243.1bJP¥108.3b27.3x27.7x12.4x
Mon, 18 Sep 2023JP¥3.1tJP¥240.9bJP¥112.0b28x27.7x12.9x
Wed, 16 Aug 2023JP¥3.1tJP¥240.1bJP¥112.4b28.7x27.6x12.9x
Fri, 14 Jul 2023JP¥3.2tJP¥237.7bJP¥112.5b30x28.3x13.4x
Sun, 11 Jun 2023JP¥3.4tJP¥242.7bJP¥109.1b31.2x30.7x13.8x
Tue, 09 May 2023JP¥3.3tJP¥238.3bJP¥112.0b31.6x29.7x14x
Thu, 06 Apr 2023JP¥3.2tJP¥233.0bJP¥104.9b30.1x30.6x13.8x
Sat, 04 Mar 2023JP¥3.1tJP¥232.1bJP¥104.6b29.7x29.3x13.2x
Mon, 30 Jan 2023JP¥3.1tJP¥230.4bJP¥103.1b30.5x30.5x13.7x
Wed, 28 Dec 2022JP¥3.2tJP¥228.3bJP¥103.1b31.6x31.4x14.2x
Fri, 25 Nov 2022JP¥3.4tJP¥226.8bJP¥102.8b32.4x33.2x15x
Sun, 23 Oct 2022JP¥3.0tJP¥223.4bJP¥101.7b29.5x29.6x13.5x
Tue, 20 Sep 2022JP¥3.4tJP¥225.8bJP¥93.4b33.3x36.6x15.1x
Thu, 18 Aug 2022JP¥3.6tJP¥222.0bJP¥92.5b35.3x38.7x16.1x
Price to Earnings Ratio

38.7x


Total Market Cap: JP¥3.6tTotal Earnings: JP¥92.5bTotal Revenue: JP¥222.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Industrial REITs Industry Price to Earnings3Y Average 27.4x202320242025
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 23.6x which is lower than its 3-year average PE of 27.4x.
  • The 3-year average PS ratio of 12.3x is higher than the industry's current PS ratio of 10.9x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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 Market2.39%
Real Estate4.13%
REITS1.40%
Industrial REITs1.70%
Residential REITs2.33%
Hotel and Resort REITs1.91%
Office REITs1.42%
Diversified REITs1.40%
Retail REITs1.34%
Healthcare REITs0.17%
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
3281 GLP J-REITJP¥136.80k2.2%
+JP¥14.4b		7.2%PB1.5x
3283 Nippon Prologis REITJP¥83.30k2.1%
+JP¥14.3b		0.2%PB1.4x
3466 LaSalle LOGIPORT REITJP¥147.50k1.9%
+JP¥5.1b		3.3%PB1.2x
3471 Mitsui Fudosan Logistics ParkJP¥104.80k1.5%
+JP¥4.8b		-2.9%PB1.6x
3249 Industrial & Infrastructure Fund InvestmentJP¥126.60k1.3%
+JP¥4.1b		5.9%PB1.3x

Latest News

3249
JP¥126,600.00
Industrial & Infrastructure Fund Investment
7D
1.3%
1Y
5.9%
3283
JP¥83,300.00
Nippon Prologis REIT
7D
2.1%
1Y
0.2%
3471
JP¥104,800.00
Mitsui Fudosan Logistics Park
7D
1.5%
1Y
-2.9%
2979
JP¥118,100.00
SOSiLA Logistics REIT
7D
-0.2%
1Y
5.3%
3466
JP¥147,500.00
LaSalle LOGIPORT REIT
7D
1.9%
1Y
3.3%
8967
JP¥95,200.00
Japan Logistics Fund
7D
0.8%
1Y
14.2%
3487
JP¥152,300.00
CRE Logistics REIT
7D
1.5%
1Y
7.7%
3481
JP¥122,700.00
Mitsubishi Estate Logistics REIT Investment
7D
1.4%
1Y
-0.9%
3281
JP¥136,800.00
GLP J-REIT
7D
2.2%
1Y
7.2%