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Japanese (NIKKEI) Industrial REITs Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies9
  • 7D1.4%
  • 3M-1.6%
  • 1Y17.0%
  • YTDn/a

In the last week, Industrial REITs has been flat. As for the the longer term, the industry is up 16% over the past 12 months. 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
Sun, 22 Feb 2026JP¥3.1tJP¥229.4bJP¥107.5b24.6x29.2x13.7x
Tue, 20 Jan 2026JP¥3.3tJP¥225.0bJP¥104.6b28.6x31.5x14.7x
Thu, 18 Dec 2025JP¥3.2tJP¥225.0bJP¥104.6b27.6x30.5x14.2x
Sat, 15 Nov 2025JP¥3.2tJP¥224.6bJP¥104.7b27.7x30.2x14.1x
Mon, 13 Oct 2025JP¥3.0tJP¥268.6bJP¥123.7b23.2x24.2x11.2x
Wed, 10 Sep 2025JP¥2.9tJP¥267.7bJP¥123.4b22.9x23.4x10.8x
Fri, 08 Aug 2025JP¥2.9tJP¥266.7bJP¥123.2b23.2x23.7x10.9x
Sun, 06 Jul 2025JP¥2.8tJP¥262.0bJP¥120.2b23.6x23.4x10.7x
Tue, 03 Jun 2025JP¥2.7tJP¥229.7bJP¥105.2b23.8x26.1x11.9x
Thu, 01 May 2025JP¥2.7tJP¥230.3bJP¥105.2b24.1x26x11.9x
Sat, 29 Mar 2025JP¥2.8tJP¥259.5bJP¥118.1b22.7x23.3x10.6x
Mon, 24 Feb 2025JP¥2.7tJP¥259.4bJP¥117.9b22.1x23x10.5x
Wed, 22 Jan 2025JP¥2.7tJP¥259.4bJP¥117.9b21.2x22.9x10.4x
Fri, 20 Dec 2024JP¥2.6tJP¥259.0bJP¥117.7b20.8x22.3x10.1x
Sun, 17 Nov 2024JP¥2.7tJP¥254.5bJP¥115.7b22x23.5x10.7x
Tue, 15 Oct 2024JP¥2.8tJP¥258.3bJP¥115.1b24.6x24.5x10.9x
Thu, 12 Sep 2024JP¥3.0tJP¥255.0bJP¥113.4b25.4x26.1x11.6x
Sat, 10 Aug 2024JP¥2.8tJP¥255.0bJP¥113.5b24.3x25x11.1x
Mon, 08 Jul 2024JP¥2.9tJP¥253.4bJP¥112.0b24.5x25.5x11.3x
Wed, 05 Jun 2024JP¥2.9tJP¥253.2bJP¥113.3b24.5x25.8x11.5x
Fri, 03 May 2024JP¥3.0tJP¥253.1bJP¥113.3b25.6x26.9x12x
Sun, 31 Mar 2024JP¥3.0tJP¥249.2bJP¥111.8b26x26.8x12x
Tue, 27 Feb 2024JP¥2.8tJP¥248.5bJP¥110.2b24.9x25.4x11.3x
Thu, 25 Jan 2024JP¥3.0tJP¥249.7bJP¥111.6b26.8x27.3x12.2x
Sat, 23 Dec 2023JP¥3.0tJP¥245.2bJP¥108.7b26x27.2x12.1x
Mon, 20 Nov 2023JP¥3.0tJP¥243.9bJP¥108.3b27.5x28.1x12.5x
Wed, 18 Oct 2023JP¥3.1tJP¥244.5bJP¥108.3b27.2x28.2x12.5x
Fri, 15 Sep 2023JP¥3.1tJP¥239.4bJP¥111.0b28x28x13x
Sun, 13 Aug 2023JP¥3.2tJP¥240.1bJP¥112.4b29x28.1x13.1x
Tue, 11 Jul 2023JP¥3.2tJP¥237.7bJP¥112.5b29.9x28.2x13.3x
Thu, 08 Jun 2023JP¥3.3tJP¥242.7bJP¥109.1b31x30.3x13.6x
Sat, 06 May 2023JP¥3.3tJP¥238.3bJP¥112.0b31.4x29.4x13.8x
Mon, 03 Apr 2023JP¥3.0tJP¥233.0bJP¥104.9b29.5x29x13.1x
Wed, 01 Mar 2023JP¥3.1tJP¥232.1bJP¥104.6b30.1x29.4x13.2x
Price to Earnings Ratio

29.4x


Total Market Cap: JP¥3.1tTotal Earnings: JP¥104.6bTotal Revenue: JP¥232.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Industrial REITs Industry Price to Earnings3Y Average 26.5x202420252026
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 29.2x which is higher than its 3-year average PE of 26.5x.
  • The 3-year average PS ratio of 12.1x 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 Comparison

How does Japanese Industrial REITs compare with similar industries?

JP Market-0.13%
Real Estate1.23%
REITS0.88%
Industrial REITs1.42%
Residential REITs1.62%
Healthcare REITs1.35%
Hotel and Resort REITs1.17%
Retail REITs1.08%
Diversified REITs0.88%
Office REITs0.72%
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¥142.20k1.8%
+JP¥12.0b		16.0%PB1.5x
3249 Industrial & Infrastructure Fund InvestmentJP¥152.00k3.1%
+JP¥11.4b		29.9%PB1.6x
3283 Nippon Prologis REITJP¥90.30k1.0%
+JP¥7.6b		18.6%PB1.5x
3471 Mitsui Fudosan Logistics ParkJP¥117.60k1.7%
+JP¥6.4b		15.2%PB1.8x
8967 Japan Logistics FundJP¥101.70k1.7%
+JP¥4.7b		14.9%PB2x

Latest News

3487
JP¥164,200.00
CRE Logistics REIT
7D
0.1%
1Y
12.3%
3283
JP¥90,300.00
Nippon Prologis REIT
7D
1.0%
1Y
18.6%

3283: Dividend Reduction And Steady Assumptions Will Shape A Balanced Future Outlook

Analysts now set their fair value estimate for Nippon Prologis REIT at ¥99,220 per unit, a small adjustment from ¥99,048 that reflects updated views on discount rates, long term revenue growth, profit margins and expected future P/E levels. What's in the News Nippon Prologis REIT, Inc.
3481
JP¥130,900.00
Mitsubishi Estate Logistics REIT Investment
7D
0.2%
1Y
12.4%
3281
JP¥142,200.00
GLP J-REIT
7D
1.8%
1Y
16.0%
3466
JP¥153,600.00
LaSalle LOGIPORT REIT
7D
0%
1Y
9.3%
2979
JP¥127,100.00
SOSiLA Logistics REIT
7D
1.5%
1Y
17.4%
3249
JP¥152,000.00
Industrial & Infrastructure Fund Investment
7D
3.1%
1Y
29.9%
3471
JP¥117,600.00
Mitsui Fudosan Logistics Park
7D
1.7%
1Y
15.2%
8967
JP¥101,700.00
Japan Logistics Fund
7D
1.7%
1Y
14.9%