Komori
Kudo (1764) · FactAddition of rising land prices and investment demand

Steady Trends in Units Under Management, Occupancy Rates and Rent Levels in the Real Estate Industry

First written in FY2025-H1. 1 of 3 entries say "Restated". Latest entry: FY2026-H1.

3entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1 – FY2026-H12025: 220252026: 12026
Same theme, other companies
Resilience of the Rental Housing Market and Growing Smart Home DemandA theme 15 companies write about · 1 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2024: 3 of 12 companies on the "Worse" side.

4 other companies' latest entry also says "Other".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Addition of rising land prices and investment demandAnnual report

    「In the real estate industry, including the Group's building management, real estate leasing, brokerage and sales businesses, land prices, particularly in urban areas, have continued to trend upward, while rental and investment demand have remained firm. As the industry is relatively less affected by economic conditions, the number of properties under management, occupancy rates and rent levels have all remained solid.」

    In addition to the previously noted solid trends in the number of properties under management, occupancy rates and rent levels, the company explicitly identifies rising land prices in urban areas and firm rental and investment demand as its market view.
  2. FY2025RestatedAnnual report

    「In the real estate industry, including the Group's building management, real estate leasing, brokerage and sales businesses, the number of properties under management, occupancy rates and rent levels have all remained solid, as the industry is relatively less affected by economic conditions.」

    The company continues to recognize that the real estate industry is relatively less affected by economic conditions and that the number of properties under management, occupancy rates and rent levels are holding firm.
  3. FY2025-H1First statedAnnual report

    「In the real estate industry, including the Group's building management, real estate leasing, brokerage and sales businesses, the number of properties under management, occupancy rates and rent levels have all remained solid, as the industry is relatively less affected by economic conditions.」

    The company has for the first time explicitly stated its market view that the real estate industry, including building management and real estate leasing, brokerage and sales, is relatively less affected by economic conditions and that the number of properties under management, occupancy rates and rent levels are all holding firm.
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