Komori
Yamaichi Real Estate (2984) · PolicyAdvanced

Diversified investment in income-producing real estate and flexible management of holdings and disposals

First written in FY2022. 4 of 8 entries say "Advanced", first in FY2023. Latest entry: FY2026.

8entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2024-Q3RestatedFY2025-H1 – FY20252022: 120222023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
Building a Robust Rental Real Estate PortfolioA theme 22 companies write about · 0 as a headwind · 22 as a tailwind

The whole theme swung hardest in 2022: 2 of 17 companies on the "Worse" side.

13 other companies' latest entry also says "Advanced".

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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The company’s basic policy is to maintain diversified investments without concentrating on any particular use, and it owns apartment buildings, commercial facilities, office buildings and parking facilities, among other properties. Its development areas are centered on the Kinki and Tokyo metropolitan regions, and in recent years it has also expanded into core regional cities.」

    This describes the expansion of development areas from the Kinki and Tokyo metropolitan regions into core regional cities, in addition to diversifying property uses.
  2. FY2025RestatedAnnual report

    「As a basic policy, the Group makes diversified investments without concentrating on any particular use, and owns apartment buildings, commercial facilities, office buildings and parking facilities, among others.」

    The company has reconfirmed its policy of diversifying the uses of its rental properties.
  3. FY2025-H1RestatedAnnual report

    「Across the segment, properties operated steadily regardless of use, and income-producing real estate acquired in the previous fiscal year contributed to higher revenue.」

    The company has reconfirmed that its properties for lease are operating solidly across all uses.
  4. FY2024-Q3AdvancedAnnual report

    「The Company approved the acquisition of shares in Fuji Bussan Co., Ltd. at a Board of Directors meeting held on 15 December 2023 for the purpose of acquiring income-producing real estate. Fuji Bussan was scheduled to become a consolidated subsidiary from the fourth quarter of the fiscal year ending March 2024, with a minor impact on consolidated results for the current fiscal year.」

    The company has approved the acquisition of shares for the purpose of acquiring income-producing real estate and is advancing specific projects to expand its holdings and operating assets of properties for lease. It has also disclosed Yamaichi PLAZA Sakura-Shukugawa, recorded in November, as a property for lease.
  5. FY2024-Q2RestatedAnnual report

    「Across the segment, properties operated steadily regardless of use, and revenue was building at a pace slightly above budget.」

    The Group reaffirms that rental real estate has operated steadily across uses and that income has accumulated slightly ahead of budget.
  6. FY2024-Q1AdvancedAnnual report

    「Costs were incurred in connection with the renovation of the commercial facility acquired on 24 April 2023, Yamaiichi GARDEN Kii Kawabe.」

    The Group is expanding its rental real estate portfolio by acquiring a commercial facility and renovating it.
  7. FY2023AdvancedAnnual report

    「The uses and geographic areas of the owned real estate were further diversified.」

    Diversification by use and region progressed through the acquisition of properties in the Kanto region held by L&B and a new office building.
  8. FY2022First statedAnnual report

    「As a basic policy, the Group makes diversified investments without concentrating on any particular use, and owns apartment buildings, commercial facilities, office buildings and parking facilities, among others.」

    In addition to diversifying by use, the Group states that proceeds from selling properties with substantial unrealized gains may be redirected to acquiring new high-quality real estate.
Moved together

"Declines in occupancy and rents for income-producing real estate" moved the same way as this thread, in the same document, in 4 of its 8 moves.

443322★123456
  1. ★This thread
  2. 1Declines in occupancy and rents for income-producing real estate4×
  3. 2Building stable rental income through long-term ownership4×
  4. 3Strengthening presence in Kinki and expanding the sales area into the Tokyo metropolitan region3×
  5. 4Development and sale of industrial land for corporate customers and permitting for follow-on projects3×
  6. 5Expanding sales areas and business domains through M&A and alliances with regional companies2×
  7. 6Steady expansion of condominium supply2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Yamaichi Real Estate yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.