Expansion of Real Estate Leasing and REIT-Related Transactions

「Gross profit increased 28.1% from the same period of the previous year, ended June 2025, to ¥27,346 million, despite higher funding costs, driven by revenue growth in the domestic leasing and real estate businesses.」

「We expanded our value chain through measures including participating in a rental housing development project in Australia, strengthening cooperation with Nittetsu Kowa Real Estate Co., Ltd. and CCReB Advisors Inc., and acquiring an equity interest in Star Asia Group LLC.」

「Gross profit increased 1.7% year on year from the same period of the previous year, the fiscal year ended September 2024, to ¥42,665 million, despite higher funding costs, supported by growth in operating assets and revenue in the domestic leasing and real estate businesses.」

「In the real estate business, with the aim of advancing both the expansion of its existing core businesses and entry into new business areas, the Company expanded and upgraded its real estate value chain by focusing on loans and real estate leasing covering a range of properties, including offices and logistics facilities, as well as the development and acquisition of properties under its original brands.」

「In the real estate business, the Company continued to temporarily hold real estate, through its subsidiary エムエル・エステート㈱, for REITs and other customers for periods tailored to their needs. It also further deepened its collaboration with 日鉄興和不動産㈱, an equity-method affiliate, strengthened its CRE proposal capabilities, expanded its product lineup, and pursued new business opportunities.」

「Lease and instalment-finance contract volume increased 47.2% year on year to ¥456,357 million, due to increases in industrial machine-tool and real estate transactions.」

「Lease and instalment-finance contract volume increased 55.7% year on year to ¥299,965 million, due to increases in industrial machine-tool and real estate transactions. Finance contract volume decreased 9.6% to ¥341,191 million, as the decline in supply-chain finance transactions and other areas outweighed growth in real estate, marine vessel and aircraft finance.」

「Lease and instalment-finance contract volume decreased 16.8% year on year to ¥64,683 million, due to decreases in industrial machine-tool and real estate transactions. Finance contract volume increased 8.8% to ¥170,242 million, driven by growth in aircraft and real estate finance.」

「The Company also further deepened its collaboration with 日鉄興和不動産㈱, now an equity-method affiliate, strengthened its CRE proposal capabilities, expanded its product lineup, and pursued new business opportunities.」

「Finance contract volume increased 18.2% year on year to ¥708,586 million, driven by growth in hybrid bonds and real estate finance transactions.」

「Finance contract volume increased 0.4% year on year to ¥377,261 million, despite growth in hybrid bonds and short-term supply-chain finance, as the year-earlier period included the execution of a large real estate finance transaction.」

「Lease and instalment sales contract execution decreased 15.5% year on year to ¥77,708 million, as the decline in real estate bridge transactions outweighed the capture of a large information and communications equipment project. Finance contract execution decreased 8.8% to ¥156,525 million, as the decline in short-term commercial finance outweighed the increase in real estate finance.」

「Finance contract execution increased 10.6% to ¥599,699 million, due in part to an increase in real estate finance.」

「Finance contract execution increased 10.6% to ¥375,850 million, due in part to an increase in real estate finance.」

「Finance contract execution increased 11.0% to ¥171,562 million, as the increase in short-term commercial finance outweighed the decline in real estate finance for logistics facilities.」

「In the real estate field, the Company further deepened its initiatives by temporarily holding properties at customers’ request, handling a range of properties in addition to those with strong social demand, such as logistics facilities, including healthcare research facilities and the underlying land for factories, and launching domestic and overseas real estate development projects jointly with major developers.」

「Contract volume for leasing and installment sales increased 6.4% year on year to ¥345,129 million, as the company significantly increased its handling of information and communications equipment by capturing the needs of telecommunications and internet operators, and increased real estate bridge transactions by addressing customers’ real estate strategies.」

「Finance contract execution decreased 0.3% to ¥154,509 million, as the increase in real estate finance for logistics facilities was offset by a decline in short-term commercial finance.」

「In the real estate field, bridge transactions for REITs involving logistics facilities, warehouses and other properties undertaken by leading companies grew. The Company also participated in a large-scale financing project for REIT property acquisitions in collaboration with Mizuho Bank, Ltd. and Mizuho Securities Co., Ltd.」

「Revenue increased 42.7% year on year to ¥380,513 million, due to the sale of properties upon maturity of real estate bridge transactions.」

「In the real estate field, in addition to growth in bridge transactions for REITs involving logistics facilities and other properties undertaken by leading companies, we continued to execute joint real estate investments with customers and building leases for hotels in response to growing social needs.」

「In addition to steadily capturing capital investment demand for industrial and machine tools, transportation equipment and other items in leasing and installment sales, the execution of short-term real estate transactions grew in both leasing and installment sales and finance. As a result, contract volume for leasing and installment sales increased 37.7% year on year to ¥389,181 million.」

「In addition to capturing capital investment projects involving industrial and machine tools in leasing and installment sales and customers’ needs to expand their store networks overseas, the execution of short-term real estate transactions grew in both leasing and installment sales and finance. As a result, the contract volume for leasing and installment sales increased 31.3% year on year to ¥269,891 million.」

「In addition, in this field, we began initiatives in collaboration with leading companies targeting manufacturing plants and overseas real estate in the US and Europe, in addition to logistics and commercial facilities.」

「In this business environment, total contract execution of leases, instalment sales, loans and other transactions during the cumulative third-quarter period increased 21.8% from the same period of the previous year (the fiscal year ending December 2016) to ¥988,544 million. Lease and instalment sales contract execution decreased 20.6% year on year to ¥282,631 million, due in part to the selective pursuit of real estate projects.」

「In particular, in the real estate-related business, we further expanded our activities through growth in bridge transactions for REITs undertaken by leading real estate companies.」

「Against this backdrop, the total contract execution of leases, instalment sales, loans and other transactions for the Group during the cumulative third-quarter period increased 10.1% from the same period of the previous year (the fiscal year ending December 2015) to ¥811,455 million, due in part to growth in the real estate-related business.」

「Against this backdrop, the total contract execution of leases, instalment sales, loans and other transactions for the Group during the cumulative second-quarter period increased 9.0% from the same period of the previous year (the fiscal year ending September 2015) to ¥535,651 million, due in part to growth in the real estate-related business.」

「Lease contract execution increased 35.0% year on year to ¥85,839 million, reflecting growth in real estate leasing, while instalment sales contract execution decreased 15.9% to ¥10,725 million.」

「In our real estate-related business, in addition to transactions for the distribution and retail sectors, we have expanded REIT-related transactions involving large logistics and commercial facilities developed by leading real estate companies.」