GLOME Holdings (8938) · RiskDropped
Shortage of high-yield real estate properties and market overheating
First written in FY2017. 1 of 3 entries say "Reframed", first in FY2018. Latest entry: FY2019.
3entries
3years
0from disclosures
How it moved
Same theme, other companies
Difficulty acquiring new properties that meet the benchmark yield and acquisition conditionsA theme 3 companies write about · 3 as a headwind · 0 as a tailwind
0 other companies' latest entry also says "Dropped".
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.
Full recordFilings, disclosures and news, newest first
- FY2019DroppedAnnual reportThe annual report's Business Risks section contains no discussion of a shortage of high-yield properties or market overheating.
- FY2018ReframedAnnual report
「High-yield properties are rarely available, and although demand exists, supply cannot keep up, leaving the market feeling quite stagnant. Hospitals and related facilities, however, have relatively ample information available and are active.」
The market environment has shifted to one of continued undersupply and stagnation of high-yield properties, while hospitals and related facilities remain relatively active. - FY2017First statedAnnual report
「In central urban areas, it appears that high-yield properties have largely been traded, and some areas have reportedly become overheated. As a result, demand is expanding to properties in urban areas outside the major metropolitan areas and to properties other than logistics, commercial and residential assets.」
The shortage and market overheating of high-yield properties in central urban areas, together with the expansion of acquisition targets, are described as conditions in the real estate fund market.