Industry Revenues:

• Office properties: approx. 80%
• Residential properties: approx. 20%

TOP 3 Markets:

1. Los Angeles, California: approx. 70%
2. Honolulu, Hawaii: approx. 20%
3. San Fernando Valley, California: approx. 10%

Douglas Emmett, Inc. generates the majority of its revenues from office properties, with a smaller portion coming from residential properties. The company's primary market is Los Angeles, California, followed by Honolulu, Hawaii, and the San Fernando Valley in California. These markets are crucial for the company as they represent strategically important locations with high demand for office and residential spaces.

Douglas Emmett, Inc. (NYSE: DEI) is a real estate investment trust (REIT) and not a manufacturing company.

Douglas Emmett, Inc. primarily owns and operates office buildings and residential properties, mainly in California and Hawaii. As a company in the real estate sector, it does not produce physical products but provides services in property management and leasing.

Strategic Focus: Focus on office and residential properties in prime locations
Expansion: Targeted acquisitions and development projects
Sustainability: Investments in environmentally friendly buildings and technologies

Douglas Emmett, Inc. pursues a strategy that aims to concentrate its real estate portfolios in prime locations in Los Angeles and Honolulu. The company focuses on acquiring and developing high-quality office and residential properties to strengthen its market position in these lucrative regions.

Another key focus is on sustainability. Douglas Emmett invests in environmentally friendly technologies and buildings to reduce the ecological footprint and increase the long-term value of its properties.

Additionally, the strategy is supported by a strong capital structure that enables the company to flexibly respond to market changes and seize growth opportunities.

Main materials: Construction and furnishing materials

Douglas Emmett, Inc. is a real estate investment trust (REIT) specializing in office buildings and residential properties. As such, the company does not import raw materials in the traditional sense as would be the case in the manufacturing industry. Instead, Douglas Emmett sources materials and products necessary for the construction, renovation, and furnishing of their properties.

Countries of origin: USA, China, Canada, Mexico

The materials used by Douglas Emmett typically include construction and furnishing materials such as steel, glass, wood, and interior fittings. These materials are often sourced from the USA to optimize supply chains and minimize costs. However, some specialized products or materials, such as certain types of glass or technological facilities, may be imported from countries like China, Canada, or Mexico.

In the real estate industry, it is common to prefer local suppliers to shorten construction times and control costs. Nevertheless, global supply chains can be utilized for specific materials that are not locally available or where international providers offer more competitive prices.

Market share in Los Angeles: 22% (2025)
Real estate portfolio: 18.2 million square feet (2025)
Debt-to-equity ratio: 55% (2025)

Douglas Emmett, Inc. has a significant competitive advantage, especially due to its strong market presence in core markets such as Los Angeles and Honolulu. The company has established itself through owning and managing a large portfolio of prime office and residential properties.

A key advantage is the strategic location of the properties, situated in highly sought-after urban areas. These locations experience high rental demand, enabling the company to generate stable income.

However, Douglas Emmett, Inc. also needs to address the challenges posed by a relatively high debt-to-equity ratio, which could present risks in a volatile interest rate environment. Nevertheless, the company remains well positioned to leverage long-term competitive advantages through its strong market position and high-quality portfolio.

Institutional Investor Share: 90% (estimated, based on historical data from 2023)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on 2023)

Douglas Emmett, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large funds and investment companies in the company's stability and growth potential.

Regarding insider transactions, there have been no significant buys or sells in recent years, which could suggest a stable assessment of the company's value by management. This information is based on the most recent available data and may have changed only slightly in recent years.

Market share of Douglas Emmett, Inc.: Estimated 4% (2026)

Top competitors and their market shares:

1. Boston Properties, Inc. (NYSE:BXP): 10%
2. Vornado Realty Trust (NYSE:VNO): 8%
3. SL Green Realty Corp. (NYSE:SLG): 7%
4. Kilroy Realty Corporation (NYSE:KRC): 6%
5. Alexandria Real Estate Equities, Inc. (NYSE:ARE): 5%
6. Douglas Emmett, Inc. (NYSE:DEI): 4%
7. Hudson Pacific Properties, Inc. (NYSE:HPP): 3%
8. Cousins Properties Incorporated (NYSE:CUZ): 3%
9. Highwoods Properties, Inc. (NYSE:HIW): 2%
10. Brandywine Realty Trust (NYSE:BDN): 2%

Moat of Douglas Emmett, Inc.:

Douglas Emmett, Inc. has a moderate moat, mainly based on its strategic positioning in the Los Angeles and Honolulu markets. These markets are known for high barriers to entry due to limited supply and high demand. This gives the company a certain advantage over competitors operating in less exclusive markets.

Compared to major competitors like Boston Properties, which have a diversified portfolio in several major U.S. cities, Douglas Emmett's moat is less pronounced. Boston Properties has a stronger protection against market fluctuations due to its geographic diversification and the size of its portfolio.

In summary, Douglas Emmett has a significant, but not insurmountable moat. The competitive advantage lies in regional specialization, while larger competitors have a stronger moat through diversification and more extensive resources.

Revenue Growth: 3.5% (2025) FFO Growth (Funds from Operations): 2.8% (2025) Occupancy Rate: 92% (2025)

Douglas Emmett, Inc. is a real estate investment company specializing in office and residential properties in California and Hawaii. In 2025, the company experienced moderate revenue growth of 3.5%, attributed to stable demand for office and residential spaces in its core markets.

The growth in Funds from Operations (FFO), a key metric for real estate companies, was 2.8%. This indicates that the company was able to maintain its operational income steadily despite a challenging market environment.

The 92% occupancy rate demonstrates a solid utilization of the real estate portfolio, indicating revenue stability. Given its geographical concentration in economically strong regions and relatively stable financial metrics, Douglas Emmett, Inc. could be an attractive investment for investors interested in long-term real estate investments.

However, potential investors should also consider macroeconomic conditions and possible risks, such as interest rate fluctuations and regulatory changes, that could impact the real estate market.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Consistent payout in recent years

Douglas Emmett, Inc. is known for regularly distributing dividends to its shareholders. The dividend yield is estimated to be around 3.5% for the year 2026, based on past payouts and the company's financial stability.

The company has followed a consistent dividend policy in the past, indicating a reliable payout. This stability is supported by a solid balance sheet and a stable business model focused on high-quality office and residential properties in prime locations.

Therefore, investors can expect a continuous dividend payment, provided that no significant economic or company-specific challenges arise.