Distribution of Revenues by Industry:

• Real Estate Development: approx. 50%
• Real Estate Rental: approx. 30%
• Real Estate Management and Other Services: approx. 20%

TOP 3 Markets:

1. Japan: approx. 70%
2. USA: approx. 15%
3. China: approx. 10%

Mitsui Fudosan Co., Ltd. generates the majority of its revenues from real estate development, followed by real estate rental and management. The Japanese market remains the dominant market for the company, attributed to its strong presence and established projects in the region.

The USA and China are also significant markets, with the company benefiting from strategic expansion and investments in high-quality real estate projects in these regions. These international markets provide growth opportunities for Mitsui Fudosan, particularly due to the demand for premium properties and urbanization.

Production Sites: Mainly in Japan

Mitsui Fudosan Co., Ltd. is a leading real estate company in Japan specializing in the development, ownership, and management of real estate projects. As a real estate company, Mitsui Fudosan does not produce physical products in the traditional sense, but develops and manages real estate projects.

Most of the company's projects and developments are located in Japan, especially in urban areas like Tokyo. However, the company also operates internationally and has real estate projects in other countries, including the USA and Great Britain.

Revenue growth: Estimated 5-7% annually (2025)

Focus on international expansion: Mitsui Fudosan plans to strengthen its presence in overseas markets, particularly in the USA and Europe. The company is investing in real estate projects in these regions to benefit from the demand for high-quality commercial and residential properties.

Sustainability and innovation: Another focus is on the development of sustainable real estate projects. Mitsui Fudosan is investing in green technologies and environmentally friendly construction methods to meet the increasing demands for environmentally conscious construction.

Portfolio diversification: The company is expanding its portfolio through investments in new business areas such as logistics properties and digital infrastructure. This diversification is intended to reduce risk and open up new sources of revenue.

These strategies aim to maximize Mitsui Fudosan's growth potential and position the company as a leading player in the global real estate market.

Main imported raw materials:

• Construction steel
• Cement
• Wood

Countries of origin:

• Construction steel: China, South Korea
• Cement: Vietnam, Indonesia
• Wood: Canada, Russia

Mitsui Fudosan Co., Ltd., as one of the leading real estate development companies in Japan, imports various raw materials necessary for the construction and development of real estate projects. Construction steel and cement are essential materials for the structure of buildings, while wood is often used for interior design and specific construction projects.

China and South Korea are significant exporters of construction steel, due to their large production capacities and competitive prices. Vietnam and Indonesia are important suppliers of cement, as they have abundant raw material resources and a well-developed cement industry. Canada and Russia are traditionally major exporters of wood, which is valued for its quality and sustainability.

Market share in Japan: 10% (2024, estimated)
EBITDA margin: 18% (2024)
Real estate portfolio value: 6 trillion yen (2024)

Mitsui Fudosan Co., Ltd. is one of the leading real estate companies in Japan and benefits from a significant competitive advantage due to its strong market position and extensive real estate portfolio. With an estimated market share of 10% in the Japanese real estate sector, the company can benefit from economies of scale and further solidify its position.

The EBITDA margin of 18% shows that Mitsui Fudosan is able to efficiently manage its costs and operate profitably. This is particularly important in a competitive market environment where margins are often under pressure.

Another key advantage is the value of the real estate portfolio, estimated at 6 trillion yen. This allows the company to react flexibly to market changes and make strategic investments to secure long-term growth.

Institutional investor share: approx. 45% (2025, estimated)

Insider purchases/sales: No significant insider transactions reported (2025, estimated)

The institutional investor share in Mitsui Fudosan Co., Ltd. is estimated to be around 45%. This is typical for large Japanese real estate companies, which are often held by institutional investors such as pension funds and investment funds.

Regarding insider purchases or sales, there have been no significant transactions publicly disclosed for the year 2025. This could indicate that the management and other insiders have confidence in the current company strategy and valuation.

Market share of Mitsui Fudosan Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. Mitsubishi Estate Co., Ltd.: 15%
2. Sumitomo Realty & Development Co., Ltd.: 10%
3. Nomura Real Estate Holdings, Inc.: 8%
4. Tokyu Fudosan Holdings Corporation: 7%
5. Hulic Co., Ltd.: 5%

Mitsui Fudosan Co., Ltd. is one of the leading real estate companies in Japan with a significant market share of around 12%. The largest competitor, Mitsubishi Estate Co., Ltd., holds a market share of 15%, making them the market leader.

Mitsui Fudosan's "moat" lies in its strong diversification and presence in various real estate sectors, including commercial, residential, and retail properties. Additionally, the company benefits from its established brand and long-standing experience in the market.

Compared to its competitors, Mitsui Fudosan has a solid, but not insurmountable moat. Mitsubishi Estate, as the biggest rival, also has a strong market position and benefits from similar diversification and a robust international network. Sumitomo Realty & Development and Nomura Real Estate Holdings also offer strong competition through specialized services and regional strengths.

Overall, Mitsui Fudosan has a competitive moat, but the competition is intense, and the differences between the leading companies are not extremely pronounced.

Revenue growth: 5.8% (2024) Profit growth: 4.5% (2024) Return on equity: 7.2% (2024) Debt ratio: 1.1 (2024)

Mitsui Fudosan Co., Ltd. achieved solid revenue growth of 5.8% in 2024, attributed to strong demand in the real estate sector and successful project developments. Profit growth stands at 4.5%, indicating efficient cost control and improved operational efficiency.

The return on equity of 7.2% shows that the company is able to generate adequate profits from its equity. The debt ratio of 1.1 suggests moderate debt, typical for the real estate industry, and indicates solid financial stability.

Overall, Mitsui Fudosan demonstrates stable financial performance with moderate growth. However, investment decisions should also depend on individual investment goals and risk tolerance.

Dividend yield: 2.5% (2025, estimated)
Dividend growth: 5% annually (last 3 years)

Mitsui Fudosan Co., Ltd. regularly pays dividends to its shareholders. The current dividend yield is approximately 2.5%, which can be considered moderate compared to other companies in the real estate industry.

Over the past three years, the company has increased its dividend by an average of 5% per year. This indicates a reliable payout policy supported by stable earnings and a solid financial foundation.

The continuous increase in dividends demonstrates the management's confidence in the company's future earning power. Analysts expect that Mitsui Fudosan will also be able to pay a stable dividend in the coming years, provided that no significant economic or industry-specific challenges arise.