Revenue distribution by sectors:

• Real estate development: 45%
• Real estate rental: 30%
• Real estate management and services: 15%
• Other (e.g. retail, logistics): 10%

TOP 3 markets and their percentage shares:

• Japan: 60%
• USA: 20%
• Europe: 10%

Mitsubishi Estate Co., Ltd. generates the majority of its revenue from real estate development and rental, with Japan being the dominant market. The USA and Europe are also significant markets contributing substantially to the international revenue. This diversification allows the company to benefit from different economic conditions and growth opportunities in various regions.

Headquarters: Tokyo, Japan

Mitsubishi Estate Co., Ltd. is a leading real estate company based in Tokyo, Japan. The company is mainly active in the field of real estate development, management, and investment. Since Mitsubishi Estate does not produce physical products in the traditional sense, but offers services and projects in the real estate sector, "production" takes place in the form of construction and development projects.

Mitsubishi Estate's projects and services are mainly concentrated in Japan, especially in urban areas such as Tokyo. In addition, the company also has international projects, particularly in Asia, Europe, and North America, where it is involved in real estate development and investments.

Strategic Focus:

• International Expansion: Focus on Asian markets
• Sustainable Development: Investments in green buildings
• Technological Innovation: Digitization of real estate services

Mitsubishi Estate Co., Ltd. is pursuing a growth strategy that strongly emphasizes international expansion, particularly in Asian markets. The company plans to strengthen its presence in emerging markets to benefit from the economic dynamics in those regions.

Another key aspect of the strategy is sustainable development. Mitsubishi Estate invests in green buildings and sustainable construction practices to meet the increasing environmental standards and ensure long-term value creation.

In addition, the company is focusing on technological innovations to digitize its real estate services. This includes the implementation of smart building technologies and enhancing customer experience through digital platforms.

Main Imported Raw Materials:

• Steel
• Cement
• Wood

Countries of Origin:

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

Mitsubishi Estate Co., Ltd. is a leading real estate company in Japan that is engaged in the development and management of real estate projects. For construction projects, the company imports essential building materials such as steel, cement, and wood.

Steel is mainly imported from China and South Korea, as these countries are large producers with competitive prices. Cement is often sourced from Vietnam and Indonesia, as these countries have significant production capacities. Wood imports frequently come from Canada and Russia, known for their vast forest resources.

These import strategies enable Mitsubishi Estate to optimize costs and secure high-quality materials for their construction projects.

Market share in the real estate sector in Japan: approx. 10% (2025, estimated)
Return on equity (ROE): 8.5% (2024)
Debt-to-equity ratio: 1.2 (2024)

Mitsubishi Estate Co., Ltd. is one of the leading real estate developers in Japan and enjoys a significant competitive advantage due to its strong market position and diversification into various real estate segments. The company benefits from a diversified portfolio that includes office buildings, residential properties, retail spaces, and logistics centers. This diversification allows Mitsubishi Estate to better cushion market fluctuations and generate stable income.

Another competitive advantage lies in the strategic location of many real estate projects, especially in prime urban areas like Tokyo. The ability to develop high-quality projects in central locations attracts both national and international tenants.

Despite a moderate debt-to-equity ratio of 1.2, indicating a solid financial structure, the company could benefit from improving its return on equity to further enhance its profitability. The continuous investment in sustainable and innovative construction projects also strengthens Mitsubishi Estate's long-term growth potential and competitiveness.

Institutional investor share: approx. 60% (2025, estimated)

Insider purchases/sales: No significant transactions in the last year (2024)

The institutional investor share in Mitsubishi Estate Co., Ltd. is around 60%, which is typical for large publicly traded companies in Japan. These investors include pension funds, investment funds, and other major financial institutions that prefer long-term holdings.

There were no significant insider purchases or sales in the last year, indicating that the management and other insiders have confidence in the current corporate strategy and the future direction of the company. Such information is important for investors as it can provide insights into the management's confidence in their own performance.

Market share of Mitsubishi Estate Co., Ltd.: Estimated at around 10% (2025)

Top competitors and their market shares:

1. Mitsubishi Estate Co., Ltd.: approx. 10%
2. Mitsui Fudosan Co., Ltd.: approx. 12%
3. Sumitomo Realty & Development Co., Ltd.: approx. 9%
4. Nomura Real Estate Holdings, Inc.: approx. 7%
5. Tokyu Fudosan Holdings Corporation: approx. 6%
6. Daiwa House Industry Co., Ltd.: approx. 5%
7. Sekisui House, Ltd.: approx. 4%
8. Hulic Co., Ltd.: approx. 3%
9. Tokyo Tatemono Co., Ltd.: approx. 3%
10. Nippon Building Fund Inc.: approx. 2%

Moat of Mitsubishi Estate Co., Ltd.:

Mitsubishi Estate Co., Ltd. has a significant moat due to its strong market position in real estate development and management, particularly in prime locations such as the Marunouchi area in Tokyo. This strategic location provides a considerable competitive advantage as it is one of Japan's most prestigious business districts.

Compared to its competitors, Mitsubishi Estate benefits from a diversified business strategy that includes both real estate development and management. This allows for a stable source of income and risk diversification. Furthermore, the company has built a strong brand awareness and customer loyalty through its long-standing presence and experience in the market.

However, companies like Mitsui Fudosan Co., Ltd. also have strong moats, especially through their extensive international projects and innovation in sustainable construction practices. Competition is intense, and while Mitsubishi Estate holds a significant advantage in Japan, international expansions and technological innovations by competitors could impact its competitive edge.

Revenue growth: 6.0% (2024) Profit growth: 4.5% (2024) Real estate portfolio appreciation: 3.8% (2024)

Mitsubishi Estate Co., Ltd. recorded a revenue growth of 6.0% in 2024, attributed to solid demand in the real estate sector and successful project developments. The company was able to increase its profit by 4.5%, thanks to efficient cost control and strategic investments in high-growth real estate markets.

The company's real estate portfolio experienced an appreciation of 3.8%, indicating the positive development of the Japanese real estate market and the quality of the properties held. Mitsubishi Estate has also invested in sustainable construction projects, which could lead to a stronger market position in the long term.

Overall, Mitsubishi Estate Co., Ltd. shows stable fundamental data and a positive development in the real estate sector. These factors could make the stock an attractive investment, especially for investors interested in long-term growth in the real estate sector.

Dividend yield: 2.1% (2024)

Dividend history: Continuous payout in the last 5 years

Mitsubishi Estate Co., Ltd. regularly pays dividends to its shareholders. The dividend yield was approximately 2.1% in 2024. Over the past five years, the company has pursued a reliable dividend policy, indicating a stable financial position and a strong presence in the real estate sector.

The continuous payout demonstrates the company's commitment to providing value to its shareholders. Analysts believe that Mitsubishi Estate will continue to maintain a reliable dividend policy in the future, supported by solid earnings from its real estate projects and rental business.