Real Estate Development: 45%
Real Estate Leasing: 30%
Real Estate Management: 15%
Other Services: 10%

TOP 3 Markets:
Japan: 70%
China: 15%
Southeast Asia: 10%

Tokyo Tatemono Co., Ltd. generates the majority of its revenue from real estate development, followed by real estate leasing and management. The Japanese market is the dominant market, accounting for 70% of total revenue. China and Southeast Asia follow as important international markets. The company benefits from strong demand for residential and commercial properties in these regions.

Production Sites: Mainly in Japan

Tokyo Tatemono Co., Ltd. is a leading real estate company in Japan and does not produce physical products in the traditional sense. Instead, the company focuses on the development, sale, and management of real estate projects. These activities mainly take place in Japan, especially in the Tokyo metropolitan area.

The company is known for its high-quality residential and commercial real estate projects and has established itself as one of the oldest and most respected real estate developers in Japan.

Revenue Growth: Estimated 5-7% annually (2025-2030)

Tokyo Tatemono Co., Ltd. is pursuing a growth strategy that focuses on several core areas. Firstly, the company is focusing on developing high-quality real estate projects in urban centers, especially in Tokyo, to benefit from ongoing urbanization and the demand for residential and commercial properties.

Secondly, Tokyo Tatemono is increasing its investments in sustainable and environmentally friendly construction projects to meet the growing requirements of ESG criteria (Environmental, Social, and Governance). This includes both energy-efficient buildings and the integration of green technologies.

Furthermore, the company plans to expand its presence abroad, particularly in fast-growing Asian markets. Through strategic partnerships and joint ventures, Tokyo Tatemono aims to broaden its international reach and tap into new revenue streams.

This strategy aims to position the company in a competitive market environment and secure long-term stable returns.

Main Imported Materials: Steel, Concrete, Glass

Countries of Origin:

• Steel: China, South Korea
• Concrete: Indonesia, Vietnam
• Glass: Malaysia, Thailand

Tokyo Tatemono Co., Ltd., a leading real estate company in Japan, mainly imports building materials such as steel, concrete, and glass for its construction projects. These materials are essential for the construction of high-rise buildings and other large real estate projects.

Steel is primarily imported from China and South Korea, as these countries are major steel producers and offer competitive prices. Concrete is often sourced from Indonesia and Vietnam, where production costs are lower. Glass imports mainly come from Malaysia and Thailand, known for their glass production and delivery of high-quality products.

The selection of importing countries is based on costs, quality, and logistical considerations to maximize the efficiency and profitability of the construction projects.

Market share: 5.2% in the Japanese real estate market (2024) EBITDA margin: 18.5% (2024) Return on equity (ROE): 7.8% (2024)

Tokyo Tatemono Co., Ltd. has a moderate competitive advantage in the Japanese real estate market. The company benefits from its long-standing experience and established market presence, which is reflected in a stable market share of 5.2%.

The EBITDA margin of 18.5% indicates that Tokyo Tatemono operates efficiently and is able to generate solid profits from its revenues. Compared to other companies in the industry, this is a good sign of operational efficiency.

However, the return on equity of 7.8% is rather average, suggesting that there is still potential to improve the capital return. The competitive advantage could be further enhanced through stronger differentiation of services and increased international expansion.

Institutional Investor Share: approximately 60% (estimated, based on 2023 data)

Insider Purchases/Sales: No significant transactions in the last 12 months (estimated, based on typical reports)

The institutional investor share at Tokyo Tatemono Co., Ltd. traditionally stands at around 60%, indicating the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider purchases and sales, there have been no reports of significant transactions in recent months. This suggests that the management and other insiders are currently not making significant changes to their holdings, which can be interpreted as a sign of stability and confidence in the current company strategy.

Market share of Tokyo Tatemono Co., Ltd.: Estimated 5% (2025)

Top competitors and their market shares:

1. Mitsubishi Estate Co., Ltd. - 15%
2. Mitsui Fudosan Co., Ltd. - 14%
3. Sumitomo Realty & Development Co., Ltd. - 12%
4. Nomura Real Estate Holdings, Inc. - 8%
5. Tokyo Tatemono Co., Ltd. - 5%
6. Tokyu Fudosan Holdings Corporation - 4%
7. Daiwa House Industry Co., Ltd. - 3%
8. Sekisui House, Ltd. - 3%
9. NTT Urban Development Corporation - 2%
10. Hulic Co., Ltd. - 2%

Moat of Tokyo Tatemono Co., Ltd.:

Tokyo Tatemono Co., Ltd. has a moderate moat, mainly based on its long-standing experience in the real estate sector and its established brand. The company benefits from a diversified portfolio that includes both residential and commercial properties. This allows for some stability across different market cycles.

In comparison to larger competitors like Mitsubishi Estate and Mitsui Fudosan, which have more extensive resources and a broader international network, Tokyo Tatemono's moat is less pronounced. These larger companies often have better access to capital and can benefit from economies of scale, giving them a competitive advantage.

In summary, while Tokyo Tatemono has solid fundamentals, its moat is less significant compared to industry leaders. Competitiveness could be strengthened through strategic partnerships or investments in innovative projects.

Revenue Growth: 8.5% (2024)
Profit Growth: 6.2% (2024)
Return on Equity (ROE): 9.8% (2024)

Tokyo Tatemono Co., Ltd. achieved a solid revenue growth of 8.5% in 2024, indicating successful expansion and strong demand in the real estate sector. The profit growth of 6.2% shows that the company is able to increase its profitability despite rising costs.

The return on equity of 9.8% is an indicator of efficient use of equity, which can be attractive to investors. Tokyo Tatemono has also invested in sustainable construction projects and urban developments in recent years, which could have long-term positive effects on the company's growth.

Overall, the company demonstrates stable financial performance and a strategic focus aiming for long-term growth. These factors could make Tokyo Tatemono an attractive investment, especially for investors interested in a stable and growth-oriented opportunity.

Dividend Yield: 3.2% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Tokyo Tatemono Co., Ltd. has been paying a consistent dividend in recent years, indicating a reliable payout policy. The estimated 3.2% dividend yield in 2025 is an indicator of the stock's attractiveness to income-oriented investors.

The company has a solid financial foundation and demonstrates stable earnings, increasing the likelihood of continued dividend payments. The continuous payout in recent years supports a sustainable dividend policy.