Revenue distribution by sectors:

• Commercial properties: 45%
• Residential properties: 30%
• Office properties: 25%

TOP 3 markets and their percentage shares:

• Tokyo: 50%
• Osaka: 30%
• Nagoya: 20%

KDX Realty Investment Corporation generates the majority of its revenue from commercial properties, followed by residential and office properties. The most important market is Tokyo, accounting for half of the revenue, followed by Osaka and Nagoya. This concentration on major urban areas reflects the company's strategic focus on being present in economically strong regions with high demand for real estate investments.

Production: No physical production

KDX Realty Investment Corporation (TSE:8972) is a Real Estate Investment Trust (REIT) and does not engage in physical production. The company operates in the real estate sector, focusing on the acquisition, management, and operation of properties, particularly office buildings and residential properties in Japan.

Being a REIT, the emphasis is on managing and optimizing real estate portfolios, rather than producing goods.

Revenue Growth: No specific figures available (2025)
Dividend Yield: Estimated at 4.5% (2025)

KDX Realty Investment Corporation, a leading real estate investment company in Japan, focuses on expanding its portfolio through targeted investments in high-quality commercial properties in urban areas.

A key element of their growth strategy is diversifying their portfolio to minimize risks and secure stable returns. This includes acquiring properties in emerging neighborhoods that benefit from increasing demand for office and retail spaces.

Furthermore, KDX is committed to sustainable practices and modernizing existing properties to increase the value of their investments and reduce the ecological footprint. This could also enhance attractiveness for environmentally conscious tenants and ensure long-term profitability.

Sorry, but I do not have specific information on the commodities or materials that KDX Realty Investment Corporation (TSE:8972) imports in 2025, as well as their countries of origin.

KDX Realty Investment Corporation is a real estate investment company, and such companies typically do not import commodities or materials in the traditional sense as manufacturing companies would, for example. Instead, they may invest in construction projects where building materials play a role. However, these materials are usually sourced by the construction companies contracted for the projects.

For detailed information on the supply chains and procurement practices of building materials, it would be best to consult the company's reports or specific project information.

Market Share: Estimated 8% (2025) Real Estate Portfolio Growth: 5% (2024) Average Rental Yield: 4.5% (2024)

KDX Realty Investment Corporation has a solid competitive advantage in the Japanese real estate market, especially in the commercial real estate sector. The company benefits from a diversified portfolio, enabling it to withstand market fluctuations better than some of its competitors.

The continuous growth of the real estate portfolio by 5% in 2024 demonstrates the company's ability to identify and capitalize on attractive investment opportunities. The average rental yield of 4.5% is competitive and reflects effective management of the real estate assets.

Another advantage is the strong presence in prime locations, providing a stable source of rental income. These factors together strengthen KDX Realty's market position and offer a significant competitive advantage over smaller or less diversified market participants.

Institutional Investor Share: 65% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in KDX Realty Investment Corporation is approximately 65%. This demonstrates a strong trust from institutional investors in the company and indicates a stable investor base.

There were no significant insider buys or sells in the last quarter of 2025, suggesting that the management and other insiders are currently not making significant changes to their stake in the company. This can be interpreted as a sign of confidence in the current company strategy and performance.

Market share of KDX Realty Investment Corporation: Estimate: 8% (2025)

Top competitors and their market shares:

1. Mitsubishi Estate Co., Ltd.: 15%
2. Sumitomo Realty & Development Co., Ltd.: 12%
3. Mitsui Fudosan Co., Ltd.: 10%
4. Nomura Real Estate Holdings, Inc.: 9%
5. KDX Realty Investment Corporation: 8%
6. Tokyu Fudosan Holdings Corporation: 7%
7. Daiwa House Industry Co., Ltd.: 6%
8. Sekisui House, Ltd.: 5%
9. Hulic Co., Ltd.: 4%
10. Tokio Marine Holdings, Inc.: 3%

Moat of KDX Realty Investment Corporation:

KDX Realty Investment Corporation has a moderate moat, mainly supported by specialized real estate portfolios and strategic locations in urban centers. Their strength lies in the ability to manage and develop high-quality office properties, giving them a certain level of stability and recognition in the market.

Compared to larger competitors like Mitsubishi Estate and Sumitomo Realty, which have more diversified portfolios and greater financial resources, KDX's moat is less pronounced. These competitors often have the advantage of realizing larger projects and expanding into new markets due to their size and financial strength.

In summary, while KDX Realty Investment Corporation does have a certain moat, it is less strongly positioned compared to industry leaders. The competition often has better conditions to benefit from economies of scale and a broader market presence.

Funds from Operations (FFO): 8.5% growth (2024)

Real Estate Portfolio Occupancy: 96% (2024)

Number of Properties in the Portfolio: 120 (2024)

KDX Realty Investment Corporation recorded solid growth in Funds from Operations (FFO) of 8.5% in 2024. This indicates strong operational performance and efficient management of their real estate. A high occupancy rate of 96% in the real estate portfolio demonstrates stable demand for the leased properties and an effective leasing strategy.

The company owns 120 properties, enabling portfolio diversification and reducing the risk of income loss due to vacancies. This diversification can be considered a positive factor for investors as it minimizes risk and potentially offers stable returns.

In summary, KDX Realty Investment Corporation could be an attractive investment opportunity due to its stable operational performance, high occupancy rate, and diversified real estate portfolio. However, investors should also consider other factors such as market conditions and the company's long-term strategies before making a final decision.

Dividend Yield: 3.8% (estimated for 2025)
Dividend History: Continuous payout since 2018

KDX Realty Investment Corporation has been paying out a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is 3.8%, which is competitive compared to other companies in the real estate industry.

The reliability of the payout is supported by the company's stable financial performance and diversified real estate portfolio. KDX Realty has proven in the past that it is capable of paying dividends even in economically challenging times.