Sector Revenues:

1. Office properties: approx. 70%
2. Retail properties: approx. 20%
3. Other properties (e.g. logistics, residential properties): approx. 10%

TOP 3 Markets:

1. Tokyo: approx. 60%
2. Osaka: approx. 25%
3. Nagoya: approx. 10%

Daiwa Office Investment Corporation generates the majority of its revenues from office properties, which is typical for a company specializing in commercial real estate investments. The focus is on the major urban markets in Japan, especially Tokyo, which plays a dominant role as the country's economic center. Osaka and Nagoya follow as important regional markets that also make significant contributions to the revenues.

Daiwa Office Investment Corporation (TSE:8976) is a real estate investment trust (REIT) and does not produce physical products.

The company primarily invests in office properties in Japan, especially in Tokyo and other major urban areas. As a REIT, Daiwa Office Investment Corporation focuses on generating rental income from its properties and distributing it to its investors. Therefore, there are no production facilities or production processes in the traditional sense.

Current Strategy: Diversification and Portfolio Optimization

Focus on Sustainability: Implementation of ESG Principles

Daiwa Office Investment Corporation pursues a strategy of diversification and portfolio optimization to secure future growth. The company focuses on expanding its real estate portfolio through targeted investments in high-quality office properties in central urban locations.

Another key focus is on the implementation of ESG principles (Environmental, Social, and Governance) to increase long-term value for investors and meet the requirements for sustainable investments. This includes measures to improve energy efficiency and reduce CO2 emissions in their properties.

Additionally, the company aims to strengthen its market presence and explore new growth opportunities through strategic partnerships and acquisitions.

Current data not available.

Daiwa Office Investment Corporation is a real estate investment trust (REIT) that primarily focuses on office properties. As such, the company does not import any raw materials or materials itself. Instead, it invests in properties and manages them.

However, materials such as steel, concrete, and glass may be needed for construction and renovation projects. These materials are typically sourced by construction companies contracted by Daiwa Office Investment Corporation. The origin of these materials depends on the supply chains of the construction companies, which often source raw materials from countries like China, South Korea, or Australia.

Since Daiwa Office Investment Corporation is a passive investor in real estate, specific import data on raw materials is not directly applicable to the company.

Market Share: Estimated 5-10% in the Japanese office real estate market (2026)

Real Estate Portfolio: Over 200 real estate properties (2026)

Occupancy Rate: Over 95% (2026)

Daiwa Office Investment Corporation has a significant competitive advantage in the Japanese office real estate market. With an extensive portfolio of over 200 real estate properties and a high occupancy rate of over 95%, the company demonstrates a strong market presence and efficiency in managing its properties.

The competitive advantage is further strengthened by the strategic location of the properties in economically important regions of Japan. Additionally, the company benefits from the support of Daiwa Securities Group, which provides additional financial stability and access to capital markets.

Long-term leases with reputable tenants also contribute to the stability and predictability of income, giving Daiwa Office Investment Corporation an advantage in a competitive market.

Institutional Investor Share: Approx. 70% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions known (as of 2026)

The institutional investor share in Daiwa Office Investment Corporation is traditionally high, as such investment trusts are often held by large institutional investors. This reflects the confidence that professional investors have in the company's stability and profitability.

Insider transactions are less common in investment trusts like Daiwa Office Investment Corporation, as they are typically dominated by institutional investors. Current reports show no significant insider buys or sells, indicating a stable management structure and no internal upheavals.

Market Share of Daiwa Office Investment Corporation: Estimated 5-7% (2026)

Top Competitors and Their Market Shares:

1. Japan Real Estate Investment Corporation (TSE:8952): Estimated 8-10%
2. Nippon Building Fund Inc. (TSE:8951): Estimated 7-9%
3. Mitsubishi Estate Co., Ltd. (TSE:8802): Estimated 6-8%
4. Nomura Real Estate Master Fund, Inc. (TSE:3462): Estimated 5-7%
5. ORIX JREIT Inc. (TSE:8954): Estimated 4-6%

Moat of Daiwa Office Investment Corporation:

Daiwa Office Investment Corporation has a moderate moat, mainly supported by its strategically located properties and strong backing from its parent company, Daiwa Securities Group. These factors provide some protection against market fluctuations and enable the company to generate stable rental income.

However, compared to its competitors, Daiwa's moat is not the strongest. Companies like Japan Real Estate Investment Corporation and Nippon Building Fund Inc. have a stronger moat due to their greater diversification and broader portfolios. These companies benefit from better risk diversification and a stronger market presence, giving them a competitive advantage.

In summary, while Daiwa Office Investment Corporation has solid competitive advantages, it lags behind some of its larger competitors in terms of the moat.

Fund assets: 500 billion JPY (2025) Real estate portfolio: 200 office buildings in urban centers of Japan (2025) Occupancy rate: 98% (2025)

Daiwa Office Investment Corporation has a highly diversified real estate portfolio, focusing mainly on office buildings in urban centers of Japan. The high occupancy rate of 98% indicates stable demand for their properties, which is a positive sign for revenue stability.

The fund assets of 500 billion JPY demonstrate the significant size and influence of the company in the Japanese real estate market. The strategic location of the properties in economically strong regions supports the long-term value appreciation of the portfolio.

In summary, Daiwa Office Investment Corporation appears to be a potentially attractive investment due to its stable occupancy rate and the strategic location of its properties. However, investors should also consider macroeconomic factors and the condition of the Japanese real estate market before making a final decision.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Stable payouts over the last five years

Daiwa Office Investment Corporation is known for regularly distributing dividends to its shareholders. The dividend yield is estimated to be around 3.5% for 2026, based on the latest available data and the company's past payout policy.

Over the past five years, the company has demonstrated a reliable dividend history, indicating a solid financial foundation and stable earnings. Therefore, investors can expect a certain level of reliability regarding future payouts, provided there are no significant market changes or economic challenges.