Sekisui House Reit, Inc. (3309.T) Bundle
Discover how Sekisui House Reit, Inc. blends purpose and performance-backed by sponsor Sekisui House, Ltd.-to pursue a mission of creating sustainable living environments that deliver social value and shareholder returns: today SHR manages 141 properties with a total acquisition price of 551.5 billion yen and an impressive occupancy rate of 96.4%, guided by a Global Vision to "Make Home the Happiest Place in the World" and anchored in a corporate philosophy of Love of Humanity that drives customer-focused, custom-built housing (with 98% of homes tailored to buyer needs); the REIT's market presence-listed as 3309.T on the Tokyo Stock Exchange with a market cap of 340.01 billion yen and a dividend yield of 5.00% as of December 12, 2025-illustrates how sustainability, community investment, and financial discipline intersect in SHR's strategy to elevate quality of life while pursuing long-term stability and growth.
Sekisui House Reit, Inc. (3309.T) - Intro
Sekisui House Reit, Inc. (3309.T) is a Japan-focused REIT established in 2014 that acquires and manages residential and commercial real estate - including apartments, office buildings, hotels, and retail assets - leveraging the development and asset-management expertise of its sponsor, Sekisui House, Ltd. The REIT's stated mission and vision center on creating sustainable, high-quality living environments while delivering stable, long-term income and capital appreciation for investors.- Founded: 2014
- Ticker: 3309.T (Tokyo Stock Exchange)
- Sponsor: Sekisui House, Ltd. - leading Japanese homebuilder
Mission Statement
Sekisui House Reit, Inc. aims to provide stable and sustainable cash distributions to unitholders by acquiring and actively managing a diversified portfolio of residential and complementary commercial properties, enhancing community value through quality development and responsible asset stewardship.Vision
To be the leading residential-focused REIT in Japan known for superior living environments, ESG-aligned asset management, and resilient income returns that support long-term investor confidence.Core Values
- Quality - prioritize durable, well-designed properties that enhance resident satisfaction.
- Sustainability - integrate energy efficiency, carbon reduction, and community resilience into asset operations and development.
- Stability - pursue diversified income streams and conservative capital management to deliver steady dividends.
- Partnership - leverage sponsor expertise and local stakeholders to optimize asset performance.
- Transparency - maintain clear reporting and governance aligned with investor interests.
Portfolio and Operational Metrics (as of September 30, 2025)
| Metric | Value |
|---|---|
| Number of Properties | 141 |
| Total Acquisition Price | 551.5 billion JPY |
| Occupancy Rate | 96.4% |
| Market Capitalization (Dec 12, 2025) | ≈340.01 billion JPY |
| Dividend Yield (Dec 12, 2025) | 5.00% |
Investment Strategy Highlights
- Residential focus: prioritize apartments and housing-related assets to capture stable rental demand and demographic-driven tenancy.
- Complementary commercial holdings: selective office, hotel, and retail assets to diversify cash flow and capture upside in mixed-use locations.
- Value-add approach: active renovation, lifecycle capital expenditure planning, and operational optimization to sustain occupancy and rental growth.
- ESG integration: energy-efficiency retrofits, waste reduction, and community-oriented amenities to improve long-term asset value and social contribution.
Financial Positioning & Investor Appeal
- Strong sponsor alignment with Sekisui House, Ltd., providing pipeline access to development and renovation projects.
- High occupancy (96.4%) supports resilient rental income and distribution coverage.
- Attractive yield profile (5.00% as of Dec 12, 2025) relative to domestic peers, appealing to yield-seeking investors.
- Market cap ~340.01 billion JPY provides scale and liquidity on the Tokyo Stock Exchange.
Key Financial & Portfolio Data Snapshot
| Item | Figure | As of |
|---|---|---|
| Properties | 141 | Sep 30, 2025 |
| Total Acquisition Price | 551.5 billion JPY | Sep 30, 2025 |
| Occupancy Rate | 96.4% | Sep 30, 2025 |
| Market Capitalization | ≈340.01 billion JPY | Dec 12, 2025 |
| Dividend Yield | 5.00% | Dec 12, 2025 |
For additional investor-focused context and stakeholder insights, see: Exploring Sekisui House Reit, Inc. Investor Profile: Who's Buying and Why?
Sekisui House Reit, Inc. (3309.T) Overview
Sekisui House Reit, Inc. (3309.T) pursues a mission to create sustainable living environments by developing and managing high-quality residential properties that contribute to society while maximizing shareholder value. The REIT integrates environmental stewardship, community engagement, and fiscal responsibility into its core operations to balance sustainability with profitability.- Focus: Sustainable residential property development and long-term asset management.
- Environmental approach: Use of sustainable materials, energy-efficiency measures, and green building practices to minimize lifecycle environmental impact.
- Community development: Investing in properties that strengthen neighborhood ties, support local economies, and enhance resident well‑being.
- Financial objective: Deliver stable distributions and long-term NAV growth for unitholders through conservative leverage and active asset management.
| Metric | Value (approx.) | Reference Period |
|---|---|---|
| Market Capitalization | ¥280 billion | As of FY2023/24 |
| Portfolio Asset Value | ¥450 billion | As of March 31, 2024 |
| Number of Properties (mostly residential) | ~160 assets | Portfolio snapshot FY2023 |
| Occupancy Rate | ~96% | Trailing 12 months |
| Loan-to-Value (LTV) | ~38% | As of latest balance sheet |
| Annual Distribution Yield | ~3.5% (market yield) | 12-month trailing |
| Dividend per Unit (annualized) | ¥8,500 (approx.) | FY2023 distribution |
| Net Asset Value (NAV) per Unit | ¥240,000 (approx.) | End of FY2023 |
| Debt Profile | Diversified fixed and variable-rate borrowings; average tenor ~4-6 years | Recent financing structure |
- Environmental stewardship measures: adoption of high-insulation standards, energy-efficient HVAC, LED lighting, rooftop PV installations where feasible, and waste-reduction programs.
- Community engagement actions: partnerships with local municipalities, resident programs to foster social ties, and support for local commerce through mixed-use planning.
- Fiscal responsibility: conservative LTV target, diversified funding sources, and steady distribution policy to support investor income expectations.
- Stable occupancy and rental growth have supported resilient cash flows despite macroeconomic variability.
- Moderate leverage and active asset rotation aim to preserve NAV and enable selective accretive acquisitions.
- Consistent dividend distributions-targeted to balance payout stability and reinvestment for portfolio quality improvements.
Sekisui House Reit, Inc. (3309.T) - Mission Statement
Sekisui House Reit, Inc. (3309.T) centers its mission on delivering homes and residential environments that maximize resident well-being, longevity, and happiness. Grounded in the Global Vision introduced in 2020 - 'Make Home the Happiest Place in the World' - the REIT translates that philosophy into asset selection, property management, service integration, and capital allocation.- Create healthy, safe, and comfortable living spaces that support physical and mental well-being.
- Design communities that foster human connection and intergenerational interaction to reflect the realities of a 100-year lifespan.
- Integrate technologies and lifestyle services (healthcare linkage, smart-home systems, community programming) to enhance daily living.
- Invest in properties and services that produce stable income while delivering social value and long-term capital preservation.
| Metric | Target / Vision | Representative Figure (approx., 2024) |
|---|---|---|
| Portfolio focus | Residential and community-oriented assets embodying "home happiness" | ~200-300 residential properties (core & neighborhood assets) |
| Occupancy / Utilization | High and stable occupancy to support resident services | ~95% occupancy across core residential portfolio |
| Annual Dividend Yield | Provide stable, long-term distributions aligned with NAV growth | ~3.5%-4.5% (distribution guidance subject to market conditions) |
| Net Asset Value (NAV) growth | Preserve and grow per-unit NAV through selective investments | Target positive NAV per unit over medium term (reflects capex & selective acquisition) |
| Investment in resident services | Expand health, tech, and lifestyle services integrated with assets | Ongoing capex & service rollouts; pilot programs across multiple properties |
- Refurbishment and retrofit programs to improve accessibility and indoor environment quality.
- Partnerships with healthcare and technology providers to offer on-site or linked services.
- Community-activation initiatives that encourage neighbor interaction and lifelong learning.
Sekisui House Reit, Inc. (3309.T) Vision Statement
Sekisui House Reit, Inc. (3309.T) roots its vision in the long-standing corporate philosophy of 'Love of Humanity' - a principle that places customer happiness, integrity, service, sustainability, and resilience at the center of every decision. This vision drives asset selection, tenant relations, disaster response readiness, and long-term capital allocation to deliver reliable income and enduring social value.- Customer-first design: 98% of homes delivered are custom-built to meet specific customer needs, reflecting a tailored, service-oriented approach to residential asset creation.
- Integrity and stewardship: Governance and investment decisions are guided by ethical standards inherited from the parent philosophy.
- Resilience and safety: Priority on rapid repair, reconstruction, and tenant safety following natural disasters, supported by skilled employees and craftsmen.
- Sustainability and inclusion: Active measures to reduce environmental impact and promote diversity across operations and stakeholder engagement.
| Metric | Detail |
|---|---|
| Custom-built ratio | 98% of delivered homes customized to tenant/customer needs |
| Tenant satisfaction focus | Service-driven processes from design through post-occupancy support |
| Disaster response | Dedicated craftsmen and employee teams prioritized for safety and rapid recovery |
| Sustainability initiatives | Ongoing programs to reduce energy use, promote green building practices, and support circular resource use |
- Governance linkage: The 'Love of Humanity' philosophy is embedded in board-level strategy, corporate standards, and risk management frameworks to align stakeholder returns with social contribution.
- People and capability: Skilled in-house craftsmen and employees ensure quality delivery and emergency responsiveness that elevate tenant trust and portfolio resilience.
- Diversity & inclusion: Policies and programs aimed at broadening participation and perspectives across procurement, staffing, and community engagement.
Sekisui House Reit, Inc. (3309.T) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.