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SOSiLA Logistics REIT,Inc.
(2979)
SOSiLA Logistics REIT,Inc. (2979) vs. iShares MSCI Japan ETF (EWJ)
SOSiLA Logistics REIT,Inc. Business Overview & Revenue Model
SOSiLA Logistics REIT,Inc. Financial Statement Overview
| Breakdown | May 2025 | May 2024 | May 2023 | Nov 2022 | May 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 14.66B | 8.59B | 8.53B | 7.40B | 6.20B |
| Gross Profit | 3.27B | 4.28B | 5.05B | 4.48B | 3.92B |
| EBITDA | 6.01B | 5.59B | 5.62B | 4.73B | 4.07B |
| Net Income | 3.96B | 3.56B | 3.49B | 3.18B | 2.79B |
Balance Sheet | |||||
| Total Assets | 149.73B | 146.39B | 146.98B | 127.67B | 111.59B |
| Cash, Cash Equivalents and Short-Term Investments | 10.74B | 6.42B | 2.90B | 2.11B | 2.29B |
| Total Debt | 65.32B | 62.02B | 62.02B | 49.20B | 44.72B |
| Total Liabilities | 70.92B | 67.31B | 67.39B | 53.80B | 48.31B |
| Stockholders Equity | 78.81B | 79.31B | 79.59B | 73.88B | 63.27B |
Cash Flow | |||||
| Free Cash Flow | 5.99B | 4.93B | 2.20B | -12.46B | -24.97B |
| Operating Cash Flow | 10.87B | 4.99B | 3.61B | 4.98B | 3.74B |
| Investing Cash Flow | -6.40B | 6.49M | -19.07B | -17.01B | -28.07B |
| Financing Cash Flow | -925.25M | -4.07B | 14.98B | 11.85B | 16.42B |
SOSiLA Logistics REIT,Inc. Technical Analysis
SOSiLA Logistics REIT,Inc. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | ¥94.21B | 23.82 | ― | 4.83% | 35.57% | 4.25% | |
66 Neutral | ¥285.05B | 24.97 | 8.35% | 3.87% | 27.77% | 14.16% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
65 Neutral | ¥267.47B | 21.93 | 5.78% | 5.26% | 12.81% | 1.32% | |
63 Neutral | ¥768.44B | 24.95 | ― | 4.10% | 12.04% | 12.83% |
SOSiLA Logistics REIT,Inc. Corporate Events
For the fiscal period ended November 30, 2025, SOSiLA Logistics REIT reported modest growth, with operating revenue up 1.0% year-on-year to ¥4.78 billion and profit rising 2.0% to ¥1.99 billion, while maintaining a solid equity ratio of 52.6%. Distributions per unit including surplus cash distributions increased slightly to ¥3,074, with a 100% payout ratio and net assets per unit of ¥108,325, indicating continued emphasis on returning earnings to unitholders despite largely flat asset and net asset levels. Looking ahead, the REIT forecasts a temporary decline in operating revenue and profit for the fiscal period ending May 31, 2026, followed by a modest recovery in the November 2026 period, while planning to keep distributions per unit relatively stable, a stance that suggests management is prioritizing income stability for investors amid anticipated short-term earnings pressure.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.
Sumisho Realty Management Co., Ltd., the asset manager for SOSiLA Logistics REIT, has adopted a formal Compliance Declaration that elevates legal and regulatory compliance to its highest management priority as part of a broader business improvement initiative. The declaration commits all officers and employees to strict adherence to financial laws, prioritization of investors’ interests, fair and transparent decision-making, high ethical standards, and continuous enhancement of compliance and internal control systems, with the stated aim of restoring stakeholder trust and reinforcing sound, sustainable business operations.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.
Sumisho Realty Management, asset manager for SOSiLA Logistics REIT and other vehicles, has submitted a business improvement report to Japan’s Financial Services Agency after receiving a business improvement order over inappropriate conduct related to real estate appraisal requests for a property acquired by SC Realty Private REIT. The report details measures taken and planned to prevent recurrence, including enhanced explanations and direct communication to unitholders about the administrative action, public disclosure of the issues at both SCRP and SOSiLA Logistics REIT, and a comprehensive overhaul of compliance and internal controls. SRM identified weaknesses in its Compliance Office’s oversight and the influence of its parent-company secondment and evaluation structure, which may have aligned operations too closely with the sponsor’s interests, and is responding by formalizing a “Compliance Declaration,” strengthening firm-wide compliance training, and promoting a stronger compliance culture led by management in an effort to restore investor trust and reinforce governance standards across its managed REITs.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.
Sumisho Realty Management, the asset manager for SOSiLA Logistics REIT, is overhauling its organizational structure and leadership as part of a business improvement program ordered by Japan’s Financial Services Agency in December 2025. Effective February 1, 2026, the firm will establish a Business Risk Management Office independent of front-line business departments to oversee and monitor key processes, including property acquisition workflows and the appointment of real estate appraisers, and will introduce new roles of Chief Risk Management Officer and Chief Compliance Officer alongside board changes and senior personnel reshuffles, signalling a significant strengthening of governance, risk management and regulatory compliance frameworks that is likely to be closely watched by investors and regulators.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.
SOSiLA Logistics REIT, Inc. announced the conclusion of individual loan agreements and interest rate swap agreements to secure debt financing. This strategic move aims to stabilize interest expenses and enhance financial predictability, potentially strengthening the company’s market position in the logistics real estate sector.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.
SOSiLA Logistics REIT, Inc. has announced a debt refinancing plan involving new borrowings and interest rate swaps to manage its financial obligations and hedge against interest rate risks. The refinancing is structured as a green loan, aligning with the company’s green finance framework, and aims to repay existing long-term debt due in December 2025.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.
Sumisho Realty Management Co., Ltd., the asset manager for SOSiLA Logistics REIT, Inc., has been subjected to administrative action by the Financial Services Agency due to compliance issues related to the management of SC Realty Private REIT, Inc. The action highlights significant concerns about conflict-of-interest controls and internal compliance systems, particularly in the process of real estate appraisal and valuation. While no issues were found with the asset management of SOSiLA Logistics REIT, the incident underscores the importance of robust compliance frameworks to protect investor interests.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.
Sumisho Realty Management Co., Ltd., the asset manager for SOSiLA Logistics REIT, Inc., has been recommended for administrative action by the Securities and Exchange Surveillance Commission due to issues related to the asset management of a non-listed real estate investment corporation. Despite this, SOSiLA Logistics REIT, Inc. assures stakeholders that there are no similar issues with its assets and anticipates no adverse impact on its operations.
The most recent analyst rating on (JP:2979) stock is a Buy with a Yen129133.00 price target. To see the full list of analyst forecasts on SOSiLA Logistics REIT,Inc. stock, see the JP:2979 Stock Forecast page.