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LaSalle LOGIPORT REIT
(3466)
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Rating:68Neutral
Price Target:
¥163,391
▲(1.93% Upside)
Action:Reiterated
Date:08/04/26
The score is primarily supported by strong profitability and a stable balance sheet, with improving operating cash flow. Technicals are moderately positive (positive MACD and neutral RSI), but elevated Stoch suggests limited near-term upside. Valuation is mixed, balancing an attractive ~5% dividend yield against a relatively high P/E.
Positive Factors
High profitability and margins
Robust gross and net margins indicate efficient cost management and durable profitability from rental operations. High margins support steady operating cash generation and distributions, providing a cushion against vacancy or lease renegotiation risks over the next several quarters.
Negative Factors
Recent revenue growth slowdown
A recent decline in revenue growth suggests softer leasing activity or lower rent escalations. Persistent slowdown would constrain NOI expansion and limit the REIT's ability to grow rental income, reducing the runway for distribution increases and capital recycling.
Read all positive and negative factors
Positive Factors
Negative Factors
High profitability and margins
Robust gross and net margins indicate efficient cost management and durable profitability from rental operations. High margins support steady operating cash generation and distributions, providing a cushion against vacancy or lease renegotiation risks over the next several quarters.
Read all positive factors
LaSalle LOGIPORT REIT (3466) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥265.04B
Dividend Yield5%
Average Volume (3M)4.60K
Price to Earnings (P/E)21.9
Beta (1Y)0.14
Revenue Growth17.43%
EPS Growth3.09%
CountryJP
EmployeesN/A
SectorReal Estate
Sector Strength53
IndustryREIT - Industrial
Share Statistics
EPS (TTM)6981.53
Shares Outstanding1,736,805
10 Day Avg. Volume3,233
30 Day Avg. Volume4,598
Financial Highlights & Ratios
PEG Ratio6.11
Price to Book (P/B)1.20
Price to Sales (P/S)9.85
P/FCF Ratio10.15
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)7,126.83
Revenue Forecast (FY)¥25.64B
LaSalle LOGIPORT REIT Business Overview & Revenue Model
Company Description
LaSalle LOGIPORT REIT (LLR) is a Japanese real estate investment trust focused exclusively on logistics properties, operating under the sponsorship of the internationally recognized LaSalle Investment Management group. The logistics real estate se...
How the Company Makes Money
LaSalle LOGIPORT REIT primarily makes money by earning rental income from tenants that lease space in its logistics properties. Revenue is generated through long-term and short-to-medium-term lease contracts, which typically include base rent and ...
LaSalle LOGIPORT REIT Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
70
Positive
Cash Flow
65
Positive
| Breakdown | TTM | Aug 2025 | Aug 2024 | Aug 2023 | Aug 2022 | Aug 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 30.51B | 25.99B | 25.56B | 22.20B | 21.37B | 20.21B |
| Gross Profit | 16.65B | 18.33B | 18.08B | 11.60B | 14.30B | 14.02B |
| EBITDA | 17.33B | 17.21B | 17.07B | 14.35B | 14.27B | 13.39B |
| Net Income | 12.59B | 12.90B | 12.95B | 10.19B | 10.24B | 9.95B |
Balance Sheet | ||||||
| Total Assets | 385.31B | 395.48B | 406.62B | 406.07B | 384.16B | 385.68B |
| Cash, Cash Equivalents and Short-Term Investments | 22.35B | 17.48B | 20.01B | 17.95B | 20.06B | 19.29B |
| Total Debt | 171.02B | 171.02B | 171.02B | 171.02B | 160.62B | 161.32B |
| Total Liabilities | 181.61B | 181.69B | 181.69B | 181.04B | 170.30B | 170.76B |
| Stockholders Equity | 203.70B | 213.79B | 224.93B | 225.03B | 213.85B | 214.91B |
Cash Flow | ||||||
| Free Cash Flow | 29.49B | 25.21B | 19.20B | -11.89B | 12.99B | -102.13B |
| Operating Cash Flow | 30.29B | 26.04B | 23.98B | 12.53B | 14.35B | 16.45B |
| Investing Cash Flow | -5.56B | -5.04B | -8.35B | -25.45B | -1.67B | -116.66B |
| Financing Cash Flow | -25.42B | -24.04B | -13.05B | 11.38B | -12.01B | 110.68B |
LaSalle LOGIPORT REIT Technical Analysis
Negative
160300.00
Price Trends
147286.00
Positive
149736.00
Negative
150648.64
Negative
Market Momentum
647.21
Positive
45.89
Neutral
15.60
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3466, the sentiment is Negative. The current price of 160300 is above the 20-day moving average (MA) of 150765.00, above the 50-day MA of 147286.00, and above the 200-day MA of 150648.64, indicating a neutral trend. The MACD of 647.21 indicates Positive momentum. The RSI at 45.89 is Neutral, neither overbought nor oversold. The STOCH value of 15.60 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3466.
LaSalle LOGIPORT REIT Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | ¥271.57B | 21.75 | 8.89% | 3.87% | 18.49% | 18.14% | |
68 Neutral | ¥265.04B | 21.86 | 6.03% | 5.26% | 17.43% | 3.09% | |
68 Neutral | ¥695.67B | 22.47 | ― | 4.76% | 29.96% | 8.18% | |
68 Neutral | ¥760.05B | 25.55 | ― | 4.10% | 9.45% | 7.63% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
64 Neutral | ¥184.88B | 24.23 | ― | 4.68% | -25.75% | -19.38% |
* Real Estate Sector Average
JP:3466
LaSalle LOGIPORT REIT
148,700.00
8,413.52
6.00%
JP:8967
Japan Logistics Fund
95,500.00
4,538.45
4.99%
JP:3281
GLP J-REIT
140,000.00
9,853.52
7.57%
JP:3283
Nippon Prologis REIT, Inc.
87,600.00
7,774.76
9.74%
JP:3471
Mitsui Fudosan Logistics Park, Inc.
106,100.00
6,433.61
6.46%
JP:3481
Mitsubishi Estate Logistics REIT Investment Corp.
120,000.00
2,620.41
2.23%
LaSalle LOGIPORT REIT Corporate Events
LaSalle LOGIPORT REIT Faces 2027 Vacancy at Key Logistics Asset
Jun 15, 2026
LaSalle LOGIPORT REIT has announced that the sole tenant occupying 100% of LOGIPORT Kashiwa Shonan will vacate the property when its fixed-term building lease expires on April 30, 2027. The tenant’s space accounts for 2.92% of the REIT’...
LaSalle LOGIPORT REIT Completes ¥11.8 Billion Unit Buyback and Plans Cancellation
Jun 15, 2026
LaSalle LOGIPORT REIT has completed a repurchase of 77,693 of its own investment units on the Tokyo Stock Exchange between March 1 and June 12, 2026, at a total cost of about ¥11.8 billion, including 8,710 units bought in June alone. The buyb...
LaSalle LOGIPORT REIT Accelerates Unit Buybacks Under Ongoing Repurchase Program
Jun 1, 2026
LaSalle LOGIPORT REIT reported that it repurchased 18,510 of its own investment units on the Tokyo Stock Exchange in May 2026, spending approximately ¥2.75 billion through open-market transactions under a discretionary agreement with a securi...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.