Mitsubishi Estate Logistics REIT Investment Corp. (JP:3481)
:3481
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Mitsubishi Estate Logistics REIT Investment Corp.
(3481)
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Rating:64Neutral
Price Target:
¥137,281
▲(3.30% Upside)
Action:ReiteratedDate:12/11/25
The overall score of 64 reflects a balanced outlook for JP:3481, driven primarily by stable financial performance despite revenue and cash flow concerns. Positive technical momentum and a reasonable valuation with an attractive dividend yield further support the score, though growth risks remain a key consideration.
Positive Factors
Stable Cash Flow
Strong operating cash flow indicates effective cash generation from core operations, supporting ongoing investments and dividend payouts.
Negative Factors
Revenue Growth Challenges
Negative revenue growth suggests potential market saturation or increased competition, which could impact future earnings and market share.
Read all positive and negative factors
Positive Factors
Negative Factors
Stable Cash Flow
Strong operating cash flow indicates effective cash generation from core operations, supporting ongoing investments and dividend payouts.
Read all positive factors
Mitsubishi Estate Logistics REIT Investment Corp. (3481) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥182.51B
Dividend Yield4.68%
Average Volume (3M)3.39K
Price to Earnings (P/E)12.5
Beta (1Y)0.29
Revenue Growth-25.75%
EPS Growth-19.38%
CountryJP
EmployeesN/A
SectorReal Estate
Sector Strength53
IndustryREIT - Industrial
Share Statistics
EPS (TTM)2599.00
Shares Outstanding1,485,011
10 Day Avg. Volume3,202
30 Day Avg. Volume3,389
Financial Highlights & Ratios
PEG Ratio24.33
Price to Book (P/B)1.18
Price to Sales (P/S)10.75
P/FCF Ratio82.53
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)5,600.26
Revenue Forecast (FY)¥16.91B
Mitsubishi Estate Logistics REIT Investment Corp. Business Overview & Revenue Model
Company Description
MEL focuses investment on logistics facilities and has as its sponsor Mitsubishi Estate Co., Ltd. (MEC), one of the largest comprehensive developers in Japan....
How the Company Makes Money
Mitsubishi Estate Logistics REIT generates revenue primarily through rental income from its portfolio of logistics properties. The company leases these facilities to various tenants, including e-commerce firms, manufacturers, and third-party logis...
Mitsubishi Estate Logistics REIT Investment Corp. Financial Statement Overview
Summary
Income Statement
65
Positive
Balance Sheet
70
Positive
Cash Flow
45
Neutral
| Breakdown | TTM | Aug 2025 | Aug 2024 | Aug 2023 | Aug 2022 | Aug 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 12.66B | 17.15B | 16.91B | 14.66B | 11.31B | 9.16B |
| Gross Profit | 9.24B | 11.55B | 11.36B | 9.43B | 7.34B | 5.86B |
| EBITDA | 11.36B | 12.12B | 11.91B | 10.01B | 7.79B | 6.37B |
| Net Income | 7.67B | 8.60B | 8.55B | 6.94B | 5.52B | 4.45B |
Balance Sheet | ||||||
| Total Assets | 287.52B | 287.60B | 282.35B | 271.36B | 228.17B | 181.21B |
| Cash, Cash Equivalents and Short-Term Investments | 14.63B | 4.43B | 4.68B | 4.49B | 4.24B | 4.67B |
| Total Debt | 122.35B | 122.72B | 113.05B | 103.18B | 82.07B | 59.27B |
| Total Liabilities | 131.48B | 131.21B | 121.94B | 111.49B | 88.55B | 64.80B |
| Stockholders Equity | 156.04B | 156.38B | 160.41B | 159.87B | 139.62B | 116.41B |
Cash Flow | ||||||
| Free Cash Flow | 846.28M | 2.23B | -1.40B | -34.22B | -39.65B | -51.87B |
| Operating Cash Flow | 10.55B | 13.94B | 15.29B | 12.20B | 6.91B | 6.08B |
| Investing Cash Flow | -10.10B | -12.05B | -16.34B | -45.47B | -46.10B | -56.45B |
| Financing Cash Flow | -2.69B | -2.96B | 1.85B | 34.24B | 40.33B | 54.12B |
Mitsubishi Estate Logistics REIT Investment Corp. Technical Analysis
Negative
132900.00
Price Trends
128501.46
Negative
128868.11
Negative
123463.91
Positive
Market Momentum
171.25
Negative
45.30
Neutral
65.48
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3481, the sentiment is Negative. The current price of 132900 is above the 20-day moving average (MA) of 127310.00, above the 50-day MA of 128501.46, and above the 200-day MA of 123463.91, indicating a neutral trend. The MACD of 171.25 indicates Negative momentum. The RSI at 45.30 is Neutral, neither overbought nor oversold. The STOCH value of 65.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3481.
Mitsubishi Estate Logistics REIT Investment Corp. Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
83 Outperform | ¥657.29B | 21.26 | ― | 4.86% | 29.96% | 8.18% | |
71 Outperform | ¥264.52B | 11.48 | 5.78% | 5.26% | 17.28% | 3.09% | |
67 Neutral | ¥261.98B | 10.83 | 8.18% | 3.87% | 18.49% | 18.14% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
64 Neutral | ¥182.51B | 12.50 | ― | 4.68% | -25.75% | -19.38% | |
63 Neutral | ¥742.44B | 25.28 | ― | 4.10% | 22.19% | 23.71% |
* Real Estate Sector Average
JP:3481
Mitsubishi Estate Logistics REIT Investment Corp.
122,900.00
9,825.28
8.69%
JP:3466
LaSalle LOGIPORT REIT
152,300.00
20,573.37
15.62%
JP:8967
Japan Logistics Fund
95,400.00
4,522.21
4.98%
JP:3281
GLP J-REIT
137,000.00
16,367.15
13.57%
JP:3283
Nippon Prologis REIT, Inc.
88,500.00
11,627.21
15.13%
JP:3471
Mitsui Fudosan Logistics Park, Inc.
112,000.00
15,482.13
16.04%
Mitsubishi Estate Logistics REIT Investment Corp. Corporate Events
Mitsubishi Estate Logistics REIT Boosts Stake in Bridge Vehicle to Fund Tokyo-Area Logistics Asset
Dec 22, 2025
Mitsubishi Estate Logistics REIT Investment Corporation, through its asset manager Mitsubishi Jisho Investment Advisors, has decided to make an additional acquisition of a tokumei kumiai (silent partnership) equity interest in MRB1 GK for ¥19...
Mitsubishi Estate Logistics REIT Announces Prepayment of 370 Million Yen Loan
Dec 18, 2025
Mitsubishi Estate Logistics REIT Investment Corporation announced the prepayment of a 370 million yen bank loan using available cash on hand. This move reduces its outstanding debt, showcases a proactive approach to debt management, and aligns wit...
Mitsubishi Estate Logistics REIT Secures Green Loan for Sustainable Growth
Oct 23, 2025
Mitsubishi Estate Logistics REIT Investment Corporation has secured a green loan of 2 billion yen from Resona Bank, Ltd., to refinance existing debt. This move aligns with MEL’s commitment to sustainable finance, as the funds will be used fo...
Mitsubishi Estate Logistics REIT Reports Decline but Forecasts Recovery
Oct 16, 2025
Mitsubishi Estate Logistics REIT reported a decline in financial performance for the fiscal period ending August 31, 2025, with decreases in operating revenues, net income, and distributions per unit compared to the previous period. Despite these ...
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.