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Japan Hotel REIT (8985) investor relations material
Japan Hotel REIT H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary26 Aug, 2025
Executive summary
Achieved strong midterm results for FY12/2025, with operating revenue up 49.6% to ¥21,481 million and net income up 71.7% to ¥12,764 million, driven by robust domestic and inbound demand, strategic acquisitions, and internal growth initiatives.
Portfolio expanded to 51 hotels after acquiring Hilton Fukuoka Sea Hawk and selling Washington Hotel Plaza Hakata, Nakasu, surpassing ¥500 billion in total assets and improving asset quality.
Internal growth supported by renovation, rebranding, and strategic CAPEX, with major projects planned and underway to enhance competitiveness and asset value.
RevPAR for the 28 Hotels with Variable Rent increased 17.0% year-over-year, and GOP rose 18.0%, reflecting robust demand and effective revenue management.
Financial highlights
Operating revenue for the midterm rose 49.6% year-over-year to ¥21,481 million; net income increased 71.7% to ¥12,764 million; operating income was ¥14,457 million (up 70.1% YoY); ordinary income ¥12,367 million (up 66.4%).
Full-year operating revenue forecast at ¥62,220 million (+13.7% YoY) and net income forecast at ¥26,063 million (+42.6% YoY).
Dividend per unit (DPU) for the midterm was ¥4,461 (+13.3% YoY), with a full-year forecast of ¥4,830 (+22.7% YoY); net income per unit at period-end was ¥2,504 (up from ¥1,603).
Total assets increased to ¥555,761 million, and net assets to ¥276,578 million, with an equity ratio of 49.8%.
Cash flows from operating activities were ¥18,599 million, while investing activities used ¥68,459 million, mainly for acquisitions.
Outlook and guidance
Full-year RevPAR expected to grow 12.8% YoY, driven by strong inbound demand and higher ADR.
F&B revenue projected to increase, with GOP ratio improving to 37.5% (+1.2pt YoY) as revenue growth offsets cost pressures.
Growth is expected to continue, supported by strong domestic and inbound demand, strategic CAPEX, and proactive marketing.
Management maintains a conservative outlook for the second half, factoring in potential risks from natural disasters and market volatility.
How does the full-year variable rent forecast compare to prior?
Detail strategic CAPEX for full year 2025
What is JHR's LTV cap and current appraisal-based LTV?
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Next Japan Hotel REIT earnings date
H2 202524 Feb, 2026
Next Japan Hotel REIT earnings date
H2 202524 Feb, 2026
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Frequently asked questions
Japan Hotel REIT Investment Corporation is a real estate investment trust (REIT) focused on the hotel sector. The company primarily invests in business, resort, and city hotels across major metropolitan areas and other cities in Japan. Its portfolio includes properties such as Namba Oriental Hotel, Hotel Nikko Alivila, and Ibis Tokyo Shinjuku. The company's strategy aims for sustainable asset growth and stable earnings over the mid to long term. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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