Fukuoka REIT Corporation — Cyborg Score 6/10

Solid
Regional real estate investment trusts

Strategic Profile

Fukuoka REIT differentiates itself through deep regional expertise in the Japanese real estate market, leveraging local market knowledge in a geographically-concentrated portfolio. As of H1 2026, the trust reported trailing 12-month revenue of ¥19.3 billion and basic EPS of ¥9,233.51, with a net profit margin of 41.5%. The company has demonstrated solid FFO generation, positioning itself as an income-focused REIT for Japanese investors seeking regional real estate exposure.

Cyborg Score Rationale

H1 2026 results showed 28.3% earnings growth over the past year, though this includes a large ¥1.9 billion one-off gain. FFO of ¥9,437 million on a trailing twelve-month basis shows reasonably steady cash generation, with FFO moving from ¥4,571 million in H1 2025 to ¥4,866 million in H2 2025. Regional focus and stable dividend yields support the profile, though valuation multiples appear elevated relative to peers.

Top Insights

  • Trailing dividend yield of 4.1%, within top quartile of Japanese dividend payers and higher than industry average of 3.6%
  • Earnings profile includes ¥1.9 billion one-off gain in H1 2026; FFO metrics are more reliable for assessing recurring cash generation
  • Listed on Tokyo Stock Exchange and Fukuoka Stock Exchange since June 21, 2005, making it a 20+ year-old established REIT in the market
  • Regional concentration in Kyushu (Fukuoka, Okinawa, Yamaguchi) provides deep local expertise but geographic concentration risk

Named Competitors

  • Japan Real Estate Investment Corporation — Diversified REIT with broader national portfolio
  • Nippon Building Fund — Large-cap office and commercial REIT
  • Global One Real Estate Investment Trust — Multi-sector diversified REIT

Recent Developments

  • (April 2026) H1 2026 results reported trailing 12-month revenue of ¥19.3 billion with 28.3% earnings growth
  • (February 2026) Dividend guidance of ¥4,000 per unit for fiscal period ending February 28, 2026
  • (May 2025) Share repurchase program capped at ¥500 million for up to 4,000 units

Open the full interactive Fukuoka REIT Corporation report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →