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Advance Residence Investment CorporationTSE:3269 Stock Report

Market Cap JP¥435.0b
Share Price
n/a
1Y-0.5%
7D2.7%
1D-0.2%
Portfolio Value
View

Advance Residence Investment Corporation

TSE:3269 Stock Report

Market Cap: JP¥435.0b

Advance Residence Investment (3269) Stock Overview

Advance Residence Investment Corporation is one of the largest J-REITs specializing in residential properties, managed by ITOCHU REIT Management Co., Ltd. More details

3269 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance5/6
Financial Health1/6
Dividends5/6

3269 Community Fair Values

Create Narrative

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Advance Residence Investment Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Advance Residence Investment
Historical stock prices
Current Share PriceJP¥152,200.00
52 Week HighJP¥176,300.00
52 Week LowJP¥146,900.00
Beta0.19
1 Month Change1.67%
3 Month Change-7.87%
1 Year Change-0.52%
3 Year Change-9.94%
5 Year Change-21.65%
Change since IPO170.58%

Recent News & Updates

Narrative Update Jun 16

3269: Stable Fair Value And Governance Changes Will Support Future Upside

Analysts have maintained their fair value estimate for Advance Residence Investment at ¥181,125, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that underpin this updated price target narrative. What’s in the News for Advance Residence Investment A board meeting is scheduled for March 31, 2026 to discuss changes in major shareholders of the asset management company.
Narrative Update Jun 02

3269: Steady Fair Value And Earnings Guidance Will Support Future Upside

Analysts have kept the fair value estimate for Advance Residence Investment broadly unchanged at about ¥181,125, while making slight adjustments to assumptions for the discount rate, revenue growth, profit margin, and forward P/E. This has resulted in a modestly refined price target rather than a major reset.
Narrative Update May 11

3269: Dividend Visibility And Earnings Guidance Will Support A Stronger Future Profile

Analysts have maintained Advance Residence Investment's fair value estimate at ¥181,125, reflecting a slightly higher discount rate and modest adjustments to future P/E and margin assumptions in this updated price target narrative. What's in the News A board meeting is scheduled for March 31, 2026 to discuss changes in major shareholders of the asset management company (Key Developments).
Narrative Update Apr 23

3269: Dividend Stability And Sponsor Support Will Shape A Stronger Future Profile

Analysts have raised their price target on Advance Residence Investment slightly to ¥181,125 from ¥180,000, reflecting revised assumptions on revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for March 31, 2026 to discuss changes in major shareholders of the asset management company, indicating possible shifts in the sponsor or support structure (Key Developments).

Recent updates

Narrative Update Jun 16

3269: Stable Fair Value And Governance Changes Will Support Future Upside

Analysts have maintained their fair value estimate for Advance Residence Investment at ¥181,125, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that underpin this updated price target narrative. What’s in the News for Advance Residence Investment A board meeting is scheduled for March 31, 2026 to discuss changes in major shareholders of the asset management company.
Narrative Update Jun 02

3269: Steady Fair Value And Earnings Guidance Will Support Future Upside

Analysts have kept the fair value estimate for Advance Residence Investment broadly unchanged at about ¥181,125, while making slight adjustments to assumptions for the discount rate, revenue growth, profit margin, and forward P/E. This has resulted in a modestly refined price target rather than a major reset.
Narrative Update May 11

3269: Dividend Visibility And Earnings Guidance Will Support A Stronger Future Profile

Analysts have maintained Advance Residence Investment's fair value estimate at ¥181,125, reflecting a slightly higher discount rate and modest adjustments to future P/E and margin assumptions in this updated price target narrative. What's in the News A board meeting is scheduled for March 31, 2026 to discuss changes in major shareholders of the asset management company (Key Developments).
Narrative Update Apr 23

3269: Dividend Stability And Sponsor Support Will Shape A Stronger Future Profile

Analysts have raised their price target on Advance Residence Investment slightly to ¥181,125 from ¥180,000, reflecting revised assumptions on revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for March 31, 2026 to discuss changes in major shareholders of the asset management company, indicating possible shifts in the sponsor or support structure (Key Developments).
Narrative Update Apr 09

3269: Revised Payout And Earnings Outlook Will Support A Fair Future Profile

Analysts have lifted their price target for Advance Residence Investment from ¥177,000 to ¥180,000, citing a revised view on fair value that reflects updated assumptions for the discount rate, revenue contraction, profit margins, and future P/E levels. What's in the News A board meeting is scheduled for March 31, 2026 to discuss changes in major shareholders of the asset management company (Key Developments).
Narrative Update Mar 25

3269: Stable Payout Guidance And Lower Discount Rate Will Support Fair Profile

Analysts have marginally raised their fair value estimate for Advance Residence Investment to ¥177,000 from ¥176,375, citing updated assumptions that combine a slightly lower discount rate, a shift to a 2.43% revenue decline, a higher 51.67% profit margin, and a reduced forward P/E of 20.80. What's in the News The company declared a distribution of ¥3,220 per unit for the fiscal period from August 1, 2025 to January 31, 2026, with payments scheduled to start on April 16, 2026 (company guidance).
Narrative Update Mar 11

3269: Stable Assumptions And Slightly Lower Required Return Will Support Fair Profile

Analysts have maintained their price target for Advance Residence Investment at ¥176,375, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and forward P/E informing this unchanged view. Valuation Changes Fair Value: Remains unchanged at ¥176,375, with no adjustment to the central valuation output.
Narrative Update Feb 24

3269: Stable Assumptions And Dividend Policy Will Support Fairly Valued Profile

Analysts have kept their price target for Advance Residence Investment broadly in line with prior estimates, with only a very small adjustment in the underlying discount rate and future P/E assumptions. This has resulted in a largely unchanged fair value of around ¥176,375.
Narrative Update Feb 10

3269: Dividend Policy And Refined Assumptions Will Support Fairly Valued Profile

Analysts have nudged their fair value estimate for Advance Residence Investment up from ¥174,000 to about ¥176,375, citing updated assumptions around revenue growth, profit margins and forward P/E that slightly adjust the overall discount rate applied. What's in the News Advance Residence Investment Corporation announced a semi annual dividend of ¥3,170.0000 per share, with payment scheduled for April 15, 2026 (Key Developments).
Narrative Update Jan 23

3269: Dividend Outlook And Governance Amendments Will Support Fairly Valued Profile

Analysts now place their price target for Advance Residence Investment at ¥174,000, up from ¥170,000, citing updated fair value work that reflects small adjustments to the discount rate, revenue growth, profit margin assumptions, and an updated future P/E multiple. What's in the News Semi annual dividend of ¥3,170.00 per share announced, with payment scheduled for April 15, 2026; ex date on January 29, 2026; and record date on January 31, 2026 (Key Developments).
Narrative Update Jan 09

3269: Dividend Stability And Governance Updates Will Support Fairly Valued Outlook

Analysts have maintained their price target for Advance Residence Investment at ¥170,000, with only marginal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E, resulting in an essentially unchanged valuation view. What's in the News Semi annual dividend of ¥3,170.00 per share announced, payable on April 15, 2026, with ex date on January 29, 2026, and record date on January 31, 2026 (Key Developments).
Narrative Update Dec 24

3269: Dividend Policy Shift And Governance Changes Will Support Stable Outlook

Analysts have raised their price target for Advance Residence Investment from ¥164,143 to ¥170,000, reflecting slightly lower discount rate assumptions and stronger expected revenue growth that more than offset a modest trim to forecast profit margins. What's in the News Announced a semi annual dividend of JPY 3,170 per share, payable on April 15, 2026, with an ex dividend date of January 29, 2026 and record date of January 31, 2026 (Key Developments) Classified the upcoming JPY 3,170 per share payout as a dividend decrease event, signaling a more conservative cash distribution stance (Key Developments) Approved amendments to the Articles of Incorporation at the 8th General Meeting of Unitholders held on October 27, 2025, indicating governance and structural updates (Key Developments) Valuation Changes Fair Value: Raised moderately from ¥164,142.86 to ¥170,000.00, reflecting improved fundamental assumptions.
Narrative Update Dec 10

3269: Dividend And Governance Changes Will Support Stable Outlook Ahead

Narrative Update on Advance Residence Investment Analysts have modestly raised their price target on Advance Residence Investment to JPY 164,142.86. They cite slightly lower perceived risk, marginally softer but still stable long term revenue growth assumptions, and a broadly unchanged profitability and valuation outlook.
Narrative Update Nov 26

3269: Dividend Announcement and Governance Changes Will Maintain Stable Outlook

Analysts have modestly revised the price target for Advance Residence Investment, maintaining it at ¥164,143. Improved revenue growth expectations have offset a slight dip in profit margin and a marginal rise in the discount rate.
Narrative Update Nov 07

3269: Fair Value Outlook Backed by New Guidance and Governance Changes

Analysts have modestly raised their price target for Advance Residence Investment from ¥164,000 to ¥164,142.86, citing slight improvements in projected fair value and stable underlying performance metrics. What's in the News Amendments to the Articles of Incorporation approved at the 8th General Meeting of Unitholders on October 27, 2025 (Key Developments) New earnings guidance issued for periods ending January 31, 2026 and July 31, 2026.
Narrative Update Oct 24

Upcoming Amendments And Dividend Increases Will Support Continuing Market Strength

Narrative Update on Advance Residence Investment Analysts have maintained their fair value estimate for Advance Residence Investment at ¥164,000, citing stable fundamental assumptions and marginal changes in key input metrics. What's in the News Advance Residence Investment's board meeting is scheduled for September 16, 2025.
Narrative Update Oct 10

Property Reinvestments And Unit Remodels Will Secure Future Market Strength

Analysts have raised their price target for Advance Residence Investment from ¥160,687.50 to ¥164,000.00. This change is based on updated forecasts for the discount rate, revenue growth, and profitability.
User avatar
New Narrative Feb 09

Remodeling And Acquisitions Will Capitalize On Growing Urban Rental Demand

Internal and external growth strategies, including remodeling and property acquisitions, aim to boost future profitability and enhance long-term earnings.

Shareholder Returns

3269JP Residential REITsJP Market
7D2.7%1.6%1.0%
1Y-0.5%3.6%43.9%

Return vs Industry: 3269 underperformed the JP Residential REITs industry which returned 3.6% over the past year.

Return vs Market: 3269 underperformed the JP Market which returned 43.9% over the past year.

Price Volatility

Is 3269's price volatile compared to industry and market?
3269 volatility
3269 Average Weekly Movement1.9%
Residential REITs Industry Average Movement2.1%
Market Average Movement4.3%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.1%

Stable Share Price: 3269 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 3269's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2010n/aJunichi Shojiwww.adr-reit.com

Advance Residence Investment Corporation is one of the largest J-REITs specializing in residential properties, managed by ITOCHU REIT Management Co., Ltd. (IRM), the asset management company of the ITOCHU Group. It owns rental properties nationwide, primarily in the 23 wards of Tokyo.

Advance Residence Investment Corporation Fundamentals Summary

How do Advance Residence Investment's earnings and revenue compare to its market cap?
3269 fundamental statistics
Market capJP¥434.98b
Earnings (TTM)JP¥18.36b
Revenue (TTM)JP¥41.19b
23.7x
P/E Ratio
10.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
3269 income statement (TTM)
RevenueJP¥41.19b
Cost of RevenueJP¥19.46b
Gross ProfitJP¥21.73b
Other ExpensesJP¥3.38b
EarningsJP¥18.36b

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

Sep 17, 2026

Earnings per share (EPS)6.44k
Gross Margin52.76%
Net Profit Margin44.56%
Debt/Equity Ratio99.6%

How did 3269 perform over the long term?

See historical performance and comparison

Dividends

4.1%
Current Dividend Yield
167%
Payout Ratio

Does 3269 pay a reliable dividends?

See 3269 dividend history and benchmarks
When do you need to buy 3269 by to receive an upcoming dividend?
Advance Residence Investment dividend dates
Ex Dividend DateJul 30 2026
Dividend Pay DateOct 09 2026
Days until Ex dividend22 days
Days until Dividend pay date93 days

Does 3269 pay a reliable dividends?

See 3269 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/08 07:41
End of Day Share Price 2026/07/08 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Advance Residence Investment Corporation is covered by 13 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Takashi HashimotoBarclays
Takashi HashimotoCitigroup Inc
Noritaka HoboDaiwa Securities Co. Ltd.