Hoshino Resorts REIT, Inc.

3287.T
REIT - Hotel & Motel
2026/03/05 Updated
Market Cap: $958.3M (¥151.1B)
Stock Price: $1,635.72 (¥258,000)
Exchange Rate: 1 USD = ¥157.73

Notice on Portfolio Operational Performance (January 2026)

In January 2026, the overall portfolio occupancy rate increased by 0.9 points Year-over-Year (YoY), ADR declined by 2.0%, RevPAR decreased by 0.7%, and sales amounted to JPY 4,514 million, representing a 2.1% increase YoY.

Importance:
Page Updated: March 5, 2026
IR Disclosure Date: March 5, 2026

Key Figures

  • Occupancy Rate (Entire Portfolio): 68.8% (YoY +0.9pt)
  • ADR (Entire Portfolio): JPY 19,549 (YoY -2.0%)
  • Sales (Entire Portfolio): JPY 4,514 million (YoY +2.1%)

AI要約

Overview of Operational Performance for January 2026

The overall portfolio occupancy rate in January 2026 increased by 0.9 points YoY, reaching 68.8%. ADR declined by 2.0% to JPY 19,549, and RevPAR decreased by 0.7% to JPY 13,445. Sales grew 2.1% YoY to JPY 4,514 million, maintaining a generally steady level compared to the previous year. Although reservation gains in the Osaka-Namba area were sluggish due to the shift in the timing of the Lunar New Year and the Chinese government’s travel restraint requests, overall portfolio sales remained stable.

Trends by Segment

For properties operated by Hoshino Resorts, RevPAR declined YoY due to comparisons with multiple 'Hoshinoya' facilities that had closure periods in January of the previous year and revenue management under competitive pricing at 'OMO7 Osaka'. On the other hand, properties operated outside of Hoshino Resorts saw favorable RevPAR trends YoY, driven by strengthened domestic OTA promotions for the 'the b' series and enhanced corporate sales activities for 'Comfort Inn'. At OMO7 Osaka, lodging demand has been recovering from February onwards due to Lunar New Year demand and event initiatives.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.