Invincible Investment Corporation

8963.T
REIT - Hotel & Motel
2026/08/24 Updated
Market Cap: $2.9B (¥469.5B)
Stock Price: $385.59 (¥61,400)
Exchange Rate: 1 USD = ¥159.24

Notice Regarding Portfolio Management Results (July 2026)

Reveals domestic hotel and overseas hotel management results for July 2026. Domestic occupancy rate 86.3%, RevPAR 13,039 yen, revenue over 100 billion yen, YoY improvement. ADR declined by 1.0%. Overseas Cayman two properties occupancy 66.0%, RevPAR 272 USD, revenue over 7.5 million USD, up MoM. RevPAR outlook for domestic markets suggests about a 28% decrease; detailed regional and segment breakdowns are provided.

Importance:
Page Updated: August 25, 2026
IR Disclosure Date: August 25, 2026

Key Figures

  • Revenue (Domestic Hotels): 10,027 million yen (YoY +2.8%)
  • Average occupancy rate (Domestic Hotels): 86.3% (YoY +1.9pt)
  • RevPAR (Domestic Hotels): 13,039 yen (YoY +1.2%)
  • Revenue (Cayman 2 Properties): 7,512 thousand USD (YoY +8.4%)
  • Average occupancy rate (Cayman 2 Properties): 66.0% (YoY +9.3pt)

AI要約

Section Heading

This report discloses an overview of portfolio management results for July 2026, covering two segments: 101 domestic hotel properties and Cayman 2 properties, showing YoY comparisons for occupancy, ADR, RevPAR, and revenue. Domestically, despite impacts from the Osaka Expo and Japan–China relations, demand is supported by inbound travelers from other countries, with overall occupancy and RevPAR exceeding the prior year, while ADR contributed negatively. Overseas, Cayman 2 properties show a recovery trend with revenue and RevPAR exceeding the prior year. In the mid-to-long term, domestic RevPAR is expected to decline.

Section 2 Heading

Regionally, high occupancy is maintained in Hokkaido, Kansai, and Kyushu, with non-room revenue contributing to growth. The outlook for 2026 August is for domestic hotel RevPAR to be about △2.9% YoY, and the summary emphasizes that the impacts of large events and Middle East developments are limited. Investors should pay attention to regional demand trends and potential fluctuations in profitability.

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

Invincible Investment Corporation

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