Japan Hotel REIT Investment Corporation

8985.T
REIT - Hotel & Motel
2026/03/02 Updated
Market Cap: $2.8B (¥432.2B)
Stock Price: $543.57 (¥84,800)
Exchange Rate: 1 USD = ¥156.01

Notice Regarding Monthly Disclosure for January 2026

Total sales for the 29 hotels adopting variable rent, etc. for January 2026 amounted to 5,868 million yen, up 1.4% year-over-year. Room occupancy rate was 79.7% (up 1.9 points YoY), ADR was 17,800 yen (down 2.3% YoY), and RevPAR was 14,185 yen (up 0.1% YoY).

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

Key Figures

  • Sales (Total for 29 hotels adopting variable rent, etc.): 5,868 million yen (YoY +1.4%)
  • Room Occupancy Rate: 79.7% (YoY +1.9 points)
  • Food and Beverage Department Sales: 1,764 million yen (YoY +4.0%)

AI要約

Hotel Operating Status for January 2026

In January 2026, total sales for the 29 hotels of Japan Hotel REIT Investment Corporation that adopt variable rent, etc. reached 5,868 million yen, representing a 1.4% increase year-over-year. The room occupancy rate in the lodging segment remained strong at 79.7% (up 1.9 points YoY), while ADR decreased by 2.3% year-over-year to 17,800 yen. RevPAR was 14,185 yen, up 0.1% YoY, maintaining a level nearly equal to the previous year. Sales in the food and beverage department totaled 1,764 million yen, rising 4.0% year-over-year, with restaurant sales performing favorably.

Outlook and Special Notes

In January, RevPAR remained at the previous year's level largely due to travel restrictions from China. This impact has already been factored into this fiscal year's earnings guidance. From February onward, inbound demand from regions other than China is expected to compensate, and RevPAR is forecasted to show solid growth year-over-year. Additionally, the hotels subject to disclosure have changed partially from the 2026 fiscal year; Hilton Tokyo Odaiba has been excluded due to large-scale renovation work, while Southern Beach Hotel & Resort Okinawa and Hilton Fukuoka Sea Hawk have been newly added.

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