Lead Real Estate Co., Ltd American Depositary Shares

LRE

$1.26

-3.08%

N/A-$0.04

Real Estate

Real Estate - Development

NASDAQ

Negociación activa

Lead Real Estate Co., Ltd (LRE) focuses on the development and sale of upscale residential properties, which include both detached houses and ...

Cadena de suministro de LRE

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

Private Landowners (Tokyo/Kanagawa/Sapporo)

General Construction Contractors (Japan, undisclosed named firms)

Prostyle Design Co., Ltd.

Building Material Suppliers (Japan)

Construction Subcontractors (Japan)

Raw Material Producers (Japanese steel, cement, lumber suppliers)

Private Landowners (Tokyo/Kanagawa/Sapporo)

Land parcel suppliers for residential development

General Construction Contractors (Japan, undisclosed named firms)

Construction and build-out of single-family homes, condominiums, and hotels

Prostyle Design Co., Ltd.

NYSEAMERICAN:LGPS

Architecture and design services (business alliance agreement signed Nov 2024)

Building Material Suppliers (Japan)

Supply of construction materials (concrete, steel, lumber, fixtures)

Construction Subcontractors (Japan)

Specialized trade subcontractors hired by general contractors (electrical, plumbing, finishing)

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Wealthy Individual Homebuyers (Japan - Tokyo, Kanagawa, Sapporo)

Chinese Luxury Property Buyers (via LPS Shanghai exhibitions)

Samurai Capital Co., Ltd.

Hotel Guests (ENT TERRACE / JINRYU HOTEL brands)

Online Travel Agencies (Booking.com, Expedia, etc.)

Apartment Tenants (Japan & Dallas, Texas)

LRE Management Co., Ltd. (wholly owned subsidiary)

Wealthy Individual Homebuyers (Japan - Tokyo, Kanagawa, Sapporo)

End purchasers of luxury single-family homes and condominiums (primary revenue driver) · 75.0%

Chinese Luxury Property Buyers (via LPS Shanghai exhibitions)

International buyers of luxury Tokyo real estate marketed at Shanghai Luxury Property Show · 5.0%

Samurai Capital Co., Ltd.

Institutional buyer of hotel and condominium assets; business alliance partner since May 2024. Purchased ENT TERRACE Akihabara, ENT TERRACE Asakusa, and two condominiums in FY2025. · 10.0%

Hotel Guests (ENT TERRACE / JINRYU HOTEL brands)

Extended-stay and cultural tourism hotel guests in Tokyo properties · 2.0%

Online Travel Agencies (Booking.com, Expedia, etc.)

NASDAQ:BKNG

Distribution channel for ENT TERRACE and JINRYU HOTEL room bookings

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Sekisui House, Ltd.

Daiwa House Industry Co., Ltd.

Mitsui Fudosan Co., Ltd.

LogProstyle Inc.

Sekisui House, Ltd.

TSE:1928

Major Japanese homebuilder with luxury residential development; LRE competes in similar Tokyo/Kanagawa markets but at a much smaller scale.

Daiwa House Industry Co., Ltd.

TSE:1925

Japan's largest homebuilder and real estate developer; provides sector benchmark for construction costs and market trends relevant to LRE's upstream.

Mitsui Fudosan Co., Ltd.

TSE:8801

Japan's largest real estate developer; benchmark for luxury Tokyo property market dynamics and land acquisition competition.

LogProstyle Inc.

NYSEAMERICAN:LGPS

Direct business alliance partner (via Prostyle Design subsidiary); similar Japan-focused real estate development and hotel operations business model.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

Japan (Tokyo, Kanagawa, Sapporo)

China (Shanghai / cross-border buyers)

United States (Dallas, Texas)

Wealthy Individual Homebuyers (Japan)

Chinese Luxury Property Buyers

Lead Real Estate Global Co., Ltd. (LRE Dallas)

Japan (Tokyo, Kanagawa, Sapporo)

Primary operating market — 95%+ of revenue generated in Japan

Wealthy Individual Homebuyers (Japan)End purchasers of luxury homes

China (Shanghai / cross-border buyers)

Dependence on Chinese high-net-worth buyers for luxury property demand

Chinese Luxury Property BuyersInternational buyers at LPS Shanghai exhibitions

United States (Dallas, Texas)

Nascent US operations — apartment leasing in Dallas with plans for land acquisition and JVs

Lead Real Estate Global Co., Ltd. (LRE Dallas)US subsidiary managing Dallas apartment leasing operations

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Other

Critical

Single operating segment (real estate sales) accounts for ~95% of revenue. Any downturn in Japan's luxury residential market directly impacts financial performance.

Other

Critical

Founder/CEO Eiji Nagahara owns ~90% of outstanding shares, creating significant corporate governance and key-person risk.

Other

High

Land acquisition concentration in Tokyo/Kanagawa/Sapporo markets with limited greenfield sites available, driving intense competition for development parcels.

Other

Medium

Reliance on third-party general contractors and subcontractors for all construction; no named long-term contracts disclosed, creating execution risk.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Real Estate Sales (single-family homes & condominiums)

94.5%

$0.1B

Dominant segment driving land acquisition, construction contracting, and design service demand. Gross margin improvement tied to luxury product mix.

Hotel Operations (ENT TERRACE, JINRYU HOTEL brands)

1.7%

$0.0B

Growing hospitality segment requiring hotel management, OTA distribution partnerships, and property maintenance suppliers.

Other Services (Commission, Lease, Property Management)

1.0%

$0.0B

Ancillary revenue from brokerage commissions, apartment leasing (Japan & Dallas), and property management services via subsidiary Real Vision.

Product and Service, Other

2.8%

$0.0B

Miscellaneous revenue including Master Lease business income through LRE Management subsidiary.

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