#Japan #logistics #Tokyo #CRE #Estie

Estie and CRE Release the 2025 Logistics Market Report

Estie, a data analysis company specializing in rental logistics real estate, has partnered with CRE, a leading player in the logistics real estate sector with about 60 years of experience. Together, they have released the fourth report in their ongoing collaboration, titled "2025 H2 Estie Logistics Market Report: Trends in the Kanto, Kinki, and Tokai Regions, supported by CRE." This notable report is set to be available starting February 26, 2026.

Overview of the Report

The report focuses on logistic facilities greater than 3,000 tsubo (approximately 9,900 square meters) across the Kanto, Kinki, and Tokai regions, providing quarterly data for the second half of 2025 (July to December). It consists of two chapters:

1. Market Analysis: This chapter examines the changes in operational space, vacancy rates, and rental prices across different areas. It considers the trends in vacancies and rental costs, offering a detailed overview of the market dynamics.

2. Supply and Vacancy Analysis: This section focuses on the new supply of facilities in the Kanto area, examining variations in vacancy rates over the years. The analysis reveals whether demand or supply influences these fluctuations more significantly, integrating insights from CRE's market expertise and Estie's analytical capabilities.

Key Findings

• - Kanto Region: According to the report, the vacancy rate in the Kanto region has seen a decline in the third and fourth quarters of 2025. However, rental prices have remained relatively stable, indicating a balanced market environment.

• - Kinki Region: In Kinki, although the vacancy rate has followed a downward trend during the same quarters, rental prices have started trending upward from Q2 of 2025, signifying a shift in market conditions.

• - Tokai Region: The Tokai region showcases a substantial drop in vacancy rates for Q3 and Q4 of 2025, with rental prices rising significantly in Q4 of 2025, pointing toward a tightening market.

What to Expect

Estie has plans to continue expanding the areas covered in their research, delving deeper into characteristics influencing rental prices and forecasting future rental trends. This ongoing commitment promises to enhance the scope and depth of future reports.

Recommended for:

• - Those interested in understanding the supply and demand variations and rental price trends for logistics real estate in the Kanto, Kinki, and Tokai regions.
• - Investors and companies looking to make informed decisions regarding logistics facility locations and investment.
• - Anyone curious about Estie's logistics research services.

About Estie

Estie is dedicated to transforming the real estate industry by driving digital shifts and enhancing operational efficiencies. They offer a wide array of services tailored to real estate developers and institutional investors, including some of the largest commercial property data analysis platforms in Japan. Their comprehensive approach integrates real estate data with AI to provide strategic consulting and support for business reform.

Company Overview:

• - Name: Estie, Inc.
• - Headquarters: Akasaka 9-7-2, Midtown East 4F, Minato-ku, Tokyo
• - CEO: Ei Hirai
• - Founded: December 2018
• - Services: Development and provision of services supporting the commercial real estate sector through data.
• - Capital: 100 million yen
• - Corporate Website: Estie
• - Logistics Research Service: Estie Logistics Research

About CRE

CRE is committed to creating a future of seamless connections through a comprehensive suite of services related to logistics real estate. They provide end-to-end services ranging from development and tenant leasing to asset and property management, focusing primarily on small to medium-sized logistics facilities.

Company Overview:

• - Name: CRE, Inc.
• - Headquarters: 19F, Toranomon Twin Building East, 2-10-1 Toranomon, Minato-ku, Tokyo
• - CEO: Shuhei Yamashita (Chairman), Tadahide Kameyama (President)
• - Founded: December 22, 2009
• - Services: Leasing, management, development, brokerage of logistics facilities, and investment advisory.
• - Capital: 5,391 million yen (as of July 31, 2025)
• - Corporate Website: CRE