Core Viewpoint - Lead Real Estate Co., Ltd has appointed Ken Takahashi as Chief Financial Officer, effective January 1, 2026, to enhance financial management and support the company's growth strategy [1][3]. Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, primarily in Tokyo, Kanagawa Prefecture, and Sapporo [4]. - The company also operates the ENT TERRACE brand of extended-stay hotels and leases apartment units in Japan and Dallas, Texas [4]. Leadership Appointment - Ken Takahashi brings extensive experience from previous roles at Fujimoto Holdings Co., Ltd, PIP Co., Ltd, and Mirai Asset Management Co., Ltd, focusing on financial management and capital markets [2]. - His appointment is seen as crucial for the company's next growth phase, emphasizing disciplined capital allocation and financial transparency [3]. Business Strategy - The company aims to provide stylish, safe, and luxurious living, leveraging its award-winning luxury homes to create a global transaction platform for prime Japanese and overseas condominiums [5]. - The ENT TERRACE brand has been recognized for excellence, winning the "Luxury Apartments of the Year in Kanto" award at the Travel & Hospitality Awards 2025 [7].

Core Insights - Lead Real Estate Co., Ltd (LRE) has been recognized for its luxury apartment, ENT TERRACE GINZA PREMIUM, which was awarded "Luxury Apartments of the Year in Kantō" at the Travel & Hospitality Awards 2025, highlighting the company's successful strategy in the premium extended-stay market in Japan [1][10]. Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, and operates hotels in Tokyo while leasing apartment units in Japan and Dallas, Texas [7][9]. - The company's mission focuses on providing stylish, safe, and luxurious living environments, while its vision emphasizes continuous improvement through the Kaizen approach [8]. Product and Market Strategy - ENT TERRACE GINZA PREMIUM is positioned as the flagship of LRE's premium extended-stay series, located near Higashi-Ginza Station and Kabuki-za Theater, catering to international travelers and families seeking extended stays in Tokyo's luxury retail district [2][4]. - The property features six spacious 40-square-meter rooms, each occupying an entire floor, equipped with full kitchens and traditional tatami spaces, addressing the evolving needs of luxury travelers [4][5]. Industry Context - Japan's tourism sector is experiencing significant growth, with an estimated 28.5 million international visitors from January to June 2025, a 21% increase from the same period in 2024. Projections indicate that Japan will welcome a record 40.2 million inbound travelers for the full year 2025 [4]. - The design of ENT TERRACE GINZA PREMIUM aligns with luxury travelers' preferences for privacy, wellness, and cultural immersion, featuring wellness-focused amenities and exclusive single-occupancy floors [5]. Future Plans - Lead Real Estate plans to expand its offerings with two new hotel brand series: the Jinryu Series, inspired by Japanese mythology, launching in December 2025, and the Global Premium Series, set to debut in April 2028, which will include collaborations with luxury brands [6].

Core Viewpoint - Lead Real Estate Co., Ltd will participate in Sidoti & Company's Year End Virtual Investor Conference on December 10-11, 2025, with a presentation scheduled for December 11 at 10:00 a.m. ET [1][2][3] Company Overview - Lead Real Estate Co., Ltd is a Japanese developer specializing in luxury residential properties, including single-family homes and condominiums, primarily in Tokyo, Kanagawa prefecture, and Sapporo [4] - The company also operates the ENT TERRACE brand of extended-stay hotels and leases apartment units in Japan and Dallas, Texas [4] Conference Participation Details - The conference will take place virtually on December 10-11, 2025, with a corporate presentation by Eiji Nagahara and Daisuke Takahashi on December 11 from 10:00 a.m. to 10:30 a.m. ET [3] - One-on-one meetings with investors will be available throughout both days of the conference [3] Company Mission and Vision - The company's mission is to provide stylish, safe, and luxurious living [5] - It aims to adopt a Kaizen approach for continuous improvement and leverage its strong market position in luxury residential properties to create a global transaction platform for prime Japanese and overseas condominiums [5] Brand Recognition - The ENT TERRACE brand has received accolades, including the "Luxury Apartments of the Year in Kanto" at the Travel & Hospitality Awards 2025, highlighting its service excellence in the international tourism industry [7][8]

Core Insights - Lead Real Estate Co., Ltd reported a net income attributable to common shareholders of JPY 846.8 million ($5.9 million), marking a 35.1% increase year-over-year [1][8] - Total revenue for the fiscal year ended June 30, 2025, was JPY 18.8 billion ($130.7 million), a slight decrease of 0.6% from JPY 19.0 billion in the previous fiscal year [2] - The company is focusing on expanding its hotel operations and targeting high-value real estate opportunities, with plans for international expansion [11] Financial Performance - Real estate sales accounted for JPY 18.3 billion ($127 million), down 1.0% from JPY 18.5 billion in the prior fiscal year, attributed to fewer unit deliveries and higher average selling prices [3][4] - Other revenue increased by 15.5% to JPY 535.3 million ($3.7 million), driven by the ramp-up of hotel operations and higher average daily rates [4] - The cost of revenue for real estate sales decreased by 6.1% to JPY 14.8 billion ($102.4 million), leading to a gross margin increase to 19.8% from 15.6% [5] Operating Expenses and Income - Selling, general, and administrative expenses rose by 9.9% to JPY 2.3 billion ($15.6 million), increasing as a percentage of revenue to 12.0% from 10.8% [6] - Operating income surged by 64.1% year-over-year to JPY 1,475 million ($10.2 million), with an operating profit margin of 7.8% compared to 4.7% in the previous year [6] Other Financial Metrics - Interest expenses increased to JPY 44.5 million ($309 thousand) from JPY 18.3 million, reflecting higher market interest rates [7] - Total other income (expense) was a net expense of JPY 80.4 million ($558 thousand), compared to net income of JPY 55.5 million in the prior year [8] - Cash and cash equivalents rose to JPY 2.7 billion ($18.4 million) as of June 30, 2025, up from JPY 1.3 billion a year earlier [9] Business Outlook - The company anticipates favorable market conditions with record levels of inbound tourism and strengthening housing demand in Tokyo [11] - Plans include expanding hotel operations nationwide and acquiring condominium units in the Philippines and Malta as part of a risk-hedging strategy [11] - The company aims to enhance profitability and deliver renewed revenue growth in fiscal 2026 while maintaining a commitment to long-term shareholder value [11]