Chai Kanda - 短期租赁利润最大化.pptx

1、,STR Profitability What Moves the Needle,CHAI KANDA Founder&CEO of Shiki Properties,Contents,Profile,Other Updates,Shiki Group Overview,What Moves the Needle for STRs,Breakout Room Teaser,Q&A,Market Update,Chai Kanda Profile,CHAI KANDA CEO&Founder of Shiki Group,Background:Born&raised in Sydney,Aust

2、ralia-Japanese motherEducation:LLB and Business(Finance)double degree from UTSRelocation to Japan:Moved to Japan in 2007,splitting the time between Osaka and KyotoKey Professional Experience in Japan:7 years in Financial Analysis and Strategy.Early believer in Japans tourism potential and founded Sh

3、iki in 2014 to ride the wave.Committed to protecting historical structures,promoting healthy immigration,and driving positive growth in Japans tourism and wider economy.Strong focus on the Kyoto market while also looking toward emerging regional areas.,Shiki Group:Company Overview,Shiki Group Overvi

4、ew,Foreign Visitors to Japan,JTB Forecasts 8.9%YOY Growth to 40.2M Visitors,Chai expects closer to 43M and 16%growth YOY,Looking forward-The Path to 60M(Government Target),Japan Tourism Outlook(20252040),Structural Challenge:Labour shortages(536k gap forecast by 2030)automation,pro management,AI.STR

5、 Implication:-Profitability will hinge less on sheer occupancy and more on RevPAR uplift via design,features,and professional management,aligned with Japans shift toward quality,yield,and dispersion.,Brief Intro:Japan Demand Tailwinds,Weak yen continues to drive demand.,ADR+1,600 YoY(7.2%),RevPAR+1,

6、900(8.5%)as of June 2025.-Shiki:ADR+9.2%YOY;Rev Par+14.2%-Osaka occupancy 152.5%YOY(Expo driven),End-2024 3.8M(+357,985 YoY)-About+980 new residents per day,+1500 target?-Medium-term STR and MTR demand+staffing tailwind.,Osaka/Kyoto Snapshot,Many new projects cancelled/postponed;