Good Samaritan
Frontier
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A convergence of investments and business, people and technology, restoration and reinvention — shaping a new lifestyle.
Recent Posts
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Weak Yen and Korean Allocations to Japan: Three FX Scenarios
Simplify JPY/KRW/USD paths to stress-test Japan real assets, J-REITs, and cash for Korean investors.
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Rental Yield vs Capital Gain: Breakeven Thinking for Small Tokyo Investment Units
Lay surface yield, holding costs, tax, and rates on one sheet to separate cash-flow bets from price-appreciation bets on small Tokyo units.
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Nihonbashi Redevelopment Roadmap: Three Axes to Read Mitsui-Led Follow-On Projects
A reader’s framework for Mitsui-aligned Nihonbashi pipelines—retail arcades, stations, resilience, and green space using public disclosures.
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Hotel REITs vs Office REITs: Which Recovered More After COVID?
Compare recovery paths for hotel ADR/occupancy versus office leasing through a J-REIT lens, including lags from rates, tourism, and earnings.