Good Samaritan
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Tokyo real estate, J-REIT, and Korea-Japan macro reports for practical cross-border decision-making.
Recent Posts
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Japan Rate-Hike Cycles and J-REITs: Three Historical Lessons
Generalize how policy rates, JGB curves, and credit spreads interacted with J-REIT valuations—avoiding single-line optimism or fear.
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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.
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Urban Mansion Prices per Tsubo: Chuo, Chiyoda, and Minato Compared
A framework to compare tsubo-level pricing across Chuo, Chiyoda, and Minato—plus holding-cost layers foreign buyers often miss.
Explore by topic
Urban investment insight
Tokyo offices, residential pricing, REITs, redevelopment, and rental yield vs capital gains.
5 core posts
Macro & policy (Korea–Japan)
FX, rates, cross-border tax and visa topics, corporate vs personal holding sketches.
5 core posts
Tokyo life & local reports
Neighborhood walks, food markets, street DNA, community notes, and family-friendly picks.
5 core posts
Essays & investing philosophy
Personal notes on mindset, moving, volatility, reading two markets, and post-mortems.
5 core posts