Posts
All published articles.
- Investment 8 min read
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.
- Investment 8 min read
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.
- Investment 8 min read
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.
- Investment 5 min read
Tokyo Office Vacancy Enters 2% Range: Supply Map and Pivots for 2026
Tokyo's central 5 wards are seeing the lowest vacancy rates since 2020. Based on the latest Miki Shoji data and the 'Flight to Quality' trend, we analyze the supply map of Chiyoda, Chuo, Minato, Shinjuku, and Shibuya.