Posts
All published articles.
- Investment 8 min read
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.
- 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
Weak Yen and Korean Allocations to Japan: Three FX Scenarios
Analyze JPY/KRW paths (800–900 JPY/KRW range) and USD/JPY scenarios to stress-test Japan real assets, J-REITs, and cash for Korean investors.
- Investment 7 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.
