Nippon Tradings International
Asia-Pacific industrial and logistics properties present a massive opportunity still in early innings. The majority of global institutional investors still have little to no exposure to this fast-growing, dynamic sector. Here are four examples of the trades shaping the Asian industrial real estate markets and why we are high conviction on these investment themes.
View articleJapan is struggling with the impact of aging demographics and very high government debt levels, which limit its long-term GDP growth potential to around 1 per cent per year…
View articleIf and when a property becomes vacant, the owner would normally aim to have it cleaned up, renovated or repaired if required, then re-leased as soon as humanly possible, to allow the steady income-stream to resume ASAP. There are, however, certain periods of time, locations and property profiles which make re-populating a property a bit more challenging – and these events can require some creative thinking and solutions…
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“There’s no question, we all know that we live in volatile times – the real estate markets around the world couldn’t be more speculative. Yet here, in Japan, here’s a market that focuses on steady cash flow and rental income…”
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At any given time, there are over 50,000 US army & navy troops stationed all around Japan, in 24 different bases & related military facilities – from the tropical islands of Okinawa in the South-West, and all the way up to Aomori, in the North-East. Taking into account dependents, such as spouses and children, and another 5-6,000 non-enlisted US expat civilians working at the bases, this amounts to approximately 100,000 foreigners, spread all around the country, who all need a place to live…
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Japan’s work culture is in many ways a legacy of decades past, a time when most women got married, quit their jobs and raised a family, while their husbands became the sole breadwinner with long work hours. Unfortunately, raising a family and caring for elderly family members has stereotyped women as the lesser valued gender in the eyes of an employer. The coronavirus is giving this inequality a shake-up…
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The coronavirus outbreak put the spotlight on the weaknesses and vulnerabilities in the global human workforce, the risk to frontline workers, and the need for automation to reduce contact between humans to prevent the spread of the virus…
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Investors prefer to park their money anywhere rather than in deposits that provide minimal returns or take a potential hit. For this reason, real estate tends to do well as interest rates drop allowing investors to take advantage of low mortgage rates and buy properties…
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In my conversations over the last few days, I have found that there are a few questions that are the most commonly asked when it comes to investing in this environment. I wanted to share these with you proactively – as well as to outline our current investment strategy, based on the current state of affairs…
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It should come as no surprise that 2020, which will most likely go down in history as the year which sprung one of the biggest, if not THE biggest and least expected surprises of the last few decades on the global economy, has brought forth not only one, but several major shifts to the world’s real estate property markets – and its effects on Japan are equally profound…
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Since Feb 2020, with the onset of the Covid-19 global pandemic, things have changed slightly – J-REITs, which tend to be far more liquid and volatile than their underlying assets due to their very nature, have been trending down significantly in their share cost to Net Asset Value (NAV) ratios…
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Japan offers some of the developed world’s most beautiful and well designed homes and holiday homes, in breath-takingly beautiful and culturally fascinating locations, both urban and rural locations – spectacular and reliable investment yields – and an unparalleled, safe, regulated and fully documented business environment. The caveat to these advantages, however, is that the country is also highly ethnocentric, culturally isolated and extremely foreigner shy….
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