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Our Introduction
Our Introduction
The capital-driven US property market often promises high returns but a recent big loss of a top-rated CMBS bond emphasizes the downside of such investments. European investments and security backers tend to be fairer, safer, and more reliable.
In pursuit of greater capital efficiency, more and more Japanese companies are selling land and buildings. This is likely to triple the market volume.
Decoupling and deglobalization mean that property markets are no longer moving in international harmony. Investors need to broaden their investment strategy and in doing so there is no way around Japan.
Japanese real estate has long been a must-have, not a nice-to-have, and should be part of any global investment strategy.
Western investors are taking advantage of the strength and liquidity of Japan’s property market. The current reluctance on the buyer side has no performance-specific causes, while sellers are benefiting from the stability of the market.
Intensive preparations for emergencies reduce the impact of earthquakes and preserve the value of Japanese real estate.
The wave of overseas purchases by institutional investors from Japan is also the result of the foresight of the Bank of Japan, which has not been deterred by inflation.
Japanese investors have a rare buying opportunity in Germany before the core European market is expected to recover from late 2024/early 2025.
Japan’s central bank is not being driven by rising prices but is cautiously and reliably striving to normalize monetary policy.
Japan proves to be a reliable partner of the “de-risking of China” coalition. The defense budget is doubled, and economic security is prioritized.
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