Property Sector a Winner in Japan Reflationary Era
Misui Fudosan is back to the levels where Elliott Mgmt disclosed their 2.5% stake. It rallied to an ATH on the disclosure and has corrected 15-17%...
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Primer: Japan Hotel Reit Investment (8985 JP) - Aug 2026
Largest Hotel-Specialized J-REIT Poised for Continued Growth: As Japan's largest REIT focused exclusively on hotels, JHR is uniquely positioned...
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The Rate Hike and Capital Flow: 5 Conviction Trades in Asian Real Estate
We analyzed the impact of rate hike to Asia real estate, with recent capital flow and underlying drivers. We recommended SHORT NWD, LINK, and LONG...
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Yield Shock: Navigating the 85% Fed Hike Probability in APAC Real Estate
Core CPI forces an 85% probability of a Fed rate hike, fundamentally shifting global liquidity and ending hopes of an imminent easing cycle. The...
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Aequitas: Japan Hotel REIT Placement - Relatively Large Deal but Not Really DPU Accretive
Japan Hotel REIT (JHR) aims to raise around US$462m to partly fund the acquisition of Hyatt Regency Tokyo. In this note, we will talk about the...
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