The Yen's Volatility & Japanese Hotel REITs: A Tourism-Driven Comeback Story
JPY has depreciated 25% against USD for last 5 years. The hotel sector, which is characterized by its limited supply, will see strong REVPAR and...
615 Views
Nippon Building Fund Placement - Small Deal but Lacks Accretion
Nippon Building Fund (8951 JP) is looking to raise around US$122m in its Primary Offering, to fund the acquisition of Frontier Musashikosugi N...
480 Views
Asia Real Estate Tracker (01-Apr-2025): Hillhouse's Rava invests $150M in Dash Living.
Rava invests $150M in Dash Living, Robson advises on ESR privatisation, Daibiru buys Sydney Tower for $378M, Integral Real Estate acquires 10...
510 Views
Japan Hotel REIT: Interest Rate Hike Will Hurt Tourism, with More Hikes to Come. We Turn Bearish
We turn bearish on Japan Hotel REIT, on the back of a rate hike cycle. Rates increase lead to stronger Yen which will hurt tourism. We turn...
420 Views
Asia Real Estate Tracker (07-Feb-2025): KKR & Gaw negotiating $660M sale of Hyatt Regency Tokyo.
KKR and Gaw in talks to sell Hyatt Regency Tokyo, Singapore worker housing rents rise 10.8%, Aus & Japan office markets bucking regional trend.
475 Views