Financial & Investment
Japan real estate investment: why global capital keeps rotating in
Record volumes, a tight Tokyo office market and rising rates. Where Japanese property still offers a risk-adjusted entry, and why local operating partners matter. The report sets out the considerations and practical implications discussed in the article.
- Format
- PDF · 14 pages
- Published
- Published Oct 2026
- Article
- Read the article
What's inside
- 01Record volume shows Japan has become a core allocation, not a tactical bet
- 02Rate divergence has closed the yield cushion that powered the trade
- 03Tokyo's office market is tight enough to support real rental growth
- 04Foreign capital leads, domestic capital sets the price
- 05Segment choice: income growth, operating intensity and exit liquidity