Tag: J-REIT

All articles with the tag “J-REIT”.

• Investment 10 min read

  Japan Rate-Hike Cycles and J-REITs: Three Historical Lessons

  Apr 21, 2026

  Generalize how policy rates, JGB curves, and credit spreads interacted with J-REIT valuations—avoiding single-line optimism or fear.

• Investment 8 min read

  Hotel REITs vs Office REITs: Which Recovered More After COVID?

  Apr 19, 2026

  Compare recovery paths for hotel ADR/occupancy versus office leasing through a J-REIT lens, including lags from rates, tourism, and earnings.