Tag: Macro

All articles with the tag “Macro”.

• 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 6 min read

  2024–2025 Tokyo Core 6 Wards Real Estate Report: The Safe Haven Paradox and the Reality of 2% Yields

  Apr 15, 2026

  Tokyo's core 6 wards continue to break through the ceiling amidst a weak yen and massive capital inflow. I explore exactly why global capital keeps pouring in despite rental yields plunging to 2-3%, backed by both institutional data and firsthand market experience.