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...
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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.
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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...
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Japan Hotel REIT Placement - Relatively Large Deal but It Is Accretive
Japan Hotel Reit Investment (8985 JP) aims to raise around US$214m to partly fund the acquisition of four hotel assets. In this note, we will run...
302 Views
Short Note: USDJPY Breaking 154: Positive for RE, Buy Japan Hotel REIT, Buy Japan RE
USDJPY is breaking 154, almost a 20 year high. Weaker Yen is positive to Japan real estate as this drives foreign investment. It is also positive...
504 Views