bullish

J-REITs: LONG Nippon Prologis 3283 and SHORT Nippon Building Fund 8951 on Valuation and Fundamentals

243 Views24 Apr 2024 01:53
We look at the J-REIT market, the interest rate impact, as well as industry fundamentals.  We like logistics sector but more bearish on office.  We suggest LONG Nippon Prologis 3283 and SHORT NBF 8951
What is covered in the Full Insight:
  • Japan Real Estate Market Overview
  • Office Market
  • Nippon Prologis REIT and Nippon Building Fund
  • Valuation
  • Risks and Opportunities
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Rising
Jacob Cheng
Listed Real Estate Asia
KT Capital Group
Hong Kong & ChinaFinancials & Information TechnologyEquity Bottom-UpThematic (Sector/Industry)
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