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
SUMMARY
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