Investment Highlights
Why family firms have been acquiring real estate in Japan?
2021年6月29日 Investment Highlights
Nowadays, even though COVID pandemic has been influencing the market, real estate investments has remained strong and bullish. Investors have been hard to acquire good properties suitable to their investment criteria. Looking at past a couple of years, especially since the COVID pandemic started, some sectors of investors have been very aggressive and got …
What’s wrong with Archegos? Part2
2021年4月22日 Family BusinessInvestment Highlights
We were talking about why Bill failed despite of religious behaviors. As Kazuo Inamori, the founder and honorary chairman of Kyocera group, stresses that top management should have religious mindset so that he can maintain ethical behaviors. However, even though Bill had remained very humble and devout Christian, he made such a huge mistake, and …
What’s wrong with Archegos? Part1
2021年4月20日 Family BusinessInvestment Highlights
A couple of weeks ago, due to Archegos default, several global financial institutions got a lot of loss. As I was working for a bank around Lehman brothers’ clash in 2008, I am interested in Archegos case: whether we could find the similar background and mechanism as we saw for Lehman in the past. What …
10 Check List of investing into residential Condo
2020年7月8日 Investment Highlights
Investment check list for those who are interested in Condo investment in JP. Below are the tips I learned from my past experience of analyzing 20,000 properties over 30 years. １ Prioritize among your preference ２ Compare with figures/ numbers ３ Check by on-site walking inspection ４ Check both on rainy day and night time ５ Avoid Condo developed by …
Why does Japanese brand new residential rent decrease?
2020年6月30日 Investment Highlights
Question: In Japan, the brand new apartments’ rent is the highest and gradually start decreasing and the property gets less marketable. In other major cities in the world, the rental value increases as time passes, reflecting price index. Why has the rental value in Japan always been in declining trend? Answer : I picked up …
Which asset class to invest ? -Recommendation of Japanese property investment- Part 2
2020年6月29日 Investment Highlights
The asset classes to be recommended for non-Japanese investor as the exposure in Japan are as follows: Priority would be 1 Logistics 2 Office 3 Specific retail 4 Residential 5 Hotel 6 any assets by M&A Below No 4 will be explained further. 4 Residential Q: Why A1: Marketability, Japanese will keep living in …
Which asset class to invest ? -Recommendation of Japanese property investment- Part 1
2020年6月27日 Investment Highlights
As I have perceived the increase interests in property investments in Japanese, I would like to spend some time to share my views on Japanese market. Let me demonstrate as the bullet points analysis. Priority would be 1 Logistics 2 Office 3 Specific retail 4 Residential 5 Hotel 6 any assets by M&A I …
Why 70% of M&A deals fail?
2020年5月9日 Investment Highlights
I attended a seminar arranged by Hiro*, a friend of mine, who has been a super active SDG advisor. The topic was M&A. He mentioned that almost 70 percent of M&A deals end up unsuccessful. There should be some definitions of “unsuccessful deals” however, from my point of view, I feel that means poor financial …
The cheapest debt in the world!!
2020年2月12日 Investment Highlights
Several months ago, a guy who is representing middle eastern investors asked me,”Are there any opportunities of project finance, as we can finance a project, our interest rate is three percent, quite cheep!” “Listen, unfortunately, no one would borrow money from you, as nowadays, Japanese interest rates are quite cheep, 1-2 percent maximum, even below …
Logistic Property, its potential and growth
2020年1月31日 Investment Highlights
It was around 2006, when I was talking with my supervisor, an English guy, about the retail property investment, he said “Yuko, shopping is a leisure….Thus we can expect strong demand for retail spaces. ” Actually I didn’t really agree with him as in Japan, I had not been buying my personal goods through so-called …
