Japan’s economy is undergoing a significant structural transformation, creating a dynamic environment for real estate investors assessing both tactical and long-term opportunities. With inflation becoming more entrenched, corporations reinvesting retained earnings, wage growth accelerating and market fundamentals gaining strength, the country’s public real estate sector appears increasingly positioned as a compelling and attractive investment opportunity.
Japan’s evolving macroeconomic landscape
Japan is entering a pivotal economic transition that is reshaping both the macroeconomic landscape and the opportunity set for institutional investors. Following decades of deflation, the economy has moved into a period of sustained inflation, underpinned by higher long-term
