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Japan's Real Estate Hits Record Amid China Tensions

1/11/2026

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Summary

Story summary

Analysts, including CBRE's Chinatsu Hani, say rising tensions with China challenge Japan's property market.
Hani notes yield spreads may narrow but should remain positive.
The Bank of Japan began unwinding its negative rate policy in March 2025 as the economy recovers.
The policy remains attractive relative to the US and Eurozone despite rates at 0.75%.
In 2025, investments in Japan's real estate reached a record 6 trillion yen (US$38.3 billion).

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Story summary

Analysts, including CBRE's Chinatsu Hani, say rising tensions with China challenge Japan's property market.
Hani notes yield spreads may narrow but should remain positive.
The Bank of Japan began unwinding its negative rate policy in March 2025 as the economy recovers.
The policy remains attractive relative to the US and Eurozone despite rates at 0.75%.
In 2025, investments in Japan's real estate reached a record 6 trillion yen (US$38.3 billion).