Leroy Groffier(@LeroyGroffier):JAPAN REAL ESTATE - More shops pounding the table, Nomura today: "With the cost of construction labor and materials continuing to rise sharply, supplying new office buildings has become more difficult, and we expect real estate prices to continue to rise too as rents rise. We think rent increases are likely to comfortably out weigh the risk of rising interest rates for high-spec buildings in prime locations in central Tokyo, and continue to recommend companies such as Mitsubishi Estate $8802, Sumitomo Realty & Development [8830], and Mitsui Fudosan $8801 ...

2026.06.11 16:41

JAPAN REAL ESTATE - More shops pounding the table, Nomura today: "With the cost of construction labor and materials continuing to rise sharply, supplying new office buildings has become more difficult, and we expect real estate prices to continue to rise too as rents rise. We think rent increases are likely to comfortably out weigh the risk of rising interest rates for high-spec buildings in prime locations in central Tokyo, and continue to recommend companies such as Mitsubishi Estate $8802, Sumitomo Realty & Development [8830], and Mitsui Fudosan $8801 ...