Global Insights

Navigating the New Era: Real Estate Investment Strategies in Japan under Sanae Takaichi's Governance

Sanae Takaichi's governance shifts fiscal consolidation to more aggressive fiscal stimulus and monetary easing ('Takaichi Economics'), bringing short-term tailwinds and medium- to long-term policy and interest rate uncertainties to real estate. This article, in Q&A format, outlines the political landscape, policy highlights, macroeconomic path, market impacts, and portfolio strategies.