外资加速涌入日本楼市

Group 1 - Japan is experiencing a prolonged inflation period, with the core Consumer Price Index (CPI) rising for 48 consecutive months, and the CPI growth rate remaining above 3% for seven months from January to July this year [1][5][6] - The Bank of Japan has updated its inflation forecast, predicting core CPI rates of 2.7%, 1.8%, and 2.0% for the fiscal years 2025-2027, indicating a cautious approach towards potential interest rate hikes [1][6] - The rising cost of living, including housing and essential goods, is significantly impacting the purchasing power of Japanese citizens, with real wages declining for eight consecutive months [8][9] Group 2 - The average rent as a percentage of income has increased by 1% to 5%, reaching between 18% to 34%, particularly exceeding 30% in Tokyo's 23 wards, indicating a growing burden on households [2][6] - The real estate market is experiencing significant price increases, with new residential properties in Tokyo's 23 wards averaging 133.09 million yen (approximately 6.25 million RMB), a year-on-year increase of 20.4% [9][11] - Foreign investment in Japan's real estate market is rising, with foreign buyers accounting for 34% of the total investment, leading to concerns about a potential new bubble in the market [9][11][13] Group 3 - The Japanese government is tightening land purchase regulations to prevent excessive foreign ownership, planning to revise the foreign investment review law next year [3][10] - The current inflation is characterized by both imported inflation due to rising global energy and food prices, and demand-driven inflation linked to economic recovery and increased foreign investment [6][8] - There are concerns about the sustainability of the current real estate market growth, as the influx of foreign capital and the stock market's performance are closely intertwined, with potential risks of a market correction if economic conditions change [13][15]