


{"id":35256,"date":"2025-07-11T17:53:37","date_gmt":"2025-07-11T09:53:37","guid":{"rendered":"https:\/\/aprea.asia\/?post_type=knowledge-hub&#038;p=35256"},"modified":"2025-08-12T12:30:38","modified_gmt":"2025-08-12T04:30:38","slug":"asian-market-outlook-july-2025-bi-capital","status":"publish","type":"knowledge-hub","link":"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/","title":{"rendered":"\u30a2\u30b8\u30a2\u5e02\u5834\u306e\u5c55\u671b-2025\u5e747\u6708\uff08B&amp;I\u30ad\u30e3\u30d4\u30bf\u30eb\uff09"},"content":{"rendered":"<p class=\"\"><strong>\u6982\u8981<\/strong>&nbsp;\u30a2\u30b8\u30a2\u306e\u4e0d\u52d5\u7523\u8a3c\u5238\u306f\u7c73\u30c9\u30eb\u5efa\u3066\u3067\u524d\u5e74\u540c\u671f\u6bd417.53% \u306e\u4e0a\u6607\u3068\u306a\u3063\u305f\u3002\u65e5\u672c\u3092\u9664\u304f\u30a2\u30b8\u30a2\u3067\u306f\u501f\u5165\u30b3\u30b9\u30c8\u304c\u4f4e\u4e0b\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u53ce\u76ca\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3084\u30a2\u30af\u30ec\u30c6\u30a3\u30d6\u306a\u8cb7\u53ce\u304c\u53ef\u80fd\u3067\u3042\u308b\u4e00\u65b9\u3001\u7c73\u30c9\u30eb\u5b89\u3001\u4f4e\u6210\u9577\u3001\u91d1\u5229\u4f4e\u4e0b\u304c\u5f15\u304d\u7d9a\u304d\u3053\u306e\u30bb\u30af\u30bf\u30fc\u306e\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u652f\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>\u65e5\u672c\u3060\uff1a<\/strong>\u00a0JREIT\u306f1\u6708\u4ee5\u676511.9%\u4e0a\u6607\u3057\u305f\u304c\u3001\u4f9d\u7136\u3068\u3057\u306613%\u306eNAV\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u308b\u3002\u65e5\u7c73\u8cbf\u6613\u6469\u64e6\u306e\u4e2d\u3001\u65e5\u672c\u9280\u884c\u306f\u614e\u91cd\u306a\u59ff\u52e2\u3092\u5d29\u3057\u3066\u3044\u306a\u3044\u3002\u30aa\u30d5\u30a3\u30b9\u3068\u30db\u30c6\u30eb\u306e\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u306f\u5f15\u304d\u7d9a\u304d\u5805\u8abf\u3067\u3001\u5efa\u8a2d\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u304c\u65b0\u898f\u4f9b\u7d66\u3092\u5236\u9650\u3057\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/strong>\u00a0RBA\u306f\u4eca\u5e74\u5f8c\u534a\u306b\u5229\u4e0b\u3052\u306b\u8e0f\u307f\u5207\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001\u30a4\u30f3\u30d5\u30ec\u7387\u306f\u76ee\u6a19\u5185\u306b\u53ce\u307e\u308b\u4e00\u65b9\u3001\u52b4\u50cd\u5e02\u5834\u306f\u8edf\u5316\u3057\u3001\u30d1\u30fc\u30c8\u30bf\u30a4\u30e0\u96c7\u7528\u306f\u6e1b\u5c11\u3057\u3066\u3044\u308b\u3002\u5f53\u793e\u306f\u3001\u4f4f\u5b85\u30fb\u591a\u89d2\u5316\u3001\u5c0f\u58f2\u3001\u30bb\u30eb\u30d5\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30aa\u30fc\u30d0\u30fc\u30a6\u30a7\u30a4\u30c8\u3092\u7dad\u6301\u3059\u308b\u30028\u6708\u6c7a\u7b97\u3092\u63a7\u3048\u3001\u30de\u30af\u30ed\u30fb\u30c7\u30fc\u30bf\u304c\u76f8\u5834\u3092\u62bc\u3057\u4e0a\u3052\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u9999\u6e2f<\/strong>\u00a0\u9999\u6e2f\u306e\u4e0d\u52d5\u7523\u682a\u306f2025\u5e74\u4e0a\u534a\u671f\u306b20%\u8d85\u306e\u4e0a\u6607\u3068\u306a\u3063\u305f\u304c\u3001\u3053\u308c\u306f\u91d1\u5229\u306e\u4f4e\u4e0b\u3001\u5c0f\u58f2\u3001\u4f4f\u5b85\u3001\u89b3\u5149\u4e8b\u696d\u306e\u56de\u5fa9\u3001\u6295\u8cc7\u5bb6\u306e\u30a2\u30f3\u30c0\u30fc\u30a6\u30a8\u30a4\u30c8\u30fb\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u306b\u652f\u3048\u3089\u308c\u305f\u3082\u306e\u3067\u3042\u308b\u3002\u9999\u6e2f\u30e9\u30f3\u30c9\u306f\u8cc7\u7523\u58f2\u5374\u3001\u81ea\u793e\u682a\u8cb7\u3044\u3001\u914d\u5f53\u5897\u984d\u3067\u4e0a\u6607\u3092\u4e3b\u5c0e\u3057\u305f\u304c\u3001\u5927\u578b\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\u306f\u4f9d\u7136\u3068\u3057\u3066\u57fa\u6e96\u4fa1\u984d\u304c\u5927\u5e45\u306b\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8\u3055\u308c\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb<\/strong>\u00a0\u5927\u53e3SREIT\u306f2025\u5e74\u306e\u9ad8\u5024\u3067\u53d6\u5f15\u3055\u308c\u3066\u304a\u308a\u3001\u91d1\u5229\u4f4e\u4e0b\u306b\u3088\u308b\u30ea\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u3068DPU\u5897\u984d\u6848\u4ef6\u306e\u5b9f\u73fe\u306b\u652f\u3048\u3089\u308c\u3066\u3044\u308b\u3002\u6700\u8fd1\u306eNTT\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30ea\u30fc\u30c8\u306eIPO\u306f2.5\u500d\u306e\u5fdc\u52df\u8d85\u904e\u3067\u3001\u5f53\u521d\u306e\u5229\u56de\u308a\u306f7.5%\u3060\u3063\u305f\u3002\u65b0\u305f\u306a\u4f4f\u5b85\u51b7\u623f\u5bfe\u7b56\u304c\u3053\u306e\u30bb\u30af\u30bf\u30fc\u306b\u91cd\u5927\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u306f\u4f4e\u3044\u3002.<\/li>\n<\/ul>","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":true},"kh_category":[16,13],"class_list":["post-35256","knowledge-hub","type-knowledge-hub","status-publish","hentry","kh_category-market-outlook","kh_category-reits-center"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Asian Market Outlook - July 2025 (B&amp;I Capital) - Asia Pacific Real Assets Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asian Market Outlook - July 2025 (B&amp;I Capital) - Asia Pacific Real Assets Association\" \/>\n<meta property=\"og:description\" content=\"Overview:&nbsp;Asian real estate securities are up 17.53% YTD&nbsp;in&nbsp;USD, supported by recovering REITs\/Developers, positive FX, and falling rates reigniting investor interest. Lower borrowing costs&nbsp;in&nbsp;Asia ex-Japan enable earnings upgrades and accretive acquisitions, while a weak USD, low growth, and falling rates continue to support positioning&nbsp;in&nbsp;the sector.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\" \/>\n<meta property=\"og:site_name\" content=\"Asia Pacific Real Assets Association\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-12T04:30:38+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data1\" content=\"2\u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\",\"url\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\",\"name\":\"Asian Market Outlook - July 2025 (B&amp;I Capital) - Asia Pacific Real Assets Association\",\"isPartOf\":{\"@id\":\"https:\/\/www.aprea.asia\/#website\"},\"datePublished\":\"2025-07-11T09:53:37+00:00\",\"dateModified\":\"2025-08-12T04:30:38+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/#breadcrumb\"},\"inLanguage\":\"ja\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.aprea.asia\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Knowledge Hub\",\"item\":\"https:\/\/www.aprea.asia\/knowledge-hub\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Asian Market Outlook &#8211; July 2025 (B&amp;I Capital)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.aprea.asia\/#website\",\"url\":\"https:\/\/www.aprea.asia\/\",\"name\":\"Asia Pacific Real Assets Association\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.aprea.asia\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"ja\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u30a2\u30b8\u30a2\u5e02\u5834\u306e\u5c55\u671b - 2025\u5e747\u6708 (B&amp;I\u30ad\u30e3\u30d4\u30bf\u30eb) - \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u30ea\u30a2\u30eb\u30a2\u30bb\u30c3\u30c8\u5354\u4f1a","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/","og_locale":"ja_JP","og_type":"article","og_title":"Asian Market Outlook - July 2025 (B&amp;I Capital) - Asia Pacific Real Assets Association","og_description":"Overview:&nbsp;Asian real estate securities are up 17.53% YTD&nbsp;in&nbsp;USD, supported by recovering REITs\/Developers, positive FX, and falling rates reigniting investor interest. Lower borrowing costs&nbsp;in&nbsp;Asia ex-Japan enable earnings upgrades and accretive acquisitions, while a weak USD, low growth, and falling rates continue to support positioning&nbsp;in&nbsp;the sector.","og_url":"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/","og_site_name":"Asia Pacific Real Assets Association","article_modified_time":"2025-08-12T04:30:38+00:00","twitter_card":"summary_large_image","twitter_misc":{"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"2\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/","url":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/","name":"\u30a2\u30b8\u30a2\u5e02\u5834\u306e\u5c55\u671b - 2025\u5e747\u6708 (B&amp;I\u30ad\u30e3\u30d4\u30bf\u30eb) - \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u30ea\u30a2\u30eb\u30a2\u30bb\u30c3\u30c8\u5354\u4f1a","isPartOf":{"@id":"https:\/\/www.aprea.asia\/#website"},"datePublished":"2025-07-11T09:53:37+00:00","dateModified":"2025-08-12T04:30:38+00:00","breadcrumb":{"@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.aprea.asia\/"},{"@type":"ListItem","position":2,"name":"Knowledge Hub","item":"https:\/\/www.aprea.asia\/knowledge-hub\/"},{"@type":"ListItem","position":3,"name":"Asian Market Outlook &#8211; July 2025 (B&amp;I Capital)"}]},{"@type":"WebSite","@id":"https:\/\/www.aprea.asia\/#website","url":"https:\/\/www.aprea.asia\/","name":"\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u4e0d\u52d5\u7523\u5354\u4f1a","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.aprea.asia\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"}]}},"_links":{"self":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/knowledge-hub\/35256","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/knowledge-hub"}],"about":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/types\/knowledge-hub"}],"wp:attachment":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/media?parent=35256"}],"wp:term":[{"taxonomy":"kh_category","embeddable":true,"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/kh_category?post=35256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}