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Japan REIT Sector Switch to ‘Issue Picking’ After Boom 17 July 2019

We initiate coverage of the J-REIT sector with a selective investment stance toward large investment entities. New coverage includes Nippon Building Fund, Inc. (8951, NBF, N), Japan Real Estate Investment Corporation (8952, JRE, N), and ORIX JREIT Inc. (8954, OJR, OP).

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