Japanese property investment is back after three decades

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Japan’s home builders have been active in Australia for years. The lifting of COVID-19 travel restrictions will see investment capital also return, law firm Herbert Smith Freehills predicts.

But the lifting of pandemic restrictions will unleash a wave of planned investment set to happen but delayed by COVID-19 as Japanese investment and pension funds seek higher returns and global diversification into faster-growing markets, law firm Herbert Smith Freehills says.

“The withdrawal of Chinese investment over the past two years has significantly reduced the competition for assets and projects and the geopolitical considerations have drawn Japan and Australia closer than ever diplomatically, economically and politically,” Mr Williams says. This gives them an advantage in fragmented property sectors, often operated by businesses that are family-owned and cash-strapped.It is already clear in the home building sector, where four of the country’s largest residential construction companies have already invested in Australia.

“On the residential side, the US is the number one target but Australia would be the second-largest recipient of acquisition and investment,” says Williams, a former Wallaby rugby union player who also spent six years in Japan playing for top-tier team Kobe Steel. Investors with an established interest in Australia have been able to keep expanding their involvement, but it has been harder for those without a presence already to make commitments, Williams says.

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