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岡三証券J-REIT担当アナリスト、並木幹郎氏に聞く2025年のこれまでのJ-REIT市場の動きと、今後の見通し | Jリート・インフラファンドview 東京証券取引所

https://www.jpx.co.jp/reit-if/column/interview/046.html

April 8, 2026 at 02:33 AM JST•The archive page, viewer, and downloads use this saved version.

April 8, 2026 at 02:33 AM JST·www.jpx.co.jp

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岡三証券J-REIT担当アナリスト、並木幹郎氏に聞く2025年のこれまでのJ-REIT市場の動きと、今後の見通し | Jリート・インフラファンドview 東京証券取引所

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Original URLhttps://www.jpx.co.jp/reit-if/column/interview/046.html

StartedApril 8, 2026 at 02:33 AM JST

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This page presents an interview with Mikio Namiki, a J-REIT analyst at Okasan Securities, discussing market movements and outlook for 2025. In January, the Tokyo Stock Exchange REIT Index initially fell due to rate hike expectations, but recovered after the Bank of Japan's 0.25% rate hike decision on January 23-24 and NTT Urban Development REIT's TOB announcement. Early February saw weakness from profit-taking and rate hike concerns, along with Trump administration tariff impacts. From mid-February, the index recovered strongly, finishing above 1,700 points, indicating market stabilization.

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