Forum Replies Created
As usual, we're in agreement on the grand picture, it's just that I have a bit more faith in the Japanese. Call me a romantic if you will, but I think there's something in 'em that's been through alot more, and with spectacular results, than this particular tsunami, as big as it may be. They do things their own way there, but their own way, while alien to many other philosophies, tends to work for them, and is very far from the detached, uncorrelated approach to the rest of the world that many seem to think they have
Freckle wrote:…energy security will remain Japans' biggest headache for the next two decades. Going long Japans' aging population will ensure a growing drag on growth (estimated at 1% of GDP annually)…I doubt it'll be much of a headache, all those reactors and probably a score more will pop back up in no time. As you mentioned, one can only hope maintenance and regulations will be (a tad) tighter this time around. The ageing population, again, may just turn out to be a thing of the past, as laxer immigration laws are currently being considered for the first time in decades. While this may bring a score of other problems, which may hit Japan alot harder, being as isolated culture-wise as they are, when those migrants start pouring in in search of the new promised "streets paved with gold" – but that's a whole different set of worries.
…electronics…will struggle for some time I think. Much of what they produce is about what people want as opposed to what the need.Here, too, I see a brighter future. There have been some serious heads rolling in some serious companies in those sectors in the last two years, and the GFC seems to be working wonders on survival of the fittest in that respect – what I do think will happen very soon is that some of the biggest names in electronics will become very different beasts, disappearing altogether in some cases, merging in others, and re-emerging in completely new frontiers in yet other cases. Reading the latest headlines for Sony, Hitachi and Panasonic (not to mention Mitsubishi and their affiliates with their space industry insanity ventures) to mention but a few, paints that picture with perfect and fascinating clarity – it's already started.
Time will tell…like I said, not a reason for rejoicing, but not entirely a mirage either – I think reality is something a bit more balanced than both of these views.
As for the rest, we've already chewed it over in that last thread
Ziv Nakajima-Magen | Nippon Tradings International (NTI)
http://www.nippontradings.com
Email Me | Phone MeZiv Nakajima-Magen - Partner & Executive Manager, Asia-Pacific @ NTI - Japan Real-Estate Investment Property
jayhinrichs wrote:And on these super cheap houses in the Hood I would not even insure them except for liablity… Or I would be looking for a jewish fire…As an ex-Israeli (and all-but-none-practicing-Jew) I strongly object to being categorized like that…Can see the point though
Ziv Nakajima-Magen | Nippon Tradings International (NTI)
http://www.nippontradings.com
Email Me | Phone MeZiv Nakajima-Magen - Partner & Executive Manager, Asia-Pacific @ NTI - Japan Real-Estate Investment Property
worldinvestor wrote:do not believe I could achieve the returns I am achieving if I purchased turn key
Absolutely, that's exactly what I'm saying.
More hassle = More profit. 4-5 weeks is spectacular, but it's the time it takes me to find and negotiate a new deal. I'd rather do more of those with lower profits.worldinvestor wrote:brilliant for the Oz investors who have purchased and plan to bring the cash home, nice little earnerYup, we've been enjoying that one too, so have clients. JPY up, AUD down, time to bring them cows home
Ziv Nakajima-Magen | Nippon Tradings International (NTI)
http://www.nippontradings.com
Email Me | Phone MeZiv Nakajima-Magen - Partner & Executive Manager, Asia-Pacific @ NTI - Japan Real-Estate Investment Property
dan luchmaya wrote:You would be better off buying already tenanted homes from other companies. The property that I purchased fro0m TRR settled in July and reno completed 2 months ago and still no tenant. TRR finally came back to me and said that I needed to do some more reno works to attract a tenant.
What a dud!!!<font color="#000000"
:(” title=”>:(” class=”bbcode_smiley” /> Ugh. This is why I only deal in pre-tenanted, not a cent to be added, fully performing properties.
Sure, the return won't be as high. But the hassle-free, 5 minute a month email maintenance is worth its weight in gold, and gives me all the time in the world to look for more hassle-free deals.Ziv Nakajima-Magen | Nippon Tradings International (NTI)
http://www.nippontradings.com
Email Me | Phone MeZiv Nakajima-Magen - Partner & Executive Manager, Asia-Pacific @ NTI - Japan Real-Estate Investment Property
jayhinrichs wrote:.. will have results tomorrow.All well I trust?
Ziv Nakajima-Magen | Nippon Tradings International (NTI)
http://www.nippontradings.com
Email Me | Phone MeZiv Nakajima-Magen - Partner & Executive Manager, Asia-Pacific @ NTI - Japan Real-Estate Investment Property
debralawson wrote:I love new York city I'll be honest. Why I love new York I think is obvious and it's the only place I have ever really feel at home so to speak.Couldn't agree with you more. I wouldn't trade the outback for any city in the world except New York & Tokyo (which might be a tad contaminated atm).
The lower east side used to be my favourite lurch.Best of luck!
Ziv Nakajima-Magen | Nippon Tradings International (NTI)
http://www.nippontradings.com
Email Me | Phone MeZiv Nakajima-Magen - Partner & Executive Manager, Asia-Pacific @ NTI - Japan Real-Estate Investment Property
:(” title=”>:(” class=”bbcode_smiley” /> Ugh. This is why I only deal in pre-tenanted, not a cent to be added, fully performing properties. 
