In June 2025, a single statement from Akihiko Ogino, CEO of Daiwa Securities Group, sent ripples through Japan’s real estate industry:

“We are shifting Samty’s business model from development to operation.”

This isn’t just a strategic adjustment—it marks the beginning of a new era for asset-management-type real estate in Japan. In this article, we dive deep into the project led by Samty and Daiwa, the investment trends behind it, and why investors should pay close attention.

◆ Who is Samty?

Samty Holdings is a comprehensive real estate company based in Osaka. Its business spans condominium and hotel development, as well as REIT operations. In 2019, it entered a capital alliance with Daiwa Securities Group, and in 2024, underwent a management buyout backed by Singapore’s Hillhouse Investment, resulting in delisting.

Despite the delisting, Daiwa retains over 37% of Samty’s shares, maintaining strong influence in management. This move sets the stage for a global restructuring that links Japan’s and Asia’s investment networks.

◆ Why the shift to an “operation-based” model?

Samty has traditionally focused on development—selling condominiums and newly built hotels—but Daiwa aims to pivot toward a model that generates recurring income through asset management.

Ogino commented:
“We and Hillhouse share the same vision: to expand the operations business and aim for re-listing.”

This isn’t just about efficiency. It’s about providing a stable stream of cash-flow-generating properties for investors.

◆ Target: ¥2 Trillion in Managed Assets by 2030

As of 2025, Daiwa manages roughly ¥1.6 trillion in real estate assets. Their goal is to grow this to ¥1.8–¥2 trillion by 2030. To that end, they’re expanding services for high-net-worth individuals—including comprehensive consulting that combines securities and real estate—and have even opened a new office in Fukuoka.

This shift reflects a broader trend from “development profits” to “operational yield” in Japan’s real estate sector.

◆ Real Estate × Securities = Next-Generation Wealth Strategy

As Japan embraces the “From Savings to Investment” mindset, more individuals are engaging in direct investment in income-producing properties—not just REITs and funds.

Especially in Tokyo’s wealthier circles, we see rising interest in:

  • Income-generating apartments as part of inheritance planning
  • Co-ownership with overseas investors
  • Hedging assets in USD

This makes high-quality operational real estate offered by firms like Samty even more attractive.

◆ Key Trend: Japan as a Gateway to Asian Investors

Samty maintains strong ties with investors in Southeast Asia, Hong Kong, Taiwan, and South Korea. They’ve clearly expressed their goal: “to open Japanese real estate to global investors.”

Their expertise spans city-based and tourism-focused revenue models, making them a rare player with both depth and range in hospitality and residential operations.

◆ Conclusion: Embrace the “New Normal” of Real Estate Investment

Samty’s strategy marks a major pivot point in real estate.
The old model of “build and sell” is giving way to “hold and profit.”

For Asian investors seeking stable long-term returns, now is the perfect time to consider investing in Japan’s premium operational real estate.

　📞 For inquiries about wealth-managed property investments, 　　　contact
　MIRABELL Corporation
　Contact: Mr. Masaru Ogawa
　Phone: 03-3261-5815
　Mobile: 080-6794-3089
　📩 Email: ogawa@mirabell.co.jp
　🌐 Chiyoda-ku Mansion Information Center
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