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It's hard to compare to the US as a big part of this is the very weak yen.

I spent a couple years traveling the world and punctuated my travels with a 2 week stop in Japan (Tokyo/Osaka/Kyoto) in May '24. I was not prepared for how inexpensive everything was... much less than several eastern European cities I had just come from, more on par with places like Mexico City.

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It was still very affordable in 2009 - 2014 when the yen was not weak.
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Think I've heard anecdotes about Tokyo being pretty affordable as well. Quick search shows less than 1/3 of income typically spent on housing, which is much better than major US cities.
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Yep. Counterintuitively, housing in Japan depreciates unlike most of the world
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Wonder how it is like in other countries with shrinking populations. Say, Korea.

Intuitively, it would make sense for housing prices to decrease when the demand decreases, supply being equal (It's not like housing deteriorates significantly in the short term).

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Japan is a bit of an outlier because of earthquake regulations.

There is a history of substantially updating building regulations every time a new record is set for largest earthquake in the modern era; and so if you are buying historical, you are buying a less safe property that could kill you.

The last major earthquake updates to the code were in 2000, so there isn’t a lot of historical housing stock without this confounding factor.

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Not sure about Korea, but Japan's case is more interesting than simply adjusting for population: the government strongly incentivizes new buildings every few decades. There is also a culture of viewing housing as a consumable, which is the part that sticks out to me the most.
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Demand for the big cities is still increasing pretty much everywhere, even if some countries are seeing net decrease in demand on the whole. Also remember that supply deteriorates. The number of "ready to move into" homes can decrease over time without maintenance and rebuilds.
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Part of that is that Japan actually builds housing, while literally every major US metro area has a massive self-inflicted shortage of housing (https://www.fanniemae.com/research-and-insights/perspectives...).
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Tokyo is massive, you can literally be living rural and still be in Tokyo. Could be an hour or more commute till you get into the metro area.

Not all of Tokyo is nice either. They also probably won’t rent to “outsiders” without giving any explanation so…

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https://www.ft.com/content/023562e2-54a6-11e6-befd-2fc0c26b3...

> Here is a startling fact: in 2014 there were 142,417 housing starts in the city of Tokyo (population 13.3m, no empty land), more than the 83,657 housing permits issued in the state of California (population 38.7m), or the 137,010 houses started in the entire country of England (population 54.3m).

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I mean... You are looking at a place that is about 250 square feet? There isn't an appetite for offering units that small in the US.
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The building codes in most jurisdictions wouldn't even allow such a thing, whether there would be demand for it or not. But the lengths people are willing to go for small apartments in top tier cities (NYC, especially) show that there is be demand in the right situations. Of course, the whole point of living in Manhattan is to not spend time at home.

But there are interesting experiments going on. Where I live (Toronto) has had a huge build-out of small ~4-500sqf bachelors that were hoovered up by flippers and mom-n-pop landlords. At the peak of the boom, they were selling for ridiculous prices ($800K+) and the poor build quality of everything from elevators (of which there often weren't enough, resulting in lineups and long waits) to water pipes that burst meant that savvy prospective owners stay clear.

There's a correction happening, but people don't want to unload their "investments" at below what they cost and since mortgages are recourse people can't just walk away.

In theory there should be demand for these units from the young, corporate owners, 2nd homes in the city, etc. But the prices have just not come down enough to make any of those worthwhile.

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I don’t agree at all — plenty of college students, 20-30s somethings would love a space like this in NYC, SF, etc. at a lower price point than what’s currently available.

The limits seem to be from legal restrictions on minimum apartment size, not market demand.

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Apologies, on that I agree. What we don't seem to have, is a willingness to build and offer these places.

That is, I was specifically saying there is a lack of appetite to offer these. Not that there is lack of appetite to buy/rent them.

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I think so too. I'm an early 30s that would love to pay a fraction of the current market rates for a Tokyo-sized unit in SF.
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When I was younger, this was only doable in larger US cities if you had roommates. And was quite common in that scenario.

Doesn't change that it would be nice to have such offerings without having to navigate all of the extra stuff that comes from having roommates.

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