-- 根據《日經新聞》週五報道，日本上市公司持有的房地產資產未實現收益估計高達20兆日圓，這促使激進投資者呼籲企業出售房產以提高資本效率。 報告引述瑞穗信託銀行的估計數據顯示，上市公司持有的商業房地產帳面價值為119兆日圓，估計市值達139兆日圓。 地價上漲和通貨膨脹大幅推高了企業持有的房地產價值，其中包括物流設施和總部大樓。報道稱，2025財年已揭露的租賃物業未實現收益達30兆日元，比五年前成長25%。 報告指出，激進投資者正敦促企業出售低收益資產，並將所得款項用於股東回報或投資。 日康控股（東京證券交易所代碼：9072）表示，在審查了243處價值約1300億日元的房產後，該公司可能會出售收益低於其資本成本的房產。報告稱，在投資者3D Investment Partners的壓力下，東邦控股（TYO:8129）也考慮出售資產。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和猜測。準確性無法保證。）
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