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GUIDE · EXIT

Exit Strategy for Japanese Real Estate

Total return on a Japanese property is cash flow plus sale proceeds minus tax. Timing the exit around three constraints — capital-gains tax, depreciation runway, and cap-rate cycle — dictates whether the deal wins or breaks even.

1. The 5-year capital-gains cliff

The clock counts from January 1 of the year of the 5th full year — not the actual purchase date. A property bought March 2021 becomes long-term on January 1, 2027. Selling in December 2026 costs you nearly 2× the tax bill for a difference of one month.

2. Depreciation runway

Once you exhaust the short-schedule depreciation (see depreciation guide), the deal loses its tax shield. A 22-year wooden house on the 4-year short schedule turns tax-positive in year 5. For high-income overseas owners, exit near end-of-schedule is often optimal — you got the shelter years and now hand off before the tax drag begins.

3. Cap-rate cycle risk

Japanese cap rates for major cities have compressed for 10+ years. A 100 bps cap-rate expansion drops price by ~20% at prevailing yields. Model the exit at current cap + 50 bps as a base case, +100 bps as downside. If the deal still returns your target IRR under +100 bps, it's robust.

4. Buyer pool by exit price

Deals just above a buyer-pool threshold sit thin. Deals just below get bid up.

5. Non-resident sale mechanics

Buyer withholds 10.21% of gross sale price for non-resident sellers (waived if ≤ ¥100M owner-occupied). You file to compute actual gain and reclaim excess. See non-resident tax guide.

6. Base-case rule

Plan the exit before purchase: hold years, target buyer, exit cap. If any of the three doesn't survive stress-testing, don't buy.

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