Niseko, Japan Tourism and Property Market Review December 2019

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Niseko, Japan Tourism and Property Market Review December 2019

Increased direct international flights are fueling Niseko’s tourism and real estate market growth Availability of property financing spurs demand from foreign buyers “In the past five years, international passenger arrivals at New Chitose Airport achieved a CAGR growth rate of 24%. Rising airlift has also positively impacted the alpine tourism market of Niseko with a CAGR 12% surge in demand. Three factors have contributed to Niseko’s positive tourism growth (i) Japan’s international tourism promotion campaign, (ii) the ease of visa restrictions and (iii) increasing direct international flights to the gateway airport. The Niseko property market is currently being fueled by a new wave of investment-oriented purchasers of condominiums units, focused on rental management schemes and expectations of high recurring yields. Another emerging trend is in house lots, where projects are located in areas expecting strong price appreciation. The limited availability of land with ski-in-ski-out facilities, Mount Yotei views, and prime Hirafu locations is pushing developers into new locations and creating more diversity in the marketplace.

Trends

International Arrivals to Sapporo and Niseko %

No. of Visitors (Millions) 5

40

4

30

3

20

2

10

1

0

0

-10 2015

2016

2017

2018

2019*

International Passenger Arrivals to New Chitose Airport International Visitor Arrivals to Niseko Growth Rate - New Chitose Airport Growth Rate - Niseko

Source: Niseko Town Office and C9 Hotelworks Market Research; *2019 Projected

Due to premium seasonal rentals and overall demand outpacing supply, the value of prime properties in the secondary market has appreciated on average 40% 70% over launch prices. Hence, the rental-managed real estate market in Niseko has experienced remarkable growth; though concerns are mounting over speculation concerns. ” Bill Barnett, Managing Director, C9 Hotelworks

Forward Outlook

Properties with furniture packages or furnished offerings are popular with real estate buyers who look for turnkey transactions.

New international terminal expansion at New Chitose Airport will open in Q2 2020. It’s facilities include a new terminal and hotel.

New Chitose Airport, the nation’s fifth-busiest, now serves 24 direct international flights from 11 countries and 36 airlines.

Hokkaido Shinkansen’s further extension via Kutchan is targeted for completion in 2030. It will connect Niseko with Sapporo in 30 minutes.

Hotel performance in the summer season has improved as the destination has evolved into a year-round resort area and promoted widely in the travel trade.

Plans to privatize New Chitose Airport operations by utilizing private-sector expertise is expected to push more commercial traffic that will benefit the tourism sector.


PROPERTY MARKET Real Estate Development by Type

Real Estate Development by Area Hirafu 25%

29%

25%

Outer Hirafu/ Niseko Village

Condominiums

Hanazono

Houses/Land Plots

2% Annupuri 16%

75%

Nearby alpine resort areas

28%

Source: C9 Hotelworks Market Research

Pricing Strata and Sales Volume Value in Millions (USD)

Condominiums/ Houses

900 800 700 600 500 400 300 200 100 0

400

Average market selling price between USD1,00,000 to 1,500,000 has strongest demand

350 300 250 200 150 100 50 0 <USD500,000 USD500,001- USD1,000,001- USD1,500,001- >USD2,000,001 1,000,000 1,500,000 2,000,000 Sales Volume

Condominiums/Houses Source: C9 Hotelworks Market Research

Condominium Sales Price & Sales Pace

Sales per Month Value in Millions (USD)

Value in Millions (USD)

10 3.50 3.00 8 2.50 6 2.00 4 1.50 1.00 2 0.50 0 0.00

14.00 12.00 10.00 8.00 6.00 4.00 2.00 0.00 Studio/ Suite

2

House/Land Plot Sales Price & Sales Pace

1BR

2BR

3BR

Penthouse

Sales per Month 1.40 1.20 1.00 0.80 0.60 0.40 0.20 0.00

2BR

3BR

4BR

5BR& 6BR

Land Plots

Average Absolute Sales Price

Average Absolute Sales Price

Average Monthly Sales Pace

Average Monthly Sales Pace

C9 Niseko Tourism and Property Market Review: Dec 2019

Source: C9 Hotelworks Market Research


PROPERTY MARKET

7%

6% 10%

< 50 sqm.

22%

51 - 100 sqm.

31%

< 100 sqm.

9%

301 - 500 sqm.

12%

45%

12%

> 201 sqm.

< 500 sqm.

16%

101 - 300 sqm.

101 - 150 sqm. 151 - 200 sqm.

46%

Land Plots Average Area

Houses Average Built-up Area

Condominiums Average Built-up Area

44% 23%

501 - 700 sqm. > 701 sqm.

17%

501 - 800 sqm. 801 - 1,100 sqm. > 1,100 sqm.

Source: C9 Hotelworks Market Research

Hotel and Property Development Pipeline Development Name

Location

Keys

Type

Opening Date

Haku Villas

Upper Hirafu

4

Condominium

Dec 2019

YU Kiroro

Kiroro

108

Condominium

Dec 2019

Panorama Niseko

Outer Hirafu

12

House/Land Plots

Dec 2019

Tellus Niseko

Middle Hirafu

9

Condominium

Dec 2019

Park Hyatt Hotel and Residences

Hanazono

214

Hotel and Residences

Jan 2020

Koa Niseko

Higashiyama

20

House/Land Plots

Jan 2020

Ritz-Carlton Reserve

Niseko Village

50

Hotel and Residences

Sept 2020

Intuition Niseko - Phase 2

Outer Hirafu

32

Condominium

Nov 2020

14432120

Lower Hirafu

12

Condominium

Dec 2020

The Vale Rusutsu

Rusutsu

148

Condominium

Dec 2020

DRIFT Niseko

Outer Hirafu

14

House/Land Plots

Dec 2020

Kabayama Niseko

Kabayama

4

House/Land Plots

2020

Sansui Niseko

Upper Hirafu

60

Hotel

2020

Hanaridge

Hanazono

12

House/Land Plots

2020

Tellus Villas

Outer Hirafu

17

House/Land Plots

Dec 2021

Setsu Niseko

Middle Hirafu

190

Condominium

Dec 2021

Odin Hills

Hanazono

34

House/Land Plots

2021

The Pavilions Niseko Resort

Outer Hirafu

49

Hotel and Residences

2021

Aman Niseko

Moiwa

31

Hotel and Residences

2023

Aruku-zaka

Middle Hirafu

168

Condominium

2024

Amari Niseko

Middle Hirafu

126

Hotel

2024

Aruku-zaka

Middle Hirafu

60

Retail

2024

Aura Niseko

Higashiyama

51

Condominium

TBA

Kashi Niseko

Middle Hirafu

46

Condominium

TBA

Zia

Outer Hirafu

N/A

Condominium

TBA

Tellus Hirafu

Outer Hirafu

N/A

Hotel and Residences

TBA

Kasara Phase II

Niseko Village

N/A

Residences

TBA

Source: C9 Hotelworks Market Research

C9 Niseko Tourism and Property Market Review: Dec 2019

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TOURISM OVERVIEW Seasonality 2019 – Foreign vs. Domestic Visitors Niseko Visitor Arrivals

Peak visitor arrivals for winter are December to March and in summer, July and August

300,000 250,000 200,000 150,000 100,000 50,000 Jan

Feb Mar Apr May Jun Foreign

Jul

Aug Sep

Oct Nov* Dec*

Domestic

Source: Niseko Town Office and C9 Hotelworks Market Research *Projected

Overnight Visitors vs. Day Trips No. of Visitors 2,000,000

Day-trip visitors growing in popularity with higher visitor arrivals during summer

1,500,000 1,000,000 500,000 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Overnight Visitors

Day Trips

Source: Niseko Town Office and C9 Hotelworks Market Research

Expatriates Working in Niseko No. of Expatriates

%

3,000

50

2,500

40

2,000

30

1,500

20

1,000

10

500 0

0 2014

2015

2016

Expat Workers

2017

2018

2019*

Growth Rate

Source: Niseko Town Office and C9 Hotelworks Market Research;* 2019 Projected

4

C9 Niseko Tourism and Property Market Review: Dec 2019

Marked increase in expatriates from Southeast Asia and Western countries due to influx of seasonal staff


International Direct Air Routes to Sapporo/New Chitose Airport

Yuzhno-Sakhalinsk Helsinki Vladivostock

Beijing

Sapporo

Dalian

Tianjin

Seoul Busan

Qingdao

Nanjing Changsha

Shanghai

Wuxi Hangzhou

Fuzhou

Taipei

Hong Kong Kaohsiung

Bangkok

Manila

Honolulu

Sydney Kuala Lumpur Singapore Source: New Chitose Airport and C9 Hotelworks Market Research

C9 Hotelworks Company Limited 9 Lagoon Road, Cherngtalay, Thalang, Phuket, 83110, Thailand (Office located at the entrance of Laguna Phuket) T: +66(0)76 325 345 www.c9hotelworks.com info@c9hotelworks.com


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