Tokyo Joins the Wave - July 17

Macro Trends | Market Pulse | Influencer Insights | RWA + Tokenization ✍️ By AI & Block N Mortar Team 📬 Powered by Tokenized World Co.

Author

Block N Mortar
July 17, 2025

📈 Market Summary
First-time homebuyer rates plunged to 24 percent as Gen Z opts for renting, pending sales slowed amid rising rates, but tokenization expanded in Tokyo showing real-world asset models evolving worldwide

🌐 Macro Trends

  • The share of first-time homebuyers dropped from 50 percent to 24 percent since 2010 as young buyers prioritize flexibility over equity

  • Twin Cities hit a historic median price above 400 000 dollars in June showing regional resilience amidst broader affordability pressure ,

  • Federal Reserve Governor Kugler indicated no rate cuts soon citing inflation from tariffs hinting at prolonged restrictive policy

Investor Insight
The new reality means fewer first-time buyers pushing demand now, home pricing remains strong in stable metros, while rate risk is likely to linger

🏠 U.S. Housing Pulse

  • Builder confidence edged up to 33 but remains low as incentives rise sharply to lure buyers ,

  • Urban homeowners are moving toward more affordable suburbs with outbound searches rising to nearly 60 percent

  • Moody’s warns the housing slowdown could drag on growth if rates stay elevated

Quick Hit
Builders are working harder, buyers are pacing themselves, but opportunities are forming for patient investors

🧠 Influencer Insights

  • Robuilt highlights that conversion of older buildings into rentals is gaining momentum as investors chase durable yields,

  • Erika Taught Me points out buyers are turning to adjustable rate mortgages and credit alternatives to overcome affordability challenges,

  • Caroline Minter advises focusing on quality location over market timing when the slowdown spreads

Theme
Strategic buying backed by data and location strategy stands out in a cooler market

🔗 RWA + Tokenization Watch

  • Oasys and Gates Inc tokenized 75 million dollars of Tokyo real estate enabling global access and liquidity ,

  • Chainlink launched a Tokenized in America initiative with the Blockchain Association to help US states build asset token frameworks

  • 68 percent of Dubai’s tokenized real estate investors were first-time buyers showing demand is expanding

Signal
Tokenization is global and growing vastly, making real estate more liquid, accessible, and programmable

Block N Mortar tracks the shift from physical to programmable real estate.
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Disclaimer: Not financial advice. This content is for informational purposes only.