Geography

Seoul

5 published

• Brief

  Where Seoul's foreign visitors go — and where the growth is

  Seoul's flexible-living rooms sell into foreign visitor demand that is concentrated in five districts but growing fastest outside them. Set against the institutional stock and its operators, the visitor data point to one district where demand is rising steeply and operators are few. The data say nothing about occupancy.

  Demand · 2026.09.29 · 8 min

• Deal Note

  Three deals, one kind of address

  In August a sovereign fund, a pension plan and a domestic asset manager each made a move in Seoul's living sector by a different route. All three chose a university district; Remarble Earth's data shows what they have in common.

  Capital & deals · 2026.09.24 · 6 min

  

• Essay

  Demand, supply, capital

  More households in a shrinking city, permits for small units down 75.9% since 2021, and a deposit-based tenure turning into monthly rent. Together they are opening Seoul's rental market to operators and foreign capital.

  Demand · 2026.09.24 · 6 min

  

• Essay

  The macro holds. The policy doesn't.

  The won is under pressure and household debt is high, but exports hold the line. The binding constraint is policy: rules written to curb speculators also catch corporate landlords.

  Macro & policy · 2026.09.24 · 6 min

  

• Brief

  Mapping Seoul's institutional living stock

  122 operator-run assets, 19 operators tracked, and a concentration pattern in which only 6 run seven assets or more.

  Operators · 2026.09.18 · 6 min