Global Real Estate & Economy Brief — 2025-10-02

🌍 At a Glance

• US Fed Funds Rate: 4.22 (as of 2025-09-01)
• US 30Y Mortgage: 6.3 (as of 2025-09-25)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-10-01
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• David Lynch’s Hollywood Hills Home Is Listed for $15 Million — David Lynch's Hollywood Hills home is on the market for $15 million, alongside notable real estate transactions in the area.
• How a Real Estate Story Became One About Betrayal of a Community — A quirky real estate story in Queens transformed into a community betrayal narrative following the emergence of a criminal case.
• A Nashville Family Goes Wall to Wallpaper — To combat their open floor plan's sensory overload, a Nashville family embraced vibrant colors and bold patterns throughout their home.

🇪🇺 Europe

• Sunbeds should be banned in UK, skin cancer experts say — Cancer experts in the UK are calling for a ban on sunbeds due to their significant skin cancer risks.
• Starmer to end asylum ‘golden ticket’ of resettlement and family reunion rights — Keir Starmer plans to revoke asylum seekers' family reunion rights, raising concerns among charities about the treatment of refugees.
• Jane Goodall, world-renowned primatologist, dies aged 91 — Jane Goodall, the esteemed primatologist and environmental advocate, has passed away at 91 during a speaking tour in California.

🌏 Asia

• Baroness Mone-linked company ordered to pay £122m over PPE contract — A company linked to Baroness Mone must pay £122 million for a PPE contract, with the government seeking to recover the funds.
• Toy maker Jellycat plans to pay owners £110m after profits double — Jellycat will distribute £110 million to owners after profits surged to £139 million, driven by global sales of its popular toys.
• Greggs set to raise prices again in response to cost pressures, says CEO — Greggs plans to raise breakfast meal deal prices and slightly increase biscuit costs due to ongoing cost pressures, according to its CEO.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Invest in luxury residential REITs to capitalize on high-end market activity in affluent areas like Hollywood Hills.
• **Risk Note:** Economic downturns may impact luxury demand.
• **Positioning Idea:** Consider community-focused real estate funds that prioritize neighborhood development, especially in urban areas like Queens.

🇪🇺 Europe

• **Positioning Idea:** Consider investing in healthcare REITs focused on oncology facilities, as rising cancer awareness may increase demand for specialized medical services.
• **Risk Note:** Regulatory changes could impact healthcare funding.
• **Positioning Idea:** Explore ESG-focused ETFs that prioritize companies with strong humanitarian practices, as refugee treatment concerns may drive ethical investment trends.

🌏 Asia

• **Positioning Idea**: Consider investing in consumer staples ETFs to hedge against rising food prices and inflationary pressures.
• **Risk Note**: Watch for potential supply chain disruptions affecting margins.
• **Positioning Idea**: Explore REITs focused on retail and leisure sectors, as consumer spending on experiences may rise post-pandemic.

Not financial advice. Educational insights only.