Global Real Estate & Economy Brief — 2025-10-07

🌍 At a Glance

• US Fed Funds Rate: 4.22 (as of 2025-09-01)
• US 30Y Mortgage: 6.34 (as of 2025-10-02)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-10-06
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• $950,000 Homes in California — California offers diverse $950,000 homes, including a ranch in Tujunga and a bungalow in Oakland.
• Real Estate Investor Sanford Solny Is Jailed for Deed Theft — Real estate investor Sanford Solny was jailed for violating probation related to deed theft in New York.
• Why Is Your Security Deposit Increasing? — Landlords can legally increase security deposits upon lease renewal, adhering to specific regulations.

🇪🇺 Europe

• UK students urged to mind terror laws before 7 October pro-Palestine protests — UK university leaders warn students about potential legal consequences of participating in pro-Palestine protests on the anniversary of the Hamas attacks.
• Tory plan to scrap judge-led Sentencing Council criticised as ‘bonkers’ — Conservative plans to abolish the judge-led Sentencing Council have faced backlash from former ministers, calling the proposal "bonkers."
• People claim London crime is rising because it suits them, Met commander says — A senior Met commander argues that claims of rising crime in London are politically motivated, despite contrary crime statistics.

🌏 Asia

• First-time buyers could save hundreds in sales plan, government says — New proposals require sellers to disclose key property information, potentially saving first-time buyers hundreds.
• Aston Martin warns of losses amid US tariffs — Aston Martin's shares fell 11% following warnings of losses due to US tariffs.
• Conservatives pledge £5,000 tax rebate for young home buyers — Conservatives propose a £5,000 tax rebate for young home buyers, funded by £47bn in public spending cuts.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Consider investing in California-focused REITs to capitalize on diverse housing demand amid rising property values.
• **Risk Note:** Monitor regulatory changes that may impact landlord profitability.
• **Positioning Idea:** Explore multifamily housing ETFs as demand for rental properties grows, especially with landlords adjusting security deposits.

🇪🇺 Europe

• **Positioning Idea:** Consider investing in UK-focused REITs, as political tensions may drive demand for secure, income-generating properties.
• **Risk Note:** Monitor potential regulatory changes affecting property rights.
• **Positioning Idea:** Explore ETFs focused on UK defensive sectors, such as utilities and consumer staples, amid rising political uncertainty.

🌏 Asia

• **Positioning Idea:** Consider investing in residential REITs focused on affordable housing, benefiting from increased transparency and support for first-time buyers.
• **Risk Note:** Economic downturns may impact rental income.
• **Positioning Idea:** Explore ETFs focused on construction and building materials, as increased housing demand from tax rebates may boost sector growth.

Not financial advice. Educational insights only.