Global Real Estate & Economy Brief — 2025-09-13

🌍 At a Glance

• US Fed Funds Rate: 4.33 (as of 2025-08-01)
• US 30Y Mortgage: 6.35 (as of 2025-09-11)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-09-12
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• Would You Trade Your Safety for Homeownership? — A recent survey reveals that one in five homebuyers would sacrifice safety for homeownership.
• Bad Bunny’s Casita, a Summer Hub for Celebrities, Carries a Legacy — Bad Bunny's summer residence has become a celebrity hotspot, evoking a festive atmosphere.
• Workstead Founders Curate a Living Room of ‘Unexpected Heirlooms’ — Workstead founders showcase a living room adorned with unique heirlooms, reflecting their design philosophy.

🇪🇺 Europe

• Prince Harry lays wreath to Ukrainian war dead on surprise visit to Kyiv — Prince Harry visited Kyiv to honor Ukrainian war dead and support veterans through his Invictus foundation.
• Nine Met police suspended amid inquiry into claims of excessive force — Nine Metropolitan police officers were suspended amid an investigation into excessive force and discriminatory comments.
• AstraZeneca pauses £200m investment in Cambridge research site — AstraZeneca has halted a £200m investment in its Cambridge research site, affecting its broader £650m UK investment plans.

🌏 Asia

• Jaguar Land Rover suppliers 'face bankruptcy' due to cyber attack crisis — Jaguar Land Rover suppliers are at risk of bankruptcy due to a cyber attack, prompting urgent government intervention to safeguard jobs.
• AstraZeneca pauses £200m Cambridge investment — AstraZeneca has halted a £200m investment in Cambridge, citing insufficient government support and US investment pressures.
• Seven million households missing out on benefits and support — A report reveals seven million households are not claiming benefits due to awareness, complexity, and stigma issues.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Consider investing in affordable housing REITs to capture demand from buyers prioritizing homeownership over safety.
• **Risk Note:** Economic downturns could impact tenant stability.
• **Positioning Idea:** Explore lifestyle-focused real estate ETFs that capitalize on trends in experiential living and celebrity-driven markets.

🇪🇺 Europe

• **Position in Defense Sector ETFs**: Increased geopolitical tensions may drive defense spending; consider ETFs focused on defense contractors. *Risk: Potential for political shifts affecting budgets.*
• **Invest in Healthcare REITs**: AstraZeneca's investment halt may signal challenges in the UK healthcare sector; consider REITs focused on healthcare facilities. *Risk: Regulatory changes could impact profitability.*
• **Diversify with European Infrastructure Funds**: Ongoing support for Ukraine may boost infrastructure investments; consider funds targeting European infrastructure projects. *Risk: Economic instability could hinder project funding.*

🌏 Asia

• **Positioning Idea:** Consider investing in defensive REITs focused on healthcare and essential services, as economic uncertainty may drive demand for stable income sources.
• **Risk Note:** Monitor potential regulatory changes affecting healthcare funding.
• **Positioning Idea:** Explore ETFs focused on cybersecurity firms, as increased cyber threats may lead to heightened government and corporate spending on security solutions.

Not financial advice. Educational insights only.