Global Real Estate & Economy Brief — 2025-09-25

🌍 At a Glance

• US Fed Funds Rate: 4.33 (as of 2025-08-01)
• US 30Y Mortgage: 6.26 (as of 2025-09-18)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-09-24
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• A Dining Room With a Scenic View — Textile designer Rebecca Atwood embraced vibrant colors and textures in her new Charleston home after relocating from Brooklyn.
• $550,000 Homes in Massachusetts, Georgia and Iowa — Explore $550,000 homes including an 1800s house in Massachusetts and a 1920s cottage in Georgia.
• In Greenwich, Conn., a Bucolic Retreat for a High-Powered Adman — Andrew Robertson and his wife are listing their six-acre Greenwich retreat for $13.75 million.

🇪🇺 Europe

• Starmer gambles on ‘levelling up’-style initiative to tackle Reform threat — Keir Starmer's new initiative aims to invest millions in deprived UK communities to combat the Reform UK threat.
• Boris Johnson says Farage’s stance on Russia is ‘extremely dangerous’ — Boris Johnson criticizes Nigel Farage's views on Russia and labels Reform UK a national security risk.
• ‘Sorry for the confusion’: Jeremy Corbyn says membership is open for new party — Jeremy Corbyn announces membership for his new party is open, apologizing for recent turmoil without mentioning co-founder Zarah Sultana.

🌏 Asia

• UK drug price rises 'necessary', says Patrick Vallance — Patrick Vallance defends UK drug price increases amid halted pharmaceutical projects.
• Labubu dolls made up 90% of fake toys seized at UK border — Labubu dolls accounted for 90% of counterfeit toys seized at the UK border in 2025.
• Government considers financial support for JLR suppliers — The government is contemplating financial aid for JLR suppliers facing potential bankruptcy.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea**: Invest in residential REITs focusing on historic homes and unique properties to capitalize on the trend of buyers seeking character and charm.
• **Risk Note**: Market fluctuations in luxury real estate could impact valuations.
• **Positioning Idea**: Consider ETFs that target suburban and rural housing markets, as buyers shift from urban centers to more spacious homes.

🇪🇺 Europe

• **Positioning Idea**: Invest in UK-focused REITs targeting community development projects to benefit from government initiatives in deprived areas.
• **Risk Note**: Potential political instability may affect funding and project viability.
• **Positioning Idea**: Consider ETFs focused on UK infrastructure and social housing to capitalize on increased government spending in response to community needs.

🌏 Asia

• **Positioning Idea:** Consider investing in healthcare REITs to capitalize on ongoing pharmaceutical price adjustments.
• **Risk Note:** Regulatory changes could impact profitability.
• **Positioning Idea:** Explore ETFs focused on consumer goods and toys to hedge against counterfeit market risks.

Not financial advice. Educational insights only.