Global Real Estate & Economy Brief — 2025-11-22 - Daily Global Real Estate & Economy Brief

🌍 At a Glance

$790,000 Homes in the Dominican Republic — Two charming homes in Samaná and a villa in Jarabacoa are available for $790,000 in the Dominican Republic.
Is a Global Housing Bubble About to Burst? — UBS reports suggest a global housing bubble is unlikely to burst, though certain markets remain at risk.
Homes for Sale in Manhattan and Queens — This week's Manhattan and Queens listings feature properties in West Village, Chelsea, and Astoria.

Voters could abandon centrist parties if budget fails, warns former cabinet secretary — Simon Case warns that failure to address economic issues in the upcoming budget may drive voters away from centrist parties.
Democrats investigating Epstein decry Andrew ‘silence’ over interview request — US lawmakers criticize Andrew Mountbatten-Windsor for not responding to their request for a deposition in the Epstein investigation.
BBC board member quits after being ‘cut out’ of talks over liberal bias claims — Shumeet Banerji resigns from the BBC board, claiming he was excluded from key discussions leading to the director general's resignation.

Households face unexpected rise in energy prices in new year — Ofgem reports a 0.2% increase in gas and electricity prices due to a change in the price cap in January.
Government borrowing for October higher than expected — October government borrowing exceeded expectations by over £2 billion, according to the latest official figures.
What taxes apply to electric vehicles and how could the Budget change that? — The government may introduce new taxes on electric vehicles as all new cars must be electric or hybrid by 2030.

**Position in Caribbean Real Estate ETFs**: Consider investing in Caribbean-focused real estate ETFs to capitalize on growing interest in affordable properties. *Risk: Economic fluctuations in tourism may impact returns.*
**Diversify with REITs in Stable Markets**: Allocate funds to REITs focused on resilient urban markets like Manhattan and Queens, which show steady demand. *Risk: Local market downturns could affect performance.*
**Macro Hedge with Global Real Estate Funds**: Invest in global real estate funds to hedge against localized housing risks while benefiting from diverse market exposure. *Risk: Currency fluctuations may impact returns.*

**Position in Defensive REITs**: Consider investing in defensive REITs focused on healthcare and residential sectors, as economic uncertainty may drive demand for stable housing. *Risk: Regulatory changes could impact rental income.*
**Allocate to European Infrastructure ETFs**: Invest in European infrastructure ETFs, as government budget discussions may prioritize public works to stimulate the economy. *Risk: Political instability could delay projects.*
**Hedge with European Bond Funds**: Use European bond funds to hedge against potential market volatility stemming from political tensions and economic policy failures. *Risk: Rising interest rates could erode bond values.*

**Position in Renewable Energy ETFs**: Invest in renewable energy ETFs to capitalize on the shift towards electric vehicles and sustainable energy, but watch for regulatory changes.
**Consider Utility REITs**: Allocate to utility REITs as rising energy prices may boost revenue, though be cautious of potential government interventions impacting profitability.
**Hedge with Inflation-Protected Bonds**: Use inflation-protected bonds to mitigate risks from increased government borrowing and potential tax changes affecting consumer spending.

Not financial advice. Educational insights only.

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