Global Real Estate & Economy Brief — 2025-11-24

🌍 At a Glance

• US Fed Funds Rate: 4.09 (as of 2025-10-01)
• US 30Y Mortgage: 6.26 (as of 2025-11-20)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-11-21
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

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

🇪🇺 Europe

• Reeves to launch crackdown on benefit fraud alongside lifting two-child limit — Rachel Reeves plans a crackdown on benefit fraud to save £1.2bn and address welfare spending criticism.
• David Cameron reveals prostate cancer diagnosis and calls for targeted screening — David Cameron, diagnosed with prostate cancer, advocates for targeted screening for men at risk.
• Chef Skye Gyngell, who pioneered the slow food movement, dies aged 62 — Skye Gyngell, a pioneering chef of the slow food movement, has passed away at 62, receiving heartfelt tributes.

🌏 Asia

• Minister denies Budget leaks have damaged economy — A former Bank of England economist claims Budget leaks have hindered economic activity for businesses and consumers.
• Rail fares to be frozen in England next year — England will freeze regulated rail fares next year, marking the first price stability in three decades.
• EV grant scheme boost worth £1.3bn expected in Budget — The upcoming Budget may introduce a £1.3bn boost for EV grants, but new taxes for owners could also be proposed.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Consider investing in Caribbean real estate-focused REITs to capitalize on growing interest in vacation homes.
• **Risk Note:** Economic downturns could impact tourism and property values.
• **Positioning Idea:** Explore diversified real estate ETFs to hedge against localized market risks highlighted by UBS.

🇪🇺 Europe

• **Positioning Idea:** Consider investing in UK healthcare REITs to capitalize on increased demand for health services amid rising awareness of preventive care.
• **Risk Note:** Regulatory changes could impact funding and operational models.
• **Positioning Idea:** Explore ETFs focused on social infrastructure, as government initiatives may boost funding for welfare and community services.

🌏 Asia

• **Positioning Idea:** Consider investing in infrastructure-focused REITs to benefit from potential government spending on transport and energy sectors.
• **Risk Note:** Economic uncertainty may impact overall demand.
• **Positioning Idea:** Explore ETFs focused on electric vehicle (EV) supply chains, anticipating growth from increased grants and potential tax incentives.

Not financial advice. Educational insights only.