Global Real Estate & Economy Brief — 2025-11-25

🌍 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 2025-11-24
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• The Secrets of a Location Agent for Movies and TV — Wendy Prior Fentress reveals how location agents enhance film and TV productions by selecting vital background settings.
• $800,000 Homes in California — Explore three distinct $800,000 homes in California, showcasing unique architectural styles and locations.
• Can I Pass My Co-op Unit to My Partner if We’re Not Married? — Co-op leases may permit partners to inherit units with varying board approval requirements, even if unmarried.

🇪🇺 Europe

• Motability scheme to drop BMW and Mercedes as it aims to buy UK-made cars — The Motability scheme plans to phase out BMW and Mercedes vehicles to prioritize UK-made cars, aiming for 50% from British factories.
• Nigel Farage’s shifting answers on school-days racism claims – a timeline — Nigel Farage's responses to school-days racism allegations have varied, reflecting a mix of strong denial and nuanced acknowledgment.
• Nigel Farage responds to racism claims saying he never ‘tried to hurt anybody’ — Farage denies intentional racist behavior during school, stating he cannot recall all details from nearly five decades ago.

🌏 Asia

• What can nervous businesses expect from the Budget? — Business leaders face uncertainty as they await crucial budget decisions, according to BBC's Simon Jack.
• US presses Europe on rules for big tech companies — The US urges Europe to revise big tech regulations for potential tariff reductions on steel exports.
• Covid inquiry hears impact on firms and staff — Business owners recount emotional layoffs during the Covid inquiry, highlighting job security fears among workers.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Invest in REITs focused on entertainment and media properties to capitalize on increased demand for filming locations.
• **Risk Note:** Market volatility in the entertainment sector may impact returns.
• **Positioning Idea:** Consider diversified real estate ETFs that include California residential properties to leverage unique architectural trends and demand.

🇪🇺 Europe

• **Position in UK Manufacturing ETFs**: Invest in UK manufacturing-focused ETFs to capitalize on the Motability scheme's shift towards domestic production. *Risk: Economic downturns could impact manufacturing output.*
• **Consider UK REITs with Industrial Focus**: Target UK REITs that invest in industrial properties, benefiting from increased demand for local manufacturing facilities. *Risk: Supply chain disruptions may affect occupancy rates.*
• **Hedge with European Consumer Discretionary ETFs**: Short European consumer discretionary ETFs to mitigate potential backlash against brands perceived as non-local amid rising nationalism. *Risk: Broader economic recovery could counteract this strategy.*

🌏 Asia

• **Positioning Idea:** Consider investing in defensive REITs focused on healthcare and residential sectors to hedge against economic uncertainty.
• **Risk Note:** Economic downturns may still impact occupancy rates.
• **Positioning Idea:** Explore ETFs focused on infrastructure and utilities, benefiting from potential government spending amid budget deliberations.

Not financial advice. Educational insights only.