Global Real Estate & Economy Brief — 2025-11-30

🌍 At a Glance

• US Fed Funds Rate: 4.09 (as of 2025-10-01)
• US 30Y Mortgage: 6.23 (as of 2025-11-26)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-11-28
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• $2 Million Homes in São Paulo, Brazil — Explore luxurious $2 million homes in São Paulo, featuring modernist architecture and stunning views.
• How to Decorate a Country Home for the Holidays — Designer Shawn Henderson decorates his Hillsdale, N.Y. country home with simple greens and vintage lights for the holidays.
• Trump’s Childhood Home Is on the Market for $2.3 Million — Trump’s childhood home is listed for $2.3 million, alongside other high-end properties like Ozzy Osbourne’s condo.

🇪🇺 Europe

• GB News urged to cut ties with contributor accused of racism — GB News faces pressure to sever ties with a contributor accused of racism regarding Commons deputy speaker Nusrat Ghani.
• Your Party conference thrown into chaos as Zarah Sultana boycotts first day — Zarah Sultana's boycott of Your Party's conference has caused chaos amid internal disagreements with co-founder Jeremy Corbyn.
• Impasse over EHRC single-sex spaces guidance ‘distracting from other issues’ — The deadlock over EHRC's single-sex spaces guidance is diverting attention from more critical issues, including the rise of the far right.

🌏 Asia

• Flights returning to normal after Airbus warning grounded planes — Airbus's warning grounded 6,000 planes, but flights are now returning to normal.
• No 10 denies Reeves misled public in run-up to Budget — No 10 refutes claims that Reeves misled the public regarding the Budget and tax implications.
• 'Business rates changes will cost me £62,000' — Pub owners anticipate a £62,000 increase in business rates despite government assistance.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Invest in luxury residential REITs to capitalize on the growing demand for high-end properties in urban markets.
• **Risk Note:** Economic downturns may affect luxury home sales.
• **Positioning Idea:** Consider ETFs focused on home decor and furnishings to benefit from trends in home styling and renovations.

🇪🇺 Europe

• **Position in Socially Responsible REITs**: Invest in REITs focused on community engagement and diversity initiatives, mitigating risks from rising social tensions.
• **Consider Defensive ETFs**: Allocate to defensive sector ETFs (e.g., utilities, healthcare) to hedge against political instability and potential market volatility stemming from social unrest.
• **Explore European Bond Funds**: Invest in European bond funds as a safe haven amid political chaos, but be cautious of interest rate fluctuations impacting returns.

🌏 Asia

• **Positioning Idea:** Consider investing in travel and leisure REITs as air travel normalizes post-Airbus disruptions.
• **Risk Note:** Monitor potential economic downturns affecting discretionary spending.
• **Positioning Idea:** Explore defensive sectors like utilities or healthcare ETFs as rising business rates pressure pub owners and small businesses.

Not financial advice. Educational insights only.