Global Real Estate & Economy Brief — 2026-01-23

🌍 At a Glance

• US Fed Funds Rate: 3.72 (as of 2025-12-01)
• US 30Y Mortgage: 6.09 (as of 2026-01-22)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2026-01-22
• BoE Bank Rate: 3.75 (as of 2025-12-18)

🇺🇸 United States

• In India, a Sustainable House Is Suspended Over a Gorge — Two Indian entrepreneurs faced challenges in finding suitable land for their sustainable farmstead after extensive searches across multiple cities.
• Tracking Air Pollution by Neighborhood in New York City — Air pollution levels and health impacts in New York City exhibit significant geographical variations, revealing unexpected patterns.
• A Green ‘Monster’ Hides on a Quiet London Street — The Jealous House, a compact 1,000-square-foot home in Kennington, features a unique green brick design by its architect.

🇪🇺 Europe

• Rural and coastal areas of England to get more cancer doctors — The UK government plans to increase cancer doctors in rural and coastal areas to address healthcare inequalities.
• Starmer’s allies launch ‘Stop Andy Burnham’ campaign to block parliamentary return — Keir Starmer's allies are campaigning to prevent Andy Burnham's return to parliament amid leadership speculation.
• Government admits its approval for Buckinghamshire AI datacentre should be quashed — The government acknowledges its approval for a Buckinghamshire AI datacentre should be revoked due to climate impact concerns.

🌏 Asia

• Sharp fall in government borrowing in December, figures show — December saw a significant drop in government borrowing due to higher tax and National Insurance revenue, despite increased public sector spending.
• Two charged after funeral firm collapse hit 46,000 — The collapse of Safe Hands Plans Ltd in 2022 left 46,000 customers financially impacted, with many losing substantial amounts.
• Decision on Manchester-London 'ghost train' was uninformed, regulator admits — The Office of Road and Rail acknowledged lacking essential information in its decision regarding the Manchester-London 'ghost train.'

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea**: Invest in sustainable agriculture REITs to capitalize on the growing demand for eco-friendly farming solutions.
• **Risk Note**: Regulatory changes may impact land use and farming practices.
• **Positioning Idea**: Consider urban residential REITs in cities with high air pollution levels, as demand for healthier living spaces may rise.

🇪🇺 Europe

• **Positioning Idea:** Invest in healthcare REITs focused on rural facilities to capitalize on increased demand for healthcare services.
• **Risk Note:** Regulatory changes may impact funding and operational models.
• **Positioning Idea:** Consider ETFs focused on sustainable technology and green infrastructure to hedge against climate-related regulatory risks.

🌏 Asia

• **Positioning Idea:** Consider investing in infrastructure-focused REITs to capitalize on potential government spending increases in transport and public services.
• **Risk Note:** Economic downturns may limit public sector budgets.
• **Positioning Idea:** Explore ETFs focused on consumer staples, as increased tax revenue may support stable spending in essential goods amid economic uncertainty.

Not financial advice. Educational insights only.