Global Real Estate & Economy Brief โ€” 2026-01-24

๐ŸŒ 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 2026-01-23
  • BoE Bank Rate: 3.75 (as of 2025-12-18)

๐Ÿ‡บ๐Ÿ‡ธ United States

๐Ÿ‡ช๐Ÿ‡บ Europe

๐ŸŒ Asia

๐ŸŽฏ GPT Strategy

๐Ÿ‡บ๐Ÿ‡ธ United States

  • **Positioning Idea:** Invest in residential REITs focused on markets with winter storm resilience, as demand for safe, well-prepared homes may increase.
  • **Risk Note:** Economic downturns could impact rental demand.
  • **Positioning Idea:** Consider ETFs focused on home improvement retailers, as homeowners may invest in tools and supplies for winter preparations.

๐Ÿ‡ช๐Ÿ‡บ Europe

  • **Positioning Idea:** Consider investing in UK-focused REITs that cater to office spaces, as new home office plans may drive demand for modernized work environments.
  • **Risk Note:** Regulatory changes could impact tenant demand and occupancy rates.
  • **Positioning Idea:** Explore ETFs focused on security and defense sectors, as increased scrutiny on crime fighting may boost funding for law enforcement technologies.

๐ŸŒ Asia

  • **Positioning Idea:** Invest in airport REITs to capitalize on increased passenger traffic and operational efficiencies post-liquid limit removal.
  • **Risk Note:** Regulatory changes or security concerns could impact growth.
  • **Positioning Idea:** Consider legal services ETFs as litigation activity rises, driven by high-profile cases like the Post Office scandal.

Not financial advice. Educational insights only.


#RealEstate #Housing #Macro #US #Europe #Asia


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