Global Scans · Real Estate · Weekly Summary

• [New] Global tokenized real estate is expected to reach $3 trillion by 2030, which may account for 15% of global property assets under management, depending on investor trust and regulatory clarity. Electro IQ
• [New] The MoU with Dubai Land Department will strengthen cooperation in setting resilience standards for the real estate sector, enhancing digital system integration, sharing risk-related data, and promoting sustainable urban planning. Emirati Times
• [New] On the policy front, bipartisan U.S. housing initiatives aim to tackle chronic supply shortages, while potential Federal Reserve and government-backed entity actions could reduce mortgage rates from current highs. Hennessy Funds
• [New] U.S. homebuilder sentiment jumped to a six-month high in October amid hopes that declining mortgage rates would stimulate demand for housing and help reduce an inventory overhang that has hampered new housing construction. GV Wire
• [New] Despite varying projections for economic growth, the Mexican real estate sector remains robust with significant potential for strategic investments and development. Propertydevelopments.com
• [New] The affordable housing development sector is experiencing unprecedented activity, with government agencies and housing authorities across the United States issuing Request for Proposals that represent billions in potential development opportunities. Medium
• [New] Regional banks' concentrated exposure to construction and commercial real estate loans could heighten the risk of cascading losses as $1.6 trillion in debt approaches maturity. Presage Global
• Housing needs far exceed supply France requires 518,000 homes annually (198,000 social), Germany 400,000 (140,000 social), the Netherlands nearly 1 million by 2031, and Sweden over 500,000 by 2033 - yet production consistently falls short, often by half. Housing Europe
• Geopolitical uncertainties, including global elections and trade tensions, are expected to create volatility but also influence policy shifts that impact real estate investments. Valley City Times-Record
• Global real estate investment turnover is projected to rise significantly, potentially surpassing $1 trillion by 2026, driven by lower interest rates and pent-up demand. Valley City Times-Record
• Morgan Stanley cautioned in a recent note that AI investments now carry heightened risk: rising power and real estate costs, rack overbuild risk, and a maturing monetization curve are forcing CFOs to justify infrastructure ROI more rigorously. investing.com
• Recent initiatives like Zillow Pro and partnerships for rent reporting enhance its technological edge and consumer reach, although ongoing legal challenges may pose risks to its strategic advancements in the real estate sector. Sahm
• To address risks from stalled real estate projects, China has launched a nationwide campaign to guarantee that pre-sold homes are handed over on time. chinadailyhk
• As global supply chains become more susceptible to disruptions caused by climate events, having a portfolio of climate-resilient real estate offers a level of risk mitigation that is increasingly attractive to forward-thinking investors. ESG Mena
• Build Canada Homes will partner with the Nunavut Housing Corporation to build over 700 public, affordable, and supportive housing units. Prime Minister of Canada
• The Federal Reserve's recent rate cut signals a shift to looser monetary policy, but real estate cycle risks and declining homebuilder stocks limit upside. Seeking Alpha

Last updated: 01 November 2025