Tag: Real Estate
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I Review the U.S. Real Estate Sector – Part 3

In part 1, I covered the macroeconomics of the U.S. real estate sector and analysed that it is showing some signs of weakness as the U.S. job market softens. As the Federal Reserve is expected to reduce interest rates in 2026, the sector is expected to benefit from this. In…
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I Review the U.S. Real Estate Sector (December 2025) – Part 2
Could 2026 be the year for property? In the first part here, we examined the macroeconomics fundamental of the U.S. property sector and found that: In this article, we will take a deeper look at the U.S. property sector in 2025 and analyse which sub-sectors did well and are expected…
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I Review the U.S. Real Estate Sector (December 2025) – Part 1

Interest rates will likely be cut in 2026, especially with the appointment of the new Fed chairman. Trump has made it very clear he will appoint someone who will align with his economic policies, and that means the Fed is probably going to be quite trigger-happy in terms of reducing…
