GLED017 - Post-FOMC Week Wrap-Up — Global Positioning & Weekend Advantage

GLOBAL REAL ESTATE DAILY

Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real estate investment volume projected to rise 15% in 2025. Global real estate investment volumes resilient at $380 billion H1 2025. Global Capital Flow Week Analysis: Cross-border investment jumped 57% in Q1 2025 to highest level since 2022. Asia-Pacific investment activity increased 5% in H1 2025 with acceleration expected. European investors capitalizing on improved debt liquidity in US market. Global capital flows anticipated to accelerate in late 2025 as rates decline. Currency Week Performance: USD positioning creating enhanced acquisition opportunities for foreign capital. Geopolitical tensions reshaping capital flows requiring new cross-border strategies. Institutional investors re-engaging with increased market share throughout the week. Sovereign Wealth Fund Week Positioning: $13-14 trillion assets under management up from $11.6 trillion in 2022. Real estate allocations declining to 7.3% from 9.2% in 2022. Infrastructure allocations reaching 8.1% surpassing real estate for first time. Middle Eastern funds contributing over 54% of global SWF deployment. Regional Week Dynamics: Singapore, Japan, Hong Kong among top 10 global sources of cross-border capital. Australia and Japan leading global capital destinations. US remaining leading source of global capital surpassing five-year average. Europe (excluding UK) seeing surge in SWF investment to €2.7 billion H1 2025. Weekend Positioning Advantage: Market absorption time allowing refined strategies based on FOMC impacts. Global coordination opportunities across time zones for international positioning. Reduced competition environment for focused negotiations. Strategic preparation for upcoming week's deployment opportunities. Post-FOMC Week Global Institutional Advantage: Weekend positioning creating strategic advantage for pension funds and sovereign wealth funds preparing for Monday deployment acceleration in sustained lower rate environment. Contact: [email protected]