Global Scans · Real Estate · Weekly Summary

• [New] If GIC Housing Finance Limited takes out the full calculated possible swing range there will be an estimated 2.85% move between the lowest and the highest trading price during the day. StockInvest.us
• [New] The confluence of the 18-year real estate cycle peak, unprecedented commercial mortgage maturities, elevated consumer debt stress, widespread retail contraction, and depleted household savings creates meaningful recession risk for 2026-2028. Medium
• [New] Perhaps the most immediate recession risk factor facing the US economy involves the unprecedented wave of commercial real estate debt maturing in 2026 - $930 billion in loans coming due, representing nearly triple the 20-year average of $350 billion annually. Medium
• [New] How Mexico arbitrates, in the coming years, between tourist openness and protection of the right to housing will say much about its ability to make its formidable real estate dynamism not a factor of division, but a lever for more balanced development. Jarnias Cyril
• [New] Given the high levels of inventory in both China's primary and secondary housing markets, and with housing policy likely to remain reactive, Morgan Stanley expects the value of new home sales in China to fall 10.5% in 2026 from the preceding year to RMB 7.57 trillion (USD 993 billion). Luxuo
• [New] About 65% of agents report a positive outlook for their real estate career, and more than 86% expect to still be in business in 2027. housingwire
• [New] Single family housing continues to attract strong interest from global lenders seeking long-term, stable investment opportunities. Mishcon de Reya LLP
• [New] Housing equity experts warn Melbourne's lower median dwelling value-to-income ratio - about 7.1 compared with 10 in Sydney - provides little to celebrate for low-income households. Australian Broadcasting Corporation
• [New] The historical shift is all part of $4.6 trillion global real estate activity that is expected to take place over the next 10 years. National Mortgage Professional
• [New] One of KPA's new targets is to reduce the CO2 footprint of equities, corporate bonds, alternative investments, and real estate by 2030. / Sweden European Pensions
• [New] A new European Housing Alliance, to be established in Q3 2026, will encourage co-operation on housing policy at an EU level. Arthur Cox
• [New] The Trump administration's push to lower housing related costs could encourage further rate cuts. Comerica
• [New] Hidden housing costs are driving stress in 2026: Nationwide, escrow payments are up roughly 45% over the past five years, contributing to higher delinquency risk in high-tax and high-insurance states. Churchill Mortgage Blog
• [New] Fibra Uno, the largest real estate investment trust in Mexico and Latin America, announced at FUNO Day 2025 in New York that it will invest MX $10 billion (US$ 538.4 million) annually over the next five years. Mexico Business
• [New] Institutions Adopting RWA Tokenization in real estate facilitates cross-border investment, allowing global funds to access opportunities seamlessly without intermediaries. Inoru
• [New] From a real estate and infrastructure standpoint, the Budget presents an opportunity to deepen the momentum already visible across India's cities. Outlook Business
• [New] The European Commission will present the European Affordable Housing Plan, including an update of state aid rules for Member States to support affordable housing. EPR
• [New] India's Housing for All initiative targets the construction of 20 million residential units by 2030, creating demand for thermal insulation materials, recycled brick alternatives, and low-cost green concrete formulations. Persistence Market Research
• [New] Housing markets across Scotland and northern England are expected to deliver the strongest house price growth in 2026, as more expensive markets in southern England continue to adjust to higher mortgage rates and property taxes. Yahoo Finance UK
• [New] Global economic volatility - if a recession or financial crisis emerges - could hit consumer confidence and employment, curbing housing demand. The Real Estate Institute of Canada
• [New] Western Australia leads at +2.2% annual growth, driven by resources sector opportunities and relative housing affordability. AreaSearch
• [New] Saudi Arabian Mining Co, was up 4.7% while Dar Al Arkan Real Estate gained 3.6% after its subsidiary, Dar Global, announced it will launch Trump-branded luxury projects worth $10 billion. EconCurrent's Substack
• [New] Unless we can resolve the housing crisis, wealth will become much more unequally distributed in Australia. Pearls and Irritations

Last updated: 24 January 2026