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GLOBAL REAL ESTATE DAILY

GLOBAL REAL ESTATE DAILY

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Global Real Estate Daily - The daily brief for nine-figure real estate decisions. Essential market analysis for institutional investors, pension fund managers, sovereign wealth funds, and commercial real estate professionals managing global portfolios. Daily coverage includes: • Commercial real estate investment trends and cross-border capital flows • CMBS market conditions, delinquency rates, and refinancing intelligence • Central bank decisions impacting real estate financing and currency positioning • Cap rate movements, absorption rates, and construction pipeline data • Private equity real estate fund performance and LP allocation strategies • Office, industrial, multifamily, retail, and data center sector analysis • Treasury yield impacts on commercial mortgage rates and debt markets • Global economic indicators affecting institutional real estate decisions Hosted with sophisticated institutional authority for serious commercial real estate capital. Perfect for fund managers, investment committee members, real estate syndication sponsors, and capital allocators seeking competitive market intelligence. Subscribe for daily strategic insights that position institutional real estate investors ahead of market movements. Because in commercial real estate, information timing isn't optional- it's competitive advantage. Contact: capitaldesk@protonmail.com for qualified sponsors and institutional partnerships. Keywords: commercial real estate, institutional investing, CMBS, cap rates, real estate funds, pension funds, sovereign wealth, cross-border investment, real estate syndication, fund of funds, commercial mortgage, real estate intelligence, market analysis, investment strategy Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.© 2025 GLOBAL REAL ESTATE DAILY Economía Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • DD023 - Final Update: Where to listen next (Energy Markets Daily + Fund of Funds Daily)

    DD023 - Final Update: Where to listen next (Energy Markets Daily + Fund of Funds Daily)
    Sep 29 2025

    We’re sunsetting GLOBAL REAL ESTATE DAILY. For your daily, institutional-grade brief, subscribe here:

    • Energy Markets Daily – RSS – Apple – Spotify
    • Fund of Funds Daily – RSS – Apple – Spotify

    This archive stays live for SEO and reference. For capital introductions and inquiries: dailydominance9@gmail.com.

    Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. This episode marks the transition of our global capital markets coverage to the shows above where momentum and consistency compound daily value.

    Disclaimer: This is an AI-generated podcast powered by Daily Dominance. Content is for informational purposes only and does not constitute financial, legal, or investment advice.
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    2 m
  • GLED022 - PCE Reality Check — Inflation Persistence & Deployment Recalibration

    GLED022 - PCE Reality Check — Inflation Persistence & Deployment Recalibration
    Sep 26 2025
    Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Friday, September 26th — PCE Reality Check. While others react to headlines, you get the recalibration playbook that turns inflation persistence into strategic advantage. What you'll get: - PCE data breakdown: Core inflation 2.99% YoY, still 99 basis points above Fed target—"higher for longer" just got more credible. - Treasury response: 10Y pushed to 4.18%, extending toward 4.2%. CRE financing floor firmed up in the 5.0%-6.3% range. - Global market response: PCE persistence created risk-off Friday across global markets. Asian markets down 1-2%, US equities -0.5%, dollar strengthening on higher-for-longer expectations. - Cross-border squeeze: Higher US rates and stronger dollar make foreign CRE investment more expensive—expect continued international pullback. Sector recalibration: - Inflation persistence favors assets with pricing power: industrial and multifamily with built-in rent escalations stay defensive. - Data centers remain secular winners if you control power and permits. - Office recovery signs real but rate-sensitive—prime-only strategy holds. - Retail resilient with steady consumer spending, but margin compression from higher costs coming. Your deployment reset: - Q4 refinancing windows narrower but viable—lock what you can before year-end. - European SNB divergence opportunities remain valid, but currency hedge costs increased. - New acquisitions: underwrite to 4.5%-5.0% long-term rates, not the 3.5%-4.0% you hoped for. - Cash-heavy operators have the advantage. Weekend positioning: - Recalibrate models and term sheets. - Sellers: accelerate timelines—buyer financing gets harder. - Buyers: stress-test everything at 200bp higher than today's rates. - International capital more selective—differentiate on fundamentals: location, tenant quality, expense control. Bottom line: PCE at 2.99% is a reality check. Fed's 2% target still 99 basis points away, and that gap costs money. Adjust assumptions, hedge currency, back assets with pricing power. That's how you stay ahead when inflation refuses to cooperate. Capital introductions ($50M–$250M): capitaldesk@protonmail.com
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    5 m
  • GLED021 - SNB Decision Day — European Policy Divergence & Global Capital Arbitrage

    GLED021 - SNB Decision Day — European Policy Divergence & Global Capital Arbitrage
    Sep 26 2025
    Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Today we turn the SNB decision into an edge. While most wait for headlines, you get the execution plan: how a 0% Switzerland, an easing-leaning Europe, and a “slow-walk” Fed create spreads you can actually monetize. What you’ll get: - Market pulse: 10Y UST ~4.15%; CRE financing thawing, not sprinting. - What an SNB hold with FX vigilance really means—and how to react if they surprise. - The divergence trades: CHF funding into higher-yield assets, a fixed‑income barbell, and CRE capital‑stack engineering across EUR/CHF debt and USD equity. - Cross‑border flow reality: infrastructure, private credit, and data centers leading—if you control tenants, power, and permits. Your playbook for today: - Before the print: pre‑wire CHF hedges; stage European senior debt term sheets; pre‑clear Q4 US refis. - After the print: on a hold, lean into European senior debt and selective CHF carry; on a dovish surprise, move fast on clean euro cash flows; if CHF rips, pause currency‑risky closings and ride USD fixed‑income carry. - Tomorrow’s catalyst: US Core PCE—keep dry powder for any yield lurch. Bottom line: Controlled divergence favors disciplined operators. Hedge currency, ladder duration, and back assets with guaranteed feedstock. That’s how you take ground when everyone else waits. Call to action: Capital introductions ($50M–$250M): capitaldesk@protonmail.com
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    6 m
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