Exclusive: A 1920s home in the historic village of Tuxedo Park, N.Y., is coming on the market for $29.5 million. The 151-acre estate is the largest-ever property to hit the market in the Hudson Valley gated community. https://t.co/XdAC4RTclA ...

RT Horizon (@JoinHorizon_)Ray Dalio says buying and holding real estate is a bad strategy in 2025.It's more interest rate sensitive than it is inflation sensitive. It's easy to tax. It's immobile.Bitcoin solves these flaws, and with Horizon you can stack it with your home without taking on debt. https://t.co/4MHUbEvzat ...

We're building a ₿ridge from real estate to cyberspace. https://t.co/CRiKQVHEsS ...

Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus on real estate and renewable energy suggests a strategic interest in sectors that are likely to experience growth and transformation [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest with a global audience, indicating a commitment to knowledge sharing and community engagement [1] - The intention to debate ideas reflects a desire for continuous improvement and collaboration within the finance community [1]

Investment Strategy - Real estate is not considered a good investment idea due to its sensitivity to interest rates, even more so than to inflation [1] - Real estate's fixed nature makes it an easily taxable asset, reducing its effectiveness as a diversifier [2] - Real estate lacks the portability of other assets, limiting its diversification benefits [2]

Housing Market Trends - Renter households in the US are growing three times faster than homeowner households, indicating a significant shift in American home ownership [1] - Restrictive zoning laws have limited housing construction [1] - Mortgage rates have more than doubled in the last five years due to inflation [2] - Historically high home prices are out of reach for most Americans [2] Corporate Landlords & Investment - Corporate landlords like Predium are benefiting from the increase in renters [2] - Corporate landlords' business model has faced significant criticism regarding livable and affordable housing [2][3] - Wall Street money is attracting big companies like BlackRock, KKR, and JP Morgan Asset Management [3] Economic Factors - The cost of raw materials has increased, coupled with a labor shortage [2]

Housing Policy - Beijing residents and non-Beijing residents with 2+ years of continuous social insurance or individual income tax payment in Beijing can purchase unlimited units of commercial housing outside the 5th Ring Road [1]

President Donald Trump signed an executive order on Thursday that will make it easier for 401(k)s and other employer-sponsored retirement plans to offer private equity, real estate, cryptocurrency, and other options. https://t.co/BuTqH8w2Hx ...

Regulatory Changes - President Trump signed an executive order to ease access to alternative assets like private equity, real estate, and cryptocurrency in 401(k)s [1] Investment Implications - The move potentially impacts retirement savings by allowing investment in alternative assets [1]

NEWS: Donald Trump to sign executive order opening 401(k) access to crypto, real estate, and private equity this Thursday. https://t.co/VFw6BANUgc ...