CRE360 Morning Pulse - October 3rd

Today’s lead story: Foreign buyers retreat from U.S. real estate. Thirty states now restrict foreign ownership, driving investment volumes to their lowest level since 2011. Liquidity in trophy assets is thinning fast, with domestic syndicates and private credit stepping in to fill the gap.We also cover:Global CRE shifts toward AI-driven data centers and ESG-compliant assets.Dubai’s record property boom, with yields hitting 10–12%.India’s housing market stability, supported by the RBI’s rate pause.U.S. luxury housing softening, sales hitting decade lows.🛠 CRE360 Take: Capital is rebalancing. Domestic strategies must tighten, underwriting timelines should extend, and global comparisons — especially Dubai — can no longer be ignored.🔭 What’s Next: Expect more state-level bans in 2025, continued capital shifts toward AI infrastructure, and a possible Fed reset in 2026 that could re-open global flows.Stay ahead with the CRE360 Signal™ — Research-driven. AI-backed. Built for operators.