Global Real Estate and Investment Briefing (March 25, 2025)

Welcome to your daily briefing on a.land, where we break down the latest in global real estate, savvy investment strategies, and immigration pathways. Stay with us for insights you can act on right away.

Real Estate Highlights

3.1 New Market Developments

• Japan Enters UK Rental Market: Nomura Real Estate has partnered with Legal & General to develop over 1,000 rental homes in the UK, marking its first venture into the UK rental market. The initial project in south London will deliver more than 200 homes, with further developments planned over the next five years.

• Spain Ends Golden Visa Program: Spain's Congress has approved the termination of its Golden Visa program, which granted residency to non-EU investors, effective April 3, 2025. Existing visa holders will retain their residency rights.

3.2 Why This Matters

Japan's entry into the UK rental market introduces significant investment opportunities, especially in high-demand urban areas. In Spain, the elimination of the Golden Visa program may impact foreign investment inflows, particularly in the real estate sector, potentially affecting property demand and values.

3.3 Actionable Suggestions

• Explore UK Rental Investments: Consider opportunities in areas targeted by Nomura and Legal & General's developments, anticipating increased demand for quality rental properties.

• Assess Spanish Property Market: Reevaluate investment strategies in Spain, accounting for potential shifts in demand due to the end of the Golden Visa program.

Investment & Financial Trend Overview

4.1 Market Indicators

Savills projects that the push to bring employees back to the office will boost transaction volumes in 2025, following unexpectedly strong profits in 2024.

4.2 Bulk Investor Perspective

Institutional investors are increasingly targeting high-quality assets in markets experiencing a "corrugated" recovery, seeking opportunities amid market repricing.

4.3 Expert Quote

According to a recent PwC report, "The crosswinds shaping today’s global real estate markets point to a 'corrugated' recovery."

Golden Visa & Immigration Updates

5.1 Recent Policy Changes

• Spain: As noted, Spain's Golden Visa program will end on April 3, 2025.

• Portugal: Portugal's Golden Visa program no longer includes real estate investment as an eligible option. Applicants can qualify through investments in funds, job creation, research, or cultural contributions.

5.2 Application Guidance

• Spain: Submit any pending applications before April 3, 2025, to benefit from the current program terms.

• Portugal: For those considering Portugal, focus on eligible investment categories such as funds or job creation, as real estate is no longer an option.

5.3 Relevance for Bulk Investors

Large-scale investors should reassess strategies in Spain and Portugal, aligning with new residency requirements and focusing on permissible investment avenues.

Key Takeaways & Contact

Today's updates highlight significant shifts in international real estate investments and immigration policies. Japan's expansion into the UK rental market presents new opportunities, while changes in Spain and Portugal's Golden Visa programs necessitate strategic adjustments. For personalized advice, contact us at [email protected].

Teaser for Tomorrow

Tomorrow, we delve into the latest trends in sustainable real estate investments and their impact on global markets.

Date: 25th Mar, 2025

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