INSIGHTS
MARKET OUTLOOK
JUNE 2025
What Impact Does a U.S. Recession Have on Land, Housing & Long-Term Real Estate Investments?
Our latest Market Outlook explores the implications of a potential recession for 𝗵𝗼𝘂𝘀𝗶𝗻𝗴, 𝗹𝗮𝗻𝗱, 𝗮𝗻𝗱 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁—and why these sectors continue to present strategic opportunities, even in periods of uncertainty.
Highlights:
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Historical performance of housing during past recessions
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How interest rate trends may impact mortgage affordability
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The role of land as a long-term, resilient investment
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How Walton’s land acquisition and entitlement model is designed to reduce development risk and support builder growth
Although some indicators point to the possibility of a U.S. recession, others suggest continued economic resilience. Amid this uncertainty, Walton Global remains confident in the long-term fundamentals of the housing market—and in the ability of investors to navigate potential slowdowns strategically.
CLICK THE REPORT IMAGE TO VIEW OR DOWNLOAD HERE
MARKET SNAPSHOT
MAY 2025
Trump’s Middle East Visit Sparks Trillions in Trade and Investment Deals
President Trump’s visit to Saudi Arabia, Qatar, and the UAE resulted in over $2 trillion in trade and investment agreements, signaling a strategic pivot to economic diplomacy in the region.
Key highlights include:
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Saudi Arabia: $600B U.S. investment pledge, major AI chip deals with Nvidia and AMD, and expanded bilateral industrial ties.
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Qatar: $1.2T in economic exchanges, including a record $96B Boeing aircraft order and defense contracts with Raytheon and General Atomics.
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UAE: A 10-year, $1.4T investment framework spanning AI, renewables, and logistics, with $25B earmarked for U.S. energy and data infrastructure.
Market Implications:
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Short-term: Boosts for U.S. firms like Boeing, Nvidia, and Raytheon.
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Long-term: Deeper Gulf participation in U.S. capital markets and technology co-development.
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Reflects a realignment of global capital flows from oil to high-tech, energy, and defense, benefiting U.S. economic resilience and industrial growth
CLICK THE REPORT IMAGE TO VIEW OR DOWNLOAD HERE
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