Housing prices in Dubai have<a href="https://oninvest.com/article/ceny-na-zil-e-v-dubae-snizilis-na-fone-vojny-vpervye-s-2020-goda"> gone down</a> for the first time since 2020. Bloomberg<a href="https://www.bloomberg.com/news/articles/2026-04-23/dubai-home-prices-post-first-declines-after-post-pandemic-boom"> attributes the</a> March drawdown to the pressure of the war on demand, but bank reports show that the market began to lose momentum even before the conflict. UBS points to a decline in new construction contracts, primarily due to the risk of oversupply in Dubai.<b> Bank of </b>America (BofA) against this background revised its forecasts for UAE banks: analysts expect weaker loan growth and higher risk costs.

What is happening in Dubai's real estate market and how does it affect UAE banks?

Foreign investors and wealthy expats have helped Dubai's real estate market become one of the most sought-after in the world. But now, amid the ongoing war in the Middle East, which has put pressure on demand, housing prices in the emirate - for the first time since the 2020 pandemic - have fallen, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-23/dubai-home-prices-post-first-declines-after-post-pandemic-boom">writes</a>, citing data from Dubai-based consulting and research firm ValuStrat.

Dubai home prices fall amid war - first time since 2020

National Healthcare Properties, Inc. (NHP)

The REIT has listed on Nasdaq under the ticker NHP

National Healthcare IPO: fund investing in senior campuses goes public

Janus Living, Inc.

The company's narrow focus could become a premium, as it will attract a specialized pool of investors who are less concerned about the current turbulence in the markets, the analyst said

Janus Living IPO: shares of the real estate investment fund for the elderly became available

The Boeing Company

Microsoft Corporation

Best Buy Co., Inc.

Burlington Stores, Inc.

Regency Centers Corporation

The list of shares-favorites JPMorgan for February 2026 was replenished with the securities of the owner and operator of industrial real estate from the U.S. First Industrial Realty Trust. At the same time, analysts excluded from their top list of ideas a number of retailers and a real estate investment fund, CNBC <a href="https://www.cnbc.com/2026/02/03/jpmorgans-favorite-stocks-for-february.html">writes</a>.

JPMorgan has updated its list of favorites for February. Who are the analysts betting on?

Compass, Inc.

Anywhere Real Estate Inc.

Real estate broker Compass has evolved from a local startup into a company with a market capitalization of nearly $10 billion, offering a new approach to home sales based on the gradual release of listings from exclusive access into the open market. In January, Compass closed a merger with peer Anywhere Real Estate. The combined brokerage will control nearly 20% of U.S. home sales. Analysts believe the transaction could support Compass’ market position and share price, despite antitrust risks and persisting uncertainty around the housing market.

Real estate broker Compass closes Anywhere merger. What does this mean for the stock?

Coinbase Global, Inc.

Mitsubishi Corporation

Coinbase shares collapsed after the company refused to support a key crypto-regulatory bill, forcing the U.S. Senate to postpone its consideration. Mitsubishi announced the purchase of shale gas assets in the U.S. for $7.5 billion, betting on growing demand from data centers, industrial and LNG. On these and other topics - in our review of key events for the morning of January 16.

Main by morning: Coinbase falls, Mitsubishi goes into shale, US mortgages get cheaper

Opendoor Technologies Inc.

Rocket Companies, Inc.

D.R. Horton, Inc.

Lennar Corporation

PulteGroup, Inc.

UWM Holdings Corporation

Shares of technology platforms in the real estate industry and construction companies rose in early trading on January 9 after US President Donald Trump the day before <a href="https://oninvest.com/article/glavnoe-k-utru-ubytki-xai-megasdelka-glencore-i-rio-tinto-i-ipo-minimax">outlined a plan to</a> buy the US government mortgage bonds for $ 200 billion. Thus, the US President expects to reduce mortgage rates in America and make housing more affordable. Against this background, investors' hopes for the recovery of the real estate market have increased significantly, <a href="https://www.barrons.com/articles/opendoor-rocket-trump-mortgage-bond-plan-home-builders-bcd6b456?mod=RTA">writes</a> Barron's.

Trump's mortgage bond buyback spurs construction stocks. Who benefits?

Amazon.com, Inc.

Coupang, Inc.

Target Corporation

Warner Bros. Discovery, Inc.

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: neutral backdrop fuels Santa Claus rally

In the last trading days of 2025 and the first session of 2026, investors will have to study a range of statistical data on the housing market, as well as the minutes of the December Fed meeting. At that time, the regulator <a href="https://oninvest.com/article/frs-snizila-stavku-tretij-raz-podrad-cto-budet-dal-se">cut</a> interest rates by 0.25 percentage points for the third time in a row, but three governors opposed the decision. In addition, market participants will be watching the price war between Netflix and Paramount Skydance for Warner Bros. Discovery and the process of selecting the next Fed chair, The Wall Street Journal <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-12-29-2025/card/jobless-claims-fed-minutes-house-prices-what-to-watch-this-week-sks5kBvtZ8pLWU2SiCux?mod=Searchresults&amp;pos=1&amp;page=1">noted</a>.

Fed minutes, housing, and business activity: what investors need to know this week

Cardinal Infrastructure Group Inc. Class A Common Stock

The company went public on the Nasdaq under the ticker CDNL

Cardinal IPO: shares in a comprehensive infrastructure services provider become available

Retail investors have forced out the previous CEO and helped lift the share price by 1,770% in 2.5 months