U.S. Real Estate (IYR) on The Desk

Every Tuesday Target write-up on U.S. Real Estate (IYR), newest first: 2 so far. Each page carries the thesis, why it mattered and what to watch, and where the trade has closed, what came of it from the Track Record.

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  U.S. Real Estate (IYR): The Quiet Tax Behind the Tariff Noise

  14 March 2025 · Tuesday Target 11/52

  Why the interest bill on Washington's debt points to hidden inflation, and how US real estate (IYR) options fit a market pricing fear everywhere.

  What came of it: I closed this trade on 1 April 2025, after 19 days, at +1% on the capital at risk.
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  U.S. Real Estate (IYR): The Landlord Feels the Bond Market Shake

  23 October 2024 · Tuesday Target 43/52

  Why surging bond yields, exiting insiders and Beijing's buybacks point to a bearish tilt on U.S. real estate (IYR), and what to watch next.