READ
Sales halve, contracts sign, delivery gets graded
Alabbar put sales about 50% below normal, Meraas signed near AED 1 billion for 2028, and the test moved from launch to handover. Five stories from September 20 to 26.
Insights
The Weekly READ
Real estate analysis in Dubai, published every week. Five stories, and what each one means for the people who own the assets.
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Latest
Everything publishes on LinkedIn first. The list below updates each time a new piece goes live.
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Rates turn, oil base case blurs, bank steps in
The Fed hiked, JPMorgan saw no clear oil baseline, and ADCB opened earlier mortgages at three Dubai Holding Real Estate sites. Five stories from September 13 to 19.
READ
The correction gets a number, capital keeps signing
The market leader priced the adjustment, two indices confirmed annual declines, and Brent ended the week above $100. Five stories from September 6 to 12.
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Composition matters (especially for real estate)
A traffic jam confirms one thing: people left home. Busy roads, full restaurants, and airport rankings describe presence. Composition stays hidden, and composition is what underwrites the rent.
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A city of tenants, a market of watchers
Leasing took a record share as buying paused, a developer swapped its listing for partnerships, and regulators gained live sight of escrow. Five stories from August 30 to September 5.
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School seats open, capital builds, signals soften
Schools added seats as intake softened, air traffic fell a third, and debt issuance grew through the war. Capital and risk keep separate clocks. Five stories from August 23 to 29.
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Old frameworks expire, new rules arrive unpriced
A diplomatic framework lapsed, the off-plan model met open challenge, and the correction turned uneven. Five stories from August 16 to 22.
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The market moves from composition to solvency
Rating action reached a private Tier-1 developer, values fell a fifth month, and the rental market gained a lender. Five stories from August 9 to 15.
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The developer becomes the lender of record
Sector profit rose while construction pulled the cash back out. Buyers moved onto payment plans, and those balance sheets concentrated. Five stories from August 2 to 8.
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Backlog funds the quarter as supply lands
Listed developers booked profit from sales closed years ago while new bookings fell. Completions, prices, and payroll moved the same way underneath. Five stories from July 26 to August 1.
READ
Commercial takes the lead as launches close
Commercial off-plan cleared a record half-year while residential launches throttled back. Demand support arrived from a new direction. Five stories from July 19 to 25.
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Dubai real estate after the conflict: a conversation with Lucy Parker
The headlines called it a trough. On camera I called it a repricing. Part 1 covers the market overview, construction costs, developer delivery risk, and the villa versus apartment question.
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