I rank ten ownership-infrastructure opportunities, show the property math that must survive a weak market, and lay out a 90-day path from thesis to evidence for family offices and institutional allocators.
I read the tariff numbers, the factory announcements, the AI buildout and the new stablecoin rules side by side, and I show where the evidence supports a U.S. real estate boom. You get a ninety-day program, a scorecard and a clear way to separate headlines from income.
Manhattan’s $4M+ market is alive. On a matched $20.5M transfer, New York’s tax architecture absorbs $1,050,625 more than most Florida counties. Brokerage is held constant, so the gap is tax structure.