Dubai: The Ultimate Safe Haven for Real Estate Investors with Eugene Alexeev and George Gabriel

Hi, guys! After a long break, I’m back to writing letters. To kick things off, here’s my latest podcast episode, give it a listen!

In this episode of Value Investing Talks, we dive into why Dubai real estate is emerging as the go-to safe haven for global investors amid tariff wars, market volatility, and geopolitical uncertainty. Our guest, George, a seasoned Dubai property advisor, shares how dollar-peg stability, tax-free incentives, pre-construction payment plans, upfront annual rental yields, and a projected population surge to 7 million by 2040 have fueled over $30 billion of strategic capital inflows in Q1 2025.

Key discussion points include:

• George’s journey from tech/media consulting to Dubai real estate advisory
• Macro drivers: U.S. tariffs, geopolitical instability and capital flight
• Dubai’s advantages: dollar peg, light regulation, tax-free environment, 40–60% lower cost per ft² vs. global peers
• Investor profiles: private entrepreneurs, family offices, institutions seeking 7–9% yield, safety and global mobility
• Pre-construction deals: tiered payment plans for cash-flow management
• Rental model: one-year leases paid upfront, eliminating monthly collection risk • Golden Visa and tax incentives driving strategic (not speculative) inflows
• Q1 2025 volume: over $30 billion invested
• Demographic surge: 3.8 M→4 M by end-2025 and projected 7 M by 2040 fueling housing demand

For further details, including George’s presentation on Dubai's development, make sure to check the links below:

• Think & Invest Newsletter: thinkandinvest.com
• Eugene Alexeev's LinkedIn: linkedin.com/in/evgeniyalexeev
• George Gabriel's LinkedIn: ⁠linkedin.com/in/george-g-a2a42822
• Investor's Kit & Presentation: ⁠https://shorturl.at/qXEI6

Disclaimer:

• All information in this episode reflects my own experience and is not financial advice. It is provided for educational and entertainment purposes only.