Real World Asset Signals - June 17

Macro Trends | Market Pulse | Influencer Insights | RWA + Tokenization ✍️ By AI & Block N Mortar Team 📬 Powered by Tokenized World Co.

Author

Block N Mortar
June 17, 2025

📈 Market Summary
Housing markets are tilting in favor of buyers, pending sales slipped, sellers are providing deals, and inventory is up. Tokenization momentum is accelerating with Ripple’s XRPL powering real-world asset rails. But escalating Israel–Iran tensions have rattled oil and Gulf markets. Amid this, energy-linked inflation risk is returning to the real estate equation.

🌐 Macro Trends

  • U.S. housing inventory has reached record highs—buyers now hold the upper hand.

  • Pending home sales declined further, signaling slowing demand.

  • Builder sentiment (NAHB index) dropped to 32—more skeptical than expected .

  • Gulf stock markets fell on news of Israel–Iran strikes—heightening fears over energy and globalization .

Investor Takeaway:
The housing reset accelerates, blockchain rails deepen, and geopolitical risks surge. Prepare for volatility, real and digital.

🏠 U.S. Housing Pulse

  • Buyers in Sunbelt cities like Phoenix, Tampa, and Miami now outnumber sellers, reversing pandemic norms

  • Rental markets are stabilizing; apartment supply cools as multifamily starts slow.

  • Pending sales remain sluggish—yet inventory growth keeps deals alive.

Quick Hit:
It’s a buyers’ market, not a crash, flexibility and income-focused plays are staking ground.

🧠 Influencer Insights

  • Graham Stephan emphasizes blended strategies: locking rental yields now with fractional token plays later.

  • Ken McElroy says that buyers can leverage today’s higher supply and soft builder confidence, but must do due diligence as flexibility becomes key.

  • TokenizeThis 2025 notes that blockchain infrastructure, especially Rails like XRPL is becoming table stakes for professional real estate investors.

🔗 RWA + Tokenization Watch

  • Ripple’s XRPL is expanding fast—tokenizing U.S. Treasury instruments, commercial paper, and powering Dubai’s $16B real estate title project.

  • Ondo Finance just launched nearly $700M in tokenized Treasuries (OUSG) on XRPL, seamless mint/redeem in RLUSD .

  • Roofstock onChain continues scaling with 100+ tokenized rentals, they’re proving the model works in real markets

Digital Asset Insight:
Tokenization is shifting from demonstration to deployment. These platforms are building the future for global real estate investing.

🌍 Global Risk Watch

  • Israel and Iran clashes have spiked oil prices ~10%, rocked Gulf equity markets, and prompted safe-haven shifts.

  • Investors are eyeing costlier construction, refinancing risk, and regional fund flow swings.

  • The most likely scenario? Volatility over days, yet persistent inflation may linger longer.

Investor Takeaway:
RWA platforms offer diversification and potential inflows during energy shocks, but regional exposure still matters.

🧱 Block by Block

Block N Mortar tracks the shift from physical to programmable real estate.
We help investors stay informed and ahead.

Disclaimer: Not financial advice. This content is for informational purposes only.