The New Economy & A Tsunami of Deals: Why 2025 is a Pivotal Year for I

2025 has started with a whirlwind of economic shifts, policy changes, and evolving investment trends. Some of these changes may be short-lived, while others will define the next excellent transfer of wealth. At NNG Capital Fund, we see this as an exciting time to deploy capital strategically, capitalize on market dislocations, and position our investors for outsized returns.

Key Market Trends You Need to Know

The Dollar’s Strength & New Investment Opportunities Abroad

The new administration’s controversial tariffs and trade policies have driven the U.S. dollar to new highs, strengthening against the British Pound, Euro, and Mexican Peso.

✅ Stronger buying power for U.S. investors looking at overseas real estate and commodities.

✅ Foreign assets are becoming cheaper, making it an opportune time for savvy investors to diversify internationally or pay down overseas mortgages more cost-effectively.

✅ Travel and international business expansion become more attractive, leveraging the power of the dollar while others struggle.

While this shift may create economic friction in some industries, it opens up new frontiers for investors who understand global arbitrage opportunities.

The Return to the Office & a Workforce Shakeup

Government mandates force workers back into the office, starting at the federal level and trickling down to states like Ohio, where state employees are being ordered back full-time. 

🔹 Federal workers are being offered severance packages to resign, leading to thousands of individuals with lump-sum cash payouts who may relocate, invest, or start businesses.

🔹 Increased office occupancy could delay the collapse of the commercial office sector, but the shift remains largely unpopular among workers.

🔹 The residential housing market stands to gain as displaced workers seek new housing options in key growth markets.

This presents an excellent opportunity for investors in multifamily and single-family residential developments as housing demand continues to outpace supply in several key markets.

Investment Trends & Wealth Transfers in Motion

Is Your Hedge Fund Cannibalizing Your Gains?

 A recent Bloomberg report exposed how hedge funds eat away most of their clients' returns through unchecked fees.

A supposed 15.2% gain on paper could translate to just 2.8% after fees, before even factoring in inflation and taxes. This reality is leading many sophisticated investors to reallocate their capital toward direct real estate investments, where they can:

✅ Control their returns with real assets.

✅ Avoid excessive fees that erode performance.

✅ Benefit from tax-advantaged cash flow and appreciation.

At NNG Capital Fund, our investors enjoy a transparent and performance-driven approach, ensuring their capital works efficiently to generate real wealth.

Student Housing: A Market in Transition

While pre-leasing for student housing remains stable in early 2025, rent growth is slowing, signaling potential turbulence.

✅ Student loan fraud scandals and remote learning are reshaping the demand for traditional student housing.

✅ Multifamily investors stand to benefit as former student housing assets are repurposed into standard rental units, meeting growing renter demand.

✅ Strong rental housing remains a core need, with supply still falling short in many metros.

Commercial Real Estate: A Tsunami of Opportunity

The Mortgage Maturity Wall is Here

20% of all commercial and multifamily mortgage balances are maturing in 2025. Many borrowers aren’t prepared for today’s lending environment and cannot refinance.

🔹 Tighter lending standards + higher rates = distressed sellers forced to unload assets at steep discounts.

🔹Savvy investors with fresh capital can acquire assets at favorable valuations.

🔹 The NNG strategy identifies distressed multifamily assets with strong repositioning potential, ensuring maximum investor upside.

With borrowing demand rising 16% this year, many will overpay. We focus on undervalued assets where we can create immediate equity and cash flow.

The Real Estate Market & Government Policies Shaping the Future

HUD’s New Leadership & The Housing Shortage

The newly appointed HUD Secretary, Scott Turner, has identified a severe housing shortage in America, emphasizing the need for:

✅ Millions of new units across multifamily, single-family, and manufactured housing.

✅ Policy changes that could accelerate development and boost housing market stability.

✅ Increased incentives for developers and private capital to step in and fill the gap.

At NNG Capital Fund, we’ve positioned ourselves ahead of the curve, focusing on multifamily and new construction residential projects in high-demand regions where housing supply is critically low.

Why Now Is the Time to Invest with NNG

2025 presents a rare window of opportunity for investors who understand market cycles and want to capitalize on the most significant wealth transfers in real estate.

🚀 Multifamily demand is rising as affordability challenges push more people into rentals.

🚀 The distressed commercial mortgage wave is here, creating acquisition opportunities at deep discounts.

🚀 New residential construction in supply-constrained markets continues to generate high margins and strong demand.

At NNG Capital Fund, we are strategically positioned to capitalize on these trends.

📩 Join us in seizing this moment. Learn more at NNGCapitalFund.com.