Delvaux Signals

Thierry Delvaux · Dubai. Global property through capital and AI. Signals, not noise.

[Delvaux Signals @DelvauxSignals]

Dubai office rents have stopped rising.
Demand hasn’t.

That’s the interesting part.

Most people still narrate the boom.
I’m watching the next phase: where capital actually goes when headline rents stall.

I’ll post short signals on:
• global property & capital
• AI that changes underwriting and ops
• business models worth copying

If that’s useful, follow along.
If you want the noise, there are better accounts.

[Delvaux Signals @DelvauxSignals]

@_A_khalifa Well said @_A_khalifa ignore the non-sense and the hate in social media. This is the price to pay when going public. People who live here and experienced the UAE all know that.

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@jonbrooks The answer is agility between asset class and geographies. Sell at the top of the market and buy new assets where you can get 10 to 12%. Also buy the right bonds and play with crypto.

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@MetaMona_ You always start so early. This is really a slow morning for you!

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@TheSavvyCouple Invest in both. Diversify.

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@ChrisRamsey60 Smart. Do never let your emotions dictate your Real Estate choices.

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The UAE is changing its AI data centre plan after the Iran attacks.

Reuters says the idea of one giant 5GW campus is shifting to several smaller sites, with air defence and even underground builds in mind. The first 200MW is still planned for this year.

Power used to be the big question. Now safety is too.

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@BenBusker I love YouTube. But it became too much of the media for influencers to market themselves.

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@GrantCardone And if you need to quit, just pivot - don't quit.

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@AestherML Agreed. Astra is as good as it gets. And I prefer Fable 5.1 to opus 5.5.

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@kamilbaranek_ If you have international ambitions I would pick .world

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@heyclairelin Someone who walks the talk!

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@0xfelliu Using AI to build AI

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@alexkadyrovcom The winning attitude

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@MrFamilyOffice Dubai?

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@Investingcom Fake news. DM me if you want to know the real numbers.

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@IvanFromDubai Some people call it a bubble but it was rather a catch-up with the world largest Real Estate markets. And this is probably why the market is not crashing but rather experiencing a plateau. But the catch-up is not over and will be back very soon.

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@Fityeth The problem is there is not secondary market and you cannot sell your token easily. We are solving this problem with a global property exchange that we will launch very soon! Happy to discuss.

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@realEstateTrent Bonds are a great way to finance stabilized Real estate especially in the current interest rate environment. But be very careful who are the institutions holding your bond. And do remember you have a one-off maturity date which could hurt a lot if you have not planned ahead...

[Delvaux Signals @DelvauxSignals]

@soy_muse If you are interested in quality research about Global Real Estate done by a 30 year global Real Estate guru and also someone who is into AI, I am the guy!