JF 3944: Trump Policies, Rising Costs, and Real Estate Growth

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 22 June 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John Chang discusses why commercial real estate is likely to outperform over the next five years. He attributes this to two major Trump-era policies: increased tariffs and tightening immigration. Tariffs on materials like steel, aluminum, and Canadian softwood lumber are significantly raising construction costs, while stricter immigration policies are reducing the labor pool, further driving up labor expenses. These structural pressures are expected to constrain new development, shift supply-demand dynamics, and ultimately push up both rents and property values across sectors including multifamily, retail, office, and industrial. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You know, flexibility is something I value a lot as an entrepreneur.
0:04.0	Whether it's structuring a deal, reviewing underwriting, or scheduling podcast interviews,
0:08.0	it's all about using my time where it matters most.
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0:27.2	you get it done. We've got investors and partners across the country, and Stamps.com makes
0:32.4	it easy to ship documents or packages right from my computer, or even on the go with their
0:37.1	mobile app.
0:38.2	It connects with marketplaces, compares rates automatically, and lets us schedule pickups from our
0:42.8	dashboard. And their rate advisor, it's a game changer. You can get up to 88% off USPS and
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0:55.6	Sign up at stamps.com slash CRE for a special offer,
1:01.3	a four-week trial, free postage, and a free digital scale.
1:06.4	No long-term commitments.
1:08.5	Again, that's stamps.com slash CRE.
1:13.2	Welcome to the year 2000. Everyone, everywhere is having fun except me.
1:19.3	On BBC Eye Player. I worry you're growing up too fast. Yeah, we can't be a little ducky
1:24.6	forever, can I? Inspired by a true story.
1:28.9	You walk out this house a boy.
1:30.3	One day you'll come back.
1:32.4	When you do, you will be a man.
	...

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