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Trade Conflicts and Real Estate Resilience
This chapter analyzes the impact of the 2018-2019 trade conflicts on various sectors, particularly highlighting the superior performance of utilities and real estate. It discusses the role of tariffs as a tax affecting asset values and predicts that real estate may continue to outperform stocks amidst current economic shifts. The conversation also explores the cyclical nature of real estate, potential buying opportunities, and the influence of government policy on market dynamics.