Analyzing the Impact of Tariffs on Industrial and Retail Sectors

In this special guest episode of The TreppWire Podcast, we are joined by Sam Tenenbaum, Head of Multifamily Research at Cushman & Wakefield to dive into the current state of the commercial real estate (CRE) and multifamily markets. We unpack Sam’s perspective on national trends, take a closer look at the dynamics shaping Austin’s multifamily sector, and examine how tariffs are influencing the industrial and retail landscapes, especially in terms of supply and demand. Sam also shares valuable insights into consumer financial behavior, borrowing conditions, delinquency rates, and the rising burden of insurance costs. Tune in now.

Episode Notes:

• Introduction & Background (0:22)
• Where the Multifamily Market is Today (3:31)
• Austin Multifamily Market (8:24)
• Supply & Demand Factors (12:21)
• Impact of Tariffs on Industrial & Retail (20:28)
• Insurance Costs (29:02)
• Delinquency Rates (32:21)

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