The Best Ever CRE Show JF 3874: Consumer Confidence Collapse, Tariff Fallout, and Real Estate Resilience
On this episode of The Horizon, John discusses the volatile intersection of trade policy, economic sentiment, and commercial real estate performance. He unpacks the steep drop in consumer sentiment, largely driven by aggressive tariff measures and global trade uncertainty—highlighting their ripple effects on tech, construction, and imports. John explores the implications for apartment absorption, commercial real estate sectors, and broader economic indicators like GDP composition and inflation risks. Despite the turbulence, he argues that commercial real estate may offer a relatively safer investment alternative compared to increasingly erratic stock and bond markets.
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