The Promote Podcast

Tariff Terror, $11,000 psf condos & Starwood's land bets

Apr 16, 2025
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INSIGHT

Tariffs Create Uncertainty and Cost Surge

  • The Trump tariffs created massive uncertainty, spooking investors and disrupting supply chains.
  • Construction costs and material availability became unpredictable, complicating development projects.
INSIGHT

Building Costs Are Wildly Unpredictable

  • Construction inputs like steel and lumber have spiked due to tariffs, making bids and pricing nearly guesswork.
  • Projects without fixed guaranteed maximum price contracts face big cost overruns and timing risks.
ADVICE

Manage Project Timing and Costs Closely

  • Developers must consider the risk of longer timelines driving up interest and carry costs.
  • Securing fixed-price contracts and inventory inventory buffers can help shield against supply chain shocks.
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