Tariffs, Towers, and a 9.8% Drop—Inside This Week’s CRE Power Moves

In this episode, Steve Hamoen begins with an introduction and overview of the topics to be explored, setting the context for a detailed analysis of current market trends. The discussion starts with an examination of Canada's home sales and the dynamics of NYC office leasing, highlighting recent shifts in these key areas. Steve then delves into the economic factors affecting the sector, focusing on the impact of tariffs on coastal industrial real estate. The episode also features a check-in on the performance of public REITs, offering insights into their current status and potential future trajectories. The episode provides a well-rounded perspective on these significant developments within the commercial real estate landscape. (0:00) Introduction and overview (0:28) Market Trends: Canada's home sales and NYC office leasing (2:55) Economic Factors: Tariffs impact on coastal industrial real estate (3:59) Investment Insights: Public REIT performance check-in