The Trump Effect on Commercial Real Estate in the US

An Oxford Economics report examines the potential impact of a second Trump presidency on US commercial real estate. Short-term effects will likely be driven by the relationship between property yields and bond yields. Positive impacts could include stronger GDP growth and increased warehousing demand due to potential stockpiling in anticipation of tariffs. However, negative factors such as restricted immigration and increased tariffs could negatively affect hospitality, manufacturing, construction, industrial, and retail sectors. The report also notes that global commercial real estate transaction volumes are currently low but are predicted to rise.Powered by AI