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. Capital Gains Tax Solutions vikingcapllc.com Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices