Surviving in '25: Real estate finds opportunities in a trade war

As a wave of newly imposed US tariffs arrive to test the global economy this week, real estate investors, managers and lenders are left to grapple with the short- and long-term implications for their strategies. Are tough times ahead for logistics? Is there an upside to rising construction costs? Are interest rate cuts still on the table? How are real estate market participants making sense of it all? A new episode is here to break it down, with perspectives from across the private real estate sector, including from guest Chris Caton, managing director of global strategy and analytics at industrial giant Prologis. Also joining the episode are PERE Deals editor Guelda Voien and PERE Credit senior reporter Shihao Feng, with fresh insight on how dealmakers are reacting and how ongoing uncertainty is impacting lending markets. Also read: Exclusive: UCLA survey tracks expected California construction decline