‘To pause or not’: Tariffs force the private real estate sector to decide

Property investors gained some relief on Wednesday when US president Donald Trump announced a 90-day pause on his administration’s sweeping “Liberation Day” tariff hikes, but the outlook for global real estate markets remains anything but certain. As the prospect of a US-China trade war looms, private real estate managers and investors have been forced to reassess short-term business while adapting their longer-term strategies to a changing risk environment. But in times of volatility, there are also opportunities. On this episode, Greg Dool sits down with Jonathan Brasse, Evelyn Lee and Samantha Rowan to break down how market participants have responded to an unpredictable few weeks and what it all means for investment in the property sector moving forward.