TAG Industrial Watch: August 16, 2025

When signs of recession began routinely appearing throughout the economy in 2023, TAG started recommending sale-leasebacks for industrial owner-users to generate a rainy-day savings fund. Given the revised labor reports for May and June, the threat of recession has grown, but the increase in tariff rates provides another reason to consider a sale-leaseback. While people often think of consumer goods like smartphones and furniture when it comes to imports, the majority of U.S. imports are capital goods used by American manufacturers and service providers. Whether your company manufactures parts used in the auto industry or installs cabinets for residential clients, your company likely depends on machinery, tools, and/or supplies made abroad. Simply put, higher tariff rates equal higher production costs and lower profits. With industrial property values seemingly at a turning point after several years of posting record highs, it’s a good time for owner-users to build that rainy-day savings fund to help navigate the uncertain times ahead.
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I N D U S T R I A L   N E W S

Caterpillar Warns Of $1.5B Tariff
Hit As Machinery Prices Slide
Manufacturing Dive – August 6, 2025
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Proposed Railroad Merger Sets Stage
For Shifts In Industrial Real Estate
GlobeSt.com – July 31, 2025
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US Trade Gap Skids To 2-Year Low;
Tariffs ​Exert Pressure On Service Sector
Yahoo!News – August 5, 2025
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The Quality Of CPI Data Continues To Deteriorate
Apollo – July 26, 2025
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BRICS Allows 183 Companies Direct
Market Access To Bypass Tariffs
Watcher.Guru – August 5, 2025
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R E G I O N A L   N E W S

Alliance Planning 881K-SF Houston Industrial Park
Connect CRE – July 30, 2025
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Ten Industrial Markets That Defy Forecasts
GlobeSt.com – July 25, 2025
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Why This Kansas City Cold-Storage
Warehouse May Be Sign Of Things To Come
CoStar – August 13, 2025
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Louis Vuitton Plans To Open A New
Manufacturing Factory In Dallas Area
100.3 JACK FM – July 28, 2025
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Mass Layoffs Rock Historic Texas
Company, Nearly 200 Jobs Lost
My San Antonio – August 8, 2025
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