TAG Industrial Watch: April 12, 2025
One week after President Trump promoted his tariff plan on “Liberation Day” the president put a 90-day hold on most of the tariffs to most nations, excluding China. While the ongoing volatility in the stock market appears to be the reason for the pause, the action in the bond market was perhaps an even bigger reason. In less than 48 hours, the rate on the 10-year Treasury jumped from under 4.0% to 4.5% before the president hit the pause button on tariffs as rumors surfaced that China may have retaliated by selling off their Treasury holdings, just as TAG suggested last week. Despite the historic rally in the stock market following the pause, stocks paired those gains, Treasury rates remained elevated, the U.S. dollar index plunged, and the price of gold (of which China is the top buyer) hit record highs. In other words, even though the president backtracked, the economic environment continues to take a turn. Amid all of the noise, industrial investors should keep two things in mind: property values are still at record-high levels, but interest rates are fundamentally poised to ascend higher, impacting demand. If landlords are considering a sale, there may not be a better time than the present.
I N D U S T R I A L N E W S
Trump Walked Back His Tariff Rollout.
But Is The Damage Already Done?
CNBC – April 10, 2025
Read More
CRE Faces Ongoing Uncertainty
Despite Temporary Tariff Pause
GlobeSt.com – April 10, 2025
Read More
What Trump’s Tariffs Could Mean For CRE
Commercial Property Executive – April 8, 2025
Read More
EU Member States Agree First
Wave Of Retaliatory Tariffs
Euro News. – April 9, 2025
Read More
Trump Reverses Course On Some Tariffs
But Won’t Change Duties On Canada
Yahoo!Finance – April 9, 2025
Read More
R E G I O N A L N E W S
MAG Capital Partners Acquires
Industrial Portfolio In Sale-Leaseback
Connect CRE – April 8, 2025
Read More
Leasing Activity Surges In Chicago
Industrial Market During First Quarter
REjournals – April 8, 2025
Read More
Gulf Highway Equipment Signs 46,023 SF
Industrial Lease In Richland Hills, Texas
REBusiness – April 10, 2025
Read More
Blackstone To Pay $718M For 6M SF Industrial
Portfolio Developed By Crow Holdings
Bisnow – April 10, 2025
Read More
Goodman Group Breaks Ground
On LA Data Center Project
Commercial Property Executive – March 21, 2025
Read More