TAG Industrial Watch: July 12, 2025
Trump has been a busy president over the last week, first by ceremoniously signing his “One Big, Beautiful Bill” on Independence Day, followed by the announcement of new tariffs. After narrowly passing the Senate, President Trump enacted the new budget bill that raises the debt ceiling by a record $5 trillion and is projected to add $3.4 trillion in deficits to the already scheduled $21.8 trillion in debt over the next decade (CBS, American Action Forum). Freed from the constraints of the debt ceiling that was hit back in January, the Treasury Department has already borrowed over $400 billion within the first week of the budget passing, pushing the national debt to $36.6 trillion (U.S. Treasury Department). While the bond market has yet to respond, this level of borrowing is fundamentally putting upward pressure on interest rates throughout the economy. Whether in the midst of buying or selling, industrial investors should consider moving decisively before any significant move in mortgage rates.
With the initial 90-day pause on Liberation Day tariffs coming to an end this past week, President Trump extended the date through July 31st, continuing the broad-based 10% tariff rate. Effective August 1st, Trump plans to impose a 50% tariff rate on copper imports, 50% duties on Brazilian imports, and tariffs ranging from 25% to 40% on imports from 14 nations, including Japan and South Korea. Given that the dollar’s exchange value just experienced its biggest first-half loss in 52 years in response to previously announced tariffs, the president’s new duties will likely put more weight on the greenback, adding to the tariff price hikes. For industrial owner-users who depend on foreign imports, this is an opportunistic time to consider a sale-leaseback. By generating a lump sum of cash from the sale of their real estate, businesses can create a rainy-day savings fund for the economic uncertainty that we seem certain to face in the months and years ahead.
I N D U S T R I A L N E W S
Here’s What’s In Trump’s “Big, Beautiful Bill” Passed By Congress
CBS News – July 4, 2025
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Fact Sheet: President Donald J. Trump Continues Enforcement
Of Reciprocal Tariffs And Announces New Tariff Rates
The White House – July 7, 2025
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Trump Sets 50% US Tariffs On Copper,
Brazilian Imports Starting In August
Reuters – July 9, 2025
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Optimism Cratering Among U.S. Manufacturers
According To Recent Survey
REjournals – July 8, 2025
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US Dollar Has Worst First Half In More
Than 50 Years Amid Trump Tariffs
The Guardian – June 30, 2025
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R E G I O N A L N E W S
ALTO Acquires Pflugerville Industrial Site,
Building Two 125K-SF Warehouses
Connect CRE – June 23, 2025
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Clear Height Properties, Harbert US Real Estate Acquire
23,190-Square-Foot Industrial Building In Countryside
REjournals – July 8, 2025
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HSA Commercial Begins Development of 226,321 SF
Spec Industrial Facility In Oconomowoc, Wisconsin
REBusiness – June 26, 2025
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Economic Loss, Commercial Property Damage
Loom Following Texas Hill Country Floods
Bisnow – July 8, 2025
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TA Realty Secures $52M For DFW Industrial Park
Commercial Property Executive – June 25, 2025
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