Mexico has already come back to the table, and they are also in no position to fight. A border tax or some other re-orienting of cross border trade is going to happen, and unless Mexico works out a new deal, it will see political unrest and serious problems for the ruling elite. They start a trade war with border taxes of their own and they lose quickly. There will be an new NAFTA and there will be far less US companies going to Mexico, making investing there even more risky than it already is.

Merkel has already seen her request to meet ignored, and she is completely befuddled as to how to deal with Trump. She no longer has a compliant Obama to do her bidding. She sees how Trump will strongly support Brexit and she sees her negotiating position with May eroding fast.

China has also been sent the message–you are not calling the shots any longer. India can also be a major trading and defense partner. That is likely to play out in a very different way than most diplomats and the press will understand. It will likely get messy just like Mexico and then it will become a real negotiation. Pakistan will also find it is in a very different position than it had been as India is bolstered by the US and becomes a key ally in the region.

Iran will soon also learn that the Obama days of whatever Iran wants it gets are over. It is impossible to know how this one will play out, but with major support for Israel, the Saudis, and Egypt coming, and a ramped up US military push to destroy ISIS and the Muslim Brotherhood, Iran will face real challenges and will make threats. We should not be surprised if they try to challenge the Navy again and get some boats blown out of the water.

So for US CRE all of this means the world will be very high risk and ugly for quite awhile, which is very good for US CRE because more capital will flee other places and come here. The US economy will have lower taxes, less regulation, and expanding economy, and safety. The US and the UK will be islands of potential investment, and places to hide capital, even as Brexit plays out. What would have been a continued slow economy, potentially declining CRE values, and an even more dangerous world had Hillary won, will instead see an entirely different set of opportunities. Just ignore the press, ignore Democrats scare mongering, ignore the pundits who still do not understand what is happening to their nice cushy ideology framework. They all just don't get it. Focus on what is really happening and the opportunities these changes bring.

The views expressed are the author's own.

The first week of the new administration has surely been invigorating for all sides. The Democrats and left wing still can't believe they lost everywhere, from the top to the bottom of ballot and at every level of government. The press is still reeling from getting everything about the election and politics completely wrong. Remember how they all predicted the demise of the Republican party and how the Republicans were going to get wiped out down ballot? The entire press was as wrong as they could have been. Now they are so negative about everything they are trying to prove they were really right even though they were, and are, wrong. All they are accomplishing is to further damage their own credibility.

The Democrats have no way to stop the cabinets picks and so are acting like petulant brats and delaying just for spite. They are also in total disarray, unlike the Republicans, and they have a candidate who says whites need to shut up, and another who has been blatantly anti-Semitic in the past. You can be sure that even if Trump named Mother Teresa as Supreme Court nominee, Democrats would find a reason to object. For all the press and Democrats have been carping about the Republicans being recalcitrant, they do not seem to understand that the Republicans are untied right now while the Democrats are running around like kids out to trash the neighborhood.

Trump has made it clear he will not be slowed or stopped by the press and political nonsense. He will plow ahead and a lot will change quickly. The naysayers will continue, but they really do not understand how America has changed, and how disastrous the Obama years were to the world and the nation. For those of us old enough to remember, this is the Nixon silent majority rising up to be heard. The more the Democrats and the press are negative, and obstructionist, the more they lose all credibility and in 2018, the Republicans get full control of the Senate.

Trump has sent a very loud message to Putin, Merkel, Iran and Mexico that he will just step away from the table if the other side is obstinate. Classic New York real estate negotiation strategy. Merkel also now has the strong message that the US will do a trade deal with the UK and any other EU country that leaves. This is opposite what Obama was saying and it undercuts much of the pressure on May to go soft. The US is a more critical partner to the UK than the EU, and the EU will be in serious economic trouble if they think they can shut out the UK. They would lose a huge market and the pain would be felt across Europe. Trump just totally reversed the narrative on Brexit. Now with LePen, Wilders and other candidates in Europe leading in the polls, Trump has made it clear he will cut bilateral trade deals with whoever leaves. The EU took a major hit today and the risks of investing in the EU just increased exponentially. Don't get fooled by the seeming strengthening of the EU economies. It is up from negative so anything looks good. But the real risks of a break up of the EU in the next two years has now become very real. Britain will retain the banks, and British GDP will continue to grow. The US will help make that happen. If you are investing over there stay in the UK and avoid the EU. The risks to the downside are enormous and may be calamitous.

Mexico has already come back to the table, and they are also in no position to fight. A border tax or some other re-orienting of cross border trade is going to happen, and unless Mexico works out a new deal, it will see political unrest and serious problems for the ruling elite. They start a trade war with border taxes of their own and they lose quickly. There will be an new NAFTA and there will be far less US companies going to Mexico, making investing there even more risky than it already is.

Merkel has already seen her request to meet ignored, and she is completely befuddled as to how to deal with Trump. She no longer has a compliant Obama to do her bidding. She sees how Trump will strongly support Brexit and she sees her negotiating position with May eroding fast.

China has also been sent the message–you are not calling the shots any longer. India can also be a major trading and defense partner. That is likely to play out in a very different way than most diplomats and the press will understand. It will likely get messy just like Mexico and then it will become a real negotiation. Pakistan will also find it is in a very different position than it had been as India is bolstered by the US and becomes a key ally in the region.

Iran will soon also learn that the Obama days of whatever Iran wants it gets are over. It is impossible to know how this one will play out, but with major support for Israel, the Saudis, and Egypt coming, and a ramped up US military push to destroy ISIS and the Muslim Brotherhood, Iran will face real challenges and will make threats. We should not be surprised if they try to challenge the Navy again and get some boats blown out of the water.

So for US CRE all of this means the world will be very high risk and ugly for quite awhile, which is very good for US CRE because more capital will flee other places and come here. The US economy will have lower taxes, less regulation, and expanding economy, and safety. The US and the UK will be islands of potential investment, and places to hide capital, even as Brexit plays out. What would have been a continued slow economy, potentially declining CRE values, and an even more dangerous world had Hillary won, will instead see an entirely different set of opportunities. Just ignore the press, ignore Democrats scare mongering, ignore the pundits who still do not understand what is happening to their nice cushy ideology framework. They all just don't get it. Focus on what is really happening and the opportunities these changes bring.

The views expressed are the author's own.