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There are other impacts that higher tariffs will have, from insurance to lending.
Originations are up, office challenges rise, and multifamily is mixed.
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Tremont Realty Capital says the middle market represents one of the largest segments of the commercial real estate sector, yet it can often be overlooked.
Repricing and clarification on government policy should keep valuations steady.
Meanwhile, equity investors are taking a more conservative stance.
Trepp warns that regional banks are still feeling a lot of pressure.
Extra costs for materials will increase construction costs, margin pressures.
Bostic says forecasting is "maybe a bit more challenging" than previously.
The Bipartisan Policy Center projects a default between July and October.
Trump wants lower yields on the 10-year, but can his administration bend the bond market?