While the Trump Administration’s tariffs are evolving and seem to change every day, one thing is for sure: they have had an effect on asset prices and the global supply chain. One sector of the market has clearly been in the crosshairs of the tariffs. We’re talking about industrial REITs.
Owners of warehouses, logistics assets, and manufacturing spaces were riding high before the tariff news hit. But now their values have sunk on tariffs’ potential to disrupt their growth and leasing rates.
But this downturn could be the moment long-term investors have been looking for. While imports could suffer, the need for warehousing and manufacturing space could actually grow as onshoring and domestic production trends ignite. For warehouse owners, the tariffs could be a net positive. And that makes the recent hiccups a buying opportunity.
