In this episode of The Paper Trail, host Chris Seveney breaks down the “double squeeze” currently pressuring real estate construction from two directions at once: rising tariffs on building materials and a tightening construction labor market. Drawing from nearly 30 years of experience in construction and development, Chris explains how these forces are changing the economics of new development and why passive investors should pay close attention.

00:00 Tariffs and Labor Crunch

01:44 Tariffs Raise Material Costs

04:00 Labor Shortage Hits Timelines

07:21 Double Squeeze on Supply

08:57 Market Examples: DC vs Florida

10:27 Passive Investor Checklist

13:02 Budgeting and Capital Stack

14:36 Wrap Up and Next Episode

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This content is for informational purposes only and is not intended as investment advice.