In this episode, we dive into the potential changes in the housing market under a Trump presidency. We discuss four key factors that could reshape the real estate landscape, including changes to regulations, tax policies, tariffs, and immigration impacts. From the opportunities created by bonus depreciation to the challenges posed by rising material costs and potential shifts in labor, we explore how these trends might affect real estate investors. Stick around for a fascinating story from a recent conversation with a high-level banker, shedding light on the pressures faced by mom-and-pop property owners and the opportunities emerging in the multifamily housing space. This episode is packed with insights on how to navigate and thrive in these changing times.

 

Timeline Summary:

[0:00] - Introduction

[0:30] - Meeting a UBS banker and discussing real estate trends and investment strategies.

[2:00] - The impact of regulatory rollbacks on construction costs and opportunities.

[3:45] - The return of bonus depreciation and how it incentivizes redevelopment in urban areas.

[5:00] - How tariffs on building materials could increase costs for real estate projects.

[6:45] - Immigration policies’ potential effects on labor availability and rental markets.

[9:30] - Predictions on mortgage rates and their influence on refinancing and investor opportunities.

[12:30] - The “perfect storm” pressuring small-scale multifamily operators and creating acquisition opportunities for savvy investors.

 

Closing Remarks:

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