In this “Clues in the News” episode, Dustin and Adam break down how global events and policy changes affect real estate investors’ bottom line.
From analyzing the real impact of proposed tariffs on construction costs to examining how demographic trends outweigh short-term market fears, they look to cut through the noise to focus on what actually moves the needle for passive real estate investors.
They explore why supply-demand fundamentals matter more than international headlines, discuss the potential housing supply crunch expected in 2026-2028, and examine how policy shifts could affect rent growth and labor costs.
Whether you’re concerned about portfolio positioning or wondering how to filter news through an investor’s lens, this episode helps provide practical frameworks for evaluating market news and making informed investment decisions.
Episode Release Notes & Resources
- WSJ: If Inflation Is Back, Protecting Against It Won’t Be Simple
- ZeroHedge: Trump Appointments Signal Aim To Boost US Energy Investment And Production