Real Estate & Construction News Roundup (2/5/25) – The Effect of Trump’s Policies on the Housing Market, Property Value Loss in the Face of Climate Change, and a Transitional Year for the Apartment Market

Posted

In our latest roundup, Southern California wildfires impact supply chain, higher material prices threaten future project demand, commercial real estate distress strains regional banks, and more!

  • Supply chain impacts from the Southern California wildfires have been minimal, however, challenges could come later once people begin to rebuild infrastructure and homes. (Alejandra Carranza, Construction Dive)
  • Higher material prices could threaten future demand for projects even before a brewing trade war fully unfolds. (Sebastian Obando, Construction Dive)
  • The Trump administration’s recent focus on tariffs and deportations could have an effect on the housing market from construction materials to mortgage rates, and beyond. (Andrew Dehan, Bankrate)
  • Climate change could result in $1.47 trillion in net property value losses from rising insurance costs and shifting consumer demand. (Andrew Freedman, Axios)
  • U.S. Treasury yields have trended up since late last year, and commercial real estate distress risk is straining regional banks’ balance sheets again. (Yizhu Wang and Neil Callanan, Yahoo)
  • The construction industry faces a shifting landscape as the Trump administration sets about reshaping some of the country’s most impactful federal policies. (Julie Strupp and Sebastian Obando, Construction Dive)
  • With last year’s market softness, survival is on many apartment executives’ minds in 2025, with many of them calling it a transitional year. (Multifamily Dive)