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Ken McElroy’s Real Estate Edge

When most people hear “tariffs on China,” they think of higher prices on electronics or cheap imports. But for those of us in real estate, tariffs do something far more serious. They ripple through construction costs, housing supply, mortgage rates, and affordability. The timing couldn’t be worse, with the Federal Reserve meeting later this month...

Our team is currently building over $200 million worth of multifamily real estate as part of your multifamily construction strategy. And naturally, I’m getting asked one question a lot: “Ken, how are tariffs and rising rates impacting your builds?” Here’s what’s really happening—and why this might be the best window we’ve seen in years to...

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