Tariffs and the Impact to Industrial Real Estate Occupiers

In a significant shift in U.S. trade policy, President Donald Trump announced on April 2, 2025, a comprehensive set of tariffs aimed at reshaping the nation’s economic relationships with its global partners. This initiative introduced a baseline 10% tariff on all imported goods, with substantially higher rates for specific countries. However, within a week (April 9th), President Trump declared he would temporarily lower the duties imposed on dozens of countries while continuing to pressure China, indicating that the tariff on Chinese imports would be raised to 125 percent from 104 percent, followed by a 90-day pause except for China at 145% and swirling confusion around consumer electronics tariffs. Even with the rolling back of certain tariffs, the uncertainty and confusion about the next steps is putting pressure on global markets. The administration asserts that these measures are designed to bolster domestic manufacturing by encouraging companies to relocate production to the United States.

For real estate occupiers, navigating the impact of tariffs on real estate portfolios comes down to being able to mitigate risk. Download the white paper by Tricia Trester to learn more.