10Y UST5.22%-1.14%30Y MTG7.40%+1.65%SOFR3.87%-0.26%VNQ$90.65+1.45%XLRE$41.61+1.86%FED FUNDS3.88%
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How will the tariff war with Canada impact real estate?

Via HousingWire · August 26, 2026
Compiled by Real Estate Trail Editorial · August 26, 2026

Why this matters

Commercial real estate continues to digest a multi-year reset in cost of capital. Transaction velocity is below the 2019-2021 trend but improving, cap rates have stabilized across most stabilized property types, and the bid-ask gap has narrowed materially in the past two quarters. Sponsors with permanent capital and operating platforms have an advantage in the current execution environment. The next twelve months will continue to reward underwriting discipline and operational sophistication over balance-sheet aggression.

Editorial analysis · Real Estate Trail Editorial

Excerpt from HousingWire:
As a real estate professional, Canada's new tariffs are out of your hands. Explaining them to a seller in one clear sentence is not.
Read the full article at HousingWire →

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