Real Estate
Tariff War Could Be Commercial Real Estate Play, KBW Says
- Commerical REITs offer safer haven amid tariff fears
- Tariffs could materially impact homebuilder gross margins
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Now is a ripe time to buy high-quality commercial real estate names like CBRE Group and D.R. Horton as President Trump’s tariff play sparks widespread market weakness, KBW managing directors Jade Rahmani and Ryan Tomasello say.
Market perform-rated Walker & Dunlop and American Homes 4 Rent, along with outperform-rated Lennar, Jones Lang LaSalle, Ladder Capital and Starwood Property Trust are also stocks they recommend.