In the last episode of Market Minutes U.S. for 2025, we’re joined by Josh Robins, Associate Vice President of Capital Markets in our Peakhill Equity Partners division. We unpack the real impacts of political noise and tariffs in 2025 on development opportunities and why the impact is far less than headlines have suggested. The conversation highlights the importance of submarket selection and long-term rental housing fundamentals before looking ahead to 2026 to explore what is top of mind for our team when evaluating U.S. development opportunities this year.
What’s on the Agenda?
- The actual impacts of tariffs and U.S. political uncertainty on real estate developments, and why it is less than headlines would suggest.
- Why Peakhill Equity Partners is focused on California submarkets despite weariness from other industry players.
- The case for rental housing over trend-driven asset classes like data centers and seniors housing.
- What factors are shaping U.S. commercial real estate development opportunities in 2026.
Missed the last episode? Check out the previous Market Minutes episode!
The New Drivers of Canadian CRE Investment Decisions | Market Minutes: Episode 6
Dana Saunders, Peakhill’s Vice President of Investor Relations, sits down with Chaim Karpel to reveal what’s really on the minds of commercial real estate investors navigating uncertain markets.
