In this episode of The Paper Trail, host Chris Seveney breaks down the “double squeeze” currently pressuring real estate construction from two directions at once: rising tariffs on building materials and a tightening construction labor market. Drawing from nearly 30 years of experience in construction and development, Chris explains how these forces are changing the economics of new development and why passive investors should pay close attention.
Episode Timeline
00:00 Tariffs and Labor Crunch
01:44 Tariffs Raise Material Costs
04:00 Labor Shortage Hits Timelines
07:21 Double Squeeze on Supply
08:57 Market Examples: DC vs Florida
10:27 Passive Investor Checklist
13:02 Budgeting and Capital Stack
14:36 Wrap Up and Next Episode
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