A new study is challenging one of the biggest narratives around tariffs — and the implications could directly affect inflation, interest rates, and your real estate portfolio.

Research from the Federal Reserve Bank of New York finds that Americans are paying nearly 90% of recent tariffs, not foreign exporters. In other words, higher import taxes are largely flowing through to U.S. consumers and businesses.

Why does that matter?

Because when prices rise, inflation stays elevated. And when inflation runs hot, the Federal Reserve may delay rate cuts — keeping mortgage rates higher for longer.

In this episode, Kathy Fettke breaks down what the data actually says, how tariffs influence Fed policy, and what it means for borrowing costs, housing demand, and real estate investors in 2026.

🏘️ Want to learn more? Visit www.NewsforInvestors.com

Source: https://www.reuters.com/world/us/ny-fed-report-says-americans-pay-almost-all-trumps-tariffs-2026-02-12/

New data from the Federal Reserve shows U.S. household real estate wealth dipped slightly in the third quarter of 2025 — but the bigger story is homeowner equity.

In this episode of Real Estate News for Investors, Kathy Fettke breaks down the latest Fed Z.1 Financial Accounts report, including the decline in total housing asset values to $48 trillion, rising mortgage balances, and why owners' equity remains above 70% for the 15th straight quarter.

Is the housing market cooling? Are homeowners still in a strong financial position? And what does this mean for real estate investors heading into 2026?

Tune in for a concise update on housing market trends, real estate wealth, mortgage debt, and the overall strength of U.S. household balance sheets.

Commercial real estate could be a major story in 2026.

In this episode of Real Estate News for Investors, Kathy Fettke breaks down CBRE's 2026 Commercial Real Estate Outlook and why investment activity is expected to rise 16% — even as GDP growth slows.

We cover what's ahead for cap rates, income-driven returns, and key sectors including office, industrial, retail, multifamily, and data centers. With two expected Fed rate cuts and easing inflation, how could financing conditions impact commercial property performance?

If you're looking for data-backed insight into where commercial real estate is headed in 2026, this episode outlines the risks, opportunities, and what investors should watch next.

Want to learn more? Listen to our other podcast: www.Realwealthshow.com

Source: https://www.cbre.com/insights/books/us-real-estate-market-outlook-2026