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In this episode of The Land Development Podcast, Ryan Glick and Charles Covey dig into several key headlines impacting the industry. Kicking things off, their focus is on the announced tariffs from the Trump administration. Ryan and Charles walk through key points from the executive order, explore the reciprocal tariffs other countries have imposed on U.S. goods, and break down what this could mean for developers and the broader economy. With responses from China and the EU, and commentary from Congress and media figures, the episode discusses whether these tariffs are short-term negotiating tools or the start of long-term shifts in U.S. trade policy.
They also explore the impact of newly announced FHA changes that tighten residency requirements for mortgages, a move that could limit who qualifies for loans backed by the government. Charles shares why this may only be the beginning and what other institutions, like Fannie Mae, might do next.
Finally, the episode wraps with analysis of current multifamily trends, including supply and demand imbalances, shifting rent prices, and geographic differences across markets. Ryan and Charles clear up misinformation around mortgage delinquencies by contrasting misleading viral posts with actual data on single-family loan performance.
Jerry Holden shares how he went from pro baseball to building a multi-state real estate company, and why hustle, listening, and learning are key in land development.
Peter Schiff joins Ryan Glick and Charles Covey to break down why he believes the U.S. economy is headed for a crash, how tariffs backfire on Americans, and what land developers need to know as the financial landscape shifts.
This week, we’re joined by three returning guests—Charles Covey, Jack Rowe, and Tim Early—for a roundtable conversation on how land is really valued, why prices feel “sticky,” and what needs to happen to solve the missing middle housing issue.