May 16, 2025

Week In Review – US-China Trade Update, Housing Market Cooling, and Bonus Depreciation

In this week’s Week In Review episode, Ryan breaks down the US-China tariff pause, slowing home prices, a new tax proposal that could change investor strategies, and shifting trends in land buying and lot supply.

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Episode Overview

In this Week In Review episode of The Land Development Podcast, Ryan Glick discusses some key headlines from the week ending May 16, 2025. The US and China have agreed to a 90-day tariff pause, cutting trade barriers and giving a boost to global markets. Shipping demand between the two countries has already surged, hinting at a short-term increase in imports and land-related logistics.

Ryan also covers the latest housing market data, which shows a slowdown in home price growth. As mortgage rates climb and inventory remains tight, buyers are pulling back. States like Alaska and West Virginia are seeing stronger gains, while major cities like San Francisco and New York are seeing less growth. Developers and investors are watching these shifts closely.

Another big story this week is a proposed tax bill that would restore 100% bonus depreciation for qualifying assets. If passed, this could allow investors to fully deduct property costs upfront, potentially reshaping acquisition strategies for those in real estate. The bill could even apply retroactively to purchases made earlier this year.

The episode wraps up with a look at land buying trends for data centers and the current state of new home lot supply. With demand growing for digital infrastructure, developers are targeting energy-efficient, well-zoned areas. Meanwhile, lot supply is increasing in states like Florida, Arizona, and Texas, offering both opportunities and challenges due to rising land prices and labor shortages.

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