US President Donald Trump and his ambition to cut red tape and government spending could be a boost for the commercial real estate sector, including Australia’s, if bond yields, a key metric for property values, keep falling, according to major US investment house, Heitman.
Bond yields on long-dated US treasury notes are the financial market measure that matters most to Trump, Treasury Secretary Scott Bessent said last month.
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Nick Lenaghan edits the property section, which covers all aspects, from residential real estate and housing and construction to commercial property – office, retail, industrial – and major ASX-listed developers and real estate investment trusts. Connect with Nick on Twitter. Email Nick at nlenaghan@afr.com