In this "Clues in the News" episode, Dustin and Adam break down how global events and policy changes affect real estate investors' bottom line.

From analyzing the real impact of proposed tariffs on construction costs to examining how demographic trends outweigh short-term market fears, they look to cut through the noise to focus on what actually moves the needle for passive real estate investors.

They explore why supply-demand fundamentals matter more than international headlines, discuss the potential housing supply crunch expected in 2026-2028, and examine how policy shifts could affect rent growth and labor costs.

Whether you're concerned about portfolio positioning or wondering how to filter news through an investor's lens, this episode helps provide practical frameworks for evaluating market news and making informed investment decisions.

Episode Release Notes & Resources

• WSJ: If Inflation Is Back, Protecting Against It Won’t Be Simple
• ZeroHedge: Trump Appointments Signal Aim To Boost US Energy Investment And Production

See all Wealth Independence episodes at https://wealthindependencepod.com

Connect with Dustin:

• Big Spring Capital
• LinkedIn (/in/TheDustinBailey)
• Twitter/X (@TheDustinBailey)

Connect with Adam:

• Bidwell Capital
• LinkedIn (/in/AdamJPenn)

This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.