The recent implementation of duty developed by Donald Trump It represents one of the most relevant topics in the global economic agenda. Experts and analysts agree on something: a new commercial and financial scenario begins to structure, which will impact different ways worldwide.
Despite the strong impact that this policy generated, it is important to remember that it is not a novelty, nor configures an unpublished context. During his first mandate, Trump also executed a commercial strategy aimed at increasing tariffs with the aim of generating a shielding on the American domestic economy.
At that time, several countries, being China the most affected, were crossed by the increase in rates in products as varied as appliances, automotive parts and food. It should be noted that Argentina, at that time under the presidency of Mauricio Macri, was one of the few nations that achieved a tariff exemption in the importation of steel and aluminum, two of the goods with the greatest tariff increase.
Both in those years and at present, the increase in tariffs to commercial partners pursued the same purpose: strengthen the economy of the United States.
According to Trump’s own statements, in an initial stage there will be a brief recession and then the economy will take off: “We will have so many millions that we will not know what to do”he said. Even several experts estimate a collection close to US $ 600,000 million annually.
In addition, it is believed that the Fed will continue to lower the rates in the coming months, which will generate a positive impact on consumption and help to dissipate some of the fears caused by tariffs. Bob MicheleGlobal Fixed Income Director of JPMorgan Asset Management, said they could go from current 4.5% to 2.5%.
However, The uncertainty scenario is raised and invites investors to carefully calculate their movements. Specialists like Pablo WaldmanManager of Exclusive Producers in Balanz, recommend “not lose sight of the long term on days of abrupt movements.”
It is in this sense that Real Estate is positioned as a desirable alternative for those who seek to perform a safe and foreign operation that other unstable present assets present.
Historically, it has proven to be an asset capable of functioning as a coverage in relation to the share market, softening the performance of the portfolios. This can be checked when observing the low correlation that it has with respect to the market. The following table shows the correlation from January 2018 to April-2025 of the main CRE, by Market Cap, which make up the SP500 index. The correspondence of these assets is low with respect to the SP500, which exhibits their strength against mercantile shocks.
In turn, within the Real Estate Commercial sector, the Self Storage It has been the most stable segment on the market since 2018. It also consistently evidenced a low correlation with respect to the shares market and offering greater returns than those of the fixed income segment.
This item enables low risk investments, with the possibility of quickly withdrawing the money deposited with any eventuality. In addition, it presents a growth projection of 2.37% annual from here to 4 years, which can be increased thanks to the economic reactivation in the US and the possible increases in inflation, derived from commercial protectionism. Both scenarios predict an increase in the value of these properties.
In summary, The Self Storage is positioned as a unique opportunity for Latin American investors. It is for these reasons that, despite the generalized panic that Trump caused by kicking the board, the rearrangement of the pieces can be a huge opportunity for those who manage to understand the dynamics of the context. Especially, a sector can be particularly benefited: Latin operators interested in entering the US market safely, profitably and with a high degree of liquidity.
Source: Ambito
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