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Trump’s Sovereign Wealth Fund Won’t Just Target TikTok—It Could Reshape U.S. Real Estate

February 10, 2025

Monday, February 10, 2025

On Tap Today

  • Sovereign Wealth Fun: Trump’s proposed U.S. Sovereign Wealth Fund could reshape commercial real estate, raising questions about political influence, market disruption, and its broader economic impact.

  • Fundraising Webinar: Join Thesis Driven's Brad Hargreaves and Propmodo's Franco Faraudo on February 26th to discuss winning strategies for real estate fundraising and investor relations. Sign up.

Federal Policy

As often happens with President Trump, his recent proposal for a U.S. Sovereign Wealth Fund (SWF) has caught many off guard, especially with speculation about acquiring a stake in the social media platform TikTok. Adding to the unexpected developments is his announcement about possibly redeveloping Gaza. Given Trump’s deep roots in real estate, the fund would likely have a strong focus on commercial properties.

Other global SWFs have successfully incorporated real estate into their portfolios. Norway’s GPFG has invested billions in high-quality properties in major cities worldwide, while Abu Dhabi’s ADIA focuses on holding assets through multiple economic cycles. Trump’s fund could draw from these models, investing strategically in distressed office properties, luxury resorts, or booming logistics centers.

As the details of Trump’s SWF plan unfold, the commercial real estate world is watching closely. If the fund takes shape, it could potentially reshape key U.S. markets, injecting liquidity into sectors that are currently struggling. But with politics in play, many questions arise: Will the fund favor red states? Will it compete for deals with institutional investors like state and federal retirement systems? And what will its long-term impact be on the market? One thing is certain—commercial real estate will be at the heart of the conversation.

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