Overview
– Trump’s law-and-order policies risk municipal bond credit ratings via federal grant cuts to sanctuary cities like NYC and Chicago.
– Federal workforce reductions and immigration restrictions threaten urban real estate markets in D.C., LA, and Chicago through reduced demand.
– Proactive cities leveraging bonds for housing/education and adaptive reuse tax incentives may offer resilient investment opportunities.
– Investors must prioritize diversified portfolios, monitor legal challenges to sanctuary policies, and target resilient urban centers with strong governance.
ainvest.com
by Harrison Brooks
Friday, Aug 22, 2025 2:47 pm ET