The ‘Busan Truce’: How Trade Policy Impacts SoCal Retail
The "Busan Truce" offers temporary tariff relief—but creates a 2027 cliff risk that SoCal retail investors can't ignore. As corporations stockpile inventory before potential 50%+ tariffs return, the Ports of LA and Long Beach will surge with activity. Smart investors are monitoring tenant inventory levels now to avoid working capital surprises later.

