06th Feb, 2026

The Great Decoupling: The Impact of US Trade Policy and Australian Strategic Response on the National Property Market

Ronald Reagan, the fortieth president of the United States of America, once said, ‘There’s a growing realisation that the way to prosperity for all nations is rejecting protectionist legislation and promoting fair and free competition.’ However, in the present day’s economic and geostrategic landscape, this notion has been irrevocably altered by a paradigm shift in global trade relations, precipitated by the inauguration of the second Trump administration and the subsequent implementation of the ‘Liberation Day tariff regime. For Australia, a mid-sized open economy deeply integrated into global supply chains, the direct effects of the tariffs have been disruptive yet within manageable bounds. It is primarily the underlying and indirect ripples of the trade disruption that impose complex and structurally transformative headwinds for the Australian property market. This comprehensive report analyses the multifaceted impact of the United States’ universal baseline tariff, the Australian Federal Government’s non-retaliatory “Five-Point Plan,” and the consequent ripple effects on the Australian real estate sector.