Epic Real Estate Investing - Everyone Laughed at Trump's Tariffs… Until the Factories Turned On | 1474

Episode Date: April 25, 2025

This episode dives into the massive $200 billion investment US companies are making to bring manufacturing back home. Key drivers include tariffs, government aid, and global supply chain issues. Highlighted initiatives include the CHIPS Act, investments by tech giants like TSMC, Intel, Samsung, notable EV factory expansions, and significant pharma developments. Challenges such as high taxpayer costs and labor shortages are also discussed. Ultimately, this shift signals a pivotal moment where policy intersects with production, leading to a revolutionary era in American manufacturing. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is Terio Media. Hey, strap in. It's time for the epic real estate investing show. We'll be your guides as we navigate the housing market, the landscape of creative financing strategies, and everything you need to swap that office chair for a beach chair. If you're looking for some one-on-one help, meet us at rei-aise.com. Let's go, let's go, let's go, let's go, let's go, let's go.

Let's go. It started with a knock at the door. A $200 billion dollar knock. That's how much U.S. companies are prone down to bring manufacturing back home. And what's behind it? Tariffs, tensions, and a whole lot of taxpayer money. Not long ago, made in America felt like a dusty slogan. Now, it's a mission statement.

The Chips Act, new tariffs, and global supply chain freakouts have flipped the switch. President Biden threw $50 billion of chip makers. Yeah, apparently he did something. Trump's new tariffs? They're squeezing imports and forcing. hands. What happens when politics, profit, and patriotism collide? First, you get the chip boom. TSM, the godfather of semiconductors, is pumping $100 billion into Arizona. Intel's following suit in Ohio, Samsung, too, going all in on Texas. It's not a trickle. It is a flood. Number two,

EV factories everywhere. Rivian got a $6.6 billion government loan for a Georgia mega plant. Tesla's Texas factory is already cranking out electric machines. And Toyota, they're building a battery plant in North Carolina, planning to power 800,000 cars a year. And number three, pharma goes domestic. E.I. Lilly's building four new U.S. sites. Johnson and Johnson is dumping $55 billion into American soil and Regenerons teaming with Fuji Film on a North Carolina build. And Roche is throwing in $50 billion. Novartis is aiming to make 100% of its core meds in the U.S. now. But here's what they're not telling you. Every new semiconductor job, it costs taxpayers up to $185,000 a year, twice the average chip worker's salary. And that's not a typo. I wish it was.

And then the next question is, who's going to work these jobs? Because there is a growing labor gap. Younger generations don't want to stand on a factory floor. And automation, it's replacing humans faster than HR can hire. This isn't just about factories. It's about whether America can build anything without outsourcing half of it. Still, the momentum is wild. I mean, just look at this lineup. TSM, $100 billion in fabs in R&D in Arizona. E.I. Lilly, four drug plants coming online. Hyundai, $21 billion expansion across the United States. Roche, $50 billion for weight loss drugs and nationwide builds.

Regeneron, $3 billion deal, new facility in North Carolina. Novartis, $23 billion to go all-American with their meds. Johnson and Johnson, $55 billion to fight cancer and neurological disease. And NVIDIA, $500 billion on AI supercomputers built in Texas. GE Aerospace, $1 billion in supply chain and factory upgrades, Toyota, battery plant in North Carolina, 5,000 jobs, 800,000 cars powered. Boom, boom, boom. That's not a new cycle.

That's a revolution. This is a rare moment where policy meets production. And if you're watching closely, the real winners, private investors who saw this before the headlines. Factories are back, but they're not your granddad's factories. And if you think this is big, wait till you see what happens when AI takes over the assembly line. That's it for now. I will see you next time. Take care.

And that wraps up the epic show. If you found this episode valuable, who else do you know that might too? There's a really good chance you know someone else who would. And when their name comes to mind, please share it with them. And ask them to click the subscribe button when they get here and I'll take great care of them. God loves you and so do I. Health, peace, blessings, and success to you. I'm Matt Terrio.

Living the dream. Yeah, yeah, we got the cash flow. You didn't know home for us. We got the cash flow. This podcast is a part of the sales. C-suite Radio Network. For more top business podcasts, visit c-sweetradio.com.