Which Assets Will Benefit/Fall Under Trump? Here are the Top 15 in 2025

Which assets are going to soar or sink under Trump’s second presidency? Love him or not, Trump’s policies tend to shake up the financial world. And with 2025 here, now’s the time to figure out where to park your cash—or pull it out.

So, what are the best assets to invest in when Donald is in charge? And how will the housing market Trump famously adores fare this time around? Let's find out.

What Trump's Economic Playbook Looks Like

Before we jump into specific opportunities, let's talk about why this matters so much. Trump's policies have a pretty clear track record. During his previous term, he created what he calls "the greatest economy in the history of our country" with some key strategies:

- Extended tax cuts

- Targeted tariffs (especially on China)

- Minimal inflation

- Focus on domestic manufacturing

And he's planning to bring these back. In his own words, "It's going to make us rich." Now, whether you agree with the policies or not, understanding them is crucial for protecting and growing your wealth.

The Top 15 Assets to Watch in 2025

Here’s the lowdown on the best investments for Trump’s presidency, with real estate leading the charge.

1. Defense Contractors

Military spending tends to rise under Republican administrations, and Trump is no exception. Defense contractors and aerospace companies could see steady growth, making them one of the top assets to invest in for 2025. 

Under Trump's presidency, companies like Lockheed Martin and Raytheon are sitting pretty. With billions flowing into military spending, defense contractors are first in line for government contracts. Think missiles, jets, and cutting-edge defense tech - this sector is practically printing money for 2025.

2. Industrial Real Estate

Looking at real estate in Trump's administration, industrial properties are the dark horse winner. Companies like Prologis and STAG Industrial already see massive demand for warehouses and factories. Why? Those "Made in America" incentives are bringing manufacturing back home.

 3. Financial Institutions

JP Morgan jumped 13.2% and Goldman Sachs surged 13.2% right after Trump's previous victory. That wasn't luck. Trump's policies typically mean less restriction for big banks, and they're positioned to rake in profits again.

4. Oil and Gas

If you're wondering "What is the best asset to invest in right now?", take a hard look at traditional energy. Companies like Exxon Mobile and Chevron are about to hit their stride with deregulation opening up new drilling opportunities.

 5. Space Exploration

This might sound like sci-fi, but companies like Rocket Lab and Maxar Technologies are serious business. With continued space force investments, they're literally and figuratively shooting for the stars.

6. Opportunity Zone Real Estate

Opportunity zones aren't going anywhere until 2047. That's long-term potential you can bank on. Platforms like RealtyMogul and Yieldstreet are making it easier than ever for regular investors to get in on the action.

7. Agricultural Land

With trade shifts boosting demand for U.S.-produced food, companies like Farmland Partners and John Deere are riding high. This is one of the top assets to invest in, but most people overlook it.

8. Construction and Infrastructure

Companies like Caterpillar and FLR Corporation are set to benefit from major infrastructure projects. Roads, pipelines, bridges - America's getting a facelift, and these companies are holding the blueprints.

9. Railroads and Transportation

More manufacturing means more shipping. Union Pacific and other railroad companies are critical for moving goods across the country. It's basic math - more domestic production equals more transportation needs.

10. Healthcare Real Estate

With an aging population, healthcare facilities are booming. Medical Properties Trust and Healthcare Realty are key players in what could be one of the best investments for Trump's presidency.

11. Tax-Advantaged Companies

Corporate tax cuts mean stock buybacks are back in style. Tech giants like Apple and Microsoft are positioned to give shareholders massive returns through buyback programs.

12. Energy Infrastructure

Deregulation benefits energy logistics big time. Companies like Enbridge and Kinder Morgan are leading the way in pipelines and storage facilities.

13. Short-Term Rentals

Here's something most people miss - boom towns need places to stay. Airbnb and Marriott are cashing in on housing for temporary workers and travelers.

If you're asking "What investment is best for beginners?", this sector offers multiple entry points.

Tools like Hire My Call Porter can help you manage your real estate investments more efficiently. From answering calls to handling tenant issues, they’ve got you covered.

14. Manufacturing Companies

Companies like 3M and Whirlpool are set to reap the rewards of domestic production incentives. This sector's revival directly results from how Trump's policies may affect investors.

15. Private Prisons

This one's controversial. But companies like CoreCivic and GEO Group are positioned for growth under stricter immigration policies.

5 Sectors Facing Headwinds

Not everything's coming up roses. Here are the sectors that might struggle:

1. Renewable Energy

Without federal support, companies like NextEra Energy and First Solar might see their growth stall. The push for traditional energy could leave renewables in the shade

2. Foreign Manufacturers

Companies like Toyota and Samsung could face serious headwinds from import tariffs. When production costs rise, competitiveness takes a hit.

3. Global Supply Chain Tech

Tech giants like Intel might see their margins squeezed by tariffs and trade disruptions. Innovation could suffer when costs skyrocket.

4. Emerging Markets

"America First" policies could redirect capital away from emerging markets like Brazil and India. Even popular ETFs focused on these markets might face pressure.

5. Import-Dependent Retail

Retailers like Walmart and Dollar Tree face a tough choice: raise prices or slash margins. With tariffs on Chinese goods, there's no easy answer.

What Are the Best Assets in 2025?

When administrations change, money flows change. The wealthy always seem to know exactly where to put their money, while most people stay frozen, unsure where to start.

Your next move? Start small, but start smart. Research the sectors that interest you, consider your risk tolerance, and maybe dip your toe in with one or two investments that align with these trends.

Real estate in Trump’s administration is always a winner. Trump built his empire on real estate, so it’s no surprise that his policies often favor the housing market. 

What does that mean for you? If you’re new to investing, start with rental properties or house flipping, and use tools like My Escape book to find great deals and streamline your process.