JF 3895: Interest Rates, Apartment Demand, and Operational Excellence

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 4 May 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John discusses key insights from a high-level meeting with ten of the nation's top commercial real estate investors. Topics included the rising threat of stagflation driven by tariffs and shifting trade policies, and the broader implications for inflation, interest rates, and apartment demand. Despite macroeconomic uncertainty, John notes that investor sentiment remains bullish, with many planning to be net buyers in 2025. He emphasizes that this is a cycle where strong operations matter most, and experienced operators will likely thrive as weaker investors exit the market. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome back, best ever listeners to the Horizon Podcasts. I'm John Chang and I've been active in
0:06.7	commercial real estate investing for most of my life. And since 2007, I've led the research
0:12.1	and advisory team at Marcus Milichep, the leading commercial real estate broker's company.
0:18.6	Now, I must mention that I am doing this podcast independently,
0:21.6	and what I say on the show doesn't reflect the opinions or positions of Marcus in Milachap.
0:27.6	So it's been a busy week, honestly. I'm literally recording this at the airport, so I apologize
0:36.6	for any outside noise. I just. I'm trying to make sure I
0:41.3	take care of you guys and get something out this week, but I've literally been on the road all
0:45.6	week and in meetings. Now, yesterday I spent the day with 10 leading commercial real estate
0:54.1	investors.
0:55.3	We had a fantastic meeting, great insights.
0:59.4	The smallest investor in the room has about $2 billion in assets under management.
1:05.5	The largest investor in the room yesterday is one of the 10 biggest multifamily owners in the country.
1:17.3	And we spent a lot of time talking about, you know, what's going on in the economy, what's
1:23.9	happening out there from a investment standpoint standpoint and what's going on with the
1:30.3	challenges that we may face going forward.
1:34.3	And the one thing that there was a lot of conversation about was the risks of stakedflation.
1:44.6	You know, with what's happening with the tariffs
1:46.5	and what's happening with the macro economy
1:50.6	as a byproduct of the policies
1:53.0	that have been changed so radically
1:55.5	over the last, you know, the last 30 days or so,
	...

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