JF 3909: Interest Rates, Cap Rate Trends, and CRE Buy Timing

The Best Ever CRE Show

Best Ever CRE

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

4.8 • 983 Ratings

🗓️ 18 May 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John discusses the rising risk of higher interest rates and their impact on commercial real estate. He breaks down recent shifts in FedWatch predictions, explains why inflation fears are growing despite current readings, and explores how political uncertainty—especially around tariffs and the stalled federal budget—is pushing markets into volatility. John also examines cap rate trends and evaluates whether investors and sellers should act now or wait, with a strong argument for deploying capital soon if there’s a path to positive leverage. He wraps up by highlighting the CRE sectors he believes are best positioned for growth, including multifamily housing, well-located retail, infill industrial, and medical office. 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! Post your job for free at ⁠https://www.linkedin.com/BRE⁠. Terms and conditions apply. 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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0:27.6	Kate's just off to work after sleeping in the best bed in the business.
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1:00.6	Welcome back, best ever listeners, to the Horizon podcast.
1:04.3	I'm John Chang, and I've been active in real estate investing most of my life, and since 2007,
1:10.7	I've led the research and advisory services team
1:13.9	at Marcus Milichap, the leading commercial real estate brokerage company. Now, as I do every week,
1:20.4	I must mention that I am doing this podcast independently, and what I say on this show
1:25.2	doesn't reflect the opinions or positions of Marcus and Milo-Chap.
1:30.0	So, last week I focused on interest rates.
	...

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