JF 3951: The Hidden Efficiency Gap in CRE, Apartment Trends, and Capital Flow Illusions with John Chang

The Best Ever CRE Show

Best Ever CRE

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

4.8 • 983 Ratings

🗓️ 29 June 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John discusses the surprising inefficiencies in commercial real estate investing, specifically focusing on the apartment sector. He unpacks why markets like Chicago—despite strong rent growth and solid fundamentals—have higher cap rates and attract less capital than high-growth but lower-performing markets like Dallas-Fort Worth. John explores how investor behavior, herd mentality, and institutional capital flows influence asset values more than actual property performance. He concludes by highlighting overlooked cashflow markets like Cincinnati, Cleveland, and Milwaukee that offer strong yields in today’s high-interest-rate environment. 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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0:00.0	You know, flexibility is something I value a lot as an entrepreneur.
0:04.0	Whether it's structuring a deal, reviewing underwriting, or scheduling podcast interviews,
0:08.0	it's all about using my time where it matters most.
0:11.0	That's why I've added stamps.com into my workflow.
0:15.0	For certified mail, invoices, checks, we can handle all of that without leaving the office or breaking focus.
0:22.7	It's an all-in-one mailing and shipping solution that gives you back control over when and how
0:27.2	you get it done. We've got investors and partners across the country, and Stamps.com makes
0:32.4	it easy to ship documents or packages right from my computer, or even on the go with their
0:37.1	mobile app.
0:38.2	It connects with marketplaces, compares rates automatically, and lets us schedule pickups from our
0:42.8	dashboard. And their rate advisor, it's a game changer. You can get up to 88% off USPS and
0:49.0	UPS, no guesswork, no overpaying. Have more flexibility in your life with stamps.com.
0:55.6	Sign up at stamps.com slash CRE for a special offer,
1:01.7	a four-week trial, free postage, and a free digital scale.
1:06.4	No long-term commitments.
1:08.5	Again, that's stamps.com slash CRE.
1:12.8	Exclusively on Disney Plus.
1:14.6	It's hard and it's brutal and that's what makes it special.
1:18.9	The multi-award winning series FX's The Bear is back for a brand new season.
1:24.2	Apart my signal, unleash hell.
1:28.1	And every second counts.
1:30.5	When that shows zero, this restaurant ceases operations.
	...

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