JF 3958: Layoffs, Tariff Uncertainty, and Treasury Pressure with John Chang

The Best Ever CRE Show

Best Ever CRE

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

4.8 • 983 Ratings

🗓️ 6 July 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of The Horizon, John Chang discusses the current trajectory of interest rates, the outlook on inflation, and the uncertain effects of tariffs and political influence on the Federal Reserve. He explores how treasury issuance and trade policies are shaping rate expectations, especially amid political pressure and global economic shifts. John also evaluates the U.S. job market's softening signals, growing layoffs, and how uncertainty is likely to rise again depending on post-July 9 tariff decisions. He ends by offering a forward-looking perspective on commercial real estate sectors—favoring demographic-driven investments like medical office, multifamily, and self-storage—while noting potential opportunities and risks in office, retail, and industrial assets. 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

Click on a timestamp to play from that location

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,
1:01.3	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.
1:16.2	Welcome to the best-ever CRE show, the world longest running daily commercial real estate
1:20.8	podcast. If you want real stories behind the good, the bad, and the worst ever deals,
1:25.0	plus insights into what really goes on in the commercial real estate investing, you're in the right place. Our host interview commercial real estate
1:31.3	experts every day to uncover secrets and strategies you can use to become a better, more informed
1:36.3	investor. This is the Best Ever CRE show.
1:50.0	Welcome back Best best ever listeners to the Horizon podcast.
	...

Transcript will be available on the free plan in 3 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Best Ever CRE, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Best Ever CRE and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.