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The Best Ever CRE Show

JF 4056: AI Integration, Data Quality and Smarter Investing with John Chang

The Best Ever CRE Show

Best Ever CRE

Entrepreneurship, Investing, Business

4.7996 Ratings

🗓️ 12 October 2025

⏱️ 32 minutes

🧾️ Download transcript

Summary

On this week’s episode of The Horizon Podcast, John Chang explores how artificial intelligence is beginning to reshape commercial real estate investing. After meeting with top institutional investors, John dives into how firms are using AI to identify high-performing trade areas, prune underperforming assets, and accelerate decision-making. He examines the strengths and pitfalls of data quality, from census and CoStar metrics to migration tracking through Placer AI, and discusses how automation could fundamentally transform investment strategy by filtering deals with higher accuracy and efficiency. John closes by connecting this evolution to his core theme—anticipating where the market will be five to ten years down the road. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

You've probably noticed this. Despite all the headlines about record investment in renewables,

0:04.8

the world still runs on oil. In fact, demand keeps climbing. But here's what most investors don't

0:10.8

realize. A lot of institutional capital has actually pulled back from oil and gas because of

0:15.8

ESG mandates and political pressure. That's created a huge gap in production and a big opportunity for

0:22.1

individual investors. That's where Aspen's oil and gas fund comes in. Their last fund has

0:27.4

delivered six straight quarters of 15% annualized cash yield from producing oil wells. With their

0:33.3

current fund, they're targeting 29% cash on cash returns in over 10 years and 8.83 times equity

0:39.9

multiple. I've personally been impressed with the way Aspen approaches a space balancing the

0:45.1

stability of producing wells with the upside of carefully selected drilling projects. And here's a

0:50.7

bonus for best ever listeners. Aspen has lowered their minimum investment from $150,000

0:55.8

down to $100,000. One of their investors, Terry, put it best. We were new to oil and gas

1:02.1

investing and quickly found Aspen's approach sound. We've been very satisfied with the experience

1:07.6

and delighted with the returns. This is a limited time offer, so head over to

1:11.9

Aspenfunds.us. us forward slash best ever to download the investor deck or grab their

1:17.7

quick start guide if you're brand new to oil and gas investing. Welcome back, best ever listeners,

1:24.4

to the Horizon podcast. I'm on the road this week. I'm at a meeting with a lot of

1:31.5

the top institutional investors from across the country. The meeting is just about to get started,

1:38.7

actually. So next week, I hope to bring some of the insights that I glean from the meeting to the conversation.

1:46.8

But I did have lunch with one of the people at the meeting today.

1:49.9

And he brought up something that I thought was very interesting, that they're in the process of implementing,

1:57.3

that it really spurred me to think about something new.

2:04.2

Now, those guys are in the process of integrating some new technology and some data and some

...

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