JF 4070: Recession Risks, Market Signals and CRE Outlook with John Chang

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7 • 996 Ratings

🗓️ 26 October 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s episode of The Horizon Podcast, John Chang explores whether the U.S. economy is heading toward a mild recession, a period of slow growth, or a stronger-than-expected expansion in 2026. Drawing on conversations with top investors, economists, and market data, John weighs the indicators pointing both ways—such as unemployment, inflation, consumer sentiment, and the yield curve—and examines how the stock market’s performance has been propping up overall growth. He also breaks down key commercial real estate insights, from updated absorption and vacancy rates to rising cap rate opportunities, and shares why now may be the window for institutional capital to reenter the market. The episode concludes with John’s measured optimism about CRE’s long-term performance despite near-term volatility. 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	Looking to grow your brand in commercial real estate, at Best Ever CRE, we don't just sell ads.
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0:43.2	Welcome back, best ever listeners, to the Horizon podcast.
0:47.7	Yep, I'm back home this week, which is great.
0:51.5	It gave me a chance to kind of get my thoughts in order.
0:55.4	It's always nice to touch base before I go back out on the road again.
1:01.0	But before I launch into what's on my mind, I do want to highlight a couple of events that are coming up.
1:09.5	First, I will be on a live webcast this week on October 29th.
1:14.9	Marcus and Milichap CEO, Hassam Nagy, will moderate a conversation with myself. We'll also have
1:23.3	Lisa Ney, who is really one of the top tier commercial real estate tax experts out there.
1:29.7	She's with Eisner Amper. She brings a lot to the conversation. I had a prep call with her,
1:36.0	and I'd like to think that I'm fairly in tune with what's happening with the new tax rules,
1:40.7	but she blew me away. The other person on the call will be Jeff Reeder. He is the
1:48.0	head of private commercial real estate at Center Square. That is a $13 billion investment fund
1:55.2	that operates in all property types. And we're going to talk about what to expect in 2026. I will also share the
2:03.5	2016 investment forecasts at that event. So on this live complimentary webcast, there's no fee.
2:12.4	And I hope you join us. Just go to Marcusmillichap.com. Scroll down a little ways and you'll be able to register for that webcast. So I hope you'll join us. Just go to Marcusmillichap.com, scroll down a little ways, and you'll be able to register
2:19.1	for that webcast. So I hope you'll join there. Also, I will be doing a presentation at the Dallas
	...

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