JF 4077: Rent Growth, Reality Checks and Regional Myths

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7 • 996 Ratings

🗓️ 2 November 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Chang analyzes how perception and data often diverge in real estate investing. Drawing from fresh insights after speaking with investors in Dallas, he contrasts Texas Sunbelt markets with the Upper Midwest to reveal surprising five-year trends in rent growth, vacancies, and pricing. John breaks down why overdevelopment has dampened returns in high-growth metros like Austin and Dallas, while steady markets like Chicago and Cincinnati quietly outperformed. He closes by encouraging investors to look beyond the headlines, challenge herd mentality, and explore under-the-radar markets where fundamentals—not hype—drive performance. 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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0:34.7	most trusted platform in CRE. Spots are limited, so visit bestevercRE.com forward slash partner and claim yours today.
0:44.6	Welcome back best ever listeners to the Horizon podcast.
0:49.1	So the Fed cut the overnight rate last week and I just got back from Dallas, Texas, where I had
0:56.0	some really interesting conversations with some investors. And I'm going to share some of those
1:01.3	insights today. Incidentally, this podcast will mostly focus on apartments, although it should
1:08.2	have some value for investors in other property types once you sit
1:12.6	down and think about it a little bit. But first, just a reminder to join me at the Best Ever
1:17.6	Conference on February 18th in Salt Lake City, Utah. Go to best everconference.com and
1:24.8	register. There is a discount code, podcast 10, all caps, to get 10% off.
1:32.1	Now, I'm John Chang, and I've been active in real estate investing most of my life, and since
1:38.7	2007, I've led the research and advisory services team at Marcus and Milichap, the leading commercial
1:45.2	real estate brokerage company.
1:47.2	Now, I must mention that I am doing this podcast independently, and what I say on the show
1:52.8	does not reflect the opinions or positions of Marcus and Milichap.
1:59.4	So this week, I may run a little bit longer than normal,
2:03.9	just because I have a lot of information to share,
2:08.2	and I am tossing in a lot of data.
	...

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