JF 4112: Healthcare Jobs, Medical Office Tailwinds, and Institutional Capital Flows with John Chang

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7 • 996 Ratings

🗓️ 7 December 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Chang interviews the commercial real estate market itself as he breaks down how healthcare hiring is propping up national job growth while most other sectors soften, and why that makes medical office one of the strongest asset classes going forward. He explains how an aging population and persistent healthcare labor shortages are driving durable demand, limited new supply, stable vacancies around 9%, and long-term leases with built-in rent bumps that support medical office performance. John then shifts to the multifamily outlook, highlighting Sun Belt oversupply and concessions versus tighter conditions in the Midwest and coastal markets, along with delayed household formation among young adults that is creating pent-up demand. He closes by outlining why institutional capital is ramping back into CRE—NACREIF total returns turning positive, higher fund-raising volumes, and rising target allocations—which should lead to more competition for deals and eventual cap rate compression in 2026, assuming policy and geopolitical risks stay contained Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders’ Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ 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

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1:21.9	Welcome back, best ever listeners to the Horizon podcast.
1:27.3	So it has been another busy week.
1:31.6	I'm starting to get anxious to have the holidays and a little bit of time to rest and relax.
1:37.5	Thanksgiving was great, but I could do for a little time off.
1:44.2	This week, I was at the Globe Street Healthcare Conference, actually here in Phoenix,
1:50.8	or Scottsdale.
1:52.4	Fantastic event, busy, active, a lot of investors there.
1:57.7	I'll share some insights from my keynote presentation at that event. We also had the
2:03.0	Marcus and Milchap multi-family investment forecast this last week. If any of you did not catch that,
	...

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