JF 4126: Institutional Capital Returns, Slower Absorption and What Comes Next with John Chang

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7 • 996 Ratings

🗓️ 21 December 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

John Chang shares a year-end perspective on where commercial real estate stands after 2025 and what he’s watching heading into 2026. He breaks down the sharp slowdown in job creation following tariff uncertainty, rising unemployment among young adults, and how those trends are already impacting household formation, apartment absorption, and overall CRE demand. John also explains why institutional capital is quietly coming back off the sidelines, why retail may be the most resilient sector near-term, and how pent-up demand could drive a powerful rebound once economic clarity returns. Despite near-term choppiness, he makes the case that 2025–2026 entry points could set investors up well for the long-term cycle ahead. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Visit bestevercrypto.com today to get started and earn up to $2,500 in bonus crypto. 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

Transcript

Click on a timestamp to play from that location

0:00.0	All right, happy holidays and welcome back, best ever listeners to the Horizon podcast.
0:08.1	So I want to once again pre-announce, or actually I think the promotions are just getting
0:13.0	out there now that on January 22nd, Mark Spilochep is going to have a webcast with Mark
0:19.5	Zandi, the chief economist of Moody's,
0:23.4	together with Sharon Wilson, Juneau, the president of the National Multi-Housing Council,
0:30.9	and Mark Salvatelli, who is the CEO of NAOP, which largely focuses on office and industrial
0:37.4	properties. That's going to be a
0:39.3	great conversation about the outlook for 2026. We've done it with Marks Andy many years in a row,
0:45.9	and his outlooks are very, actually very, very good. We've back-tested is what he says in those,
0:53.1	and he's done very well in his
0:55.4	predictions. So I also want to remind everyone to join me at the Best Ever Conference on February
1:02.2	18th. You can register at best ever conference.com and use the discount code Chang 10 all caps
1:09.7	for a 10% discount off of that.
1:12.1	So I hope to see you there.
1:13.6	That's going to be a great event.
1:14.8	I always enjoy that one.
1:16.9	So this week, I want to wrap up some perspective on what we've seen so far in 2025.
1:22.8	Share some thoughts on the key trends I'll be watching for the coming year.
1:26.9	And, you know, just kind of
1:29.5	tell you what I think about what's going on with commercial real estate. Because I do believe
1:35.0	that we're in the process of a reset on commercial real estate. And I think that there is
1:41.3	some amazing opportunities. So I'm John Chang. I've been active in real
	...

Please login to see the full transcript.

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.