JF 4140: How Jobs and Institutions Will Shape CRE in 2026 with John Chang

The Best Ever CRE Show

Best Ever CRE

Entrepreneurship, Investing, Business

4.7 • 996 Ratings

🗓️ 4 January 2026

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Chang shares a deep-dive outlook on the major forces shaping commercial real estate investing in 2026. He explains why job growth is expected to slow significantly, how policy uncertainty and AI-driven productivity are restraining hiring, and what that means for absorption and vacancies across property types. Chang also breaks down interest rate expectations, inflation risks, and why pricing is likely to remain relatively flat despite improving liquidity. He closes with a detailed look at institutional capital returning to the market, where that money is likely to flow, and how private investors can position themselves for stronger relative returns in 2026. Visit bestevercrypto.com today to get started and earn up to $2,500 in bonus crypto. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER 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

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0:00.0	If you're a lead sponsor or capital partner in today's private markets, raising capital is getting more complex,
0:06.2	more scrutinized, and harder to scale without the right structure. That's why TribeVest is the industry
0:12.0	leader in building the infrastructure behind private market capital raising. They've solved the biggest
0:17.2	problem sponsors face, how to work with capital partners, aggregators, and networks
0:22.4	professionally without creating chaos, compliance risk, or friction for investors.
0:28.4	TribeVest has launched the Institute for Structured Capital, an education and operating system for
0:33.8	modern capital raisers.
0:35.5	There are two tracks, one for lead sponsors who want to build
0:38.7	a structured program around working with capital partners, and one for capital partners who want
0:44.1	to build a real capital aggregation business the right way. If you're serious about raising
0:48.8	capital at scale with credibility and structure, you can join the wait list at TribeVestisC.com.
0:56.0	Structure is the strategy for the modern capital raiser, and this is where the industry is heading.
1:01.0	To succeed in the future of work, forward thinkers use AI to deliver measurable results.
1:06.3	Workday is the AI platform for HR and finance that frees you from the mundane so you can focus on more
1:12.1	meaningful work. Workday, moving business forever forward.
1:17.7	Happy New Year, best ever listeners, and welcome back to the Horizon podcast. So again, I'll start
1:25.0	off by announcing some upcoming events.
1:34.1	January 22nd, we have a Marcus Timmilichap webcast with Hassam Naji.
1:39.3	Mark Zandi, Chief Economist at Moody's will be on.
1:45.3	Sharon Wilson-Junau from NMHC and Mark Salvateli from Neop.
1:50.8	Again, that should be a fantastic webcast with lots of insights into 26th from some of the top experts in the industry.
1:54.2	So you can register for that on Marcus and Millichap.com to register for that event.
	...

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