JF 4153: Why Housing Is Frozen, Rates, Supply and Policy Impacts with John Chang

The Best Ever CRE Show

Best Ever CRE

Investing, Entrepreneurship, Business

4.7 • 996 Ratings

🗓️ 11 January 2026

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Chang delivers a solo episode breaking down why housing affordability is being widely misunderstood and why institutional investors are not the real problem. He explains how demographic pressure from millennials, elevated mortgage rates, and years of underbuilding have frozen housing inventory and limited entry-level supply. John digs into job growth versus apartment completions across major U.S. metros, showing why rent growth has slowed in some high-growth markets while others remain better positioned heading into 2026. He closes by framing economic uncertainty as both a challenge and an opportunity for long-term real estate investors willing to act with discipline. Visit ⁠www.tribevestisc.com⁠ for more info. 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. Welcome back, best ever listeners,
1:18.3	and happy new year. So welcome back to the Horizon podcast. As I get started here, I want to make a
1:26.5	couple of quick announcements. January 22nd,
1:30.0	Marcus and Milichap will be hosting a webcast that is free of charge. It's going to have
1:37.2	Mark Zandi, the chief economist of Moody's talking about what the economic outlook for
1:41.5	2026 is. We also have Sharon Wilson-Junau with the National
1:46.8	Multi-Housing Council, NMHC. She's the president of that organization and Mark Selvitelli,
1:53.4	the CEO of NAOP, which is predominantly focused on office industrial properties.
	...

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