The True Driver of Real Estate Cycles, Demographic Long-term Trends and The Importance of Patience ft. John Chang

The Best Ever CRE Show

Best Ever CRE

Investing, Entrepreneurship, Business

4.7 • 996 Ratings

🗓️ 3 July 2026

⏱️ 47 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Matt Faircloth talks to John Chang as they dive deep into short-term turbulence, interest rate swings, geopolitical tensions, and inflation, while unveiling the bigger picture: long-term demographics, supply-demand imbalances, and mega-trends like senior housing and built-to-rent communities. You'll discover how savvy investors are capitalizing on these forces now, before they catch the wider market off guard. We break down actionable insights: why offices might surprise skeptics with a steady return, where apartment markets are headed amidst headwinds, and how opportunity zones remain a hidden gem for long-term growth. Plus, John shares how demographic shifts, aging populations, changing household formations, and migration patterns are shaping demand for specific asset classes over the next decade. John Chang Current role: Senior Vice President, National Director Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. 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	What is happening in Best Ever listeners?
0:01.8	This is Matt Faircloth.
0:02.8	And welcome to the Best Ever CRE show in my segment called Next Level CRE.
0:07.3	And I am super grateful to be here with my man, John Chang, to be doing our monthly conversations
0:15.1	that he and I do here on Best Ever to give you guys a finger on the pulse a segment, John and I lovingly
0:20.6	call the looking back, looking forward for commercial real estate. John, how are you today, man? Thank you so much for joining us. Oh, I'm doing great, Matt. Thanks for having to be back on the show. The best ever listeners are the best ever. So I enjoy this. Best ever. All the best ever lists. Appreciate you guys.
0:39.3	So we're going to be doing.
0:44.3	John's a lot going on in the world, a lot of looking back we got to do and looking forward we're going to do.
0:45.3	And best ever listeners, we're going to hop into some interesting conversations today.
0:48.2	We are, believe it or not, John, I pinched myself.
0:50.6	We're at the mid-year point of the year.
0:52.1	I feel like New Year's Eve was yesterday. I guess that's what happens when you get old. The year should start flying by. But here we are. Here we are, guys, halfway through. So John and I are going to do a, a bit of a special edition here talking about the first half of the year and maybe the next half of what we're looking forward. We've got some interesting surprises coming up for you guys too,
1:12.6	talking about some potential long-term trends that we should be watching as well.
1:16.7	Before we get into it, John, can you disclaimify us a bit?
1:22.3	There's a disclaimification you need to do here, my friend.
1:26.2	So go ahead and sprinkle your disclaimer dust all over the show.
1:29.0	Go.
1:29.8	Hey, no problem.
1:31.1	So I am an executive with Marcus Milichap,
1:33.8	and I do want to reiterate that everything I say on this show is my opinion,
1:38.2	in my opinion only, it does not reflect the opinion or position of Marcus and Milichap.
1:44.4	So there, I've been disclaimed.
	...

Transcript will be available on the free plan in 4 days. Upgrade to see the full transcript now.

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.