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JF 4070: Recession Risks, Market Signals and CRE Outlook with John Chang

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Manage episode 515691943 series 2713647
Content provided by Best Ever CRE and Joe Fairless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Best Ever CRE and Joe Fairless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s episode of The Horizon Podcast, John Chang explores whether the U.S. economy is heading toward a mild recession, a period of slow growth, or a stronger-than-expected expansion in 2026. Drawing on conversations with top investors, economists, and market data, John weighs the indicators pointing both ways—such as unemployment, inflation, consumer sentiment, and the yield curve—and examines how the stock market’s performance has been propping up overall growth. He also breaks down key commercial real estate insights, from updated absorption and vacancy rates to rising cap rate opportunities, and shares why now may be the window for institutional capital to reenter the market. The episode concludes with John’s measured optimism about CRE’s long-term performance despite near-term volatility.

Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER

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

  continue reading

4077 episodes

Artwork
iconShare
 
Manage episode 515691943 series 2713647
Content provided by Best Ever CRE and Joe Fairless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Best Ever CRE and Joe Fairless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s episode of The Horizon Podcast, John Chang explores whether the U.S. economy is heading toward a mild recession, a period of slow growth, or a stronger-than-expected expansion in 2026. Drawing on conversations with top investors, economists, and market data, John weighs the indicators pointing both ways—such as unemployment, inflation, consumer sentiment, and the yield curve—and examines how the stock market’s performance has been propping up overall growth. He also breaks down key commercial real estate insights, from updated absorption and vacancy rates to rising cap rate opportunities, and shares why now may be the window for institutional capital to reenter the market. The episode concludes with John’s measured optimism about CRE’s long-term performance despite near-term volatility.

Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER

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

  continue reading

4077 episodes

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