EPISODE · Jun 15, 2025 · 29 MIN
JF 3937: Interest Rates on Pause, CRE on the Move, and Immigration’s Economic Role
from The Best Ever CRE Show · host Joe Fairless
On this episode of The Horizon, John Chang discusses the delayed impact of new tariffs on inflation and how businesses stockpiling inventory may temporarily mask those effects. He outlines the Federal Reserve’s cautious stance on interest rates, noting likely rate stability through Q3, with potential movement in Q4 depending on economic indicators. John also explores how immigration policy and labor shortages—especially in construction and healthcare—pose challenges for commercial real estate. Finally, he unpacks how the proposed tax bill, including accelerated depreciation and expanded deductions, could benefit CRE investors, particularly those pursuing value-add strategies, and why he believes real estate may outperform other assets under a second Trump administration. Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
On this episode of The Horizon, John Chang discusses the delayed impact of new tariffs on inflation and how businesses stockpiling inventory may temporarily mask those effects. He outlines the Federal Reserve’s cautious stance on interest rates, noting likely rate stability through Q3, with potential movement in Q4 depending on economic indicators. John also explores how immigration policy and labor shortages—especially in construction and healthcare—pose challenges for commercial real estate. Finally, he unpacks how the proposed tax bill, including accelerated depreciation and expanded deductions, could benefit CRE investors, particularly those pursuing value-add strategies, and why he believes real estate may outperform other assets under a second Trump administration. Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
NOW PLAYING
JF 3937: Interest Rates on Pause, CRE on the Move, and Immigration’s Economic Role
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m