JF 4021: Weak Jobs Data, Fed Cuts and A Rare Debt Window with John Chang

On this week’s episode of Horizon Podcast, John Chang breaks down the newest jobs report, why the Fed is poised to cut, and how a sub-4 percent 10-year Treasury creates a short window to lock attractive debt for acquisitions and refis. He explains why policy uncertainty and tariffs could stoke stagflation, then maps the likely impacts by asset class, from steady necessity retail and mixed industrial outlooks to a nascent office recovery fueled by rising return-to-office pressure. John also outlines why supply pipelines are tapering faster than demand in many markets, how absorption could remain positive even through a mild recession, and why real estate may still outperform stocks and bonds if inflation lingers. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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