EPISODE · Jan 11, 2026 · 43 MIN
JF 4153: Why Housing Is Frozen, Rates, Supply and Policy Impacts with John Chang
from The Best Ever CRE Show · host Joe Fairless
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
What this episode covers
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
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JF 4153: Why Housing Is Frozen, Rates, Supply and Policy Impacts with John Chang
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