EPISODE · Jan 25, 2026 · 40 MIN
JF 4161: Why Liquidity Is Rising as Economic Uncertainty Grows with John Chang
from The Best Ever CRE Show · host Joe Fairless
John Chang gives listeners a wide-ranging outlook on the 2026 commercial real estate landscape, drawing from recent industry webcasts, capital market data, and his upcoming conversations with investors at NMHC. He explains why rising cap rates and falling borrowing costs have reset real estate returns to some of the most attractive levels seen in over a decade, even as broader economic uncertainty grows. John breaks down how slowing job creation, shifting migration patterns, and heavy Sunbelt development are creating near-term pressure for multifamily—especially Class B and C assets—while lower-development markets continue to show resilience. He also explores why institutional capital is quietly flowing back into commercial real estate, what gold prices may be signaling about investor sentiment, and where he sees risks and opportunities across multifamily, retail, office, industrial, and self-storage heading into 2026. Visit www.tribevestisc.com for more info. 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 gives listeners a wide-ranging outlook on the 2026 commercial real estate landscape, drawing from recent industry webcasts, capital market data, and his upcoming conversations with investors at NMHC. He explains why rising cap rates and falling borrowing costs have reset real estate returns to some of the most attractive levels seen in over a decade, even as broader economic uncertainty grows. John breaks down how slowing job creation, shifting migration patterns, and heavy Sunbelt development are creating near-term pressure for multifamily—especially Class B and C assets—while lower-development markets continue to show resilience. He also explores why institutional capital is quietly flowing back into commercial real estate, what gold prices may be signaling about investor sentiment, and where he sees risks and opportunities across multifamily, retail, office, industrial, and self-storage heading into 2026. Visit www.tribevestisc.com for more info. 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 4161: Why Liquidity Is Rising as Economic Uncertainty Grows with John Chang
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