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Podcast: The Best Ever CRE Show
Episode: Economic Uncertainty Analysis, Multifamily Supply-Demand Forecast, & Commercial Real Estate Investment Timing Strategy ft. John Chang
Description: On this episode of The Horizon, host John Chang shares key insights from his recent workshop at the Best Ever Conference about critical market trends impacting real estate investment in 2025. Chang analyzes how the new Trump administration's potential policies on tariffs and immigration could impact economic growth, construction costs, and labor markets. He explains why multifamily fundamentals are strengthening as construction pipelines drop dramatically (with starts down 75% from peak) while demographic demand drivers remain strong. Drawing parallels to previous market cycles, Chang notes that the current cap rate expansion represents only the fourth significant instance since 1992, and historically, investments...