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Podcast: The Best Ever CRE Show
Episode: Why Housing Is Frozen, Rates, Supply and Policy Impacts with John Chang
Description: 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.
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