JF 4231: Economic trends, Market conditions, and Investment Opportunities in 2026 ft. John Chang

About this episode

John Chang discusses market volatility and investment opportunities in commercial real estate for 2026.

Matt Faircloth interviews John Chang, who breaks down April’s market volatility and what it means for commercial real estate investors. He explains how geopolitical uncertainty has already been priced into the market, with inflation pressures lingering but interest rates stabilizing rather than spiking further. John emphasizes that despite short-term noise, the broader real estate cycle is setting up a strong window for long-term investors. He also highlights where opportunity is emerging, pointing to office as a sleeper asset, continued value-add potential in retail, and softer outlooks for self-storage. The episode wraps with key markets to watch, including long-term growth cities, turnaround regions, and a few under-the-radar plays driven by economic and policy shifts. John Chang Current role: Senior Vice President, National Director of Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Visit ⁠trustetc.com/bestever⁠ for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info. Podcast…

People in this episode

Host: Matt Faircloth

Guest: John Chang

Topics covered

• economic trends
• market conditions
• investment opportunities
• commercial real estate
• geopolitical uncertainty
• real estate cycle

Keywords

• economic trends
• market volatility
• commercial real estate
• investment opportunities
• geopolitical uncertainty
• interest rates
• real estate cycle

Sponsors

Bill.com, M1

Mentioned in this episode

Organizations: Marcus & Millichap

Places: Phoenix, Arizona, April

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