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Economic trends, Market conditions, and Investment Opportunities in 2026, ft. John Chang
Description
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
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Podcast production done by Outlier Audio
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