JF 4023: Fireside Chat - Rent Ceilings, Supply Shocks and Class Shifts with John Chang and Matt Faircloth

On this week’s episode of Best Ever CRE Show, Matt Faircloth and John Chang are bringing you another fireside chat. They go back and forth on multifamily’s next five years, debating rent ceilings versus demand tailwinds, class-by-class dynamics, and why construction tariffs and replacement costs could freeze new supply even as Gen Z household formation builds pressure. John explains how treasury issuance and the 10-year may keep long rates sticky, why office could be a dark-horse recovery play, and how hotels trading below replacement cost create near-term opportunity. They wrap with recession risk, practical stress tests, and when it’s smarter to build reserves or sell before the cycle turns. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! 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 Learn more about your ad choices. Visit megaphone.fm/adchoices