Commercial Real Estate’s New Rate Reality ft. John Chang

Podcast: The Best Ever CRE Show · Joe Fairless

Opublikowano: 2026-10-16

Matt Faircloth talks to John Chang, he lays out the forces pushing Treasury yields higher inflation, tariffs, immigration policy, Middle East conflict, swelling U.S. debt, and a thinner buyer pool for Treasuries and connects them directly to commercial debt costs that are now pushing into the high sixes, sevens, and even eight percent range. Matt pressure-tests the math on cash flow and value-add deals, showing why strategies that worked at 3% debt are breaking at today’s rates. They also explain why the next wave of construction is slowing fast, why young adults living with family represent pe...