Podcasts about Sun Belt

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Best podcasts about Sun Belt

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Latest podcast episodes about Sun Belt

Best Real Estate Investing Advice Ever
JF 4161: Why Liquidity Is Rising as Economic Uncertainty Grows with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jan 25, 2026 40:56


John Chang gives listeners a wide-ranging outlook on the 2026 commercial real estate landscape, drawing from recent industry webcasts, capital market data, and his upcoming conversations with investors at NMHC. He explains why rising cap rates and falling borrowing costs have reset real estate returns to some of the most attractive levels seen in over a decade, even as broader economic uncertainty grows. John breaks down how slowing job creation, shifting migration patterns, and heavy Sunbelt development are creating near-term pressure for multifamily—especially Class B and C assets—while lower-development markets continue to show resilience. He also explores why institutional capital is quietly flowing back into commercial real estate, what gold prices may be signaling about investor sentiment, and where he sees risks and opportunities across multifamily, retail, office, industrial, and self-storage heading into 2026. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  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 Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Excess Returns
The Crash That Won't Come | Redfin Chief Economist Daryl Fairweather on the Great Housing Reset

Excess Returns

Play Episode Listen Later Jan 24, 2026 60:44


In this episode of Excess Returns, Redfin Chief Economist Daryl Fairweather joins Matt Zeigler to unpack what she calls the Great Housing Reset. Rather than a housing crash or correction, Fairweather argues the market is entering a multi year transition toward something more normal, where incomes gradually catch up to home prices and affordability improves at the margin. The conversation covers mortgage rates, supply constraints, regional housing dynamics, climate risk, policy tradeoffs, and how AI is reshaping real estate decisions for buyers, renters, and investors.Topics covered in this episode• Why the current housing market is a reset, not a crash or correction• How income growth outpacing home price growth could slowly improve affordability• Mortgage rate dynamics and why rates may stay near the low 6 percent range• The mortgage rate lock in effect and why inventory may take years to normalize• Regional housing trends including the Midwest, Northeast, Sunbelt, and tech hubs• The role of wages, rents, and affordability for Gen Z and first time homebuyers• Investor activity, rental markets, and the outlook for housing as an investment• Immigration, foreign buyers, and local market distortions• Multi generational living, ADUs, and creative housing solutions• Housing policy ideas that actually address supply constraints• Why demand side policies like 50 year mortgages miss the real problem• Climate risk, insurance costs, and total cost of home ownership• How AI and conversational search are changing the home buying process• The future of MLS consolidation and real estate market structure• Practical guidance for renters, buyers, and homeowners looking ahead to 2026Timestamps00:00 Introduction and the Great Housing Reset02:00 What a housing reset really means03:30 Income growth versus home price growth05:20 Mortgage rates and the outlook for borrowing costs08:40 Fed policy, bond markets, and mortgage rates10:40 Inventory shortages and the lock in effect12:30 Regional housing market winners and losers16:00 Affordability challenges for younger buyers19:00 Rental markets and investor dynamics21:20 Multi generational living and ADUs25:00 Housing policy and supply constraints29:30 Why 50 year mortgages do not solve affordability33:00 Geographic housing outlook by life stage39:30 Climate risk, insurance, and housing costs47:00 Energy efficiency and dense housing50:20 AI, real estate search, and market structure54:30 What to watch in the housing market through 202659:30 Book discussion and where to follow Daryl Fairweather

Appalachian State Mountaineers
The Black & Gold Rewind - ULM

Appalachian State Mountaineers

Play Episode Listen Later Jan 23, 2026 18:05


App State used its suffocating defense to win back-to-back league games for the first time this season, defeating ULM 59-43. Listen back to the highlights and analysis as well as postgame interviews with Dustin Kerns and Luke Wilson.

Real Wealth Show: Real Estate Investing Podcast
Is Commercial Real Estate Entering a New Cycle? With Xander Snyder

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Jan 22, 2026 20:18


In this episode of The Real Wealth Show, Kathy Fettke is joined by Xander Snyder, Senior Commercial Real Estate Economist at First American, to break down where we are in the commercial real estate cycle and what it means for investors. Xander explains why prices have stabilized, why transaction volume is slowly returning, and why he believes we're at the beginning of the next commercial real estate cycle. They discuss multifamily oversupply in key Sunbelt markets, vacancy and rent trends across Class A, B, and C properties, and why some regions may recover faster than others. The conversation also covers refinancing risk as billions in commercial loans reset, rising insurance costs, and why disciplined underwriting and strong operations matter more than ever in this cycle.

Appalachian State Mountaineers
Podding Before A Winter Wonderland

Appalachian State Mountaineers

Play Episode Listen Later Jan 22, 2026 30:50


The impending snow storm won't keep Bret and Adam away from the microphones. Along with their snow activities, the guys discuss the current winter sports news and the latest additions to the football roster out of the transfer portal. #DSOTDP

Appalachian State Mountaineers
The Black & Gold Rewind - Louisiana

Appalachian State Mountaineers

Play Episode Listen Later Jan 22, 2026 18:42


Jalen Tot buried six second half three pointers to help App State pull away to a 72-58 victory over Louisiana. Listen back to the highlights and analysis as well as the postgame thoughts of Tot and head coach Dustin Kerns.

STATE of Atlanta
Georgia State Basketball | CFP Championship Review | Kennesaw Scandal | Ep 335 | Cheaters Up 75

STATE of Atlanta

Play Episode Listen Later Jan 21, 2026 51:53


David, Ryan, and Tim give thoughts on the CFP Championship Game and what it means for Georgia State football and the Sun Belt, question what the Panthers' big win over Monroe means, and react to the basketball cheating scandal at Kennesaw State.Follow usWeb: http://stateofatlanta.comFacebook: http://facebook.com/STATEofAtlantaTwitter: http://twitter.com/STATEofAtlantaYouTube: https://www.youtube.com/@STATEofAtlantaSupport the showPatreon: http://patreon.com/STATEofAtlantaRock our swagMerch: http://merch.STATEofAtlanta.com

The Monarchists
S4E6 - Monarchists Basketball Show ft. Coach Mike Jones - The Monarchists Basketball Show

The Monarchists

Play Episode Listen Later Jan 21, 2026 28:41 Transcription Available


The Monarchists Basketball Show is back with Head Coach Mike Jones as Old Dominion wraps up a critical road trip and turns the page toward two huge home games at Chartway Arena.We break down the heartbreaker at Georgia Southern, the gritty win at App State, and what Coach Jones learned about his team's growth, toughness, and maturity along the way. The conversation highlights Jordan Battle's electric performance, Jared Turner's confidence and development, and what it truly means to learn how to win in Sun Belt play.Looking ahead, Coach Jones previews:- A massive Wednesday night matchup vs. Troy- A Saturday showdown vs. Louisiana- The jersey retirement of ODU legend Ronnie Valentine- Why alumni weekends, tradition, and fan support matter more than everThis episode is all about growth, belief, and momentum as the Monarchs fight for positioning and prepare for the stretch run toward Pensacola.

Sun Belt Syndicate
Round Ball Round Up - Wave of WIns

Sun Belt Syndicate

Play Episode Listen Later Jan 21, 2026 53:32


Send us a textJoin Dominick Crosetto and Zac Capps as they catch you up on last week's Sun Belt basketball action! We look at the standings (who dropped? who moved up?), talk about the big games, and what lies ahead in this week's schedule.Support the showBe sure to check out Don't Sleep Energy at www.dontsleepenergy.com or at their Amazon shop. Go to Amazon and search 'Don't Sleep Energy'. Check out all Phenom has to offer at www.phenomelitebrand.com. Whether you need cleats, gloves, or accessories, Phenom's got you covered! Use code SBSYNDICATE at checkout for 10% off!

Appalachian State Mountaineers
Mountaineer Talk 1-19-26

Appalachian State Mountaineers

Play Episode Listen Later Jan 20, 2026 59:53


Feryal Defne Atli and Kasen Jennings join the show along with head coaches Alaura Sharp and Dustin Kerns.

The Auburn Observer
Episode 553: It Ain't Always Gonna Be Pretty

The Auburn Observer

Play Episode Listen Later Jan 19, 2026 100:40


Justin and Dan look back at Auburn basketball getting a win it absolutely needed against South Carolina behind Filip Jović's breakout performance, then they talk about the work Alex Golesh and staff are doing in the transfer portal for Auburn football. Topics for this episode include:* the benefits of winning when a team needs a win* the conditions that led to Jović's massive game* is Auburn's frosty three-point shooting a concern?* how elements of Tahaad Pettiford's game reversed course after the Missouri loss* Dan's reasons to believe the team can improve between now and the end of the season* a brief preview of Ole Miss before Justin heads to Oxford* a player-by-player breakdown of Auburn's latest incoming football transfers* which positions seem to have clear-cut favorites to start and which positions seem to suggest heavy competition* Scrap joining a long line of great Auburn names* an update about Troy Women's Basketball's quest for the Sun Belt title* an ode to watching historic sports moments at bars in airports* a preview of the CFP National Championship Game* Dan takes victory laps after predicting success for Dylan Cardwell and Fernando Mendoza* several failed attempts by Dan to give Jović a nickname, including one that causes Justin audible pain If you're receiving this free podcast episode and would like to upgrade to a paid subscription that gives you access to all stories and premium podcast episodes, subscribe using the button below or clicking this link.Follow Dan (@dnpck) and Justin (@JFergusonAU) on Twitter. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.auburnobserver.com/subscribe

Best Real Estate Investing Advice Ever
JF 4154: Why Niche CRE Strategies Are Winning Right Now ft. Ben Lapidus

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jan 18, 2026 34:32


John Chang interviews Ben Lapidus, host of the Best Ever Conference, to discuss how commercial real estate investors are repositioning after several challenging years. Ben explains that sentiment has shifted from survival to selective action, with opportunity emerging outside traditional Sun Belt multifamily and into niche strategies like industrial, neighborhood retail, and specialized development plays. They explore why many LPs are consolidating capital with a smaller group of trusted operators, how scale and platform size can now suppress returns, and why unique investment theses are outperforming generic value-add strategies. Ben also shares why his long-term bias favors real estate over equities, emphasizing tangible value, basis plays, and adaptability as markets reset heading into the next cycle. Ben LapidusCurrent role: Host, Best Ever Conference; Commercial Real Estate InvestorBased in: ColoradoSay hi to them at: https://www.besteverconference.com/ Visit ⁠www.tribevestisc.com⁠ for more info. Visit bestevercrypto.com today to get started and earn up to $2,500 in bonus crypto. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  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 Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Appalachian State Mountaineers
The Black & Gold Rewind - Old Dominion

Appalachian State Mountaineers

Play Episode Listen Later Jan 18, 2026 19:32


App State rallied from down 19 points at halftime to make it a one possession game in the final 30 seconds, but the Mountaineers were unable to deliver the final blow in a 75-73 loss to Old Dominion. Listen back to the highlights and analysis as well as the postgame thoughts of head coach Dustin Kerns.

JMU Sports News
Grading the JMU Football Portal Haul, So Far | JMU Sports News Podcast

JMU Sports News

Play Episode Listen Later Jan 16, 2026 58:45


In this episode of the JMU Sports News podcast, Bennett Conlin and Jack Fitzpatrick get into everything happening around JMU athletics right now, with a heavy focus on basketball and the transfer portal. They start by talking roster construction, including the recent wave of big offensive linemen coming in, and why size, experience, and physicality matter so much heading into next season. From there, the conversation turns to all things transfer portal. Bennett and Jack break down the newest additions, where they're coming from, what they bring to the table, and how tricky it can be to manage a roster in today's portal era. They also zoom out and look at what all of this means for JMU as it tries to compete week-in and week-out in the Sun Belt. Then the guys don't hold back when it comes to JMU men's basketball, sharing their frustrations with the team's recent play and questioning some of the coaching decisions along the way. Offensive struggles, defensive lapses, and the overall direction of the program are all on the table. To wrap things up on a brighter note, they shift to the women's basketball team, talking about the upside, the energy around the program, and why there's genuine excitement heading into the next stretch of games. Chapters 00:00 Introduction to the Podcast and Topics 00:23 The New Offensive Linemen: Size and Potential 02:50 Assessing the Offensive Line's Experience 06:12 Listener Questions: Portal Additions and Expectations 11:41 Concerns About the Secondary and Linebacker Depth 15:45 Quarterback Competition and Offensive Strategy 23:09 Evaluating the Transfer Portal Class Compared to Previous Years 26:14 Redemption Arcs in College Football 27:05 Transfer Portal Insights 29:05 Challenges in Scheduling G5 Teams 30:17 Standout Players from the Transfer Portal 33:39 Concerns in the Running Back Room 36:48 Defensive Strategies and Coaching Decisions 38:25 Evaluating Coach Spradlin's Performance 40:41 Roster Management and Player Development 44:04 Looking Ahead: JMU's Future in Basketball Big thank you as well to our sponsor, Sign Pro! Follow us on Twitter Subscribe on Youtube Check out our website!  Like what you hear? Buy us a coffee (or beer...)  Leave us a review! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Appalachian State Mountaineers
The Black & Gold Rewind - James Madison

Appalachian State Mountaineers

Play Episode Listen Later Jan 16, 2026 21:37


App State jumped out to a 12-0 lead and never looked back in a wire-to-wire victory over James Madison on Thursday. Listen back to the highlights and analysis as well as postgame interviews with Dustin Kerns, Kasen Jennings who reached 1,00 points with a career-high 23, and Alonzo Dodd who earned his first double-double.

Appalachian State Mountaineers
Catching Up With D'Marco Jackson

Appalachian State Mountaineers

Play Episode Listen Later Jan 15, 2026 56:28


Bret and Adam visit with former App State star and current Chicago Bears LB D'Marco Jackson plus provide the latest basketball and wrestling news. #DSOTDP

Creating Wealth Real Estate Investing with Jason Hartman
2377: Small Vs. Institutional Investors, the Road to Wealth, Real Estate Markets and Macro Trends

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jan 14, 2026 20:31


Jason provides an update on the real estate market, emphasizing that property investment remains the primary vehicle for building long-term wealth. He discusses how shifting government policies and potential changes to the Federal Reserve could lead to lower interest rates and increased housing affordability. He highlights specific high-growth markets in the Midwest and Sunbelt while addressing the impact of institutional investors on supply. Jason also introduces technological tools and advisory services designed to help individuals navigate these economic trends. Ultimately, Jason serves as a guide for investors to capitalize on a changing financial landscape and achieve independence through real estate. #RealEstateInvesting #CreatingWealth #JasonHartman #HousingMarket #FinancialIndependence #PropertyInvestment #PassiveIncome #EconomicTrends #InterestRates #FederalReserve #MortgageBackedSecurities #TrumpHousingPolicy #InstitutionalInvestors #SingleFamilyHomes #RealEstateTrends #WealthBuilding #MarketAnalysis #HousingAffordability #RentalIncome #CoLiving   Key Takeaways: 0:00 Ai overview: What makes 90% of millionaires 3:12 Trump, the FED and upward pressure on real estate prices 7:54 Core tension in Trump's housing agenda 9:32 Top 25 Metros by Investor Volume 11:30 Housing news that matters 16:57 Cotality: small versus mega investors 19:16 Jpin our FREE Masterclass every seocond Wednesday of the month JasonHartman.com/Wednesday   https://propertytracker.com/     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Kiss My Assets
Ep. 195 - Why 2026 Will Be a "Boring" Year for Housing (And Why That's Good for Investors)

Kiss My Assets

Play Episode Listen Later Jan 14, 2026 21:42


Neighborhood Ventures CEO Jason Manwaring joins co-host Kyle Macdonald to break down the biggest housing and multifamily trends heading into 2026. From Phoenix's shift into a more stable, normalized market to the surge in concessions across major Sun Belt cities, they explore what today's data is really telling investors. The episode also tackles the renewed debate around rent control—and why history shows it often backfires. If you want a clear, data-driven view of where multifamily is headed, this episode delivers.

The Monarchists
S4E5 - Monarchists Basketball Show ft. Coach Mike Jones - The Monarchists Basketball Show

The Monarchists

Play Episode Listen Later Jan 14, 2026 29:19 Transcription Available


Old Dominion Basketball Head Coach Mike Jones joins The Monarchists Basketball Show to break down a pivotal Sun Belt road trip, highlight standout performances, and dive deep into what it will take for the Monarchs to stay in the thick of the conference race.Coach Jones walks us through:-The defensive tone-setting win at Coastal Carolina-Robert Davis Jr.'s bounce-back performance and leadership-The heartbreaking finish at James Madison and late-game execution-What discipline really means in tight Sun Belt games-How injuries impact the frontcourt and rebounding-Preparing for major road tests at Georgia Southern and App State-Why every single possession matters in this leagueThis episode is a must-listen for Monarch Nation as ODU battles through one of the toughest stretches of conference play.

Sun Belt Syndicate
Round Ball Round Up - Catching Up

Sun Belt Syndicate

Play Episode Listen Later Jan 14, 2026 51:11


Send us a textJoin Dominick Crosetto and Zac Capps as they catch you (and themselves) up on Sun Belt basketball action! We look at the standings, see how that compares to last season, talk about each team's season so far, what may lie ahead and break down some of the top players in the conference. We plan to go back to live shows next week. So, look to join us Sunday or Monday nights as the season continues to stay up to date with your favorite team!Support the showBe sure to check out Don't Sleep Energy at www.dontsleepenergy.com or at their Amazon shop. Go to Amazon and search 'Don't Sleep Energy'. Check out all Phenom has to offer at www.phenomelitebrand.com. Whether you need cleats, gloves, or accessories, Phenom's got you covered! Use code SBSYNDICATE at checkout for 10% off!

Inside Eagle Nation
S E366: Inside Eagle Nation | Episode 366

Inside Eagle Nation

Play Episode Listen Later Jan 13, 2026 51:50


2:39 Women's Basketball improves to 12-4 (5-1 Sun Belt - best start in school history)/Swimming & Diving posts record-setting Senior Weekend6:33 GSSP Manager of Business Development Ben Crumby outlines how his past experiences in Learfield's corporate offices led him to this opportunity in Statesboro23:22 Men's Basketball's Spudd Webb tells his story: talking about how he got his nickname, how he came to love basketball & the impact he has had in his brief time in the programSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Appalachian State Mountaineers
Mountaineer Talk 1-12-26

Appalachian State Mountaineers

Play Episode Listen Later Jan 13, 2026 59:50


Jayden McBride and Michael Marcus Jr. join the show along with head coaches Alaura Sharp and Dustin Kerns.

The Auburn Observer
Episode 551: Guts and Glory

The Auburn Observer

Play Episode Listen Later Jan 12, 2026 103:45


Justin and Dan go deep on Auburn basketball's massive and much-needed home win over Arkansas before discussing the latest big-time pickups in the transfer portal for Auburn football. Topics for this episode include:* how the Tigers flashed their impressive ceiling once again* Auburn's players saying they had to win this one for the fans* Keyshawn Hall putting himself in Auburn history with another 30-ball* why Hall's game was much more than just scoring at an elite level* Tahaad Pettiford making a huge difference while not hitting many shots* Auburn's defensive excellence against one of the nation's best offenses* the Tigers' ability to rebound at a very high rate against bigger teams* Justin's take about just how good this Auburn offense can be* why Blake Muschalek played over Kaden Magwood on Saturday* a brief preview of a road test against a massive Missouri team* how much better could Auburn football's offense be next season?* landing Keshaun Singleton and the importance of continuity * the upgrade at quarterback with Byrum Brown* a look back at the transfer quarterback class in 2025* Cam Coleman to Texas… and Deuce Knight to Ole Miss* Baylor transfer Bryson Washington's potential in an Alex Golesh offense* the surprise pickup of Jake Johnson at tight end* Dan's take on new transfer offensive tackle Jo Simmons* looking at a few recent pickups on the defensive side and what could be next* “the West Coast of the Sun Belt”* check out this up-and-coming film actor: Robert De Niro If you're receiving this free podcast episode and would like to upgrade to a paid subscription that gives you access to all stories and premium podcast episodes, subscribe using the button below or clicking this link.Follow Dan (@dnpck) and Justin (@JFergusonAU) on Twitter. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.auburnobserver.com/subscribe

The AFIRE Podcast
Commercial Real Estate and the Cycles of History with Fourth Turning author Neil Howe

The AFIRE Podcast

Play Episode Listen Later Jan 12, 2026 55:21


How will demographics affect commercial real estate investing? How will changes in generational characteristics affect opportunities in US property markets? Neil Howe is an author of The Fourth Turning and The Fourth Turning is Here. An expert in generational demographics who is credited as one of the coiners of the term “millennial”, Howe discusses the cycles of history and their implications for cross-border investors in this wide-ranging conversation with AFIRE CEO Gunnar Branson. LINKS To hear the globe's top experts discuss opportunities in US property markets, register for future AFIRE conferences: Winter Conference 2026 in Washington, DC https://www.afire.org/events/wc2026/ Summer Conference 2026 in Tokyo https://www.afire.org/events/tokyo26/ Watch Neil Howe's POV https://youtu.be/qFm_tFmgBj8 Recent Neil Howe books include: The Fourth Turning https://www.amazon.com/s?k=the+fourth+turning The Fourth Turning Is Here https://www.amazon.com/Fourth-Turning-Here-Seasons-History/dp/1982173734/ The thinking behind Howe's theories on the cycles of history: https://en.wikipedia.org/wiki/Strauss%E2%80%93Howe_generational_theory Howe is the managing director of demography at Hedgeye Risk Management: https://app.hedgeye.com/ KEY MOMENTS 00:00 – How demographics is one of the most powerful factors for investors. 00:54 – Who is Neil Howe? 01:25 – Why is Neil Howe thinking about Investing and future casting? 02:35 – Can the meaning of being 60 change over time? 02:57 – What are the origins of generational demography? 04:02 – Did we overestimate long-term care this decade? 05:05 – Will home-oriented care redefine the future of healthcare? 06:28 – Could Gen X be America's next leadership generation? 07:55 – Do crises reform the cycles of American history? 08:20 – Are infrastructure-related investments shaped by dark periods? 09:06 – How did the Great Depression and WWII shape generations? 14:25 – Are we entering a new era of anti-globalization? 16:37 – Are we entering the Fourth Turning now? 17:12 – Are nations hoarding resources to prepare for crisis? 18:32 – What are the hallmarks of the late Fourth Turning? 21:55 – How can real estate investors respond to rising inflation? 22:47 – Can inflation be controlled in a de-globalizing world? 23:07 – Why can't we effectively tackle inflation politically? 24:53 – Is winning the US election now more important than governance? 25:50 – Are voters settling for “not the other guy”? 26:10 – What steps lead to renewed community today? 27:07 – Can understanding history guide today's investments? 29:15 – Why does Southern migration keep accelerating? 32:09 – Are rising risks changing Sun Belt investments? 35:45 – Can old lake cities thrive again? 36:30 – Is the lack of public education a deal-breaker for families? 39:23 – Are pension costs the hidden urban challenge? 40:46 – What's driving rural decline but urban stability? 44:54 – How does age influence where people choose to live? 50:41 – Are we building the right types of housing for today?

No Cap by CRE Daily
How Bridge Investment Group Is Underwriting Multifamily Deals After the Supply Shock

No Cap by CRE Daily

Play Episode Listen Later Jan 11, 2026 33:02


Season 5, Episode 1: We're officially launching Season 5 of the No Cap Podcast...and we're starting strong. This week, Jack and Alex sit down with Colin Apple, Co-Chief Investment Officer for Bridge Investment Group's multifamily platform, one of the largest apartment owners in the country. Bridge was recently acquired by Apollo Global Management, giving the platform expanded access to institutional capital while continuing to operate as a standalone real estate business within Apollo. Colin breaks down how Bridge evaluates dislocation, why capital is behaving the way it is, where they're still finding opportunity, and what separates durable operators from those getting washed out. If you want a clear read on how one of the most active institutional investors is navigating this cycle, this episode delivers. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Introduction 01:40 – Colin's Path Into Real Estate and Joining Bridge 04:18 – Building Bridge's Platform Across Strategies 08:20 – Growth Drivers: Class B/C, Supply, and Rents 10:40 – Coastal vs. Sun Belt and What “Back” Really Means 14:34 – Sun Belt Check: Cap Rates, Supply, and Patience 18:40 – Underwriting With Higher Expenses 21:00 – Navigating the Cycle and Protecting Downside 26:40 – Cap Rates, Return Hurdles, and 2026–27 Outlook 31:30 – Advice for Young Investors and Finding Opportunity For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Appalachian State Mountaineers
The Black & Gold Rewind - Coastal Carolina

Appalachian State Mountaineers

Play Episode Listen Later Jan 10, 2026 14:17


App State falls on the road to Coastal Carolina 67-62 to conclude its four-game road swing. Listen back to the highlights and analysis as well as the postgame thoughts of head coach Dustin Kerns.

Appalachian State Mountaineers
The Black & Gold Rewind - Georgia State

Appalachian State Mountaineers

Play Episode Listen Later Jan 9, 2026 16:11


App State dominated on the glass to earn a hard fought road win over Georgia State, 52-50. Listen back to the highlights and analysis as well as postgame interviews with Dustin Kerns and Luke Wilson, who led the way with his fifth double-double of the season.

Full Court Press Podcast : A College Basketball Experience
#161: Georgia Southern Men's Basketball Coach Charlie Henry

Full Court Press Podcast : A College Basketball Experience

Play Episode Listen Later Jan 8, 2026 29:34


Send us a textWe visit with Georgia Southern's Head Men's Basketball Coach Charlie Henry on this week's Full Court Press : A College Basketball Coaches Show powered by the Full Court Network. We talk about the build in Statesboro and how he is navigating thru the current college basketball landscape on this lively episode. Coach shares advice given from legendary Coach Tom Izzo and compares working with Fred Hoiberg and Nate Oats. The Eagles are on fire winning their last 9 games and Sun Belt Conference foes should be concerned.SUBSCRIBE to the Full Court Press YOU TUBE channel:https://www.youtube.com/@FullCourtNetworkJOIN AND SUBSCRIBE THE FULL COURT NETWORK SUBSTACK PAGE:https://fullcourtnetwork.substack.com/

Watchdog on Wall Street
Trump Targets Corporate Homebuyers — Right Idea, Wrong Fix

Watchdog on Wall Street

Play Episode Listen Later Jan 8, 2026 7:29 Transcription Available


LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Trump is moving to ban large institutional investors from buying single-family homes—an issue I've been sounding the alarm on for years. Corporate buyers, especially in hot Sunbelt markets, swoop in with all-cash offers, buy entire neighborhoods at discounts, game the comps, and price real families out of the market. That part of the problem is very real.But here's the catch: this plan likely won't survive legal or congressional scrutiny—and even if it did, it ignores the hundreds of thousands of homes already owned by corporations. Meanwhile, Democrats are opposing Trump while pushing the same failed playbook: subsidies, giveaways, and policies that inflate demand without fixing supply—the same thinking that helped fuel the Great Recession.In this episode, Chris explains why banning corporate buyers by decree won't work, why “lower mortgage rates” won't fix affordability, and how property tax policy offers a clean, constitutional solution. Favor owner-occupied homes, make speculative ownership less attractive, and change the incentives instead of distorting the market. If we're serious about making housing affordable again, there's a smarter way to do it—and it benefits everyone.

Appalachian State Mountaineers
New Year Pod with Doug Gillin

Appalachian State Mountaineers

Play Episode Listen Later Jan 8, 2026 53:31


In our first episode of 2026, we chat with Doug Gillin to discuss the transition of App State football into the new year and the season of the transfer portal, plus review the key priorities for App State Athletics. #DSOTDP

The Drive with Paul Swann
January 5, 2026

The Drive with Paul Swann

Play Episode Listen Later Jan 6, 2026 47:47


On the January 5 edition of The Drive with Paul Swann, Paul Swann reviews Marshall men's basketball following an 88-81 win over Appalachian State that moved the Thundering Herd to 10-5 overall and 2-1 in Sun Belt play. Jalen Speer leads the discussion, with contributions from Noah Otshudi and Wyatt Fricks also highlighted. The show previews Wednesday's matchup against James Madison and examines early Sun Belt standings and team trends.Marshall women's basketball is also covered after improving to 13-3 overall and 4-0 in conference play with a road win at Appalachian State. Paul breaks down the defensive performance, roster health, and positioning in the Sun Belt race.The episode includes Marshall football end-of-season awards, transfer portal updates, College Football Playoff semifinal analysis, NFL playoff positioning, and listener response.

Appalachian State Mountaineers
Mountaineer Talk 1-5-26

Appalachian State Mountaineers

Play Episode Listen Later Jan 6, 2026 59:49


Our first basketball show of the year is a point guard edition with Emma Smith and Alonzo Dodd as well as head coaches Alaura Sharp and Dustin Kerns.

The Strut with Chilly, TD and Info Joe

We welcome Coach Justin Gray for his second visit! Hoops, the Sun Belt, and what is his favorite hoops movie? We also breakdown the Independence Bowl and share some thoughts about it.

Appalachian State Mountaineers
The Black & Gold Rewind - Marshall

Appalachian State Mountaineers

Play Episode Listen Later Jan 4, 2026 13:37


App State Basketball cut a second half deficit all the way down to two, but came up short, falling 88-81 at Marshall on Saturday. Listen back to the highlights and analysis as well as the postgame thoughts of head coach Dustin Kerns.

The Monarchists
S4E4 - Monarchists Basketball Show ft. Coach Mike Jones - The Monarchists Basketball Show

The Monarchists

Play Episode Listen Later Jan 2, 2026 44:07 Transcription Available


Old Dominion Basketball Head Coach Mike Jones joins The Monarchists Basketball Show for an honest, in-depth conversation about where the Monarchs stand as Sun Belt play heats up. Coach Jones breaks down the challenges of a tough non-conference schedule, early-game struggles, offensive flow, defensive execution, rebounding analytics, lineup decisions, and the leadership emerging inside the locker room. He also previews a massive matchup with Georgia Southern and addresses fan questions head-on — from slow starts to young player development to Sun Belt scheduling frustrations. Despite the bumps, one thing is clear: everything the Monarchs want to accomplish is still right in front of them.

Real Estate News Radio with Rowena Patton
So The Sunbelt Declines in Value, And Cleveland Is Cool Again

Real Estate News Radio with Rowena Patton

Play Episode Listen Later Jan 2, 2026 5:30 Transcription Available


Send us a textThe housing map just redrew itself, and the early signals are hiding in plain sight. We dig into real-time, spending-based migration data that shows a clear turn: several Sunbelt magnets are shifting to net outbound while Midwest and select Northeast cities pull in new residents. This isn't about trendiness or last cycle's headlines—it's about affordability, supply, and how many people are actually moving right now.We break down why move rates are down roughly a third from their peak and what that means for markets that relied on a constant inflow of buyers. Expect a nuanced price picture: national home prices have slipped for the first time in two years, but the declines concentrate in parts of the South and Mountain West. Meanwhile, Indianapolis, Columbus, and even Cleveland are gaining ground as payment-to-income ratios stay within reach and inventory remains manageable. We compare Atlanta's rapid run-up and rising supply to Chicago's tighter market, showing how overshoot risk turns into seller pressure when demand cools.There's also a twist where few expected it: segments of downtown San Francisco are stabilizing as AI-driven wealth returns, inventory tightens, and high-end demand reappears. The takeaway is simple and powerful—housing is local, capital seeks opportunity, and affordability is destiny. Sellers in softening markets need surgical pricing and fast adjustments to avoid stale listings. Buyers should anchor decisions on payment ratios, supply velocity, and durable local demand instead of hype. If you want to make a smart move in a noisy market, follow the data, not the narrative.Subscribe for more data-backed insights, share this episode with a friend who's house hunting, and leave a review to tell us what market you're watching next.

STATE of Atlanta
Georgia State Weekly Update | Basketball | Football | Baseball | Ep 332 | ...ass of 25

STATE of Atlanta

Play Episode Listen Later Dec 31, 2025 47:46


David, Ryan, and Tim ring in the New Year with a Georgia State mega-update: a 110–72 tune-up vs. Columbia College, a New Year's Eve trip to Marshall to open Sun Belt play, fan-experience highs/lows (VIP lines, anthem oddities, beer where you stand), football staff rumblings, and a quick baseball facilities check-in. All that—and the now-legendary “Ass of 25.”Follow usWeb: http://stateofatlanta.comFacebook: http://facebook.com/STATEofAtlantaTwitter: http://twitter.com/STATEofAtlantaSoundCloud: https://soundcloud.com/user-466493756YouTube: https://www.youtube.com/@STATEofAtlantaSupport the showPatreon: http://patreon.com/STATEofAtlantaRock our swagMerch: http://merch.STATEofAtlanta.com

Idaho Sports Talk
KARL BENSON ON THE FUTURE OF BOWL GAMES IN THE WEST ... COLORADO?

Idaho Sports Talk

Play Episode Listen Later Dec 31, 2025 19:29


Longtime college administrator Karl Benson, recently retired after commissioner stints with the WAC, MAC and Sun Belt, joins Prater and Mallory for a conversation about college football bowl seasons in 2026 and beyond. Benson is part of a group attempting to bring a postseason bowl game to the Denver area - potentially involving new Pac-12/Mountain West programs.See omnystudio.com/listener for privacy information.

Appalachian State Mountaineers
The Black & Gold Rewind - Old Dominion

Appalachian State Mountaineers

Play Episode Listen Later Dec 31, 2025 12:41


App State closes out 2025 with a wire to wire road win over Old Dominion. Listen back to the highlights and analysis as well as interviews with Dustin Kerns and Michael Marcus Jr.

Prater & The Ballgame
KARL BENSON ON THE FUTURE OF BOWL GAMES IN THE WEST ... COLORADO?

Prater & The Ballgame

Play Episode Listen Later Dec 31, 2025 19:29


Longtime college administrator Karl Benson, recently retired after commissioner stints with the WAC, MAC and Sun Belt, joins Prater and Mallory for a conversation about college football bowl seasons in 2026 and beyond. Benson is part of a group attempting to bring a postseason bowl game to the Denver area - potentially involving new Pac-12/Mountain West programs.See omnystudio.com/listener for privacy information.

Appalachian State Mountaineers
The Black & Gold Rewind - JLab Birmingham Bowl

Appalachian State Mountaineers

Play Episode Listen Later Dec 30, 2025 29:52


App State falls to Georgia Southern 29-10 in the JLab Birmingham Bowl to wrap up the 2025 football season. Listen back to the highlights and analysis as well as interviews with Dowell Loggains, Matthew Wilson and Kevin Abrams-Verwayne.

Real Estate News: Real Estate Investing Podcast
Zillow's Most Popular Housing Markets of 2025

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Dec 29, 2025 5:20


Where is buyer demand showing up in 2025? According to a new report from Zillow, the hottest housing markets this year aren't the usual coastal or Sun Belt favorites — they're affordable Midwestern cities. In this episode of Real Estate News for Investors, Kathy Fettke breaks down Zillow's list of the most popular housing markets of 2025, led by Rockford, Illinois. We look at why buyers are flocking to lower-priced markets with strong job access, fast-moving inventory, and growing out-of-state interest. You'll also hear which cities are topping Zillow's rankings across categories — from large metros and small towns to vacation destinations, college towns, and retirement markets — and what these shifts signal for real estate investors.

Restaurant Owners Uncorked - by Schedulefly
Episode 648: Betting the Jockey: Why the Operator Matters More Than the Menu

Restaurant Owners Uncorked - by Schedulefly

Play Episode Listen Later Dec 29, 2025


Trey Morgan and Derek Copeland of Sentinel Grove Partners pull back the curtain on the high-stakes world of restaurant real estate and private equity. The trio explores the critical importance of the landlord-tenant relationship, viewing it as a long-term partnership rather than a mere transaction, and discusses the shift toward a "landlord's market" in high-growth regions like the Sunbelt. Beyond the numbers, Trey and Derek emphasize that successful investing is about "betting the jockey, not the horse," highlighting how exceptional leadership, staff retention, and clear succession planning are the true indicators of a concept's longevity in an unpredictable economy.10 Key Takeaways Interview Your Landlord: A lease is only as good as the people behind it. Talk to existing tenants to see how the landlord handles crises before signing. Bet the Jockey, Not the Horse: A great concept (the horse) will fail with a poor operator, but a great operator (the jockey) can pivot and save a concept during a "black swan" event like COVID-19. The "Disproportionate" Equity Model: A popular funding structure involves paying investors back 100% of their capital first; once de-risked, the profit split shifts in favor of the operator. Staff Longevity as a Metric: High retention (e.g., staff staying 20+ years) is the ultimate green flag for investors, signaling a healthy culture and operational stability. The "Landlord's Market": In high-growth areas like the Southeast, low vacancy and high demand mean rents are spiking, requiring operators to be faster and more prepared during negotiations. Banking is still Face-to-Face: Despite digital trends, walking into a branch and looking a lender in the eye is still the best way to secure capital for a restaurant. The Rule of Three Banks: Operators should maintain 2–3 banking relationships, as individual banks may lose their "appetite" for the restaurant sector depending on the economic cycle. Inflation Beyond Rent: It's not just the base rent; skyrocketing "Triple Net" (NNN) costs—taxes, insurance, and maintenance—are the biggest current headwinds for operators. Succession Planning is Mandatory: Investors need to know what happens if the founder "gets hit by a bus." A business that can't run without its owner is a risky investment. Tenant Mix Matters: Successful real estate development requires a balance; too many restaurants in one center creates parking "cannibalization," hurting everyone's sales.

Appalachian State Mountaineers
Birmingham Bowl Preview Featuring Dalton Stroman

Appalachian State Mountaineers

Play Episode Listen Later Dec 26, 2025 37:03


Bret and Adam are here to preview the App State football bowl game against Georgia Southern, including a visit with WR Dalton Stroman prior to his final game in the black and gold. Plus, the latest on winter sports on the mountain and the guys attempt to create their own App State-themed holiday movies. #DSOTDP

Adventures in Entrepreneurship
Ep. 38 - SOFR, Supply, and Distress: What Multifamily Investors Need to Know Going into 2026

Adventures in Entrepreneurship

Play Episode Listen Later Dec 26, 2025 22:02


As 2025 comes to a close, multifamily investors are facing a market defined by shifting interest rates, slowing construction, and emerging distress—especially across the Sun Belt. In this episode of Kiss My Assets, Kyle Macdonald and Neighborhood Ventures CEO Jason Manwaring break down what's happening beneath the surface of the Phoenix multifamily market. They discuss SOFR versus the 10-year Treasury, why rate cuts haven't translated to lower long-term borrowing costs, and how government debt is influencing the bond market. The conversation also examines two notable Phoenix deals—a high-profile office-to-multifamily conversion at Central and Camelback and a $100M ground-up development breaking ground despite a sharp drop in permits. Finally, they explore why short-term softness in Sun Belt markets may be creating long-term opportunity for disciplined investors heading into 2026.

Soccer Down Here
MLS SuperDraft 1v1: #2 Overall Pick Georgia Southern's Ricky Louis on SDH AM 12.23.25

Soccer Down Here

Play Episode Listen Later Dec 24, 2025 18:37 Transcription Available


Georgia Southern's Ricky Louis drops by SDH AM to talk about what it was like to go #2 overall in the recent MLS Super Draft to FC DallasWe look at his two years in Statesboro, the Sun Belt, what he has learned, and what else he needs to learn as he preps for the next stage in his career...

In The Circle
One More Podcast Around The Sun (Belt)

In The Circle

Play Episode Listen Later Dec 22, 2025 113:27


Although this is the final In The Circle podcast of 2025, we're closing the year with another jam-packed episode. On today's show, powered by SixFour3, we return to the Sun Belt.First, Louisiana head coach Alyson Habetz reflects on her first season at the helm and the lessons learned along the way. She also breaks down hosting the upcoming Sun Belt Conference Tournament.Then, Marshall head coach Morgan Zerkle shares what made 2025 a success both as a coach and as a player in the AUSL. She also discusses what it means to represent Team USA once again in Australia to close out the year.The guys wrap things up with their final thoughts on the year that was and what they're most looking forward to in 2026.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Breakfast Leadership
The Future of Housing and Apartment Investing with Justin Brennan

Breakfast Leadership

Play Episode Listen Later Dec 18, 2025 26:48


Episode Overview In this episode, Michael talks with San Diego-based real estate investor Justin Brennan about one of the hottest topics in housing today, the rise of the 50-year mortgage, and what it means for homebuyers, investors, and the future of urban development. Their discussion explores the practical realities behind long-term mortgages, market resilience, and the shift toward apartment investments as a sustainable wealth strategy. 50-Year Mortgage Market Insights Michael and Justin open with a breakdown of the new 50-year mortgage trend. While these loans may sound like a solution for affordability, Justin explains that they're mainly amortization tools designed to reduce monthly payments, not a pathway to home ownership. Since the average homeowner stays in their property for 5.5 to 7 years, very few people will ever pay off a home under such a long-term structure. The takeaway: it's more about short-term cash flow than long-term payoff. Real Estate Lessons from Family and Experience Justin shares how his upbringing in San Diego shaped his perspective. Coming from a family deeply rooted in both real estate and military service, he learned valuable lessons about risk, leverage, and resilience from his grandmother and father. His father's experience during the 2008 financial crisis inspired Justin to take a more measured, apartment-focused investment approach that prioritizes stability and steady income. Housing Market Trends and Resilience Michael draws parallels between the cyclical nature of the auto and housing sectors, noting that true wealth often comes from those who rebuild after financial loss. Together, they examine current trends: single-family housing shortages in coastal markets, the growth of vertical construction in San Diego, and temporary oversupply in Sunbelt regions. Both agree that while red tape slows coastal development, new models for multifamily housing are creating fresh opportunities for investors. The Baby Boomer Housing Shift Michael predicts a generational shift on the horizon as baby boomers eventually leave the housing market. With many holding onto single-family homes longer than ever, a massive turnover is expected in coming decades. This could lead to the redevelopment of neighborhoods into multifamily housing, reshaping the fabric of communities nationwide. Justin agrees, noting that this transition will open doors for new investors and developers focused on density and urban design. Apartment Investing Insights and Strategies Justin goes deep into apartment investing, emphasizing its scalability and operational efficiency. He contrasts apartment ownership with single-family rentals, pointing out reduced maintenance costs, shared insurance, and easier management structures. His key message: mastering deal analysis and financing structures is essential to unlocking the best real estate opportunities. Apartment Syndication Investment Overview For those with limited capital, Justin explains how apartment syndication can serve as an entry point. With as little as $30,000, investors can join syndicates that purchase 10 to 30-unit buildings in affordable markets like the Midwest. He compares syndicators to high-level problem solvers, likening their expertise to neurosurgeons or hedge fund managers. The value lies in their ability to identify, structure, and manage complex deals that generate long-term wealth and legacy potential. Real Estate and AI Integration Michael and Justin discuss how artificial intelligence is reshaping real estate strategy. From analyzing property data to modernizing apartment amenities like Wi-Fi, digital shopping hubs, and smart community features, AI is becoming a tool for creating scalable and livable investments. They stress that success comes from curiosity, understanding market language, and embracing innovation. Real Estate Entrepreneurship and Resilience Justin closes by sharing his entrepreneurial journey—marked by persistence, calculated risk, and the ability to take action even when under pressure. He encourages listeners to use downtime productively, whether that means starting a side hustle or investing in real estate education. His final message: the ability to endure stress and uncertainty is what separates dreamers from successful entrepreneurs. Find out more: https://www.brennanpohle.com/ YouTube:  https://www.youtube.com/@JustinBrennan   Learn more insights from Michael Levitt and thought leaders shaping the future of leadership, resilience, and success at BreakfastLeadership.com/blog.  

The Solid Verbal
CHAMPIONSHIP WEEK REACTIONS: Indiana Defies Expectations, Georgia Crushes Alabama & Duke Upends The CFP | College Football

The Solid Verbal

Play Episode Listen Later Dec 7, 2025 63:25 Transcription Available


What a finish! After 14 weeks of an incredible season, college football may have saved the best for last. In this episode, we walk back through the biggest storylines for all nine conference championship games in Week 15, starting with Indiana defying expectations and closing out a thin win over Ohio State in the Big Ten Championship. Not to be outdone, Georgia layed the smack down on Alabama, winning the SEC for the second straight year and potentially throwing the CFP bubble into a state of disarray. Does the Tide still deserve a playoff bid? Speaking of chaos, the unranked Duke Blue Devils upset Virginia to take the ACC, opening up the possibility that the conference will be left out entirely with two Group of Five teams sneaking in the side door. And finally, Texas Tech took care of business and beat BYU for the second time this season by a 20+ point margin. Listen to our recap and join us live on Sunday at 5pm ET on our YouTube channel for our Selection Special live stream. Timecodes:0:00 - Intro2:06 - Indiana edges out Ohio State, wins the Big Ten12:14 - Georgia dominates Alabama, wins SEC27:46 - Texas Tech beats BYU again, wins Big 1235:10 - Duke wins ACC, becomes CFP's agent of chaos42:07 - Tulane wins American, likely headed for CFP45:30 - James Madison wins Sun Belt, likely headed for CFP50:20 - Other G5 Results53:02 - Projecting the final CFP RankingsSupport the show!: https://www.patreon.com/solidverbalSee omnystudio.com/listener for privacy information.

Best Real Estate Investing Advice Ever
JF 4112: Healthcare Jobs, Medical Office Tailwinds, and Institutional Capital Flows with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 7, 2025 39:24


John Chang interviews the commercial real estate market itself as he breaks down how healthcare hiring is propping up national job growth while most other sectors soften, and why that makes medical office one of the strongest asset classes going forward. He explains how an aging population and persistent healthcare labor shortages are driving durable demand, limited new supply, stable vacancies around 9%, and long-term leases with built-in rent bumps that support medical office performance. John then shifts to the multifamily outlook, highlighting Sun Belt oversupply and concessions versus tighter conditions in the Midwest and coastal markets, along with delayed household formation among young adults that is creating pent-up demand. He closes by outlining why institutional capital is ramping back into CRE—NACREIF total returns turning positive, higher fund-raising volumes, and rising target allocations—which should lead to more competition for deals and eventual cap rate compression in 2026, assuming policy and geopolitical risks stay contained Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  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 Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices