On this episode of The Horizon, John discusses his takeaways from the conference he just attended, emphasizing the resilience of commercial real estate amidst economic uncertainty. He highlights positive investor sentiment, particularly around multifamily, medical office, and necessity-based retail assets, while noting caution about tariffs, stagflation risks, and global trade impacts. John also dives into demographic trends favoring long-term rental demand, especially among millennials, and stresses the Midwest’s emerging strength in rent growth and limited new supply compared to oversaturated Sunbelt markets.
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