The Best Ever CRE Show JF 3855: Rents, Risks, and Real Estate Resilience: John Chang Explains Market Shifts Since 2020
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Mar 25, 2025 Discover the importance of keeping a long-term perspective in real estate investing amid market uncertainties. John Chang analyzes the impact of the COVID-19 pandemic on various commercial real estate sectors, highlighting which have thrived and which have struggled. He discusses investment strategies in mobile home parks, a recession-resilient asset class. Also, learn about navigating challenges with capital gains taxes and the evolving industrial real estate landscape, emphasizing the necessity of adapting to demographic trends.
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Investing During Uncertainty
- John Chang closed two real estate deals in March 2020, despite his wife's concerns about the pandemic's impact.
- The deals ultimately performed well, highlighting the importance of a long-term perspective.
Office Market Performance
- Office spaces, especially urban towers, have been negatively impacted by the pandemic due to changing work habits.
- However, suburban offices and specific markets like Miami and Las Vegas have performed better.
Retail Sector Resilience
- The retail sector has shown resilience, with vacancy rates slightly lower than pre-pandemic levels.
- Rent growth remains strong due to limited inventory and long-term leases.