In this solo Horizon episode, John breaks down the Supreme Court’s ruling on tariffs, the subsequent policy shifts, and what it all means for the broader economy and commercial real estate. While tariffs don’t directly hit property owners, he explains how the ripple effects—particularly uncertainty—are slowing job creation, household formation, and overall space demand. He highlights how weaker migration and hiring trends are creating headwinds in overbuilt Sunbelt markets, while pent-up demand continues to build beneath the surface. John also shares observations from the Best Ever Conference, noting that institutional capital may lead the next cycle while retail syndication capital remains constrained.

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JF 4196: Sunbelt Slowdown, Institutional Capital and What’s Next with John Chang