JF 3867: Stock Market Tumbles, Treasury Yields Drop, Real Estate Stands Firm

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 6 April 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John discusses the sweeping impact of the new U.S. tariff hikes—dubbed "Liberation Day"—and their cascading effects on inflation, unemployment, and commercial real estate. He breaks down the economic fallout from increased tariffs on China, Vietnam, and other major trade partners, highlighting the resulting stock market plunge, potential recession, and shifts in investor sentiment. John explores how real estate might weather the turbulence better than equities, offering insights into asset classes like apartments, retail, office, and industrial properties. vikingcapllc.com Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are you an accredited investor seeking a premium opportunity in one of Arizona's hottest real estate
0:05.0	markets? Then elevate your investment portfolio with Viking Capital's newest class A
0:10.2	development opportunity. Peoria Gateway. Peoria Gateway is a luxurious 200-unit apartment community
0:17.0	set to debut in 2026. It offers modern luxury living with resort-style amenities
0:22.9	in a rapidly growing city of Peoria, Arizona. Why Peoria? This vibrant community along
0:29.3	the growth corridor to Phoenix is experiencing a clear housing shortage, especially for newer
0:34.2	commendity-rich rentals. Limited supply, growing demand, and a rising population
0:39.8	create ideal conditions for strong absorption,
0:42.4	premium rents, and long-term appreciation.
0:45.8	Backed by a track record of $800 million in assets
0:49.0	and over 5,000 units, Viking Capital is your path
0:52.6	to golding wealth through real estate.
0:55.2	To learn more about Viking Capital and the Peoria Gateway and thus been an opportunity,
0:59.2	which is a deal before you right now, click in the show notes and get started today.
1:05.9	Well, welcome back. Best ever listeners to my podcast, The Horizon. I'm John John Chang and I've been active in real estate investing most of my life.
1:15.2	Since 2007, I've been the head of research and advisory services for Marcus and Milichap, the leading commercial real estate brokerage company.
1:24.6	Now I must mention that I am doing this podcast independently and what I say
1:28.7	on this show does not reflect the opinions or positions of Marcus and Milichap. So how was your week?
1:37.6	It was an exciting and interesting one, yeah? You know, it's often challenging for me to identify
1:43.5	the one thing for a week,
1:45.6	but I think there's little doubt in anyone's mind what is the top thing we need to talk about this week,
1:53.8	which is Tariffs and Liberation Day.
	...

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