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JF 4119: Recession Edge, Millennial Spending Wave and a New CRE Cycle Ahead with John Chang

87 views· 6 likes· 32:58· Dec 14, 2025

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John Chang shares a solo market update from ICSC New York City, outlining what he’s hearing from top researchers and brokers across the retail real estate world. He breaks down why uncertainty and slower job growth are stretching decision-making, while consumer debt headlines look less alarming when viewed against income levels, savings/money market balances, and delinquency trends. He also highlights tailwinds from millennials moving into prime earning/spending years and notes retail’s leadership in the NCREIF total return index. ============================================ Join 50K+ investors reading the Best Ever Newsletter each week: https://bit.ly/3SKhb7K STAY IN TOUCH ➤Newsletter: http://bestevercre.com/newsletter ➤Facebook Group: https://facebook.com/groups/BestEverShow ➤Facebook Page: https://www.facebook.com/bestevercre ➤Twitter: http://twitter.com/bestevercre ➤Instagram: https://www.instagram.com/bestevercre ➤Website: http://bestevercre.com ➤Book: https://amzn.to/3rXBfrA ➤iTunes: https://apple.co/3CxEyLe ➤Spotify: https://spoti.fi/3etJngD ➤Stitcher: https://bit.ly/3T8MAkD

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