On this episode of The Horizon, John Chang discusses the delayed impact of new tariffs on inflation and how businesses stockpiling inventory may temporarily mask those effects. He outlines the Federal Reserve’s cautious stance on interest rates, noting likely rate stability through Q3, with potential movement in Q4 depending on economic indicators. John also explores how immigration policy and labor shortages—especially in construction and healthcare—pose challenges for commercial real estate. Finally, he unpacks how the proposed tax bill, including accelerated depreciation and expanded deductions, could benefit CRE investors, particularly those pursuing value-add strategies, and why he believes real estate may outperform other assets under a second Trump administration.

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