JF 4084: Data Centers, AI Disruption and The Case For Small Bay Industrial with John Chang
The Best Ever CRE Show · Joe Fairless
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Show Notes
John Chang breaks down the Urban Land Institute and PwC 2026 Emerging Trends report and what it means for commercial real estate investors. He walks through ULI’s top ten markets to watch, including Dallas, Miami, Houston, Northern New Jersey, Tampa, and Phoenix, highlighting where overdevelopment, insurance costs, and local policy risks could pressure performance versus where solid job and demographic trends still support growth. John also explores why he favors sectors like seniors housing, medical office, workforce apartments, necessity-based neighborhood retail, and small bay industrial over buzzy data centers, especially given AI’s long runway and the heavy power demands of server facilities. He wraps up by explaining why today’s combination of compressed lending spreads, elevated cap rates, and a coming construction slowdown could set investors up for strong risk-adjusted returns over the next three to five years if they position carefully now.
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