Best Real Estate Investing Advice Ever With Joe Fairless

On this week’s episode of The Horizon, John Chang unpacks how shifting government policies around tariffs, immigration, and a potential shutdown could shape commercial real estate over the next several years. He explains why rolling tariffs are inflationary rather than transitory, how tighter immigration reduces labor supply and pushes wages higher, and why delayed government data complicates the Fed’s rate-cut path. John also maps sector-level ripple effects, from construction and value-add cost pressures to hospitality and retail demand, while noting strong household balance sheets and tactical opportunities for investors who position near policy beneficiaries like domestic steel. He closes with a pragmatic takeaway: uncertainty raises risk, but it also creates investable dislocations for informed operators. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing. Get 50% Off Mo