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Drunk Real Estate

Author: J Scott, Mauricio Rauld, AJ Osborne, Kyle Wilson

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What do you get when you combine alcohol with four brilliant real estate minds talking about investing, economics, finance and current events? You get Drunk Real Estate! Join us each week as Kyle Wilson, J Scott, Mauricio Rauld and AJ Osborne delve deep into the week's current events.
109 Episodes
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In Episode 109 of Drunk Real Estate, Ashley Wilson (Kyle Wilson's wife) and Danille McElroy join the crew! They dive into the shifting landscape of real estate and the broader economy in 2025. From cooling inflation to potential Fed rate cuts, and from a surging stock market to struggles in commercial real estate, this episode unpacks where investors should keep their eyes right now. We cover: Latest CPI report and what slowing inflation really means The Fed’s upcoming decisions on interest rates and market expectations How Wall Street optimism contrasts with real estate investor caution The ongoing challenges in commercial real estate and lending Regional differences in housing markets across the U.S. Whether 2025 is shaping up to be a year of opportunity or more risk With drinks in hand 🍷🥃, we break down the numbers, debate the trends, and deliver insights for anyone navigating today’s unpredictable market.   🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn how to be a syndication pro with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/ 
In this episode of Drunk Real Estate, Kyle and Mauricio sit down with Charlie Koznick, Chief Investment Officer at MC Companies, who made the leap from Hollywood actor to leading one of the largest multifamily portfolios in the country. We discuss: Charlie’s unique path from TV sets to real estate boardrooms Why MC Companies is investing $600M+ in Class A multifamily while others sit on the sidelines The current state of the multifamily market, absorption rates, and rent growth How interest rates, supply, and demand are shaping opportunities in 2025 Long-term strategies investors should consider in today’s uncertain economy Grab a drink and join us for insights, laughs, and straight talk about the future of real estate investing.   🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/  🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/    🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en  Facebook: https://www.facebook.com/61567789892814  Website: https://www.drunkrealestateshow.com/ 
The Fed may be gearing up for four interest rate cuts in 2025—but what does that mean for commercial real estate? In this week’s Drunk Real Estate, the guys break down the latest interest rate outlook, explore how rate cuts have historically affected CRE, and debate whether lower rates will actually solve the sector’s biggest problems. We’ll cover: Why 4 cuts this year could shake investor confidence How rate cuts impact property values, financing, and cap rates The risks of moving too quickly with monetary policy Practical takeaways for commercial real estate investors in 2025 Whether you’re an active CRE investor, a passive LP, or just watching the market, this episode will give you the insights you need to navigate what could be a historic shift in real estate. 🍪 Sponsor: This episode is brought to you by Smooch — Send a Smooch. Share the Love. The ultimate over-the-top cookie gift—handcrafted, indulgent, and made to be shared (or not… we won’t judge).  👉 Order yours now: https://smoochcookie.com/   🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/   🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/ 
Episode 106 – Fake Jobs Data & When Real Estate Deals Go Bad This week on Drunk Real Estate, we break down two major headlines shaking confidence in the market: 📉 The Jobs Data Scandal – Massive revisions to the July jobs report led to the firing of the BLS Commissioner. We unpack what this means for the veracity of government data, its impact on interest rates, and why it’s making investors and analysts nervous about the economy. 🏘️ Real Estate Syndications Gone Wrong – More syndicators are losing LP money, but that doesn't always mean fraud. We discuss the difference between a bad deal and a bad actor, and how investors can better evaluate deals, sponsors, and risk in today’s high-stakes environment. This episode is a must-listen if you're trying to understand the economy, preserve your capital, and make smarter real estate decisions in 2025.   🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/  🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/    🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en  Facebook: https://www.facebook.com/61567789892814  Website: https://www.drunkrealestateshow.com/ 
Episode 105: Revisiting Our 2025 Predictions – Mid-Year Market Check-In We’re six months into 2025, and it’s time to see how our January predictions have held up. In this episode of Drunk Real Estate, the crew revisits every bold call—what we nailed, what we missed, and what the latest market data is telling us now. We break down: 📉 Inflation and interest rates – Did the Fed move like we thought? 🏠 Housing market trends – Where buyers and investors are feeling the pain 🏢 Commercial real estate check-in – The surprising mid-year story 💼 Investor sentiment – Are people pulling back, or finding opportunities? 🔮 Updated predictions – What we see coming for the rest of 2025 Grab a drink and join us for real talk, market insight, and a few strong opinions about where this economy is heading. 🎙️ Enjoying the show? Leave a 5-star review and share it with a friend—it helps us grow!   🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/  🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/    🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en  Facebook: https://www.facebook.com/61567789892814  Website: https://www.drunkrealestateshow.com/ 
Episode 104: What If Property Taxes Disappeared? In this episode of Drunk Real Estate, the crew explores a wild but surprisingly logical idea: What if we eliminated property taxes on homes? Would it make housing more affordable—or bankrupt your local school district? The guys dig into the real-world economic impacts, how this would shift the incentives for homeowners and investors, and whether we could realistically replace that revenue in a way that works. Expect sharp takes, creative alternatives, and a no-holds-barred discussion on whether property taxes are a necessary evil or a broken system ripe for reform.   🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/  🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/  🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en  Facebook: https://www.facebook.com/61567789892814  Website: https://www.drunkrealestateshow.com/ 
Episode 103: CPI Surprise, Demand Collapse, and Real Estate Fallout In this week’s episode of Drunk Real Estate, the guys react in real-time to the latest CPI inflation numbers, digging into why the headlines don’t tell the full story—and why inflation may be worse than it looks. They unpack signs of slowing consumer demand, falling credit usage, and businesses absorbing inflation—all of which point to deeper trouble ahead. The second half dives into what this means for the real estate market, from price cuts and investor strategy to how high rates and hidden costs are impacting deals right now. If you're navigating this economy as an investor, this is your unfiltered update.   🔗 All links & more episodes → https://www.drunkrealestateshow.com 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814
Episode 102: Trump’s Big Beautiful Bill Is Now Law—Here’s What Investors Need to Know In this episode of Drunk Real Estate, the crew breaks down the newly signed “Big Beautiful Bill”—one of the most impactful pieces of legislation for real estate and economic policy in years. We cover how the bill affects: - Real estate tax breaks and capital gains - Interest rates, debt structure, and investor incentives - 1031 exchanges and passive income strategies - The revived SEC Finder Rule—and how it could finally legalize capital raising referrals without a broker-dealer license Whether you’re a syndicator, passive investor, or just trying to make sense of the changing economic landscape, this episode explains what the new law means for your bottom line.   🔗 All links & more episodes → https://www.drunkrealestateshow.com 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley Wilson (BadAshInvestor): • Website: https://www.badashinvestor.com/ 
Episode 101: Trump, Powell & the Housing Market Power Struggle This week on Drunk Real Estate, the crew dives deep into the growing tension between President Trump and Fed Chair Jerome Powell as both sides battle over the future of interest rates—and what it means for your mortgage, investments, and the U.S. housing market. We break down: 🏠 How interest rates are shaping the single-family housing market 📉 Powell’s refusal to cut rates (yet)—is he waiting too long? 🇺🇸 Trump’s aggressive push for a 2-point rate drop 📊 Is inflation really under control—or just hiding in housing? 💵 Why consumer spending, M2 money supply & GDP trends matter more than ever 🔥 The Fed’s real concern: a 2025 inflation surprise or political blowback? Grab a drink and join the crew for unfiltered commentary on the rate war, economic signals, and how it all trickles down to your wallet.  🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/
Episode 100: Conspiracy Theories, Economic Truth Bombs & a Lot of Whiskey We made it to 100 episodes—and we’re celebrating by going completely off the rails. This week on Drunk Real Estate, the crew cracks open their favorite conspiracy theories, from economic manipulation to UFOs, and who really runs the world? Expect hot takes, hard laughs, and a few theories that sound just a little too real. Whether you’re a skeptic or a tinfoil hat collector, this one’s for you.   🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • Instagram: https://www.instagram.com/badashinvestor/ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/ 
Episode 99: Bond Buybacks, Job Market Illusions & the Fed’s Standstill This week on Drunk Real Estate, the crew tackles one of the biggest questions in the current economy: Can the government actually bring interest rates down—without the Fed’s help? As the Treasury prepares for its first bond buyback program in over two decades, we unpack what that really means, how it differs from quantitative easing, and whether it’s a sign of quiet panic behind the scenes. We also cover: 📉 Why the recent jobs report may be more illusion than strength 💼 600,000+ workers exiting the labor force—what it means for inflation 📊 The Fed vs. the Treasury: Who’s pulling the real economic levers? 🏢 The impact of all this on real estate, debt, and long-term investing 🤖 Plus: is AI the fix for the labor market... or a major risk? As always, grab a drink and join us for unfiltered takes, sharp insights, and a brutally honest breakdown of where the economy is heading. 📩 Get our daily economic newsletter → http://dredaily.com 🧠 Mauricio’s coaching → https://coachingwithmauricio.com 📚 J Scott’s books → https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ’s YouTube → https://www.youtube.com/@AJOsborneOfficial 📷 Follow BadAshInvestor → https://www.instagram.com/badashinvestor 🎙️ Enjoying the show? Leave a review and share it—it helps a ton!
Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed’s Next Move In this week’s episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward. With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion annually, the crew breaks down what’s really happening behind the headlines—and why the Fed may be nearing a breaking point. We cover: - Moody’s downgrade and its message to investors - Why 20- and 30-year bonds are being rejected by the market - The Fed’s balance sheet roll-off and its unintended consequences - Could a debt spiral force the Fed to reverse course on QT? - Why Japan, Germany & global forces are quietly reshaping bond demand - What the SOFR curve is telling us about long-term rates - How all of this ties back to commercial real estate, cap rates, and refinance risk This episode connects the macro puzzle pieces—from treasury stress to real estate fallout—in the way only Drunk Real Estate can. 📩 Get our daily economic newsletter → http://dredaily.com 🧠 Mauricio’s coaching → https://coachingwithmauricio.com 📚 J Scott’s books → https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ’s YouTube → https://www.youtube.com/@SelfStorageIncome 📷 BadAshInvestor → https://www.instagram.com/badashinvestor 🎙️ Enjoying the show? Leave a review and share it—it helps more than you know!  
Episode 97: Empty Ships, Soaring Tariffs & the Supply Chain Squeeze This week on Drunk Real Estate, we unpack the economic storm forming at U.S. ports—where incoming ships are arriving nearly empty, and retailers are bracing for a 40% increase in import costs due to new tariffs on Chinese goods. While inflation headlines cool off, the real pressure is building where it matters most: logistics, trade, and the price tags on everything we buy. From shipping slowdowns and job risk at ports to retail panic and the Fed’s silent struggle, this episode connects the dots that most people are missing. 🛳️ Empty port data from Long Beach & Los Angeles 💥 The 145% tariffs and how they’re already hitting costs 📉 Why the CPI data hasn’t caught up with reality 📦 How Amazon, Macy’s, and U.S. retailers are preparing for Q3 🧠 What this means for inflation, the Fed, and the risk of recession Grab a drink and join the crew as we call out what’s not making the headlines—but should be. 📩 Subscribe to the daily economic newsletter: http://dredaily.com 🧠 Learn from Mauricio: https://coachingwithmauricio.com 📚 J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ’s YouTube: https://www.youtube.com/@AJOsborneOfficial 📷 BadAshInvestor on Instagram: https://www.instagram.com/badashinvestor 🎙️ If you enjoy the show, leave a 5-star review and share it—it helps more than you know!
Episode 96: GDP Miss, Fed Paralysis & a Frozen Real Estate Market This week on Drunk Real Estate, we’re diving deep into the Q1 GDP shock, the Fed’s continued delay on rate cuts, and why the commercial real estate market is stalled but not yet crashing. With inflation cooling and employment softening, many expected the Fed to pivot—but Powell seems stuck in neutral. Meanwhile, global trade shifts, delayed refinancing, and rising CRE debt risks are quietly reshaping the economy. - GDP miss: What went wrong—and what it might mean - Why Powell isn’t cutting rates yet, even with softening inflation - Commercial real estate is frozen—what's keeping it from breaking? - Import surges, trade distortions, and recession warning signs - What investors need to watch in Q2 and beyond Grab a drink and join the crew for unfiltered insight on markets, policy, and the strange macro environment we’re in.  
Episode 95: Tariffs, Layoffs & a Slowing Economy – Are We Already in Trouble? This week on Drunk Real Estate, we unpack the growing signs that the economy might already be in the early stages of a slowdown or recession. From empty shipping ports and declining imports to rising tariffs, inflation pressure, and layoffs, the data is painting a confusing—but concerning—picture. We discuss: 📉 What’s really driving weak GDP projections 🛳️ Why U.S. ports are shockingly empty right now 💼 Where layoffs may be coming next—from trucking to government 🌎 How global trade patterns are shifting away from China 💵 The long-term effects of tariffs on inflation, prices, and real estate Grab a drink and join us for the facts behind the headlines, with the usual dose of sarcasm, strong opinions, and surprisingly smart takes. 📩 Get the daily economic rundown: http://dredaily.com 📚 J Scott’s Books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 Watch AJ’s YouTube channel: https://www.youtube.com/@SelfStorageIncome 🧠 Mauricio’s coaching & resources: https://coachingwithmauricio.com 📷 Follow BadAshInvestor on Instagram: https://www.instagram.com/badashinvestor 🎙️ Like what you hear? Leave a 5-star review and share the episode—it helps more than you know!
Episode 94: Trump, The Fed & The Mar-a-Lago Accord – Is the Dollar at Risk? In this episode of Drunk Real Estate, we dive into the rising tension between Donald Trump and the Federal Reserve, and the growing speculation about a radical new economic plan—the so-called Mar-a-Lago Accord. Is Trump planning to intentionally weaken the U.S. dollar through tariffs and monetary policy? Can he actually fire Fed Chair Jerome Powell? And what would it mean for the global economy, interest rates, and real estate investors if he does? We cover: 🔹 Trump vs. Powell – can the president legally remove the Fed Chair? 🔹 How tariffs may be used to trigger a soft dollar policy 🔹 The theory behind the “Mar-a-Lago Accord” and a U.S.-led economic realignment 🔹 What it all means for inflation, U.S. debt, and housing Grab a drink and get ready—this could be the start of a global monetary reset. 🔗 Resources & Links Mentioned: 📩 Daily economic newsletter → http://dredaily.com 🧠 Mauricio’s coaching → https://coachingwithmauricio.com 📷 BadAshInvestor (Ashley) → https://www.instagram.com/badashinvestor 📚 J Scott’s books → https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ’s YouTube channel → https://www.youtube.com/@SelfStorageIncome 🌐 AJ’s website → https://ajosborne.com   🎙️ If you’re enjoying the show, leave a 5-star review and share with a friend—it helps more than you know!
Episode 93! In this week’s episode of Drunk Real Estate, the team dives into the surging bond yields, collapsing liquidity, and growing fears that the U.S. treasury market is flashing major warning signs. Is China dumping U.S. debt? Are leveraged bond trades putting the global economy at risk? And how will this all impact real estate investors, mortgage rates, and Fed policy? 🔥 In this episode: Why bond yields are rising—even as the market signals weakness Margin calls, liquidity issues, and echoes of 2008 Foreign holdings of U.S. debt: Is China fighting back with treasuries? How interest rate volatility could spill into the real estate market The Fed’s next move—and whether it’ll be enough 🎙️ Like the show? Leave a review and share it with a friend—it helps a ton! 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@SelfStorageIncome 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/ 👥 Connect with the Hosts AJ Osborne • LinkedIn: https://www.linkedin.com/in/aj-osborne/ • Website: https://www.ajosborne.com • Instagram: https://www.instagram.com/ajosborne/?hl=en • Newsletter: https://www.selfstorageincome.com/newsletter?utm_source=youtube&utm_medium=description&utm_campaign=ajopod • Self Storage Starter Pack: https://www.selfstorageincome.com/start-podcast J Scott • LinkedIn: https://www.linkedin.com/in/jscottinvestor/ • Website: https://jscott.com Ashley (BadAshInvestor) • LinkedIn: https://www.linkedin.com/in/badashinvestor/ Mauricio Rauld • LinkedIn: https://www.linkedin.com/in/mauriciorauld/ • Instagram: https://www.instagram.com/mauriciorauld/?hl=en • Book: https://a.co/d/j6ZtAFQ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Website: https://www.drunkrealestateshow.com/ Facebook: https://www.facebook.com/61567789892814
AI Is Changing Real Estate—But Who Wins? In Episode 92 of Drunk Real Estate, we’re joined by AI expert and investor Robb Almy to break down how artificial intelligence is already reshaping real estate. From automated investing to property analysis, AI is creating massive opportunities—and big risks. Are small investors being left behind? Is AI deflationary or the cure for labor shortages? And how close are we really to Artificial General Intelligence (AGI)? We cover it all—plus a wild economic ride that includes tariffs, rare earth minerals, China, and a shaky market reaction. 🍻 What You’ll Hear: How AI is disrupting real estate and who stands to benefit Why AI could lower costs—but wipe out jobs The difference between automation and real intelligence Will AI consolidation push out small investors? Tariff battles, China, and the future of global supply chains Jay’s shockingly accurate recession prediction 📩 Get smarter every day with our economic newsletter: DREDaily.com 🧠 Follow Robb Almy’s AI + Real Estate blog: AIRealEstateNavigator.com 🎥 Watch AJ's latest YouTube video https://www.youtube.com/@SelfStorageIncome 💼 Coaching & Capital Raising: CoachingWithMauricio.com Instagram: @BadAshInvestor If you’re enjoying the pod, hit follow and leave a review—it helps a ton!
The economy is on fire—at least according to the latest GDP numbers. But is this growth real, or is it just a result of massive government spending? And how does it impact the housing market, which is showing signs of slowing down? In this episode of Drunk Real Estate, we break down the big economic headlines, including the surprising GDP surge and what it means for investors, homeowners, and renters. Is this an opportunity—or a disaster waiting to happen? We also dive into how government policies are influencing real estate, the hidden risks behind the numbers, and what moves smart investors should be making right now. Tune in for: 🟢 The truth behind the GDP boom 🏡 What’s really happening in the housing market 📉 Where the economy could be headed next Join us for another unfiltered discussion—Drunk Real Estate style! 🍻 🎧 Please leave a review if you enjoy the show! 📩 Join our daily economic newsletter: DREDaily.com  💼 Support the Crew: 🎥 Watch AJ's latest YouTube video https://www.youtube.com/ ⁨@SelfStorageIncome⁩  📚 Learn more from Mauricio: CoachingWithMauricio.com  💼 Support Kyle and his wife Ashley's ventures: https://www.badashinvestor.com/  https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg  https://www.instagram.com/badashinvestor/ 
Episode 90: Should Fannie & Freddie Go Private? Plus, The Education Debate This week on Drunk Real Estate, we dive into two major policy debates that could reshape the housing market and the education system as we know them. 🗨️ What’s Inside: Fannie Mae & Freddie Mac—Should They Be Privatized? These mortgage giants have been government-backed since 2008, but there’s growing debate over whether they should return to private control. Would this mean higher mortgage rates and tighter lending? Would Mortgage Rates Skyrocket? How much of today’s low-interest lending depends on government guarantees, and what happens if that disappears? The Department of Education Debate—Should It Be Eliminated? Trump and some policymakers argue that education should be left to the states—what happens if the Dept. of Education is shut down? The Impact on School Funding & Real Estate: With property values closely tied to school districts, how would cutting federal funding affect local schools, home prices, and investors? 🔥 Expect bold takes, real estate insights, and plenty of drinks as we break down these major policy debates. 📩 Stay Informed: Subscribe to our daily economic newsletter → DREDaily.com 🎥 Watch AJ’s viral YouTube breakdown → https://www.youtube.com/watch?v=igSJlA0FBJM&t=189s&pp=0gcJCXcA-SJGOe9V 💼 Support the Crew: Mauricio’s Coaching Program → CoachingWithMauricio.com   Conference Connect → https://conferenceconnect.com/ 
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