92. What AI, China, and Tariffs Mean for Real Estate in 2025 w Guest Robb Almy
Apr 10, 2025
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Robb Almy, an AI expert and investor focusing on real estate, dives deep into how AI is revolutionizing the industry. He discusses both the opportunities and risks presented by automation, questioning whether small investors will be left behind. The conversation also touches on the implications of tariffs and the evolving trade dynamics with China. Almy sheds light on the potential impact of AI on employment, suggesting it may bridge labor shortages while also posing significant challenges to the job market. It's an insightful blend of humor and economic predictions!
AI is transforming real estate by streamlining operations and reducing costs, creating both opportunities and risks for investors.
The impact of AI on the job market is dual-faceted, leading to both job displacement and the creation of new roles requiring upskilling.
Smaller investors benefit from AI democratizing access to data and tools, raising competition while challenging established investors' traditional advantages.
Deep dives
Camera Troubles and Hi-Quality Guests
The episode begins with the hosts discussing recurring camera issues, illustrating some common tech troubles experienced during online interactions. They humorously mention the need to reboot multiple times, which segues into introducing Rob, an AI specialist and consultant. Rob shares his excitement about being a guest, noting that he has frequently provided valuable AI tips to the hosts, highlighting his expertise in automation tools and AI applications. This establishes a background for the discussion, emphasizing the need for adaptation in the rapidly evolving technological landscape.
Impact of AI on Real Estate Investing
AI is described as a significant force that is transforming the realm of real estate investing, beginning with the launch of ChatGPT in late 2022 as a pivotal moment for various industries. Rob points out how AI serves as a potential deflationary force, capable of driving down costs associated with employment and services, akin to past technological advancements that lowered prices for consumers. He provides examples of how businesses utilizing AI can streamline operations and cut costs, like the introduction of automated marketing tools that enhance efficiency in reaching target audiences. The conversation emphasizes the importance of staying informed and competitive by leveraging these emerging technologies in the real estate market.
Deflationary Forces vs. Real Estate Value
The hosts delve into the paradox of AI's deflationary capabilities and potential implications for real estate investment values, balancing inflationary effects and debt dynamics. They reflect on how AI technology lowers the costs of various operational aspects, yet consider its effect on property values, which historically rise alongside inflation. This analysis touches on the complex nature of real estate as a hedge against inflation and the concern that a deflationary trend could undermine property values. Their discussion culminates in the acknowledgment that while AI offers tools for enhancing efficiency, there remains uncertainty about its long-term impact on asset appreciation.
Job Market Transformations Due to AI
There is an engaging discussion about how AI is reshaping the workforce, with the sentiment that those who can effectively utilize AI will have a competitive edge in the job market. The hosts explore the dual nature of job displacement and new opportunities created by the implementation of AI, emphasizing the need for upskilling to adapt to the changing landscape. They reference historical technological revolutions that have historically led to the creation of new job roles rather than mass unemployment. This perspective is optimistic, suggesting that while certain roles may vanish, the economy will ultimately adapt through innovation and retraining initiatives.
The Democratization of Technology in Real Estate
The conversation evolves to discuss the democratization of resources enabled by AI, which allows smaller investors to access data and tools previously exclusive to larger institutional players. This leveling of the playing field raises concerns about increased competition for traditional investors, as newcomers leverage AI to gain insights and make informed decisions. The hosts acknowledge that while this can lead to a more vibrant market, it also poses a challenge for established investors who may find themselves competing against those with less experience but advanced technological tools. This point reflects the ongoing need for adaptability and embracing technology’s role in enhancing investment strategies.
Concerns about Trusting AI in Business Operations
The discussion around the potential risks and limitations of trusting AI in business operations brings up critical points about reliance on automated systems. The hosts highlight examples of AI-generated content that lacks accuracy or leads to misinformation, emphasizing that users need to verify the information produced. As AI technology progresses, there is a collective apprehension regarding the boundaries of automation versus genuine human expertise, especially in high-stakes situations. This dialogue underscores the necessity for individuals and businesses to maintain oversight and critical thinking when integrating AI tools into their operations.
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
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