Drunk Real Estate

Ashley Wilson, a multifamily real estate investor, and Danille McElroy, co-host of the Ken McElroy Show, share their insights on the evolving real estate market. They discuss the recent cooling of inflation and what it means for future Fed interest rate cuts. The conversation touches on the optimism in the stock market versus the apprehension among real estate investors. They also delve into the struggles of commercial real estate, the regional differences in the housing market, and whether 2025 will present opportunities or challenges for investors.

In this engaging conversation, Charlie Koznick, Chief Investment Officer at MC Companies and former Hollywood actor, shares his unique transition from the silver screen to multifamily real estate. He discusses his firm’s bold $600M investments in Class A multifamily properties and provides insights into the current market's absorption rates and rent growth. Charlie explores the impact of interest rates and economic conditions, offering long-term strategies for investors. His entertaining anecdotes about acting and real estate reveal valuable lessons and a few laughs along the way.

The potential for four Fed interest rate cuts is stirring up excitement in the commercial real estate sector. The hosts dive into how these cuts could reshape investor confidence and property values. They also tackle the implications of rising delinquency rates and emphasize the unique challenges facing various real estate asset classes. With a mix of personal anecdotes and expert insights, they explore the delicate balance between opportunity and risk in this evolving market landscape.

Dive into the scandal surrounding recent job data revisions and their implications on the economy. Discover the murky waters of real estate syndications, where not all bad deals stem from fraud. Hear humorous anecdotes from a real estate conference and a light-hearted exploration of AI frustrations. The hosts share personal experiences on investor communication ethics and the need for transparency in turbulent markets. Plus, get insights into navigating the complexities of capital calls and the challenges of property valuations.

The hosts revisit their 2025 predictions, analyzing what they got right and what missed the mark. They dive into inflation trends, interest rates, and the current state of the housing market, revealing where buyers are struggling. The chat turns to personal anecdotes about Starlink internet and an upcoming property adventure in Dallas. With insights on gold, silver, and cryptocurrency, they also explore the impacts of AI and global conflicts. Additionally, they humorously touch on political betting and the quirks of achieving Wikipedia fame.

What if property taxes disappeared? The hosts delve into this provocative idea, exploring its potential effects on housing affordability and public funding. They debate the financial strains faced by homeowners and discuss creative alternatives to traditional tax structures. Insights into the impact on educational funding highlight the disparities driven by local property taxes. With a blend of humor and sharp observations, they tackle the complexities of taxation, community services, and the broader economic landscape.

The latest inflation numbers reveal a surprising uptick in the Consumer Price Index, sparking concerns about the true state of the economy. As consumer demand shows signs of slowing and credit usage drops, the hosts dig into how these factors could indicate deeper trouble ahead. They also examine how tariffs are influencing various sectors, and what high rates mean for real estate investors navigating this tumultuous landscape. It’s a blend of insightful economic analysis and casual banter about the realities of investing in today's market.

A new law, dubbed the 'Big Beautiful Bill,' is shaking up the real estate landscape with potential tax breaks and investor incentives. The SEC's revived Finder Rule could reward those raising capital without a broker-dealer license. Discussions also include how rent payment impacts credit scores, innovative investment structures, and the latest changes in TSA regulations. The hosts blend humor with insight, covering everything from goat landscaping to speculative team names for Philadelphia's new basketball squad.

The hosts dive into rising loan delinquency rates in commercial real estate, comparing them with stable single-family homes, all with a humorous twist. They celebrate their 100th milestone while discussing recent economic updates like inflation and job market dynamics. The conversation shifts to contrasting interest rate strategies of Jerome Powell and past leaders. They tackle the impact of tariffs on consumer prices, revealing how they affect retail profitability, and delve into the housing crisis shaped by high rates, plus strategies for real estate profitability.

Dive into the wacky world of conspiracy theories with a comedic twist! The hosts rank the top ten theories, from the JFK assassination to moon landing doubts. Enjoy lighthearted banter over drinks and summer traditions. They tackle controversial topics like vaccines and public trust, while contemplating the mysteries of extraterrestrial life and ancient wonders. A spirited debate unfolds around the credibility of evidence and mainstream narratives, making you question everything from government transparency to smartphone privacy!