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

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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/