102. The Big Beautiful Bill Is Law – What It Means for Investors
Release Date: 07/10/2025
109. Inflation Is Cooling, But Is Real Estate Still in Trouble? with Ashley Wilson and Danille McElroy
Drunk Real Estate
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...
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108. From Hollywood to $600M in Apartments: Charlie Koznick on Multifamily’s Future
Drunk Real Estate
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...
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107. 4 Fed Rate Cuts? The CRE Market Shocker Ahead
Drunk Real Estate
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...
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106. Fake Jobs Data & When Real Estate Deals Go Bad
Drunk Real Estate
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...
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105. Our 2025 Predictions Revisited: What We Got Right (and Wrong)
Drunk Real Estate
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...
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104. What If We Eliminated Property Taxes?
Drunk Real Estate
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...
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103. Why the Consumer Price Index is Important + What This Weeks Update Means for Investors
Drunk Real Estate
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...
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102. The Big Beautiful Bill Is Law – What It Means for Investors
Drunk Real Estate
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...
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101. Trump vs. Powell: Who’s Controlling Interest Rates?
Drunk Real Estate
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...
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100. They Don’t Want You to Know This… (Our Favorite Conspiracies)
Drunk Real Estate
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: 🎥 Watch AJ's latest...
info_outlineEpisode 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
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🎥 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/