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).
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🔗 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/