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Summary:
Just got back from a weekend in San Diego with a good chunk of our leadership team and about 15 investors and flippers from all over the country, and I've got to be honest, it left me thinking. We ran hot seats, did some presentations, and heard from guys on the East Coast, the Midwest, and the West Coast, so this wasn't just one market's problem. There was one theme that kept showing up over and over again, and it's not sexy, but it might be the single biggest reason some people are struggling right now while others aren't.

In this episode, Tucker and I break down what we saw at the event, why houses are basically illiquid right now compared to a hot market, and the real difference between the investors who are stressed out chasing deals versus the ones sitting comfortably with options. We also get into where we think rates and the broader market are headed, why the AI hype might be a bigger bubble than people realize, and how that could actually end up being good news for real estate. If you're feeling the pressure to keep the machine running right now, this one's for you.

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