EP 481 - Mortgage Rates Fell… So Why Didn’t Investors Win?

Mar 3, 2026

36:39

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What did you think of todays show??

Lower rates are supposed to unlock the market, so why does it feel harder than ever right now?

In this episode, we unpack why things can look better without actually getting cheaper, how pricing is influenced behind the scenes, and the recurring revenue obsession that’s turning everything into a subscription — from weight-loss meds to “free” HVAC inspections. Plus, hear about our real estate bottlenecks, tenant drama, and when paying a property manager actually makes sense.

Topics discussed:

Introduction (00:00)

Rebranding the podcast (01:37)

The business of GLP-1s (02:47)

Recurring revenue has invaded everything (06:13)

The State of the Union Address (09:38)

Rates check-in: FHA, DSCR loans, and who's winning (12:34)

Insider info and betting: Polymarket, “reverse Jim Cramer,” and real estate (15:42)

Media manipulation and real-life Succession (20:55)

The hardest part of a flip (23:41)

Landlord headaches and tenant grievances (27:12)

The truth about the “inventory shortage” (33:14)