The Best Ever CRE Show JF 4165: Real Estate Inflection Points, Interest Rates and Capital Allocation ft. Jon Brooks
Pascal Wagner interviews Jon Brooks, who breaks down why today’s real estate market is sending mixed signals—and why getting that interpretation wrong can have real financial consequences. Jon explains how decades of falling interest rates created a powerful tailwind for real estate that no longer exists, especially in overbuilt Sunbelt markets like Florida.
The conversation explores what’s actually breaking versus what’s simply slowing down, including rising insurance and tax costs, declining affordability, demographic headwinds, and stalled migration. Jon also shares why he sold his entire personal real estate portfolio, pivoted into private lending, and ultimately shifted capital into equities as risk-return dynamics changed.
This matters because many investors are still relying on outdated assumptions about appreciation, cash flow, and long-term demand. Understanding how interest rates, demographics, and market psychology intersect helps investors reassess where risk is no longer being adequately compensated—and how to position capital without relying on the market to “save” them.
Jon Brooks
Current role: Co-Founder, Momentum Realty; Private Lending Fund Manager
Based in: Florida
Say hi to them at:
X - https://x.com/jonbrooks
YouTube - https://www.youtube.com/@therealjonbrooks
Threads - https://www.threads.com/@iamjonbrooks
Instagram - instagram.com/iamjonbrooks/?hl=en
Facebook - https://www.facebook.com/jon.brooks.12
Substack - jonbrooks.substack.com
Visit www.tribevestisc.com for more info.
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Podcast production done by Outlier Audio
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