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14. Why We Walked Away From a $200K Profit

This episode is a two-part look at where the market stands right now: the bigger economic picture, and a real deal that got walked away from because of it.

Interest rates just climbed to 7.4% on a 30-year mortgage, and that’s adding real monthly cost for buyers and squeezing real estate investors on every deal. The bigger story might be the tech sector: AI-heavy stocks now make up a huge share of the S&P 500, while the companies behind them are posting massive losses, and that combination looks like a bubble that’s overdue for a correction.

Then there’s the deal itself: a project with a…

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