The ALX Show

Josh Alexander

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The ALX Show

Get insights from experts in DFW real estate. See more at alxrealestate.com.

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Post-election insights

In this episode of The ALX Show, hosts Josh Alexander and Patrick Dunne, explore the post-election real estate market landscape under Donald Trump's presidency. They offer insights into how new policies may affect bond yields, inflation, and the labor market. The episode examines anticipated changes in government policy and the potential effects on the real estate scene, especially in the DFW area. Tune in for a detailed discussion on economic indicators and market trends that could shape the future. Key Highlights Analysis of the post-election real estate market and its implications for bond yields.Evaluation of treasury yields as key economic indicators amidst policy uncertainties.Insights into the labor market dynamics post-election and potential economic impacts.Discussion on the effects of Trump's policies on immigration and labor force in construction and real estate.Consideration of potential wage increases due to shifts in the labor market. Quotes "Optimism is high. Everyone is expecting a pro-growth, pro-business policy." – Josh Alexander"This temporary blip of poor performance or a significant trend—next month’s job number will tell us a lot." – Patrick Dunne

24min
15 DE NOV.

Introducing Silverton Capital

In the latest episode of The ALX Show, we introduce a new venture, Silverton Capital, with hosts Christian Mercado and Patrick Dunn. This episode offers a deep dive into the world of private lending focused on fix and flip loans as well as new construction projects in the DFW area. Discover how Silverton Capital aims to fill critical gaps in the market by leveraging a wealth of expertise and offering accessible capital to real estate investors. Key Highlights: Introduction to Silverton Capital and its mission in the DFW real estate market.Christian Mercado and Patrick Dunn discuss the unique background and perspectives they bring to Silverton's lending strategies.Explanation of the loan types available, including fix and flip and residential new construction loans.The importance of deal evaluation and on-ground knowledge to prevent borrowers from making poor investments.How Silverton Capital's approach differs by prioritizing borrower success and maintaining open communication. Quotes: "We're going to provide that opportunity for folks that want to get invested in real estate." – Christian Mercado"It's in our best interest, obviously, for all the borrowers that we work with to be successful." – Patrick Dunn"The best deal any investor can do is the one that you're not going to lose money on." – Christian Mercado

21min
31 DE OUT.

Let's talk politics and real estate

On the latest episode of The ALX Show, we chat with Patrick Dunne and Josh Alexander about the intricate dynamics of politics and its impact on real estate as Election Day looms. They discuss the polarized political climate, the influence of the election processes, and the potential impact on real estate and the broader economy. This conversation offers a refreshing take on approaching politics with civil discourse and highlights the importance of viewing leadership through a lens of faith and community. Key Highlights: Discussion on expectations for election results and potential delays in counting.Examination of current election polling trends and public trust in institutions.Insight into the intersection of presidential influence and economic implications.Exploration of real estate implications based on potential election outcomes.Ideas on incentivizing housing construction to address shortages. Quotes: "Can we vote for different people but still love each other? That's ultimately where we need to land here." – Josh Alexander"Regardless of who wins, Jesus is still on the throne and that's who we follow." – Josh Alexander"Having the ability to build smaller, simpler homes would increase the supply a lot." – Brandon Giella

20min
24 DE OUT.

Deficit spending, bond market, and flipping homes

In this episode of The ALX Show we are joined by Patrick Dunne and Josh Alexander, who delve into the complexities of deficit spending, the bond market, and their impact on real estate. They provide expert insights into how these economic factors influence home renovation trends and the real estate sector in the DFW area. With in-depth analysis and actionable strategies, this episode is essential for anyone looking to navigate the current market landscape effectively. Key Highlights: Examination of deficit spending effects on bond yields and mortgage rates.Discussion on how the bond market's fluctuations influence real estate financing.Analysis of the rise in home equity values and its potential to drive renovation projects.Insights into multifamily market trends and what they mean for investors.Strategic recommendations for navigating current market conditions based on long-term perspectives. Quotes: "2025 is going to be a much better year, a much more active year." – Josh Alexander"Watch the data and make smart decisions." – Brandon Giella"Sentiment is key to unlocking real estate markets." – Josh Alexander"There's still great opportunity in both single-family and multifamily residential markets." – Josh Alexander

32min
11 DE OUT.

Q4 volatility

Join hosts Josh Alexander and Patrick Dunne as they tackle the complexities of the current real estate market, focusing on the latest labor and inflation data impacting Dallas-Fort Worth (DFW). With extensive analysis, they discuss the theme of market volatility, an uncertain economic landscape, and its effects on real estate transactions in the coming months. This episode offers a deep dive into how interest rates, mortgage rates, and inventory shortages could shape the future for investors, buyers, and sellers alike. Key Highlights: Examination of recent labor data and its implications for future interest rate decisions.Discussion on rising mortgage rates and their impact on real estate transactions in DFW.Insight into current market behaviors in different price points, particularly $500K-$1M homes.Consideration of how external factors, like hurricanes, are influencing home insurance and prices.Predictions on the real estate market's outlook for 2025 and beyond. Quotes: "A strong jobs report shouldn't be a bad thing. We want a strong labor market because that has to be in place for everything else to thrive." – Josh Alexander"People want to transact, but it's got to make sense, and the only way it makes sense is if you've got more clarity about where you're ultimately going to land in the debt." – Josh Alexander

28min
2 DE OUT.

Economic indicators update, politics, and hurricanes

Introduction: In this episode, Josh Alexander and Patrick delve into the latest economic indicators for September, focusing on metrics that influence the DFW real estate market. They discuss inflation, interest rates, the labor market, and the potential impact of recent natural disasters. Tune in to gain valuable insights on how these factors affect real estate investments and market stability. Key Highlights: Inflation cooling as per the PCE report, suggesting upcoming interest rate cuts.Cap rates, particularly in multifamily housing, are starting to decrease.Job openings have increased, but the quits rate has significantly dropped, indicating a cautious labor market.Effects of recent hurricanes on property insurance premiums and real estate markets.Political and economic uncertainties' implications on mortgage rates and market stability. Quotes: "Inflation is being tamed, as shown by the PCE numbers—an encouraging trend for all of us in commercial real estate." – Josh Alexander"Cap rates have probably peaked, especially in multifamily, and are starting to come back in." – Josh Alexander"The quits rate is down, indicating people are more hesitant to leave their jobs, reflecting a cautious labor market." – Josh Alexander"Major weather events like hurricanes could impact insurance premiums and market conditions." – Josh Alexander References: ALX's Economic Indicators Dashboard: alxrealestate.com/economic-indicators

28min
25 DE SET.

Rate cut fallout and TikTok real estate

In this episode, hosts Patrick Dunne and Josh Alexander provide an in-depth analysis of the latest real estate trends in the DFW area following the recent 50 basis point rate cut by the Federal Reserve. They dive into the ramifications for mortgages, the implications of bond yields, and discuss a notable story about a Texas realtor innovatively using TikTok to find affordable apartments. Key Highlights: Insights on the implications of the 50 basis point rate cut by the Federal Reserve.Discussion on the bond yields and their effect on mortgage rates.Examination of the housing affordability crisis in DFW.Exploration of the innovative use of TikTok by real estate agents for finding affordable housing.Analysis of the influence of the upcoming election on the real estate market. Quotes: "I think it's great. She's found a real need and she's out there hustling and finding these apartments for people, making them aware of what's available with affordability being such a major issue." – Josh Alexander"What it does do is that SOFR futures curve, which is where the index these rates are tied to... your cost to hedge your floating interest rate costs through a rate cap or whatever is going to continue to get cheaper." – Josh Alexander"If you think about it from the perspective of a home builder, you see here now, Freddie's thing says that there's nearly a million for purchase home supply shortage." – Josh Alexander References: "Dallas Morning News" article on the recent rate cutsFreddie Mac's housing shortage chart and analysisNBC DFW article on TikTok realtor Sarah Hamway helping renters find affordable apartmentsALX Economic Indicators Dashboard

23min
17 DE SET.

Announcing our economic indicators dashboard

In this episode, we celebrate the launch of our new economic indicators dashboard. Hosts Josh Alexander and Patrick Dunne discuss how this tool will provide a data-driven perspective on the DFW real estate market and the impact of the upcoming Fed decision on rate cuts. They dive into current market sentiment, trends, and the importance of understanding macro and microeconomic data to make informed investment decisions. Tune in for valuable insights on navigating real estate investments in a fluctuating economy. Key Highlights: Discussion on the launch of the economic indicators dashboard for investors.Analysis of the upcoming Fed rate decision and its potential impact on the market.Insights into the relationship between macroeconomic data and local market conditions.The importance of monitoring trends over time for better investment decisions.Predictions on how changing interest rates might affect the DFW real estate market. Quotes: "Anytime you've got people feeling better about where their loans are going to come in and how that's going to affect values, then all of a sudden people start to be more willing and excited about doing deals." – Josh Alexander"The snapshot of the data of where it is on a monthly basis is not nearly as important as the trend. The numbers are great, but the trends in context are ultimately what's important." – Josh Alexander"We want this to be a resource for people to reach out and just get to know us. This is something that affects us all, we can all talk about it." – Josh Alexander References: ALX Economic Indicators Dashboard: alxrealestate.com/economic-indicatorsWall Street JournalBureau of Labor Statistics (BLS)Dallas Federal Reserve For more information and to view the dashboard, visit alxrealestate.com/economic-indicators.

36min

Get insights from experts in DFW real estate. See more at alxrealestate.com.

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