The ALX Show

Josh Alexander
The ALX Show

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

  1. OCT 2

    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

    28 min
  2. SEP 25

    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

    23 min
  3. SEP 17

    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.

    36 min

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

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