E103: The Danger of Believing Every Return Projection

In this episode, Craig McGrouther and I discuss the upcoming Lone Star Capital Summit and why this curated event stands apart from typical real estate conferences. We then shift to market analysis, discussing why Class C properties and 1970s vintage assets are facing extreme pessimism, creating potential contrarian opportunities where capital isn"t flowing.We also touch on the dramatic market reaction to weak jobs data on August 1st, which flipped the probability of a September Fed rate cut from 50% to 80% in a single day. Apply to attend the LSC Summit 2025: www.lscsummit.com Download our FREE Passive Investor Guide: https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and get the FREE Underwriting Toolkit: https://www.lscre.com/resource/fof-underwriting-toolkit Learn more about Lone Star Capital: www.lscre.com Follow me on LinkedIn: https://www.linkedin.com/in/rob-beardsley Read my latest articles: https://www.lscre.com/blog