Multifamily Real Estate in 2025: Crisis or Opportunity? - Video

In Episode 108 of Drunk Real Estate, Kyle, J and Mauricio are joined by special guest Charlie Koznick, Chief Investment Officer at MC Companies (alongside Ken McElroy). Charlie shares his unique journey from Hollywood actor to multifamily real estate investor—and why his team is currently investing hundreds of millions into Class A apartments while many others are pencils down.

We dive into:

-Charlie’s acting career (including scenes with Tom Selleck on Las Vegas) ????
-His pivot into real estate, joining Ken McElroy’s team, and building a $600M+ portfolio
- Why MC Companies is doubling down on Class A multifamily in Phoenix
- Market insights on supply, demand, rent growth, and absorption rates
- How long-term strategies, interest rates, and investor expectations are shaping deals in 2025
- The outlook for B- and C-class assets, institutional capital, and where opportunities are next

Whether you’re an investor, operator, or just curious about the state of multifamily real estate, this episode is packed with perspective, strategy, and a few laughs (and drinks ????????).

???? Don’t forget to like, subscribe, and drop your thoughts in the comments—do you agree it’s time to buy in multifamily?

???? Links & Resources
???? Subscribe to our daily economic newsletter: http://dredaily.com/
???? Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial
???? Learn more about syndication with Mauricio: https://coachingwithmauricio.com
???? Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks
???? Support Kyle & Ashley (BadAshInvestor):
• Website: https://www.badashinvestor.com/
• YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg
• Instagram: https://www.instagram.com/badashinvestor/

???? Follow Drunk Real Estate
Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en
Facebook: https://www.facebook.com/61567789892814
Website: https://www.drunkrealestateshow.com/

Chapters:
00:00 - Intro & guest reveal: actor turned multifamily investor
01:30 - Charlie Koznick’s Hollywood career & Tom Selleck story
05:20 - Leaving acting for finance and real estate
07:15 - Joining Ken McElroy & building MC Companies
10:50 - Why $600M in Class A acquisitions during uncertainty
15:00 - Market bottoming: rents, absorption, and Phoenix insights
20:00 - Loan strategies: fixed vs. floating debt and investor expectations
23:40 - Infinite returns vs. 10-year holds
26:00 - Shifts from B-Class to Class A opportunities
30:00 - State of institutional capital & market cycle analysis
35:00 - Drinks of the day ????????
40:00 - Tariffs, inflation, and construction costs
43:00 - Fed outlook: rate cuts, jobs data, and investor sentiment
50:00 - Supply, demand, and long-term multifamily tailwinds
01:00:00 - Risks of recession & resilience of Class A rentals
01:15:00 - Absorption, rent growth, and positive trends returning
01:30:00 - Final takeaways on multifamily opportunities ahead

#DrunkRealEstate #CharlieKoznick #MCCompanies #RealEstateInvesting #Multifamily #KenMcElroy #DrunkRealEstatePodcast #CommercialRealEstate #FinancialFreedom #PassiveIncome #WealthBuilding #ApartmentInvesting #HousingMarket2025 #InvestingStrategies #EconomicOutlook #RealEstatePodcast