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Epic Real Estate Investing

Everyone Saw a Crash — They Missed the Real Danger | George Ellison

Epic Real Estate Investing

Matt Theriault

Business, Investing

4.7955 Ratings

🗓️ 15 November 2025

⏱️ 79 minutes

🧾️ Download transcript

Summary

The internet won’t stop screaming “Housing crash! 2008 again! Get ready!” But what if the entire conversation is upside-down? In this episode, I sit down with George Ellison — the guy who sold a 15,000-home REIT for billions — to break down the truth behind today’s market. And trust me… this story is nothing like the doomsday crowd wants it to be. If you want to invest like the pros instead of guessing like the rest of the internet, check out George’s platform → https://www.propbee.com/They basically built the institutional toolkit for normal people. George walks me through the day his $2.5B deal collapsed in April 2020, why Wall Street predicted 80% of his tenants would stop paying rent, and how the real number ended up being 3%. Then he explains why the fundamentals today look nothing like 2008, why Warren Buffett is quietly loading up, and why high rates have actually created the best setup for buyers we’ve seen in years. If you want to understand the market instead of getting played by the headlines, this is the episode you listen to. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

They finally got the, you know, like the genie back in the bottle.

0:03.6

So they're going to be very, very cautious in bringing them back down.

0:07.1

But, Matt, are they going lower or are they going higher?

0:10.2

And the answer is...

0:11.1

This is the epic real estate podcast.

0:14.8

Contrarian takes on money, housing, and policy without the guru nonsense.

0:20.3

Let's go, let's go, let's go, let's go, let's go, let's go, let's go.

0:24.2

Let's go.

0:25.0

And look, we need to talk about the housing market because every comment on every video I post

0:31.4

says the exact same thing.

0:33.9

Get ready for the crash.

0:35.6

You're a fool.

0:36.6

It's 2008 all over again.

0:38.3

The entire internet is convinced the housing market is about to collapse.

0:43.3

And they are dangerously wrong.

0:46.3

And this creates two massive weight.

0:48.3

What?

0:49.3

Contradictions.

0:50.3

First, if the market is a guaranteed disaster,

0:53.3

why did Warren Buffett just make the largest

0:55.6

real estate investment in his company's history?

0:58.6

And second, how can this not be 2008 when it feels exactly the same?

...

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