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In this episode of the Jon Sanchez Show, the hosts discuss the current state of the economy, focusing on consumer financial health and its implications for the real estate market. They explore the challenges consumers face, including rising debt levels and the impact of student loans. The conversation also touches on market performance, the wealth divide in housing, and the importance of understanding consumer behavior in the context of real estate investments. Chapters 00:00 Introduction and Personal Updates 01:56 Market Overview and Sector Rotation 05:34 Consumer Financial Health and Real Estate Impact 11:03 Home Equity and Mortgage Reality Check 16:07 The Mood of Underwriters 17:56 Consumer Financial Strain 19:35 Impact of Data Centers on Property Taxes 20:20 AI's Influence on Marketing and Production 20:47 Consumer Financial Health and Real Estate 23:35 The Wealth Divide in Housing 28:34 Navigating Real Estate Decisions Under Stress 34:54 Disclaimer 35:49 Disclaimer Resources & Links https://sanchezgaunt.com/ Connect with Jon Sanchez / sanchez-gaunt-capital-management-llc / sanchezgauntcapitalmanagement / sanchezgauntcapitalmanagement / @thejonsanchezshow https://www.sanchezgaunt.com/blog