The Paul Morris Podcast

Welcome back to The Paul Morris Podcast, brought to you by Entrepreneur Media.

In this State of the Market episode, I break down why the housing crash so many people are waiting for still is not showing up in the data. Existing home sales just hit a five-month high, prices are still rising year over year, inventory remains far from crash territory, and first-time buyers are back in the market.

I also walk through the bigger forces shaping real estate right now: mortgage rates, inflation, gas prices, the Fed, the war’s impact on oil, and why global headlines can quietly affect your monthly payment. But the biggest lesson is that national data only gets you so far. Your real edge as a buyer or investor comes from knowing your local market, your submarket, and even your street better than anyone else.

I talk about why waiting for the perfect moment can cost you, why you should underwrite deals at today’s rates instead of betting on a refinance, and how buyers may still have a window to negotiate before the crowd comes back in. If you want to understand what is actually happening in the market without the hype, this episode is for you.

*Connect with Paul*Instagram: https://www.instagram.com/paulmarkmorris/TikTok: https://www.tiktok.com/@itspaulmarkmorrisYouTube: https://www.youtube.com/@paulmorrispodcastFacebook: https://www.facebook.com/paulmarkmorris 

*Presented by Entrepreneur Media & Money News Network*Entrepreneur Media: https://www.entrepreneur.com/podcastsMoney News Network: https://www.moneynewsnetwork.com

Timestamps

00:00:00 State of the Market Intro

00:00:47 Crash in 2026 No

00:00:58 Sales Surge Despite Chaos

00:01:53 Inventory and Supply Explained

00:02:56 First Time Buyers Return

00:04:28 Forecasts and Local Reality

00:05:52 Hot and Cold Metro Swings

00:08:19 Micro Markets Matter Most

00:10:35 Is Now a Good Time

00:11:12 Buyer Leverage and Waiting Cost

00:13:10 Local Edge and ADUs

00:15:19 Mortgage Rates in 2026

00:16:12 Oil to Rates Chain

00:18:39 Fed Shift and Warsh

00:21:34 War Peace Gas and Action Plan
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Paul Mark Morris explains a major shift away from SaaS as agentic AI becomes accessible to non-programmers, citing his own use of OpenClaw to run task-completing AI agents and the implication that tools like CRMs can be built quickly without traditional development teams. He connects this disruption to falling SaaS valuations, highlighting Salesforce’s drop from $337B to $179B by March 2026 despite rising revenue, and argues markets are pricing in a broken seat-based SaaS model. Morris describes a rotation toward hard assets, prompted by a conversation with nine-figure entrepreneur Mike Lazarow (who sold a company to Salesforce for $785M), and outlines three real estate plays: data centers (via REITs like Equinix and Digital Realty), multifamily amid shrinking supply and a 2026 debt-maturity-driven distress window, and secondary-market residential growth driven by AI-enabled migration.

Timestamps
00:00:00 Disclaimer and Welcome
00:00:19 SaaS to Hard Assets Shift
00:00:46 Mike Lazarow Wake Up Call
00:02:07 Agentic AI Explained
00:03:01 OpenClaw Breakthrough
00:04:10 Building Your Own AI Agent
00:06:57 SaaS Valuations Collapse
00:11:22 Three Real Estate Plays
00:11:28 Data Centers via REITs
00:13:12 Multifamily Bedrock Thesis
00:15:55 Migration Economy Tailwind
00:18:11 Hard Assets Win in Disruption
00:19:11 Five Takeaways for Investors
00:21:43 Closing Thoughts and Call to Action
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Welcome back to The Paul Morris Podcast, brought to you by Entrepreneur Media. Today I’m breaking down a massive shift happening right now—how AI is rapidly dismantling traditional SaaS models and why that’s forcing a major rotation of capital into real, physical assets. After a recent conversation with a nine-figure internet entrepreneur, it became clear to me that the smartest investors aren’t doubling down on software—they’re moving into real estate, infrastructure, and opportunities tied to the physical world. In this episode, I walk you through exactly what’s changing, where the money is going, and how you can position yourself to take advantage of it.

*Connect with Paul*
Instagram: https://www.instagram.com/paulmarkmorris/
TikTok: https://www.tiktok.com/@itspaulmarkmorris
YouTube: https://www.youtube.com/@paulmorrispodcast
Facebook: https://www.facebook.com/paulmarkmorris

*Presented by Entrepreneur Media & Money News Network*
Entrepreneur Media: https://www.entrepreneur.com/podcasts
Money News Network: https://www.moneynewsnetwork.com

Timestamps
00:00:00 Disclaimer and Liability
00:00:14 Podcast Welcome and Topic
00:00:46 Nine Figure Founder Shift
00:02:38 Agentic AI Emerges
00:03:24 What Agentic AI Does
00:05:22 OpenClaw Origin Story
00:06:58 Why Mac Minis Vanished
00:07:24 Building My First Agent
00:09:34 SaaS and CRM Disruption
00:11:02 Salesforce Value Collapse
00:12:21 Where Capital Rotates
00:14:41 Play One Data Centers
00:16:32 Play Two Multifamily Setup
00:19:15 Play Three Migration Economy
00:22:31 Five Takeaways and Wrap
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Welcome back to The Paul Morris Podcast, brought to you by Entrepreneur Media. Today I sit down with entrepreneur and investor Michael Lazerow to break down what it really takes to build companies that scale—from the early days of the internet to billion-dollar exits and the rise of AI. Michael shares the hard lessons behind launching golf.com, building and selling Buddy Media to Salesforce, and why timing, demand, and storytelling matter more than technology alone. If you’re building a business, investing in the future, or trying to understand where AI and entrepreneurship are headed next, this conversation is packed with practical insights you can use right now.

*Michael Lazerow*
Instagram: https://www.instagram.com/lazerow/
Website: https://kassandmike.com/

*Connect with Paul*
Instagram: https://www.instagram.com/paulmarkmorris/
TikTok: https://www.tiktok.com/@itspaulmarkmorris
YouTube: https://www.youtube.com/@paulmorrispodcast
Facebook: https://www.facebook.com/paulmarkmorris

*Presented by Entrepreneur Media & Money News Network*
Entrepreneur Media: https://www.entrepreneur.com/podcasts
Money News Network: https://www.moneynewsnetwork.com

Timestamps
00:00:00 Meet Mike and Cass
00:01:09 Marriage and the Book
00:03:52 Entrepreneurship Origins
00:05:51 Golfcom Domain Deal
00:07:48 Golfcom to Buddy Media
00:11:32 Timing and Tech Waves
00:14:39 Real Estate and Demand
00:22:09 Liquid Death and Go Gauge
00:38:17 Moats And Big Markets
00:39:47 Best Likely Vs Worst Likely
00:41:20 Demand Gen As Defense
00:43:53 Storytelling Wins Attention
00:46:39 Real Estate Returns Debate
00:54:14 Content Strategy For Realtors
01:05:26 Agentic AI And Local Brains
01:11:44 Fire Round And Farewell
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Welcome back to The Paul Morris Podcast, brought to you by Entrepreneur Media. In this episode, I break down the exact criteria professional investors use to evaluate markets and share the top three U.S. cities that stand out heading into 2026. We’ll walk through the real data—migration trends, affordability, job growth, cap rates, and regulations—and why places like Knoxville, Tulsa, and Savannah are attracting attention from investors.

But more importantly, I explain why the city itself is never the whole story. The real opportunity comes from finding the right deal, understanding your local market, and preparing for the wave of distressed properties that could emerge as billions in debt comes due in 2026. If you’ve been wondering where to invest next, this episode will help you think like a professional investor and make smarter decisions in the year ahead.

*Connect with Paul*
Instagram: https://www.instagram.com/paulmarkmorris/
TikTok: https://www.tiktok.com/@itspaulmarkmorris
YouTube: https://www.youtube.com/@paulmorrispodcast
Facebook: https://www.facebook.com/paulmarkmorris

*Presented by Entrepreneur Media & Money News Network*
Entrepreneur Media: https://www.entrepreneur.com/podcasts
Money News Network: https://www.moneynewsnetwork.com

Timestamps
00:00:00 Show Premise And Question
00:00:50 Investor Criteria Overview
00:02:13 Top Cities Revealed
00:02:20 How Migration Data Works
00:02:54 Knoxville Market Breakdown
00:04:06 Knoxville Cap Rates Math
00:04:35 Tulsa Starter Market
00:04:56 Tulsa Rental Demand Signal
00:05:28 Savannah Coastal Diversification
00:06:02 Savannah Prices And Rents
00:06:32 Recap The Three Picks
00:06:46 Why LA Still Feels Full
00:08:19 Neighborhoods Beat Averages
00:09:46 LA On The Five Factors
00:13:36 Deal Focus And 2026 Debt Wall
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