Assertion Supported
Morris: OpenAI and Anthropic Have Both Filed to Go Public
“OpenAI and Anthropic have both filed to go public next.”
Opinion
Morris: Seat-based SaaS business model is broken by agentic AI
“This is a business model that's worked for 20 years, and the market is looking at this and saying the business model is broken, and it's broken by Open Claw in combination with AI and what Open Claw can do with AI.”
Prediction Open · timeframe Jul 2027
Morris: Institutional caps will thin competition for small single-family buyers
“With the new housing law pushing the mega funds out of single family buying, the small operators competition is about to thin out.”
Prediction Not checkable as stated
Morris: The US Housing Market Will Not Crash in 2026
“Will the housing market crash in 2026? Short answer, no. The data says the opposite, and this week proved it.”
Assertion Supported
Morris: Fed Minutes Show Majority Open to Raising Rates
“The May meeting minutes revealed that the majority of Fed officials now see the possibility of raising rates if the war continues and if inflation persists as a result of it.”
Assertion Supported
Morris: SpaceX Lost Over $4B in the Previous Quarter
“SpaceX lost over four billion dollars last quarter.”
Assertion Supported
Morris: SpaceX Is Raising Capital to Build AI Data Centers
“SpaceX is raising this money partly to build AI data centers and infrastructure.”
Prediction Open · timeframe Jun 2036
Morris: Secondary residential markets will outperform primary markets over 10 years
“So, secondary markets will outperform primary markets in residential real estate over the next 10 years.”
Insight
Paul Morris: Real Estate Information Asymmetry Is Legal Insider Trading
“In real estate insider trading is legal. Insider trading, meaning not doing anything to break a fiduciary duty, but insider trading, meaning I can learn more about the property than the market knows about the property. So therefore I have unfair information an…”
Assertion Supported
Morris: US and Israel launched joint strikes on Iran, killing supreme leader
“February 28th, more than three weeks ago, the U.S. And Israel launched joint strikes on Iran. Operation Epic Fury. That's the actual US term for it. And they killed Iran's supreme leader and dozens of their senior military officials.”
Prediction Not checkable as stated
Morris: The next 24 months are the decade's best real estate opportunity
“So, to say it plainly, I believe the next 18 to 24 months represent one of the best real estate buying windows we will see in this entire decade.”
Prediction Not checkable as stated
Morris: ARM resets will trigger big discounts on distressed real estate
“The distressed assets are distressed because people bought them at a much lower interest rate. When that interest rate adjusts, it's going to become a, it's, when those interest rates adjust, the mortgages are going to go up to a rate that people cannot afford…”
Assertion Contradicted
Morris: Institutional Investors Own Over 25% of Atlanta Housing Stock
“All you have to do is look at certain concentrated areas, and you look at a place like Atlanta, where more than 25% of the housing stock is owned by large institutional investors.”
Prediction Held up
Morris: $1T of Maturing Commercial Debt in 2026 Creates Massive Investment Opportunities
“20, 26, one trillion dollars worth of debt is going to mature. One hundred and twenty billion of that was taking it. Yeah. And then, and that's going to create real problems and it's going to create amazing opportunities.”
Insight
Morris: Knowledge Boosts Real Estate Returns to 60-70% But Degrades Stock Returns
“However, a bit of knowledge In, in real estate or just aligning with somebody who has a lot of knowledge in real estate moves you from four and a half percent to conservatively, 60% or 70%. And that even a lot of knowledge moves you essentially from 10% backwa…”
Opinion
Morris: Buyers who refuse to pay full agent commissions get worse deals
“If I'm not paying full commission, I'm not getting a good deal. Period. Full stop.”
Assertion Not checkable as stated
Morris claims no losses across 25 years of real estate investing
“Having invested for more than 25 years and having never lost money in a real estate deal sounds absolutely incredible.”
Prediction Not checkable as stated
Morris: Property buyers with resetting adjustable loans will get crushed in 2025
“People are in 20, 25 are going to get crushed. Here's why. They bought retail five years ago. Lots of properties. They may be on a 30 year payment plan, but the interest rate could adjust at five years or seven years. Yeah. As those come up, now interest rates…”
Insight
Morris: Buying in already-regulated rental markets offers certainty and supply-cap upside
“I would also argue that, that, that using that rule which is to go where it's all right, already regulated
Gives you more certainty rather than less certainty, and that's important.
And then also in that example, let's just say that they were allowing 10,000 h…”
Prediction Not checkable as stated
Morris: The Fed Will Not Cut Interest Rates in Near Future
“The Fed is not going to rescue your deal with a rate cut in the near future”
Opinion
Morris: Current economic indicators do not point to a market crash
“So these risks are real and they deserve to be taken seriously, but they are not, in my opinion, pointing to a real estate Or total market crash.”
Assertion Not checkable as stated
Morris: Fed debate centers on rate hikes rather than cuts
“This week, the Federal Reserve meets, and for the first time in years, the live debate is not whether there's going to be a rate cut, but rather whether there's going to be a rate hike.”
Insight
Morris: Homeowner Equity Prevents Foreclosures and Real Estate Crashes
“People with equity don't get foreclosed on. They sell and they cash a check. No forced sellers. No flood of inventory. No crash.”
Prediction Not checkable as stated
Morris: US Housing Market Will Not Crash in 2026
“Is
The housing market actually going to crash in 2026, and based off the latest data, the answer is no.”
