Investing with GoodLife | Real Estate News, Investing Tips, & Current Events
GoodLife Housing Partners
229 episodes
2 hours ago
This week on Investing with GoodLife Housing Partners — markets opened 2026 with conflicting economic data, escalating political risk, mounting real estate distress, and renewed questions about whether California is pushing capital past the breaking point. Macro Reality Check — Jobs growth revised downward, unemployment jumped to 4.6%, CPI surprised to the downside, and GDP printed strong — but driven largely by consumer and government spending rather than private investment. Is the economy c...
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This week on Investing with GoodLife Housing Partners — markets opened 2026 with conflicting economic data, escalating political risk, mounting real estate distress, and renewed questions about whether California is pushing capital past the breaking point. Macro Reality Check — Jobs growth revised downward, unemployment jumped to 4.6%, CPI surprised to the downside, and GDP printed strong — but driven largely by consumer and government spending rather than private investment. Is the economy c...
This week on Investing with GoodLife Housing Partners — markets opened 2026 with conflicting economic data, escalating political risk, mounting real estate distress, and renewed questions about whether California is pushing capital past the breaking point. Macro Reality Check — Jobs growth revised downward, unemployment jumped to 4.6%, CPI surprised to the downside, and GDP printed strong — but driven largely by consumer and government spending rather than private investment. Is the economy c...
This week on Investing with GoodLife Housing Partners — Rohan and David break down the Fed’s final rate cut of the year, emerging real estate niches like childcare and life sciences, and why policy choices are reshaping where capital is (and isn’t) flowing. Federal Reserve Outlook: The Fed delivered a December rate cut, but the dot plot signals restraint ahead—only one cut penciled in for 2026, even as markets had hoped for more. What does that mean for borrowing costs and deal velocity?Powel...
This week on Investing with GoodLife Housing Partners — David Fong breaks down why Opportunity Zone 2.0 marks a major reset for OZ investing, following fresh insights from the OZ Insiders dinner and the Novogradac Opportunity Zones Conference What Changed in OZ 2.0: Permanent program, rolling timelines, and simpler rules — no more racing fixed deadlines. Tax Benefits Explained Clearly: 5-year capital-gains deferral, 10% basis step-up (and 30% for rural OZs), accelerated depreciatio...
This week on Investing with GoodLife Housing Partners — Black Friday breaks spending records, the Fed edges toward a December rate cut, and data-center capital spending drives nearly all of America’s GDP growth. Holiday Spending Spike: U.S. shoppers spent $18B across Thanksgiving + Black Friday, yet economists warn it may mask weakening sentiment and higher borrowing. NYC’s “Blue Highway” Plan: The city pushes package delivery by water to reduce truck and road congestion — could in...
This week on Investing with GoodLife Housing Partners — the shutdown’s economic damage collides with a split Federal Reserve, LA clamps down harder on rent growth, and luxury hotels suddenly become one of the strongest signals of where capital is heading next. Shutdown Impact — A 43-day shutdown ends, Q4 economic growth takes a 1.5% hit, and the Fed is flying into December with missing data. Fed Split Deepens — Payrolls jump to 119k for September, unemployment hits 4.4%, and ...
This week on Investing with GoodLife Housing Partners — David and Rohan break down the record-setting government shutdown, the spike in job-cut announcements, and how shifting consumer behavior, tariffs, and robo-tech are reshaping the economic outlook. Real estate trends heat up in medical office, luxury development, and migration markets as investors hunt for stability. Labor Market Cracks: Private payrolls rose modestly, but job-cut announcements surged — is AI now driving a new wave of st...
This week on Investing with GoodLife Housing Partners — David and Rohan cover the record-long government shutdown, cooling inflation, and how major institutions are repositioning into U.S. real estate. From Fed signals to fresh billion-dollar bets, we outline where capital is heading next. Government Shutdown: Now 35 days in, the stalemate is halting SBA loans, USDA reviews, and housing approvals — quietly freezing deal flow.Fed Watch: Inflation at 3.0 % keeps rate-cut odds near 70 % for Dece...
Welcome to our webinar on Ayva Midtown Phase II—the development of a 26-unit apartment community in Oklahoma City, Oklahoma. Strategically located near major employment hubs with over 100,000 jobs, this $6.35 million project (with $1.85 million in total equity) targets a 29.4% project IRR and a 3.27x equity multiple. Tune in now for out Webinar Recording!
This week on Investing with GoodLife Housing Partners — government shutdowns ripple through data releases and airports, developers push ahead from Santa Monica to Phoenix, and Prologis rebrands itself for the AI era. Shutdown Ripple Effects: With the Labor Department closed, key reports like CPI and jobless claims are delayed — how long will markets tolerate the data drought?IRS Furlough Fallout: Half the IRS is furloughed, but Rohan argues that the agency was already operating at a “sn...
This week on Investing with GoodLife Housing Partners — With Washington in shutdown mode, LA doubling down on costly housing policies, and Crowdstreet branching into private credit, private equity and VC, David and Rohan dissect what’s reshaping the economy, markets, and investor sentiment. Government Shutdown Fallout: The halt stops jobs and CPI reports—how can Powell stay “data dependent” with no data at all?Fed’s New Voice: Trump-appointed Fed Governor Miran calls for 150 bps of rate cuts ...
This week on Investing with GoodLife Housing Partners — From a Q2 GDP revision upwards and Powell’s “not on autopilot” rate cut warning to a first-of-its-kind multi-state tenant union, Trump’s $1M “Gold Visa,” and LA Metro’s 10,000-unit push, David and Rohan break down what’s moving markets and real estate. GDP beats expectations: Q2 growth revised up to 3.8% from 3.3%, but Powell’s “not on autopilot”and stock market potential over-valuation warning rattled markets.Tenant unions go nati...
This week on Investing with GoodLife Housing Partners Podcast — From Powell’s “risk-management” cut to Trump’s $100K H-1B bombshell, McKinsey’s forecast of autonomous cities, and Kennedy Wilson’s $347M bet on multifamily, David and Rohan track how markets and real estate are shifting. Fed’s Dot Plot Surprise – Powell trims rates by 25 bps, with two more cuts projected in 2025 as growth slows and inflation edges higher.Visa Sticker Shock – Trump raises H-1B fees to $100K. Will this keep jobs a...
This week on GoodLife Housing Partners Podcast — From a million-job labor revision to Vegas hotel rate spikes, mall shake-ups, David and Rohan break down another wild week of markets, real estate, and lifestyle shifts. Jobs Revision Shock – Nearly 900,000 jobs were quietly erased in a labor report update. With PPI and CPI also coming in softer, does this force the Fed into a 50-basis-point cut?Vegas Hotel Frenzy – Budget properties like Excalibur hitting $450 a night during fight weekend — wh...
This week on GoodLife Housing Partners Podcast — From a shocking jobs miss to tariff refund bets, student housing consolidation, and San Francisco’s tallest tower plans, David and Rohan unpack the week’s wild mix of market and real estate news. Jobs Stumble – Just 22,000 nonfarm new jobs were added in August vs. 75,000 forecast; unemployment climbs to 4.3%, a four-year high. The Fed September rate cut odds now sit at a full 100%. Tariff Refund Trade – Wall Street invents a new play: buyi...
This week on GoodLife Housing Partners Podcast — From Fed drama and Trump’s tariff maneuvers to September’s market “ambush zone,” mall reinventions, and Nvidia’s $4T AI real estate build-out, David and Rohan unpack what’s shaping CRE right now. Fed Watch – PCE came in as expected, jobs report ahead, and Trump moves to fire Fed Governor Lisa Cook while fast-tracking loyal replacements. Tariff Tangle – Court of Appeals rules Trump’s tariffs illegal; backup plan invokes a 94-year-old law la...
This week on GoodLife Housing Partners Podcast — From Powell’s hints at Jackson Hole to OZ 2.0, Texas’ Hollywood ambitions, and another LA office valuation crash, David and Rohan break down the latest in markets and real estate. Fed Signals – Powell’s Jackson Hole speech left markets guessing, with investors reading “rate cut” into vague remarks. Opportunity Zone 2.0 – Launching Jan 2026; biggest allocations in CA (2,750 tracts) and TX (2,500, mostly Houston). Expands beyond apartments into ...
This week on GoodLife Housing Partners Podcast Special Episode — Rohan sits down with Jonathan Tuttle of Land-Play to dive into the niche but fast-growing world of industrial flex space. From Austin’s I-35 corridor to investor sentiment post-Jackson Hole, they break down where deals are still getting done. Flex Space Strategy – Land-Play targets 7–14 acre sites, building 12k SF max (often split into 3–4 units). Prefab metal, quick 4–6 month build times, HVAC included — filling a shortag...
This week on GoodLife Housing Partners Podcast — From inflation data to CRE debt walls, global capital moves, and even a “DEXIT” trend, David and Rohan unpack what’s shaping markets and real estate right now. CPI vs. PPI – Consumer inflation stays tame at 2.7%, but wholesale prices jump to 3.3%. Are tariffs quietly fueling stagflation risks?Debt Wall Rising – $2T in maturities from 2025–27 looms; CMBS issuance surges 5× last year as refinancing shifts from cash-out to cash-in.Hot Spots & ...
This week on the Good Life Housing Partners Podcast — Political shake-ups and shifting market expectations keep the week anything but boring. David and Rohan unpack the Fed’s sudden vacancy, bold new economic views, and an IRS firing that raises eyebrows. Fed Musical Chairs – A governor’s abrupt resignation clears the path for Trump’s pick, Stephen Moran — a Harvard economist who calls tariffs deflationary and pushes for less Fed independence.Rate-Cut Whiplash – JP Morgan jumps from predictin...
This week on the Good Life Housing Partners Podcast, David and Rohan unpack a whirlwind of economic, real estate, and market news: Blackstone Tragedy – A shocking shooting at Blackstone’s NYC HQ leaves the BREIT CEO dead, reigniting concerns over office security in a market already under stress.Trump Fires Jobs Chief – July’s 73K jobs report and downward revisions of May and June numbers trigger Trump to fire the Labor Department’s top jobs official—political theater or market signal?Fed Hold...
Investing with GoodLife | Real Estate News, Investing Tips, & Current Events
This week on Investing with GoodLife Housing Partners — markets opened 2026 with conflicting economic data, escalating political risk, mounting real estate distress, and renewed questions about whether California is pushing capital past the breaking point. Macro Reality Check — Jobs growth revised downward, unemployment jumped to 4.6%, CPI surprised to the downside, and GDP printed strong — but driven largely by consumer and government spending rather than private investment. Is the economy c...
