E208 - From Jackson Hole to Houston Floodplains: Markets in Motion - 208

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 logistics and manufacturing.
Brookfield Bounce – Q2 2025 loss of $46M looks good versus last year’s $789M hit, aided by asset sales...