E209 - September Ambush Zone: Markets, Malls, and Mega-Tech CRE - 209

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 last tied to the Great Depression. September Effect – Historically the S&P’s worst month, dubbed the...