Jobs report New Shock, Tariff Refund Bets, and the High-Stakes Gamble on San Francisco - 210

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: buying rights to tariff refunds from importers — a litigation-style bet with billions on the line. Student Hous...