Bridge-Lender Discipline Is Cracking, and Opportunity Is Leaking Out - 225

This week on Investing with GoodLife Housing Partners — the team recaps the NHMC real estate conference, shifting post-Fed expectations, early signs of a 2026 transaction thaw, and how capital (and power infrastructure) is reorganizing around the next cycle. 

Fed leadership chatter and market comfort: Discussion centers on Kevin Warsh,  President Trump’s formal pick to succeed Jerome Powell as Fed chair, with emphasis on perceived Fed independence and how that tone may shape rate-cut expectations.National Multifamily Housing Council vibes and 2026 underwriting: 2026 is shaping up as a “reset year” where maturities and fewer “kick-the-can” extensions could force re...