Strong Jobs, Softer Inflation, and a Real Estate Reset - 227

This week on Investing with GoodLife Housing Partners — David and Rohan unpack cooling inflation data, lender positioning shifts, retail’s resurgence, distressed hospital real estate, and how capital is repositioning ahead of a potential June rate cut. 

Inflation Cools, Jobs Stay Strong: January CPI came in at 2.4% year-over-year (below expectations), while payrolls nearly doubled forecasts at 132,000 jobs — is this the “soft landing” setup the Fed has been waiting for, or does a resilient labor market delay cuts? Lenders Reposition by Region & Sector: At the MBA conference, lenders signaled caution on Los Angeles and Phoenix multifamily...