Investing with GoodLife | Real Estate News, Investing Tips, & Current Events

This week on Investing with GoodLife Housing Partners — David and Rohan cover March Madness in Las Vegas, the Fed’s latest pause, and why institutional capital is quietly repositioning across real estate.• March Madness in Vegas: David shares observations from Las Vegas, where sportsbooks were packed and real estate conversations were happening alongside the games. • Fed Holds — But For How Long? The Fed kept rates unchanged, but with inflation lingering and growth slowing, are we heading into a longer wait and the dreaded stagflation? • Institutional Capital Targets IOS: A $500M joint vent...

This week on Investing with GoodLife Housing Partners — David and Rohan unpack major CRE transactions, rising policy pressure, and shifting market dynamics as capital continues to move despite an increasingly uncertain regulatory environment.• Savills Acquires Eastdil Secured: David and Rohan discuss the ~$1.2B acquisition and what it signals about consolidation in top-tier brokerage, pricing power, and the long-term value of elite advisory platforms.• Retail Resurgence in Focus: A $530M sale of outdoor lifestyle shopping center Victoria Gardens in California highlights renewed interest in high-quality, experience-driven retail — raising the question of whether this ass...

This week on Investing with GoodLife Housing Partners — David and Rohan unpack rising energy prices, Fed rate-cut expectations, and major real estate shifts as institutions reposition assets in an uncertain market.Weak Jobs Report & Rate Cut Outlook: February’s jobs report surprised with negative payroll growth and higher unemployment, raising questions about whether weakening labor data could push the Fed toward rate cuts later this year. Gas Prices and Inflation Pressure: With gas climbing above $5 could energy costs keep inflation sticky and delay rate cuts longer than investors expect?Geopolitics and Oil Volatility: If...

This week on Investing with GoodLife Housing Partners — David and Rohan unpack how rising geopolitical tensions, stubborn inflation data, and new real-estate policies are shaping investor expectations across multiple property sectors.Middle East Tensions & Oil Risk — David and Rohan discuss the escalation between Israel, the U.S., and Iran and why any disruption near the Strait of Hormuz could quickly push energy prices higher. Could geopolitics become the next inflation driver? Hotter-Than-Expected Producer Inflation — The latest PPI data came in stronger than economists expected, reinforcing the idea that inflation may remain sticky. Does this give th...

This week on Investing with GoodLife Housing Partners — David and Rohan break down tariff-driven volatility, sticky inflation data, Fed tone shifts, and what it all means for real estate capital flows in 2026.Tariff Whiplash: Policy uncertainty around executive tariff authority triggered market volatility and raised questions about refund exposure and forward pricing risk. How should operators underwrite costs when policy can flip overnight?Inflation vs. Growth Tension: Recent data showed inflation running hotter than expected while GDP growth moderated — reinforcing the “higher for longer” rate narrative. Does this delay meaningful rate cuts?Fed Tone Shi...

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...

This week on Investing with GoodLife Housing Partners — David and Rohan track where real estate capital is moving next, from data-center connectivity and high-growth Sun Belt apartments to office-to-residential plays and niche “needs-based” sectors.Data-Center Infrastructure Push AT&T is deepening its partnership with AWS, expanding fiber connectivity and cloud migration — reinforcing the infrastructure behind data-center growth. DFW Growth Trade A $57M construction loan is funding a 313-unit multifamily build in Frisco — an example of capital still backing select DFW submarkets despite broader supply concerns. NYC Office Isn’t “Dead” Tishman Speyer completed a $3.5B...

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...

This week on Investing with GoodLife Housing Partners — Davos takes center stage as global capital reassesses power, policy risk, real estate distress, and what “normalization” might actually look like heading into 2026.Davos Reframed — With Larry Fink steering the World Economic Forum, heavyweight CEOs and global leaders show up, raising questions about who truly sets the agenda for capital today?2026 as Cleanup Mode — The “survive till 2025” era fades into a slow reset, where the bottom may be forming but velocity, exits, and confidence still lag.Multifamily Reality Check — Low basis matters more than ever...

This week on Investing with GoodLife Housing Partners — early-2026 data delivered mixed signals as weak job creation, sticky inflation pressures, and political interventions collided with AI hype and cautious optimism for a real estate rebound.Jobs Without Momentum — 2025 closed as the worst year for job creation since 2009 (ex-COVID), yet unemployment drifted down to 4.4%. Is this resilience… or distortion?Inflation Split Screen — CPI cooled modestly, but PPI ticked higher at the wholesale level. Are tariffs quietly squeezing businesses before consumers feel it?AI Everywhere, Capital Narrowing — VC fundraising fell 35%, while AI alone pull...

This week on Investing with GoodLife Housing Partners — markets opened 2026 with conflicting economic data, escalating political risk, mounting real estate distress, and renewed questions about whether California is pushing capital past the breaking point.Macro Reality Check — Jobs growth revised downward, unemployment jumped to 4.6%, CPI surprised to the downside, and GDP printed strong — but driven largely by consumer and government spending rather than private investment. Is the economy cooling beneath the headline numbers?Political Shockwaves — From the unprecedented detention of Venezuela’s president to rising geopolitical rhetoric, global uncertaint...

This week on Investing with GoodLife Housing Partners — Rohan and David break down the Fed’s final rate cut of the year, emerging real estate niches like childcare and life sciences, and why policy choices are reshaping where capital is (and isn’t) flowing.Federal Reserve Outlook: The Fed delivered a December rate cut, but the dot plot signals restraint ahead—only one cut penciled in for 2026, even as markets had hoped for more. What does that mean for borrowing costs and deal velocity?Powell, Politics & the Fed’s Future: With Jerome Powell’s term as Fed...

This week on Investing with GoodLife Housing Partners — David Fong breaks down why Opportunity Zone 2.0 marks a major reset for OZ investing, following fresh insights from the OZ Insiders dinner and the Novogradac Opportunity Zones Conference What Changed in OZ 2.0: Permanent program, rolling timelines, and simpler rules — no more racing fixed deadlines. Tax Benefits Explained Clearly: 5-year capital-gains deferral, 10% basis step-up (and 30% for rural OZs), accelerated depreciation, and 100% tax-free gains after 10 years — is this better than a 1031?Rural OZ Advantage: Lower “substantial improvement” hurdle (50% vs. 100%) opens the door to rehab deals — will rural zones at...

This week on Investing with GoodLife Housing Partners — Black Friday breaks spending records, the Fed edges toward a December rate cut, and data-center capital spending drives nearly all of America’s GDP growth. Holiday Spending Spike: U.S. shoppers spent $18B across Thanksgiving + Black Friday, yet economists warn it may mask weakening sentiment and higher borrowing. NYC’s “Blue Highway” Plan: The city pushes package delivery by water to reduce truck and road congestion — could industrial waterfront real estate make a comeback?Fed Cut Odds Jump: Market odds hit ~80% for a December rate cut; FOMC...

This week on Investing with GoodLife Housing Partners — the shutdown’s economic damage collides with a split Federal Reserve, LA clamps down harder on rent growth, and luxury hotels suddenly become one of the strongest signals of where capital is heading next. Shutdown Impact — A 43-day shutdown ends, Q4 economic growth takes a 1.5% hit, and the Fed is flying into December with missing data. Fed Split Deepens — Payrolls jump to 119k  for September, unemployment hits 4.4%, and officials can’t agree on a path forward. LA Rent Caps Tighten — New rules slash rent increases to 1–4...

This week on Investing with GoodLife Housing Partners — David and Rohan break down the record-setting government shutdown, the spike in job-cut announcements, and how shifting consumer behavior, tariffs, and robo-tech are reshaping the economic outlook. Real estate trends heat up in medical office, luxury development, and migration markets as investors hunt for stability.Labor Market Cracks: Private payrolls rose modestly, but job-cut announcements surged — is AI now driving a new wave of structural layoffs?Tariff Turbulence: The Supreme Court signals skepticism toward Trump-era tariffs — what happens if they’re struck down? Or reinstated under new auth...

This week on Investing with GoodLife Housing Partners — David and Rohan cover the record-long government shutdown, cooling inflation, and how major institutions are repositioning into U.S. real estate. From Fed signals to fresh billion-dollar bets, we outline where capital is heading next.Government Shutdown: Now 35 days in, the stalemate is halting SBA loans, USDA reviews, and housing approvals — quietly freezing deal flow.Fed Watch: Inflation at 3.0 % keeps rate-cut odds near 70 % for December. Is limited data nudging the Fed to act faster?Institutional Bets: JPMorgan’s $4 billion HQ, EQT’s $250 billion U.S. plan...

Welcome to our webinar on Ayva Midtown Phase II—the development of a 26-unit apartment community in Oklahoma City, Oklahoma. Strategically located near major employment hubs with over 100,000 jobs, this $6.35 million project (with $1.85 million in total equity) targets a 29.4% project IRR and a 3.27x equity multiple.  Tune in now for out Webinar Recording!

This week on Investing with GoodLife Housing Partners — government shutdowns ripple through data releases and airports, developers push ahead from Santa Monica to Phoenix, and Prologis rebrands itself for the AI era. Shutdown Ripple Effects: With the Labor Department closed, key reports like CPI and jobless claims are delayed — how long will markets tolerate the data drought?IRS Furlough Fallout: Half the IRS is furloughed, but Rohan argues that the agency was already operating at a “snail’s pace.” Does the slowdown even matter?Developers on the Move: Dinerstein breaks into Orange County, Rel...

This week on Investing with GoodLife Housing Partners — With Washington in shutdown mode, LA doubling down on costly housing policies, and Crowdstreet branching into private credit, private equity and VC, David and Rohan dissect what’s reshaping the economy, markets, and investor sentiment.Government Shutdown Fallout: The halt stops jobs and CPI reports—how can Powell stay “data dependent” with no data at all?Fed’s New Voice: Trump-appointed Fed Governor Miran calls for 150 bps of rate cuts for 2025 and scrapping the 2 % inflation target—wishful thinking or the start of a stimulus wave?LA Housing Par...