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

This week on Investing with GoodLife Housing Partners — From a Q2 GDP revision upwards and Powell’s “not on autopilot” rate cut warning to a first-of-its-kind multi-state tenant union, Trump’s $1M “Gold Visa,” and LA Metro’s 10,000-unit push, David and Rohan break down what’s moving markets and real estate. GDP beats expectations: Q2 growth revised up to 3.8% from 3.3%, but Powell’s “not on autopilot”and stock market potential over-valuation warning rattled markets.Tenant unions go national: For the first time, renters across multiple states are uniting against a corporate landlord—will this change...

This week on Investing with GoodLife Housing Partners Podcast — From Powell’s “risk-management” cut to Trump’s $100K H-1B bombshell, McKinsey’s forecast of autonomous cities, and Kennedy Wilson’s $347M bet on multifamily, David and Rohan track how markets and real estate are shifting.Fed’s Dot Plot Surprise – Powell trims rates by 25 bps, with two more cuts projected in 2025 as growth slows and inflation edges higher.Visa Sticker Shock – Trump raises H-1B fees to $100K. Will this keep jobs at home or trigger a global talent drain?Autonomous Future – McKinsey projects 4...

This week on GoodLife Housing Partners Podcast — From a million-job labor revision to Vegas hotel rate spikes, mall shake-ups, David and Rohan break down another wild week of markets, real estate, and lifestyle shifts.Jobs Revision Shock – Nearly 900,000 jobs were quietly erased in a labor report update. With PPI and CPI also coming in softer, does this force the Fed into a 50-basis-point cut?Vegas Hotel Frenzy – Budget properties like Excalibur hitting $450 a night during fight weekend — what does it say about consumer demand?Retail Retreat – Nordstrom closes at Santa Monica Place after 15 y...

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...

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...

This week on GoodLife Housing Partners Podcast Special Episode — Rohan sits down with Jonathan Tuttle of Land-Play to dive into the niche but fast-growing world of industrial flex space. From Austin’s I-35 corridor to investor sentiment post-Jackson Hole, they break down where deals are still getting done.Flex Space Strategy – Land-Play targets 7–14 acre sites, building 12k SF max (often split into 3–4 units). Prefab metal, quick 4–6 month build times, HVAC included — filling a shortage of small contractor-friendly spaces. Tenant Profile – Local HVAC, plumbing, mom-and-pop services near new housing; also niche uses like CrossFit...

This week on GoodLife Housing Partners Podcast — From Powell’s hints at Jackson Hole to OZ 2.0, Texas’ Hollywood ambitions, and another LA office valuation crash, David and Rohan break down the latest in markets and real estate.Fed Signals – Powell’s Jackson Hole speech left markets guessing, with investors reading “rate cut” into vague remarks. Opportunity Zone 2.0 – Launching Jan 2026; biggest allocations in CA (2,750 tracts) and TX (2,500, mostly Houston). Expands beyond apartments into logistics and manufacturing. Brookfield Bounce – Q2 2025 loss of $46M looks good versus last year’s $789M hit, aided by asset sales...

This week on GoodLife Housing Partners Podcast — From inflation data to CRE debt walls, global capital moves, and even a “DEXIT” trend, David and Rohan unpack what’s shaping markets and real estate right now.CPI vs. PPI – Consumer inflation stays tame at 2.7%, but wholesale prices jump to 3.3%. Are tariffs quietly fueling stagflation risks?Debt Wall Rising – $2T in maturities from 2025–27 looms; CMBS issuance surges 5× last year as refinancing shifts from cash-out to cash-in.Hot Spots & Headwinds – Data centers keep pulling historic capital (Blackstone alone pledging new $25B), while industrial leasing slows sharply under tar...

This week on the Good Life Housing Partners Podcast — Political shake-ups and shifting market expectations keep the week anything but boring. David and Rohan unpack the Fed’s sudden vacancy, bold new economic views, and an IRS firing that raises eyebrows.Fed Musical Chairs – A governor’s abrupt resignation clears the path for Trump’s pick, Stephen Moran — a Harvard economist who calls tariffs deflationary and pushes for less Fed independence.Rate-Cut Whiplash – JP Morgan jumps from predicting one cut to three this year, as Fed members hint at putting jobs ahead of inflation.Tariffs as a...

This week on the Good Life Housing Partners Podcast, David and Rohan unpack a whirlwind of economic, real estate, and market news:Blackstone Tragedy – A shocking shooting at Blackstone’s NYC HQ leaves the BREIT CEO dead, reigniting concerns over office security in a market already under stress.Trump Fires Jobs Chief – July’s 73K jobs report and downward revisions of May and June numbers trigger Trump to fire the Labor Department’s top jobs official—political theater or market signal?Fed Holds, But for How Long – Inflation ticks up as PCE rises to 2.6...

This week on the Good Life Housing Partners Podcast, Rohan and David return from coastal travels and dive into new housing policy, shifts in industrial strategy, and how Clear may be losing its edge. California Consolidates Housing Policy Governor Newsom proposes a cabinet-level housing agency to streamline new housing permitting, affordable housing financing, wildfire recovery, and prefab approvals—with political ambitions in tow.California Forever Goes Industrial Once a bold housing play, the 2,100-acre “California Forever” site pivots to advanced manufacturing, backed by tech billionaires aiming to revive domestic production in defe...

This week on the Good Life Housing Partners Podcast, markets digest mixed inflation data, a new Japan trade deal, and fintech’s growing reach into real estate. David and Rohan break it all down.Inflation Check-In June CPI rose to 2.7%, but core CPI cooled to 2.9%; PPI came in soft. Signs of progress, but not enough for a rate cut—yet.Trump’s Japan Deal New trade pact cuts tariff and unlocks $550B in Japanese investment. U.S. cars and rice exports get a boost—but will the momentum hold?BILT Eyes Mortgage...

This week on the Good Life Housing Partners Podcast, markets stay calm despite tariff threats and Fed tension. David and Rohan unpack macro shifts, real estate fallout, and new tax legislation.Trump’s Tariff Blitz Over two dozen letters threaten tariffs up to 38% by August 1; markets shrug, but risks loom.Shadow Fed Chair Politics Fed members clash over rate cuts. Some appear to echo Trump’s stance—are they angling for the “shadow Fed chair” seat? Manhattan Office Bet  Saudi Arabia bankrolls two-thirds of a $1B+ skyscraper near Central Park. Prime...

This week on the Good Life Housing Partners Podcast, we return from a festive July 4th weekend to unpack sweeping new legislation, shifting market signals, and the continued rise of North Texas real estate. Trump’s Big Beautiful Bill Signed on Independence Day, the new law brings major real estate wins—bonus depreciation, LIHTC boosts, and the return of Opportunity Zones.Tariffs, Jobs & Rate Cuts With tariffs delayed (again) and job numbers strong, will Powell wait until September to make a move?Frisco’s Booming Growth From 6,000 to 240...

This week on the Good Life Housing Partners Podcast, we celebrate our 200th episode—and America’s 4th of July—by exploring economic uncertainty, surprising policy shifts, and the future of real estate. The Fed’s StandstillDavid and Rohan dissect the Fed’s latest decision to hold rates steady. Is Powell missing the mark? Could Trump’s rumored “shadow Fed chair” shake up the markets?Texas Senate Bill 840A new law aims to reshape commercial real estate by making it easier to convert commercial buildings into residential uses. Will cities embrace or...

In this new episode of Investing with Good Life, Rohan and David fived in to hot topic. The economy is on the brink (again!), Trump's trade war just got weirder, and two housing giants are about to go private in a move that will shock you. This week on Good Life Housing Partners, we're pulling back the curtain on the financial headlines you NEED to understand. Why is Ray Dalio screaming about a 3% solution, and what's Meta doing opening stores for VR headsets? We'll expose a secret bill in Texas that could unravel countless deals and reveal...

In this week’s Good Life Housing Partners podcast, Rohan was joined by Derek Morton, CEO of NetGain Property Management in Utah. Derek shares his journey of growing NetGain from zero to over 650 units and how he's using smart tech to manage it all with just a lean team. From tenant screening adjustments and deposit alternatives to innovative tools like ShowMojo, Property Meld, and flexible rent payment platforms, Derek breaks down what’s working—and what still needs work. They dig into housing affordability, zoning reform, shifting renter demographics, and the tech that's helping operators stay nimble. Derek a...

Episode 199: The Rate Cut That Never Came — Are We Waiting Our Way Into a Recession?In this milestone episode, David and Rohan of Good Life Housing Partners dive deep into the murky waters of inflation, interest rates, and economic uncertainty as the Fed prepares to make another big decision. With CPI and PPI data slightly better than expected — yet still not enough to trigger rate cuts — is Jerome Powell waiting too long?We break down what the latest numbers really mean, debate whether fear-driven policy is paralyzing action, and explore how inaction could tip us...

Is Los Angeles on the Brink of Civil War?In this week's episode, Rohan and David dives into the surprising reality of what's really happening in Los Angeles amidst news reports of chaos and protests. You won't believe how different the ground truth is from what's being portrayed, even scaring those who live there! We also break down:The Latest Job Numbers: Are they enough to make Jerome Powell finally cut rates? (Spoiler alert: Don't hold your breath!)Vegas in a Slump? One of us is seeing a distinct slowdown...

In this new episode of Investing with Good Life, Rohan and David fived in to hot topic. The economy is on the brink (again!), Trump's trade war just got weirder, and two housing giants are about to go private in a move that will shock you. This week on Good Life Housing Partners, we're pulling back the curtain on the financial headlines you NEED to understand. Why is Ray Dalio screaming about a 3% solution, and what's Meta doing opening stores for VR headsets? We'll expose a secret bill in Texas that could unravel countless deals and reveal...