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, CapEx gets scrutinized, and absorption—not optimism—drives underwriting discipline.
• Data Centers Meet Politics — AI demand stays hot, but power infrastructure becomes the new underwriting risk as regulators push tech giants to shoulder grid costs?
• Distress Watchlist — Syndicators default, rent-stabilized portfolios strain, office remains brutal, while adaptive reuse—especially self-storage—quietly accelerates.

🎧 Tune in now for Episode 224 — Davos power dynamics, real estate cleanup mode, and why cheap basis matters more than forecasts.

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 pulled in $222B. Is AI the next real asset class—or the next bubble?
• Data Centers: Not for Mortals — Massive capital, power constraints, and Big Tech dominance mean data centers are effectively off-limits to all but giants like Prologis.
• Policy Shock & Housing Politics — From pressure on single-family rental giants like Blackstone and Invitation Homes, to talk of credit-card rate caps and expanded ICE facilities—will affordability crusades backfire?

🎧 Tune in now for Episode 223 — weak jobs, hot AI money, political risk, and why 2026 may be the year everything resets.

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 uncertainty is accelerating — how should investors think about political risk entering 2026?
• California’s Billionaire Tax Proposal — A 5% annual tax on net worth over $1B sparks immediate exit threats from major tech founders. Is this the next mansion tax — and will it permanently damage California’s investment credibility?
• Real Estate Stress Signals — Another Brookfield asset heads toward foreclosure in Los Angeles, while capital markets remain frozen. Are we seeing forced price discovery finally begin?
• The Future of Cities — Declining international immigration, falling student enrollment, labor shortages in healthcare, and the rise of drone delivery and automation — what does this mean for housing, urban density, and development strategy?

🎧 Tune in now for Episode 222 — a wide-ranging discussion on macro data, capital flight, California policy risk, and the early signals shaping real estate and markets in 2026.