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.

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 Chair ending in May 2026 and Trump allies like Kevin Hassett rumored as successors, how political does monetary policy get next?
• Childcare as an Asset Class: Early-education real estate is rapidly institutionalizing, with demand far outstripping supply. Can triple-net rent structures and brand scale overcome labor and quality risks?
• Life Sciences Comeback: After years of pain and high vacancies, groups like Tishman Speyer are betting big on a rebound in life sciences real estate driven by on-shoring, pharma growth, and a reset in pricing.
• LA vs. Everywhere Else: New data shows LA’s ULA (mansion) tax has crushed transactions and housing supply—while markets like DFW surge ahead with population growth, hotel demand, and “Y’all Street” ambitions.

🎧 Tune in now for Episode 221 — rates, real estate pivots, and the policy choices quietly reshaping where smart money goes next.

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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 attract outsized capital?
• Capital Is Coming Back: Conference turnout, billion-dollar OZ funds, and renewed advisor and investor confidence — entering the next OZ capital wave.
• Beyond Real Estate: OZ businesses (e.g., medical practices + facilities) create layered benefits — is the business OZ angle underutilized?

🎧 Tune in now for Episode 220 — a deep dive into Opportunity Zone 2.0, why it’s now a permanent wealth-planning tool, and how investors can use it to defer, discount, and eliminate taxes

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 is unusually split, raising the chance of a rare stalemate?
• Data Centers = GDP Engine: Tech giants’ $400B+ in AI/data-center capex accounts for 92% of 2025 GDP growth. Is this sustainable or a bubble forming?
• Office Market Divergence: Manhattan Class A leasing hits a post-pandemic high while Century City restaurants and retail remain visibly weak.

🎧 Tune in now for Episode 219 — a deep dive into consumer strength, Fed uncertainty, and the data-center wave powering the U.S. economy.

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% as homelessness nears 44,000. Will this protect tenants or choke new development?
• Luxury Hotels Heat Up — NYC luxury hotel ADRs surge to $1,560, Paris touches $2,600, and Blackstone moves on the SF Four Seasons. Is luxury signaling the bottom first?
• IOS Becomes a Power Play — Morgan Stanley scoops up 26 IOS sites for $92M as the sector’s rents double since 2020, turning outdoor storage into one of the cycle’s most profitable niches.

🎧 Tune in now for Episode 218 — the fast-moving shifts in rates, rents, and where smart capital is rotating next.

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 authority?
• Robo-Taxi Explosion: Waymo adoption is skyrocketing as younger riders ditch Uber — is autonomous mobility about to flip urban transport?
• Luxury CRE Boom: One Beverly Hills advances with Aman-branded hotel and residences and a $10B build-out — why ultra-luxury still sells at $20–40M a unit?
• Sunbelt Medical Office Surge: Houston, DFW, Atlanta and Orlando dominate as demographic trends and limited new supply push investors into MOB deals.

🎧 Tune in now for Episode 217 — a sharp look at labor risks, tariff shocks, and the real estate pockets still powering forward.