This week on Investing with GoodLife Housing Partners — Rohan and David discuss another busy week across markets, real estate, technology, and sports, from the Fed’s latest policy direction to SpaceX momentum, office price discovery, and World Cup excitement.

• A More Hawkish Fed Takes Shape — The Fed holds rates steady, but Kevin Warsh’s first meeting signals a stronger focus on inflation, less forward guidance, and a potential shift in how markets read central bank policy.
• SpaceX and the Space Coast Boom — SpaceX’s IPO momentum, space tourism, and growing aerospace activity continue to drive interest in Florida’s Space Coast, especially across hospitality and commercial real estate.
• Downtown LA Office Price Discovery — Capital Group’s purchase of 333 South Hope marks one of the largest Los Angeles office sales in recent years and raises new questions about where pricing may finally be settling.
• Mansion Tax Relief and LA Investment Challenges — Proposed changes to LA’s mansion tax may offer limited relief for newer multifamily projects, but Rohan and David discuss why the broader investment issue remains unresolved.
• Industrial Demand and Corporate Moves — Walmart’s Riverside cold storage acquisition, Morgan Stanley’s Dallas expansion plans, and SPAN’s home-based data center concept all point to shifting demand across industrial, office, and infrastructure-driven real estate.

Tune in now for Episode 246 — new Fed era, SpaceX’s Space Coast boom, DTLA office price discovery, and major corporate real estate moves.

This week on Investing with GoodLife Housing Partners — Rohan and David discuss another busy week across real estate, markets, sports, and travel, from major corporate relocations to the changing shape of retail and industrial demand.

• Texas Continues to Attract Major Business Moves — Samsung is shifting more operations to Plano, while new shipbuilding investment near Port Arthur highlights the state’s continued momentum in jobs, manufacturing, and infrastructure.
• Industrial Demand Comes Back Into Focus — Houston’s large-scale industrial pipeline, refinery redevelopment in Carson, and Kayne Anderson’s major light industrial acquisition all point to continued investor appetite for logistics and infill industrial assets.
• Multifamily and Mixed-Use Updates — Adam Neumann’s Flow makes its first West Coast acquisition in San Jose, with a partially vacant multifamily tower tied to moderate-income housing.
• Drive-Thru Coffee and Retail Pad Demand — Dutch Bros, 7 Brew, and other fast-growing coffee concepts are reshaping retail site planning, with smaller buildings, longer drive-thru queues, and less emphasis on traditional in-store seating.
• Markets, Jobs, and Interest Rates — Rohan and David also cover the latest jobs report, inflation expectations, potential Fed rate cuts, and how broader economic sentiment continues to shift.

Tune in now for Episode 245 — covering Texas growth, industrial real estate, retail trends, market updates, World Cup energy, and a few travel downgrades along the way.

This week on Investing with GoodLife Housing Partners, Rohan and David sit down with Jared Jones of Middle Housing Partners to discuss middle housing, ADUs, California’s changing housing laws, and how new development models are helping create more workforce housing across the state.

🎧 Tune in now for Episode 244 — a conversation on the future of middle housing, infill development, and housing affordability in California.

This week on Investing with GoodLife Housing Partners, Rohan and David sit down with Benjamin Stef for a special episode covering real estate investing, market trends, funding strategies, and the path to financial freedom.

🎧 Tune in now for a conversation on building wealth, navigating opportunities, and understanding what it takes to succeed in today’s real estate market.

Learn more about Benjamin Stef here:

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This week on Investing with GoodLife Housing Partners, Rohan and David discuss major real estate headlines, from Scion and Ares’ joint student housing acquisition and apartment public REIT consolidation to Fertitta Entertainment’s Caesars deal, Texas manufacturing growth, retail trends from ICSC, and the slow reset happening across distressed commercial real estate.

• Student Housing Stays Strong — Scion and Ares acquired a major student housing portfolio from Harrison Street for $910 million, showing continued institutional demand for large university markets.
• Big Players Keep Getting Bigger — Equity Residential and AvalonBay announced a major merger, while Fertitta Entertainment moved to acquire Caesars in a $17.6 billion deal. Are large-scale combinations becoming the next phase of real estate and hospitality?
• Texas Keeps Winning Growth — Celestica is expanding in Fort Worth, and Blue Origin is reportedly considering a major campus in Hutto, adding to Texas’ growing role in advanced manufacturing, aerospace, AI infrastructure, and industrial demand.
• Retail Finds New Energy — David recaps themes from ICSC, including stronger retail sentiment, value-focused consumers, the importance of tenant mix, luxury brand strategy, and more entertainment concepts like trampoline parks, kid zones, escape rooms, and social gaming.
• Distress Becomes More Visible — Rohan and David discuss how lenders are beginning to move more troubled loans and distressed assets, especially in office and multifamily. Is the market finally shifting from extend-and-pretend toward real price discovery?

🎧 Tune in now for Episode 242 — a conversation on major real estate deals, Texas momentum, retail trends, and where distressed CRE opportunities may begin to emerge.

This week on Investing with GoodLife Housing Partners — Rohan and David break down the Fed transition, hotter inflation data, new housing policy fights, and why the 2026 FIFA World Cup may not deliver the hotel boom many expected.

• A new Fed era begins: Kevin Warsh has been officially confirmed by the U.S. Senate as the next Federal Reserve Chair, with Jerome Powell serving temporarily until the transition is complete. What does a tighter inflation backdrop mean for the path of rates?
• Inflation pressure is building again: April CPI rose 3.8% year over year, core CPI rose 2.8%, and PPI jumped 6.0%, keeping rate-cut hopes under pressure.
• The consumer still looks surprisingly resilient: From restaurants to travel to high-end golf, the episode questions whether consumers are truly pulling back — or simply adjusting where they spend.
• Housing policy turns toward Wall Street: The discussion covers proposed restrictions on institutional ownership of single-family rentals, including the build-to-rent debate under the 21st Century ROAD to Housing Act. Could policies aimed at helping buyers end up reducing rental supply?
• FIFA’s hotel demand problem: Early reports show World Cup hotel bookings falling short in several U.S. host cities, raising questions about how much positive economic impact the tournament will actually generate.

🎧 Tune in now for Episode 241 — a conversation on inflation, interest rates, housing supply, and the real-world limits of headline-driven economic expectations.

This week on Investing with GoodLife Housing Partners — Rohan and David unpack the April jobs report, major real estate merger activity, EV-driven retail strategy, AT&T’s Plano headquarters move, Opportunity Zone 2.0, and the early vibe from GLHP’s new Pasadena office.

• Jobs Beat Expectations, But the Labor Market Still Looks Softer: April added 115,000 jobs versus roughly 65,000 expected, but the deeper takeaway is slowing—not collapse.
• Apartment REIT Giants Explore a Combination: AvalonBay and Equity Residential are reportedly in early merger talks, raising questions about scale, efficiency, and institutional control in multifamily.
• Fitch Moves to Acquire Trepp: The deal strengthens Fitch’s CRE and CMBS data platform as structured finance analytics become even more important.
• Retail Is Becoming an EV Infrastructure Play: Rivian and Caruso are partnering on 150+ chargers and new showroom experiences across Southern California properties — is charging the new retail foot-traffic strategy?
• Plano Keeps Winning Corporate Real Estate: AT&T’s planned $1.35B headquarters campus shows how suburban office campuses are still attracting major corporate commitments.

🎧 Tune in now for Episode 240 — a conversation on jobs, REIT consolidation, EV retail, Opportunity Zones, and the shifting geography of office demand.

This week on Investing with GoodLife Housing Partners, Rohan and David sit down with Tim Hubbard from Corzly to discuss the evolution of short-term rentals, property management technology, dynamic pricing, and where opportunities still exist in today’s hospitality market.

🎧 Tune in now for Episode 239 — a conversation on the future of short-term rental investing, hospitality operations, and real estate technology.