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, and Nuveen’s $1.4 billion retail push highlight a pivot to infrastructure and necessity assets.
• Secondary Markets: Warburg Pincus and Madison Realty target discounted LP stakes in data centers, industrial, and multifamily sectors.
• Policy Impact: With SNAP and EBT funding stalled, Washington’s gridlock is starting to ripple through real communities.

🎧 Tune in now for Episode 216 — a focused look at shutdowns, rate cuts, and where institutional capital is moving next.