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 and improved valuations.
Texas Rising – Taylor Sheridan + Hillwood unveil a 450k SF film/TV campus in Fort Worth’s Alliance district, backed by $300M in state subsidies.
Next-Gen Logistics – Americold opens a Kansas City cold-storage hub tied to the CPKC rail line, integrating North–South supply chains.
LA Office Collapse – 1000 Wilshire (ex-Wedbush HQ) now valued at just $60M, down 69% from its 2018 refi.

Tune in now for Episode 208 — markets, OZs, Texas, and the shifting CRE landscape.

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 gyms, doggy daycares, and even “car man-caves.”
•  Market Focus – Heavy footprint in Austin/San Antonio corridor (New Braunfels, Mayfair). Texas counties with pro-growth permitting keep projects moving fast.
•  Investor Base – Other funds and sophisticated RE owners seeking quick-turn 22%+ IRR developments, with 12% pref and 80/20 split. Financing largely via relationship banks.
•  Macro View – Rate cuts could spur renewed investor enthusiasm, but Jonathan sees capital raising still tough and deal flow scarce. Multifamily over-leveraged buyers from ’21–’22 are under stress, while older mom-and-pop owners resist today’s pricing realities.

Tune in now for this special episode with Jonathan Tuttle — a deep dive on flex space, capital raising, and where industrial deals still pencil. 

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 Learn more at land-play.com or check out Jonathan’s Accredited Investor Podcast. 

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 tariffs.
• Policy Shifts – Florida scraps its 55-year commercial rent tax; Texas courts “DEXIT” by luring companies away from Delaware with pro-management laws.
• Greystar Settlement – The nation’s largest multifamily operator agrees to drop RealPage rent-setting software after DOJ antitrust pressure.

Tune in now for Episode 207 — the week’s numbers, deals, and policy shifts, all decoded.

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 Tool – With Moran’s backing, Trump’s tariff threats could be reframed as economic stabilizers rather than market risks.
• IRS Shake-Up – Trump fires the IRS chief after only two months, handing oversight to the Treasury Secretary in a highly unusual move.
• Political Signals – From the Fed to the IRS, rapid personnel changes may signal deeper shifts in economic policy heading into election season.

Tune in now for Episode 206

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%, GDP surprises at 3%, but slowing jobs could push the Fed toward a September cut.
• Office Market Gambles – JBG Smith bets on distressed DC offices, BXP starts a $1B+ all-electric Manhattan tower, and motels quietly become workforce housing.
• WeWork’s Makeover – Beer taps out, boardrooms in. The company rebrands after bankruptcy—can the brand still win back tenants?

Tune in now for Episode 205—where real estate meets politics, market tension, and the stories behind the headlines.

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 defense, robotics and energy businesses.
• ADUs Get a Federal Boost
  A new bill proposes federal loan guarantees for second mortgages on ADUs—aimed at easing the housing crisis. But are man caves and guest suites really solving it?
• HUD Eyes 2-Year Section 8 Limit
  A proposed cap on public housing subsidies could reshape affordable housing nationwide—unless exceptions for elderly and disabled are widely applied.
• Self-Storage as Office Alternative
  Zombie office buildings may find new life as self-storage facilities. With conversions gaining traction, developers are offering street-level perks to win over cities.
• Dallas Industrial Stays Hot
  Despite 10%+ vacancy, DFW leads the nation in new industrial construction, now pivoting to smaller flexible spaces to meet shifting tenant demand.

Tune in now for Episode 204!

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 Mortgages
  BILT raises $250M at a $10.8B valuation. Next move? Bringing rewards to mortgage payments—potentially reshaping consumer finance.
• Grid Strain Ahead
  DOE warns of rising blackout risk as AI, EVs, and data centers spike demand. Real estate with energy backup may gain an edge.
• Department Stores Reimagined
  Printemps debuts in NYC with a 55,000 sq. ft. “apartment store” concept. Retail, art, and dining blend into one immersive experience.
• NYC Election Heats Up
  Cuomo returns with developer backing and a pro-growth agenda. Mamdani pushes rent freezes and more public housing. Real estate lines are being drawn.

Tune in now for episode 203!

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 office or prime risk? 
• LA Office Shakeout
  Downtown LA faces foreclosures and 70% value drops; Century City sees 12% vacancy and rising rents.
• Bonus Depreciation Returns
  The BBB bill reinstates 100% bonus depreciation—major tax savings for investors and tenants.
• Opportunity Zones 2.0
  OZ 2.0 launches in 2027 with expanded tax breaks, rural zone upgrades, and no depreciation recapture—creating new paths for long-term gains. 

Tune in now for Episode 202! 

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 240,000 residents—Frisco is exploding. What’s next for Salina, McKinney, and the tollway dubbed “liquid gold”?
• CEQA Reform Update
  A new California law promises to cut red tape for affordable housing, clinics, and food banks. Will it deliver?
• Investor Moves
  Apollo launches Olympus Housing Capital, and we remember billionaire David Murdoch, who lived—and ate—well to 102.

Tune in now for Episode 201! 🏘️📊

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 Standstill
  David 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 840
  A new law aims to reshape commercial real estate by making it easier to convert commercial buildings into residential uses. Will cities embrace or resist this change?
• Co-Warehousing: The Next Big Thing
  Discover how co-warehousing could revolutionize industrial space and redefine the logistics landscape.
• California’s Quiet CEQA Reform
  A little-known law reforming CEQA could signal a shift in Governor Newsom’s approach to housing. Is this real progress or political theater?
• Midyear Predictions
  As 2025 reaches its halfway point, David and Rohan make bold forecasts: Will interest rates fall? What’s ahead for the Good Life portfolio? And can the Lancaster project land a tenant by year-end?

Tune in now for Episode 200!