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Inflation Cools, BILT Heats Up, and Why Your Grid Can't Handle 2030 - 203

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!