Investing with GoodLife | Real Estate News, Investing Tips, & Current Events
A weekly open forum podcast where GLHP’s Principals discuss investing, real estate, and other current events.
Please send any questions or feedback to pod@goodlifehp.comGoodLife Housing Partners is a privately-held real estate investment company based in Los Angeles with a focus on the student housing and workforce apartment sectors.
The firm was founded by Rohan Gupta and David N. Fong in May 2015 and as of February 2021 has assets under management with an estimated value of approximately $350 million.
Investing with GoodLife | Real Estate News, Investing Tips, & Current Events
DEXIT, DOJ, and Debt Maturities: This Week in CRE - 207
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.