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
September Ambush Zone: Markets, Malls, and Mega-Tech CRE - 209
This week on GoodLife Housing Partners Podcast — From Fed drama and Trump’s tariff maneuvers to September’s market “ambush zone,” mall reinventions, and Nvidia’s $4T AI real estate build-out, David and Rohan unpack what’s shaping CRE right now.
- Fed Watch – PCE came in as expected, jobs report ahead, and Trump moves to fire Fed Governor Lisa Cook while fast-tracking loyal replacements.
- Tariff Tangle – Court of Appeals rules Trump’s tariffs illegal; backup plan invokes a 94-year-old law last tied to the Great Depression.
- September Effect – Historically the S&P’s worst month, dubbed the market’s “ambush zone.”
- Retail Remix – Chuck’s Arcade debuts in Brea Mall, chasing nostalgia and the “kid-dult” spend.
- Office Stress – Paramount’s NYC towers under SEC scrutiny and One Cal Plaza in LA falls into receivership.
- AI Real Estate Boom – Nvidia projects $4T in digital infrastructure spending by 2030. The capital wave is expected to fund massive data centers and expand real estate footprints nationwide.
- Industrial Target – Activist investor Elliott takes a big stake in Rexford Industrial, betting on SoCal logistics.
Tune in now for Episode 209 — Fed politics, tariff battles, September markets, and the CRE shifts you can’t ignore.