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
35 Days of Gridlock: Why Wall Street Is Quietly Pouring Billions Into U.S. Real Estate - 216
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.