The Fed Cut Once — And Basically Told Markets to Stop Dreaming - 221

This week on Investing with GoodLife Housing Partners — Rohan and David break down the Fed’s final rate cut of the year, emerging real estate niches like childcare and life sciences, and why policy choices are reshaping where capital is (and isn’t) flowing.

• Federal Reserve Outlook: The Fed delivered a December rate cut, but the dot plot signals restraint ahead—only one cut penciled in for 2026, even as markets had hoped for more. What does that mean for borrowing costs and deal velocity?
• Powell, Politics & the Fed’s Future: With Jerome Powell’s term as Fed Chair ending in May 2026 and Trump allies like Kevin Hassett rumored as successors, how political does monetary policy get next?
• Childcare as an Asset Class: Early-education real estate is rapidly institutionalizing, with demand far outstripping supply. Can triple-net rent structures and brand scale overcome labor and quality risks?
• Life Sciences Comeback: After years of pain and high vacancies, groups like Tishman Speyer are betting big on a rebound in life sciences real estate driven by on-shoring, pharma growth, and a reset in pricing.
• LA vs. Everywhere Else: New data shows LA’s ULA (mansion) tax has crushed transactions and housing supply—while markets like DFW surge ahead with population growth, hotel demand, and “Y’all Street” ambitions.

🎧 Tune in now for Episode 221 — rates, real estate pivots, and the policy choices quietly reshaping where smart money goes next. 

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