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
The Illusion of Stability Taking Shape in 2026 - 223
This week on Investing with GoodLife Housing Partners — early-2026 data delivered mixed signals as weak job creation, sticky inflation pressures, and political interventions collided with AI hype and cautious optimism for a real estate rebound.
- Jobs Without Momentum — 2025 closed as the worst year for job creation since 2009 (ex-COVID), yet unemployment drifted down to 4.4%. Is this resilience… or distortion?
- Inflation Split Screen — CPI cooled modestly, but PPI ticked higher at the wholesale level. Are tariffs quietly squeezing businesses before consumers feel it?
- AI Everywhere, Capital Narrowing — VC fundraising fell 35%, while AI alone pulled in $222B. Is AI the next real asset class—or the next bubble?
- Data Centers: Not for Mortals — Massive capital, power constraints, and Big Tech dominance mean data centers are effectively off-limits to all but giants like Prologis.
- Policy Shock & Housing Politics — From pressure on single-family rental giants like Blackstone and Invitation Homes, to talk of credit-card rate caps and expanded ICE facilities—will affordability crusades backfire?
🎧 Tune in now for Episode 223 — weak jobs, hot AI money, political risk, and why 2026 may be the year everything resets.