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
2026 Looks Less Broken, Still Not Fixed -224
This week on Investing with GoodLife Housing Partners — Davos takes center stage as global capital reassesses power, policy risk, real estate distress, and what “normalization” might actually look like heading into 2026.
- Davos Reframed — With Larry Fink steering the World Economic Forum, heavyweight CEOs and global leaders show up, raising questions about who truly sets the agenda for capital today?
- 2026 as Cleanup Mode — The “survive till 2025” era fades into a slow reset, where the bottom may be forming but velocity, exits, and confidence still lag.
- Multifamily Reality Check — Low basis matters more than ever, CapEx gets scrutinized, and absorption—not optimism—drives underwriting discipline.
- Data Centers Meet Politics — AI demand stays hot, but power infrastructure becomes the new underwriting risk as regulators push tech giants to shoulder grid costs?
- Distress Watchlist — Syndicators default, rent-stabilized portfolios strain, office remains brutal, while adaptive reuse—especially self-storage—quietly accelerates.
🎧 Tune in now for Episode 224 — Davos power dynamics, real estate cleanup mode, and why cheap basis matters more than forecasts.