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
Strong Jobs, Softer Inflation, and a Real Estate Reset - 227
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This week on Investing with GoodLife Housing Partners — David and Rohan unpack cooling inflation data, lender positioning shifts, retail’s resurgence, distressed hospital real estate, and how capital is repositioning ahead of a potential June rate cut.
- Inflation Cools, Jobs Stay Strong: January CPI came in at 2.4% year-over-year (below expectations), while payrolls nearly doubled forecasts at 132,000 jobs — is this the “soft landing” setup the Fed has been waiting for, or does a resilient labor market delay cuts?
- Lenders Reposition by Region & Sector: At the MBA conference, lenders signaled caution on Los Angeles and Phoenix multifamily, optimism in the Pacific Northwest, and renewed appetite for retail and Dallas industrial — is retail officially back in favor?
- Blackstone’s Strategic Reset: Blackstone Mortgage Trust reduced office exposure in 2025 by 50%, doubled down on multifamily and industrial lending, and cleaned up impaired loans — a clear signal of where institutional credit sees growth in 2026.
- Retail Revival at Scale: Kimco Realty plans to sell $500M in centers amid 96% occupancy, while ex-Blackstone executives launched Town Lane and acquired 27 grocery-anchored centers last week — is constrained supply and sticky tenancy driving the next retail cycle?
- Forced Sellers & Unusual Buyers: Hospitals are increasingly monetizing real estate via sale-leasebacks as Medicaid reduction and Obamacare subsidies expirations lead to mounting cost pressures, while ICE is reportedly targeting warehouse acquisitions for new detention and processing facilities — how does government demand and increased hospital distress reshape industrial and medical real estate?
🎧 Tune in now for Episode 227 — Inflation cools, capital rotates, and retail quietly regains institutional favor.