Why LA’s Housing Math Is Breaking Down - 238

This week on Investing with GoodLife Housing Partners — David and Rohan discuss the growing divide between cities encouraging development and cities pushing capital away, while unpacking what that means for housing, office markets, and long-term investment trends. 

• The Fed Holds Steady: The Fed kept rates unchanged, but rare dissent inside the committee shows pressure building for future cuts as leadership changes approach.

• Nashville’s Massive Development Push: The proposed East Bank mixed-use project could reshape Nashville’s urban core — is the city becoming the next major growth magnet?

• LA’s Housing Reality Check: SB 79 aims to accelerate housing near transit, but David and Rohan debate whether regulation, weak equity demand, and affordability pressures are making LA’s housing goals unrealistic.

• Are LA Apartments Actually Oversupplied? Concessions are rising across many newer apartment projects — especially in mid-tier “quasi-luxury” buildings — while demand appears stronger in select suburban pockets.

• Capital Keeps Leaving Legacy Markets: From Dallas office growth to New York political tensions and Starwood freezing redemptions, the episode explores why investors continue shifting toward more business-friendly markets.

🎧 Tune in now for Episode 238 — a deep dive into housing policy, investor psychology, migration trends, and the markets still attracting growth.