Episode Details

This week on the Good Life Housing Partners Podcast, markets digest mixed inflation data, a new Japan trade deal, and fintech’s growing reach into real estate. David and Rohan break it all down.

• Inflation Check-In
  June CPI rose to 2.7%, but core CPI cooled to 2.9%; PPI came in soft. Signs of progress, but not enough for a rate cut—yet.
• Trump’s Japan Deal
  New trade pact cuts tariff and unlocks $550B in Japanese investment. U.S. cars and rice exports get a boost—but will the momentum hold?
• BILT Eyes Mortgages
  BILT raises $250M at a $10.8B valuation. Next move? Bringing rewards to mortgage payments—potentially reshaping consumer finance.
• Grid Strain Ahead
  DOE warns of rising blackout risk as AI, EVs, and data centers spike demand. Real estate with energy backup may gain an edge.
• Department Stores Reimagined
  Printemps debuts in NYC with a 55,000 sq. ft. “apartment store” concept. Retail, art, and dining blend into one immersive experience.
• NYC Election Heats Up
  Cuomo returns with developer backing and a pro-growth agenda. Mamdani pushes rent freezes and more public housing. Real estate lines are being drawn.

Tune in now for episode 203!