Fed Cuts, H-1B Shock, and Self-Driving Cars Redefine Real Estate - 212
Episode 212
This week on Investing with GoodLife Housing Partners Podcast — From Powell’s “risk-management” cut to Trump’s $100K H-1B bombshell, McKinsey’s forecast of autonomous cities, and Kennedy Wilson’s $347M bet on multifamily, David and Rohan track how markets and real estate are shifting.
- Fed’s Dot Plot Surprise – Powell trims rates by 25 bps, with two more cuts projected in 2025 as growth slows and inflation edges higher.
- Visa Sticker Shock – Trump raises H-1B fees to $100K. Will this keep jobs at home or trigger a global talent drain?
- Autonomous Future – McKinsey projects 40% of vehicles fully self-driving by 2035, reshaping CBDs, parking garages, and suburban land plays.
- Kennedy Wilson Expansion – The firm acquires Toll Brothers’ Apartment Living platform for $347M, adding 18 properties and a $3.6B development pipeline.
- Resorts & Reform – Virgin’s failed Chicago hotel gets reborn as a Sports Illustrated Resort, while DC enacts the RENTAL Act, its most sweeping housing reform in decades.
Tune in now for Episode 212 — from rate cuts to robo-taxis, the real estate future is already here.
Published on 12 hours ago