Episode Details

This week on Investing with GoodLife Housing Partners — David and Rohan break down the record-setting government shutdown, the spike in job-cut announcements, and how shifting consumer behavior, tariffs, and robo-tech are reshaping the economic outlook. Real estate trends heat up in medical office, luxury development, and migration markets as investors hunt for stability.

• Labor Market Cracks: Private payrolls rose modestly, but job-cut announcements surged — is AI now driving a new wave of structural layoffs?
• Tariff Turbulence: The Supreme Court signals skepticism toward Trump-era tariffs — what happens if they’re struck down? Or reinstated under new authority?
• Robo-Taxi Explosion: Waymo adoption is skyrocketing as younger riders ditch Uber — is autonomous mobility about to flip urban transport?
• Luxury CRE Boom: One Beverly Hills advances with Aman-branded hotel and residences and a $10B build-out — why ultra-luxury still sells at $20–40M a unit?
• Sunbelt Medical Office Surge: Houston, DFW, Atlanta and Orlando dominate as demographic trends and limited new supply push investors into MOB deals.

🎧 Tune in now for Episode 217 — a sharp look at labor risks, tariff shocks, and the real estate pockets still powering forward.