Episode Details

This week on Investing with GoodLife Housing Partners — markets opened 2026 with conflicting economic data, escalating political risk, mounting real estate distress, and renewed questions about whether California is pushing capital past the breaking point.

• Macro Reality Check — Jobs growth revised downward, unemployment jumped to 4.6%, CPI surprised to the downside, and GDP printed strong — but driven largely by consumer and government spending rather than private investment. Is the economy cooling beneath the headline numbers?
• Political Shockwaves — From the unprecedented detention of Venezuela’s president to rising geopolitical rhetoric, global uncertainty is accelerating — how should investors think about political risk entering 2026?
• California’s Billionaire Tax Proposal — A 5% annual tax on net worth over $1B sparks immediate exit threats from major tech founders. Is this the next mansion tax — and will it permanently damage California’s investment credibility?
• Real Estate Stress Signals — Another Brookfield asset heads toward foreclosure in Los Angeles, while capital markets remain frozen. Are we seeing forced price discovery finally begin?
• The Future of Cities — Declining international immigration, falling student enrollment, labor shortages in healthcare, and the rise of drone delivery and automation — what does this mean for housing, urban density, and development strategy?

🎧 Tune in now for Episode 222 — a wide-ranging discussion on macro data, capital flight, California policy risk, and the early signals shaping real estate and markets in 2026.