Episode Details

This week on Investing with GoodLife Housing Partners — David and Rohan break down tariff-driven volatility, sticky inflation data, Fed tone shifts, and what it all means for real estate capital flows in 2026.

• Tariff Whiplash: Policy uncertainty around executive tariff authority triggered market volatility and raised questions about refund exposure and forward pricing risk. How should operators underwrite costs when policy can flip overnight?
• Inflation vs. Growth Tension: Recent data showed inflation running hotter than expected while GDP growth moderated — reinforcing the “higher for longer” rate narrative. Does this delay meaningful rate cuts?
• Fed Tone Shift: The Fed’s messaging has leaned more cautious following mixed inflation and growth prints, signaling patience rather than urgency. Is the market overpricing cuts again?
• Roosevelt Hotel Redevelopment Twist: An unusual cross-border redevelopment dynamic highlighted how geopolitics and real estate can intersect in major gateway markets like New York.
• Private Credit Liquidity Watch: Headlines around redemption limits in private credit funds resurfaced liquidity concerns. Is this normal fund structure mechanics — or an early stress indicator for the broader credit markets?

🎧 Tune in now for Episode 228 — tariff volatility, Fed patience, and where capital is cautiously repositioning in real estate.