Episode Details

This week on Investing with GoodLife Housing Partners — David and Rohan unpack how rising geopolitical tensions, stubborn inflation data, and new real-estate policies are shaping investor expectations across multiple property sectors.

• Middle East Tensions & Oil Risk — David and Rohan discuss the escalation between Israel, the U.S., and Iran and why any disruption near the Strait of Hormuz could quickly push energy prices higher. Could geopolitics become the next inflation driver? 
• Hotter-Than-Expected Producer Inflation — The latest PPI data came in stronger than economists expected, reinforcing the idea that inflation may remain sticky. Does this give the Federal Reserve justification to keep rates higher for longer? 
• Student Housing Leasing Rules Tighten — College Park, Maryland approved a new ordinance restricting how early landlords can send lease renewal offers to students. 
• Major Office Bet in Lower Manhattan — American Express announced plans for a massive new global headquarters at 2 World Trade Center, a nearly two-million-square-foot project developed by Silverstein Properties. Does this signal renewed confidence in New York office demand? 
• Adaptive Reuse & Industrial Investment — David and Rohan highlight two structural trends: struggling malls being converted into medical hall facilities, and large industrial investments tied to the AI and technology supply chain. Could these shifts redefine where capital flows in real estate over the next decade? 

🎧 Tune in now for Episode 229 — David and Rohan break down the geopolitical risks, inflation signals, and real estate developments investors should be watching.