Episode Details

This week on Investing with GoodLife Housing Partners — David and Rohan cover March Madness in Las Vegas, the Fed’s latest pause, and why institutional capital is quietly repositioning across real estate.

• March Madness in Vegas: David shares observations from Las Vegas, where sportsbooks were packed and real estate conversations were happening alongside the games.
• Fed Holds — But For How Long? The Fed kept rates unchanged, but with inflation lingering and growth slowing, are we heading into a longer wait and the dreaded stagflation?
• Institutional Capital Targets IOS: A $500M joint venture from Sagard and La Caisse is targeting IOS near major port markets — is outdoor storage becoming the next institutional favorite?
• Blackstone Starts Selling: Recent dispositions from major players suggest capital rotation is underway — are transactions finally picking up?
• Student Housing Momentum: David and Rohan discuss renewed investor interest as fundamentals continue to strengthen but deal flow remains muted.

🎧 Tune in now for Episode 232 — big money moves, Fed uncertainty, and where capital is heading next.