Episode Details

This week on Investing with GoodLife Housing Partners — inflation ticks higher, Amazon re-enters the industrial race, and real estate markets show clearer signs of a structural reset across office, retail, and capital flows.

• Inflation Reaccelerates: March CPI came in at 3.3% YoY, driven heavily by energy (gas up ~21%)—but core inflation stayed relatively contained. Is this a temporary spike or the start of another inflation wave? 
• Amazon Is Back in Industrial: After pulling back post-COVID, Amazon is aggressively expanding again—targeting 51M SF in 2026 with a more strategic, automation-focused approach. Are they about to dominate logistics infrastructure for everyone—not just themselves? 
• Retail Is Shifting Again: Institutional capital (Ares, Federated Hermes) is doubling down on convenience retail and multifamily, while malls are evolving into experience-driven spaces. If people aren’t shopping—just spending time—what does that mean for retail valuations? 
• Office Market Contradictions: Vacancy hits a record 21%, yet leasing activity is rising—driven by smaller footprints and flight to quality. Is this the “new equilibrium” for office, or is more pain still ahead? 
• Capital Is Rotating Into the U.S.: Global investors—especially from the Middle East—are redirecting capital into U.S. housing and land plays, with Sharia-compliant structures emerging. Does this signal long-term confidence in U.S. real estate despite current volatility? 

🎧 Tune in now for Episode 235 — Inflation surprises, Amazon’s comeback, and what the next phase of real estate really looks like.