Episode Details

This week on Investing with GoodLife Housing Partners — David and Rohan break down Fed leadership changes, corporate relocations, Texas development momentum, LA’s policy problems, and signs that institutional capital may be finding value again in distressed markets. 

• A New Fed Era Is Coming — Jerome Powell’s chair term is ending, with Kevin Warsh expected to step into the spotlight. But will Fed independence hold under political pressure? 
• Texas Keeps Winning the Relocation Game — AbbVie is investing $1.4 billion in Durham, North Carolina,  Super Studios is planning a $750 million Mansfield, Texas movie studio campus, and Bimbo Bakeries USA is moving its headquarters to Dallas/Irving. 
• Data Centers Are Becoming North Texas’ New Power Play — DataBank secured $2 billion in construction financing for its Red Oak campus, showing how AI and cloud demand are reshaping real estate capital flows. 
• LA’s Policy Problem Is Still Front and Center — Measure ULA, office conversions, business closures, and downtown distress all point to one question: can LA attract capital again without major reform? 
• Blackstone Is Buying Where Others Are Pulling Back — From San Francisco hotels and AI leased office buildings to Napa’s Stanly Ranch, institutional money may be quietly calling a bottom in select Bay Area assets? 

🎧 Tune in now for Episode 237 — a sharp look at where capital is leaving, where it’s landing, and what LA needs to fix before investors come back.