Episode Details

This week on Investing with GoodLife Housing Partners — Rohan and David break down the latest moves across rates, senior and student housing, Los Angeles offices, regulation, and sports-driven real estate.

• Fed Policy Faces Another Test — A stronger jobs report and upcoming inflation data are putting even more attention on the Fed’s next rate decision, but will the economy stay strong enough to justify another hike?
• Senior Housing Attracts More Institutional Capital — American Healthcare REIT is expanding its East Coast presence with a major $696 million, eight-community acquisition as investors continue positioning to take advantage of this long-term demographic demand.
• Student Housing Keeps Scaling Up — Scion Group and Ares are adding another large Sun Belt portfolio for $435 million near major universities, continuing the institutional push into student housing.
• Los Angeles Offices Remain a Split Market — A new refinance in Torrance highlights continued strength in the South Bay’s aerospace and defense-driven office market, while vacancy remains much higher elsewhere in Los Angeles. Can those stronger submarkets continue to separate themselves from the broader office sector?
• Sports Ownership Meets Real Estate Development — Stan Kroenke’s move to acquire a controlling stake in the Anaheim Angels baseball team adds another franchise to a portfolio built around sports, mixed-use development, and large-scale entertainment districts.

Tune in now for Episode 255 — covering Fed policy, housing investment, L.A. offices, and the growing connection between sports and real estate.