Investing with GoodLife | Real Estate News, Investing Tips, & Current Events

GoodLife Housing Partners

A weekly open forum podcast where GLHP’s Principals discuss investing, real estate, and other current events.Please send any questions or feedback to pod@goodlifehp.comGoodLife Housing Partners is a privately-held real estate investment company based in Los Angeles with a focus on the student housing and workforce apartment sectors. The firm was founded by Rohan Gupta and David N. Fong in May 2015 and as of February 2021 has assets under management with an estimated value of approximately $350 million.

  1. Jun 5

    Student Housing, Texas Growth, and the Potential CRE Reset - 242

    This week on Investing with GoodLife Housing Partners, Rohan and David discuss major real estate headlines, from Scion and Ares’ joint student housing acquisition and apartment public REIT consolidation to Fertitta Entertainment’s Caesars deal, Texas manufacturing growth, retail trends from ICSC, and the slow reset happening across distressed commercial real estate.  Student Housing Stays Strong — Scion and Ares acquired a major student housing portfolio from Harrison Street for $910 million, showing continued institutional demand for large university markets. Big Players Keep Getting Bigger — Equity Residential and AvalonBay announced a major merger, while Fertitta Entertainment moved to acquire Caesars in a $17.6 billion deal. Are large-scale combinations becoming the next phase of real estate and hospitality? Texas Keeps Winning Growth — Celestica is expanding in Fort Worth, and Blue Origin is reportedly considering a major campus in Hutto, adding to Texas’ growing role in advanced manufacturing, aerospace, AI infrastructure, and industrial demand. Retail Finds New Energy — David recaps themes from ICSC, including stronger retail sentiment, value-focused consumers, the importance of tenant mix, luxury brand strategy, and more entertainment concepts like trampoline parks, kid zones, escape rooms, and social gaming. Distress Becomes More Visible — Rohan and David discuss how lenders are beginning to move more troubled loans and distressed assets, especially in office and multifamily. Is the market finally shifting from extend-and-pretend toward real price discovery? 🎧 Tune in now for Episode 242 — a conversation on major real estate deals, Texas momentum, retail trends, and where distressed CRE opportunities may begin to emerge.

    43 min
  2. May 22

    Fed Fights, Inflation Spikes, and FIFA’s Hotel Shortfall - 241

    This week on Investing with GoodLife Housing Partners — Rohan and David break down the Fed transition, hotter inflation data, new housing policy fights, and why the 2026 FIFA World Cup may not deliver the hotel boom many expected.  A new Fed era begins: Kevin Warsh has been officially confirmed by the U.S. Senate as the next Federal Reserve Chair, with Jerome Powell serving temporarily until the transition is complete.  What does a tighter inflation backdrop mean for the path of rates? Inflation pressure is building again: April CPI rose 3.8% year over year, core CPI rose 2.8%, and PPI jumped 6.0%, keeping rate-cut hopes under pressure. The consumer still looks surprisingly resilient: From restaurants to travel to high-end golf, the episode questions whether consumers are truly pulling back — or simply adjusting where they spend. Housing policy turns toward Wall Street: The discussion covers proposed restrictions on institutional ownership of single-family rentals, including the build-to-rent debate under the 21st Century ROAD to Housing Act. Could policies aimed at helping buyers end up reducing rental supply? FIFA’s hotel demand problem: Early reports show World Cup hotel bookings falling short in several U.S. host cities, raising questions about how much positive economic impact the tournament will actually generate. 🎧 Tune in now for Episode 241 — a conversation on inflation, interest rates, housing supply, and the real-world limits of headline-driven economic expectations.

    45 min
  3. Apr 30

    Fed Shakeups, Texas Data Centers, and the Death of Old Downtown LA - 237

    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.

    37 min
5
out of 5
8 Ratings

About

A weekly open forum podcast where GLHP’s Principals discuss investing, real estate, and other current events.Please send any questions or feedback to pod@goodlifehp.comGoodLife Housing Partners is a privately-held real estate investment company based in Los Angeles with a focus on the student housing and workforce apartment sectors. The firm was founded by Rohan Gupta and David N. Fong in May 2015 and as of February 2021 has assets under management with an estimated value of approximately $350 million.