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

GoodLife Housing Partners
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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. 4d ago

    From Senior Housing to the Angels: Capital Keeps Moving - 255

    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.

  2. Sep 3

    SpaceX’s Louisiana Bet, and the Student Housing Amenity Race - 254

    This week on Investing with GoodLife Housing Partners — Rohan and David discuss the Fed's latest inflation concerns, major development projects across the country, new trends in student housing and retail, and the ongoing fight over housing supply. Is Another Fed Rate Hike Coming? — Fed Chair Kevin Warsh's hawkish Jackson Hole remarks raised odds of a September hike as inflation stays above target.SpaceX Makes a $100 Billion Louisiana Bet — SpaceX is planning a massive new spaceport in coastal Louisiana, with construction starting in 2027 and launches as early as 2029.Student Housing Takes Amenities to Another Level — Landmark delivered the 1,261-bed Standard at Los Angeles near USC, while Rambler Tempe opened near ASU with 829 beds, red-light therapy, sports simulators, guest suites, and an in-house car service.Big Development Bets Stretch from Miami to Los Angeles From Ken Griffin's potential Wynwood AI and tech campus, the Oceanwide Plaza cleanup in downtown Los Angeles, and Westfield Topanga's new rotating Chain food hall concept.How Much Can Cities Really Do to Fix Housing Supply? — Fort Worth backs a $1.7 billion mixed-use district along the Trinity River, while a proposed 398-unit redevelopment of the Woodland Hills Country Club shows how local opposition still complicates housing even under California's newer state laws.Tune in now for Episode 254 — covering Fed policy, large-scale development, student housing, evolving retail concepts, and the challenges of building more housing.

  3. Aug 26

    Commercial Real Estate’s Next Cycle - 253

    This week on Investing with GoodLife Housing Partners — Rohan and David discuss opportunities across commercial real estate, technology’s growing influence on real estate and the labor force in major cities, record-setting financing activity, inflation concerns, and the continued strength of off-price discount retail. Commercial Real Estate’s Next Cycle — Morgan Stanley sees an attractive entry point emerging in the real estate cycle, with industrial, retail, and senior housing positioned to benefit strongly from limited new supply and long-term demand.CoStar Expands as New York Overtakes San Francisco — CoStar completes its $800 million acquisition of home building and construction data firm Zonda while New York becomes the nation’s largest tech-talent market beating out San Francisco—but can its growing AI sector also strengthen local office and apartment demand?Record Loans Reshape the Financing Market — From Downtown Boston’s Winthrop Center’s $281 million C-PACE financing to a record $672 million industrial outdoor storage loan, lenders are finding new ways to finance major properties.Data Centers and the Stagflation Debate — With at least $1.3 trillion in U.S. data-center debt and inflation still elevated, could today’s economy begin to resemble the stagflationary environment of the 1970s?• Off-Price Discount Retail Keeps Expanding — TJX plans to accelerate store growth and raise its long-term global target to 7,500 locations by 2027 as demand remains strong across its discount brands.Tune in now for Episode 253 — covering commercial real estate opportunities, technology-driven demand, record financing deals, data-center debt, inflation, and retail expansion.

  4. Aug 19

    Texas Growth, AI Expansion, and the Bay Area’s Real Estate Comeback - 252

    This week on Investing with GoodLife Housing Partners — Rohan and David discuss major investments in Texas, shifting development rules, renewed activity in the Bay Area, and new opportunities emerging across real estate. Bristol Myers Squibb Makes a $2.3 Billion Houston Bet — The pharmaceutical giant is building a 600,000-square-foot advanced manufacturing campus at Generation Park, strengthening and continuing the expansion of Houston’s growing life sciences sector.Could Texas Unlock More Housing on Commercial Land? — SB 840 makes it easier to develop multifamily and mixed-use housing on qualifying commercial properties by limiting certain local zoning and permitting barriers.AI Investment Reaches Oakland — Jeff Bezos-backed Project Prometheus is taking roughly 100,000 square feet in West Oakland, adding to signs that AI growth is spreading beyond San Francisco into the East Bay.San Francisco Multifamily Shows New Momentum — Stockbridge’s $132 million purchase of the 172-unit Alta Potrero highlights renewed investor interest as the city’s housing and office markets improve.Where Is the Next Development Opportunity? — From Hillwood’s large North Texas communities to Johnny Buss’ $7 million-plus Pacific Palisades site, developers continue positioning for long-term growth despite near-term market challenges.Tune in now for Episode 252 — covering Texas growth, housing development, AI expansion, Bay Area momentum, and new opportunities across California and Texas.

  5. Aug 13

    Big Capital Moves Across Industrial, Multifamily, and Housing - 251

    This week on Investing with GoodLife Housing Partners — Rohan and David return to discuss major real estate deals, economic signals, and where institutional capital is moving. Brookfield Makes a $5.2 Billion Industrial Bet — Brookfield and CPP Investments agreed to acquire LXP Industrial Trust, reinforcing continued demand for industrial assets.TSMC Expands Its Arizona Investment — With another $100 billion planned for U.S. expansion, how much could TSMC reshape growth around its Arizona operations?Big Moves in Southern California Real Estate — BlackRock acquired Camden’s 3,620-unit California apartment portfolio for about $1.6 billion, while Rexford plans major industrial dispositions.Housing Investment and New York Rent Policy — JPMorganChase announced a $750 billion housing initiative through 2035, while New York landlords challenge the city’s rent freeze on rent stabilized apartments.Jobs and the Fed Outlook — With U.S. payrolls falling by 23,000 in July, could a softer labor market change the Fed’s next move on interest rates?Tune in now for Episode 251 — covering industrial deals, semiconductor investment, housing, multifamily, and the economic outlook.

  6. Aug 7

    Industrial Rebound, Multifamily Deals, and LA’s Development Debate - 250

    This week on Investing with GoodLife Housing Partners — Rohan and David celebrate Episode 250 while discussing the World Cup, industrial development, multifamily deals, and Los Angeles real estate. Industrial Construction Rebounds — Developers are moving forward with new construction in the industrial market as demand grows from data centers, expanded U.S. manufacturing, and the need for more resilient supply chains.Data Centers Drive Demand — AI infrastructure is supporting new development, while energy concerns are prompting greater scrutiny as New York State imposes a one year moratorium on new large data center projects.Multifamily Consolidation Continues — The Milhaus and Sares Regis Residential $2.5B merger creates a platform managing more than 50,000 apartments with a goal of over 100,000 units over the next 2 years.Los Angeles Faces Investment Headwinds — Measure ULA, limited transactions, and corporate business departures continue to challenge the market.Capital Moves Across LA County — Transactions and projects in downtown LA, Culver City, and Redondo Beach show where investors remain active.Tune in now for Episode 250 — covering industrial growth, data centers, multifamily investment, and Los Angeles real estate.

  7. Jul 20

    Special Episode: Multifamily Across Borders with Mark Sinnett

    Rohan and David sit down with Mark Sinnett, Executive Vice President and Head of Capital Markets at Avison Young, for a cross-border look at multifamily investing. They explore how rent control, housing supply, financing, and population growth shape apartment markets—and why places like Texas and Alberta continue to stand out. Tune in for a candid conversation on what really drives multifamily performance.

  8. Jul 16

    From Oceanwide Plaza to Toyota’s Texas Expansion: Where Real Estate Demand Is Moving - 249

    This week on Investing with GoodLife Housing Partners — Rohan and David discuss another busy week across real estate, development, markets, sports, entertainment, and technology, from Downtown Los Angeles’ continued office struggles to major investments taking shape in Texas and Massachusetts. Downtown LA Faces Another Major Office Departure — PwC plans to relocate from Downtown Los Angeles to Century City in 2028, joining other prominent companies that have shifted away from the city’s struggling central business district.Office Conversions and the Future of Oceanwide Plaza — As more cities explore converting obsolete office buildings into housing, the long-stalled Oceanwide Plaza project in downtown Los Angeles remains caught between competing bidders, bankruptcy proceedings, and questions about how the unfinished development can realistically be completed.Student Housing Continues to Reach New Heights — Astria Tempe, a 27-story development near Arizona State University that just finished topping of its roof, highlights the evolution of student housing from smaller traditional low rise properties into large, amenity-rich high rise residential towers.Toyota Expands Its San Antonio Manufacturing Hub — Toyota is investing $3.6 billion to add Tacoma truck production, expand its manufacturing footprint, and create approximately 2,000 new jobs at its growing San Antonio Texas campus. Build-to-Rent Demand, Inflation, and AI-Powered Productivity — The conversation explores why build-to-rent residents tend to remain longer, the Federal Reserve’s concerns about persistent inflation, and how AI agents could help businesses organize years of emails, contacts, and transaction documents.Tune in now for Episode 249 — covering Downtown LA offices, adaptive reuse, Oceanwide Plaza, student housing, Texas manufacturing, build-to-rent demand, inflation, AI productivity, and a dramatic Home Run Derby finish.

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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.

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