From Jackson Hole to Houston Floodplains: Markets in Motion - 208

This week on GoodLife Housing Partners Podcast — From Powell’s hints at Jackson Hole to OZ 2.0, Texas’ Hollywood ambitions, and another LA office valuation crash, David and Rohan break down the latest in markets and real estate.Fed Signals – Powell’s Jackson Hole speech left markets guessing, with investors reading “rate cut” into vague remarks. Opportunity Zone 2.0 – Launching Jan 2026; biggest allocations in CA (2,750 tracts) and TX (2,500, mostly Houston). Expands beyond apartments into logistics and manufacturing. Brookfield Bounce – Q2 2025 loss of $46M looks good versus last year’s $789M hit, aided by asset sales and improved valuations. Texas Rising – Taylor Sheridan + Hillwood unveil a 450k SF film/TV campus in Fort Worth’s Alliance district, backed by $300M in state subsidies. Next-Gen Logistics – Americold opens a Kansas City cold-storage hub tied to the CPKC rail line, integrating North–South supply chains. LA Office Collapse – 1000 Wilshire (ex-Wedbush HQ) now valued at just $60M, down 69% from its 2018 refi.Tune in now for Episode 208 — markets, OZs, Texas, and the shifting CRE landscape.