Strong Jobs, Softer Inflation, and a Real Estate Reset - 227

This week on Investing with GoodLife Housing Partners — David and Rohan unpack cooling inflation data, lender positioning shifts, retail’s resurgence, distressed hospital real estate, and how capital is repositioning ahead of a potential June rate cut. Inflation Cools, Jobs Stay Strong: January CPI came in at 2.4% year-over-year (below expectations), while payrolls nearly doubled forecasts at 132,000 jobs — is this the “soft landing” setup the Fed has been waiting for, or does a resilient labor market delay cuts? Lenders Reposition by Region & Sector: At the MBA conference, lenders signaled caution on Los Angeles and Phoenix multifamily, optimism in the Pacific Northwest, and renewed appetite for retail and Dallas industrial — is retail officially back in favor? Blackstone’s Strategic Reset: Blackstone Mortgage Trust reduced office exposure in 2025 by 50%, doubled down on multifamily and industrial lending, and cleaned up impaired loans — a clear signal of where institutional credit sees growth in 2026. Retail Revival at Scale: Kimco Realty plans to sell $500M in centers amid 96% occupancy, while ex-Blackstone executives launched Town Lane and acquired 27 grocery-anchored centers last week — is constrained supply and sticky tenancy driving the next retail cycle? Forced Sellers & Unusual Buyers: Hospitals are increasingly monetizing real estate via sale-leasebacks as Medicaid reduction and Obamacare subsidies expirations lead to mounting cost pressures, while ICE is reportedly targeting warehouse acquisitions for new detention and processing facilities — how does government demand and increased hospital distress reshape industrial and medical real estate? 🎧 Tune in now for Episode 227 — Inflation cools, capital rotates, and retail quietly regains institutional favor.