Where Capital Is Going in 2026: Data Centers, Student Housing, and Niche Real Assets - 226

This week on Investing with GoodLife Housing Partners — David and Rohan track where real estate capital is moving next, from data-center connectivity and high-growth Sun Belt apartments to office-to-residential plays and niche “needs-based” sectors.Data-Center Infrastructure Push AT&T is deepening its partnership with AWS, expanding fiber connectivity and cloud migration — reinforcing the infrastructure behind data-center growth. DFW Growth Trade A $57M construction loan is funding a 313-unit multifamily build in Frisco — an example of capital still backing select DFW submarkets despite broader supply concerns. NYC Office Isn’t “Dead” Tishman Speyer completed a $3.5B refinancing of Rockefeller Center, proving institutional capital is still available for top-tier office assets in prime urban locations. Office-to-Student Housing Catalyst Meta is putting $50M toward redeveloping vacant downtown Sacramento office buildings into a mixed-use Sacramento State “capital campus” concept — a model other cities may follow? Niche Real Assets Keep Winning CubeSmart and CBRE Investment Management formed a $250M joint venture targeting self-storage acquisitions and development. 🎧 Tune in now for Episode 226 — data-center connectivity, selective multifamily development, office market signals, and where niche real-asset capital is flowing next.