All Episodes

Why LA’s Housing Math Is Breaking Down - 238

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

Walmart Expands, Data Centers Stall, and NYC Targets Wealth - 236

Is the Reset Over? Amazon’s 51M SF Bet and the Reality of 3.3% Inflation - 235

Strong Jobs Report, Office Comeback, Blackstone’s Next Big Bet - 234

Crypto Mortgages & The Silver Tsunami - 233

Blackstone Starts Selling — Is the Market Turning? - 232

The $1.2 Billion Brokerage Bet That Could Reshape Commercial Real Estate - 231

Why Energy Prices and Rate Cuts Are Colliding Right Now - 230

From Dead Malls to Medical Halls — The Next Wave of Real Estate Reuse - 229

Tariff Shockwaves and Private Credit Stress Signals - 228

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

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

Bridge-Lender Discipline Is Cracking, and Opportunity Is Leaking Out - 225

2026 Looks Less Broken, Still Not Fixed -224

The Illusion of Stability Taking Shape in 2026 - 223

California May Have Finally Crossed the Line for Investors - 222

The Fed Cut Once — And Basically Told Markets to Stop Dreaming - 221

How Opportunity Zone 2.0 Quietly Became the Best Tax Tool in Real Estate - 220

The $400B Tech Boom Keeping America Out of Recession - 219

How LA’s Rent Freeze Risks Freezing the Entire Market - 218

The Shutdown Shockwave: Job Cuts, Tariffs & the Coming Real Estate Reset - 217

35 Days of Gridlock: Why Wall Street Is Quietly Pouring Billions Into U.S. Real Estate - 216

The Oklahoma City Play: Why This 26-Unit Deal Targets a 3.27x Return

Prologis Goes Digital and California Loosens the Reins -215

Powell’s Data Drought and LA’s Housing Illusion -214

GDP Upgrades, Fed Caution, and Trump’s $1M Gold Visa - 213

Fed Cuts, H-1B Shock, and Self-Driving Cars Redefine Real Estate - 212

Retail Retreats, Self Storage Growth, and Offices Going Residential - 211

Jobs report New Shock, Tariff Refund Bets, and the High-Stakes Gamble on San Francisco - 210

September Ambush Zone: Markets, Malls, and Mega-Tech CRE - 209

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

Special Episode with Jonathan Tuttle

DEXIT, DOJ, and Debt Maturities: This Week in CRE - 207

Three Cuts, One Firing, and a Fed Seat Up for Grabs - 206

Trump Fires Jobs Chief, Offices Make Bold Bets, and WeWork Grows Up - 205

Zombie Offices, Storage Conversions, and the Fall of Section 8? - 204

Inflation Cools, BILT Heats Up, and Why Your Grid Can't Handle 2030 - 203

Big Beautiful Bill: Opportunity Zones 2.0 and Bonus Depreciation is back! - 202

CEQA Cuts and Texas Booms: The Quiet Forces Reshaping Housing - 201

The Shadow Fed Chair: How One Man Could Impact Interest Rates (Before He Even Takes Office). - 200

Investing with GoodLife special episode with Derek Morton

The Rate Cut That Never Came — Are We Waiting Our Way Into a Recession? -199

Is Los Angeles on the Brink of Civil War? -198

Trump's Trade Wars: The Courtroom Chaos and the "Taco" Truth-197

Beyond the Bright Lights: The $63 Million Heist, Spain's Wildest Tax, and the Battle for America's Soul -196

Investing with GoodLife special episode with guest Adam Pretorius

Basis is King... But is He Broke? -195

Office Apocalypse Over? One Investor's Bet on the Future. -194

Tariffs, Train Takeovers, and Temperature-Controlled Gold -193

The Trillion Dollar Tenant Time Bomb: Are Your Investments Safe? -192

Tariffs: The Wet Blanket -191

The Bill Comes Due: Trumps Tariffs, China, and the Economic Shockwave That Will Change Everything -190

Hillcrest Plaza Investor Info Session

Tariffs, Trade Wars, and Treasury Rates: The Unpredictable World of 2025 - 189

Trump, Commercial Real Estate, and Fast Fashion: The $1.1 Billion Shakeup Reshaping the Economy - 188

The Real Estate Rollercoaster: Survive the Coming Tsunami of Changes - 187

The Multifamily Market Maze: Why Everything You Know About Real Estate Is Wrong! -186

From Parking Lots to Power Moves: The Real Estate Revolution You Didn't See Coming! - 185

The Great Real Estate Reckoning: Are We on the Brink of a Buying Bonanza or a Market Meltdown? -184

Doral Florida Condos:  Trump’s first direct real estate development deal in Florida. - 183

California Burns, The Economy Shifts, and a Mysterious ‘Enron Egg’—What’s Really Going on in 2025 -182

Elon’s Texas Towns, Billionaire Power Moves, and What’s Really Happening Behind the Scenes in Real Estate! - 181

2024's Final Countdown: Rate Cuts, Santa Rallies, and the New Era of Retail - Predictions for 2025- Episode 180

2025: The Year of Big Shifts, Bitcoin, and the Bounce back of M&A - 179

2025: The Dawn of a New Era in Real Estate—Trump’s Global Empire, Vegas Secrets, and Market Opportunities -178

The Shocking Real Estate Battle No One Saw Coming – Why Tides Equities Could Lose even more -177

New Mayweather's arena - Office Buildings! -176

"The Slap Heard Round the World: Trump Bets, Inflation Jumps, & The Surprising Future of Real Estate" -175

Collab: Investing with Goodlife x Tech in Real Estate

The Post-Trump Hangover: Wall Street, Interest Rates, and the Future of Kamala 174

What Trump’s Victory Means for Real Estate: Markets, Interest Rates, and the Future of Your Investments - 173

Why Halloween Decorations and California’s Housing Crisis Are Closer Than You Think (Plus a $45 Million Election Bet!) - 172

Three in a row is hard - Episode 171

No food in First? -Episode 170

Cracking the office market code?- Episode 169

Finally a Cut! -Episode 168

Are we there yet? Fed rate cut finally here. -Episode 167

Talent Hub -Episode 166

GLHP Webinar on Lancaster Industrial Project - Episode 165

Texas Housing Crisis - Episode 164

Long Live Fong! Episode 163

Renting beats buying in 50 Major U.S. Metros -Episode 162

Summer’s Over: Earthquakes, Egos, and Elusive Cap Rates- Episode 161

The Weed Man - Episode 160

Episode 159: LA City vs LA County

Episode 158 : The Craziest month in US Presidential history

Episode 157: Musk: over regulation, over litigation and over taxation.

Episode 156: Off the Rack, Luxury?

Episode 155: What is a Mangosteen?

Episode 154: Inflation Psychology

Episode 153: Inflation annoys everyone

Episode 152: Super commuters on the Rise

100!!!!! And a bunch of predictions!

Episode 151: Big City Blues

Episode 150:Rolling Recessions!

Episode 149: Funflation

Episode 148: Wacky Tobaccy

Episode 147: Stagdamnflation

Episode 146:Blackstone moves, Rates don’t

Episode 145: Eat.Sleep.Close.Repeat.

Episode 144: Q&A Session 5

Episode 143: Chinese Zombies

Episode 142: Mercedes Benz Real Estate

Episode 141: Banking Weakness

Episode 140: Nvidia Vs. Vegas

Episode 139: Hamburgers and Muted Optimism

Episode 138: Super Bowl and Steam

Episode 137: Walmart in Growth Phase

Episode 136: David & Busters and Shadow Vacancy

Episode 135: Criticized Multi Family Loans

Episode 134: Hello 2024!

Episode 133: Quantitative Tightening

Episode 132: Zombie Mall

Episode 131: Q&A Session 4

Episode 130: Turkey Week

Episode 129: Q&A Session 3

Episode 128: We Didn’t Work

Episode 127: Daylight Savings and October Spending

Episode 126: Spooky Powell

Episode 125: Q&A Session 2

Episode 124: On with Jerome

Episode 123: Q&A Session 1

Episode 122: Travis and Love

Episode 121: Hawkish Pause

Episode 120: Father Powell, Extend to the End

Episode 119: Spouse and Market Reality

Episode 118: Purple Potatoes

Episode 117: Mudding

Episode 116: The Fitch Upgrade?

Episode 115: Funflation

Episode 114: 3As to 2As

Episode 113: $1 Trillion Asset Manager

Episode 112: Dead Zone

Episode 111: OOO

Episode 110: Sweet Like Manuka Honey

Episode 109: A Pause or A Skip?

Episode 108: Zombie office

Episode 107: Downtown Hallowing

Episode 106: Shadow Bank

Episode 105: “Stepping Up” for First Republic Bank

Episode 104: WFH=BS?

Episode 103: Slow-cession

SVB and me?

Pricey Pref

100!!!!! And a bunch of predictions!

Episode 99: A Soft Landing for the Economy

David’s Triumphant Taiwanese Trip!

Episode 97: A new Beginning

Episode 96: 2022 Year End Presentation

Episode 95: Marketplace Update

Episode 94: Affordable vs Market Rate Housing

Episode 93: AMI and Affordable Housing

Episode 92: What is LIHTC?

Episode 91: Marketplace Update

Episode 90: What is Defeasance?

Episode 89: Debt Yield

Episode 88: Fed Interest Rate Rising

Episode 87: Loan to Value Ratio

Episode 86: The 5 Main Groups of Real Estate

Episode 85: Multi-Tenant Industrial Real Estate

Episode 84: Industrial Real Estate Leases Explained

Episode 83: Retail Trends

Episode 82: Investing in Student Housing

Episode 81: Interest Rate Caps Explained

Episode 80: Investing Out of State

Episode 79: Opportunity Zones Pt. 2

Episode 78 - Opportunity Zones

Episode 77 - Cash on Cash Return

Episode 76: Debt Coverage Ratio (DCR)

Episode 75 - Loan to Value (LTV)

Episode 74 - Building Classification

Episode 73 - Net Operating Income (NOI) in Real Estate

Episode 72 - Cap Rates vs. GRMs

Episode 71 - What are Cap Rates?

Episode 70: Cost of College vs. Benefit, Individual Day Trading, and What to Invest in!

Episode 69: Flurona, 3% Service Fee, and Rising Rents

Episode 68

Episode 67: The End of 2021, Positive Effects of the Pandemic, and a Funny Upgrade

Episode 66: 2021 Coming to a Close, Lots of Football, and Spiderman!

Episode 65: Community Spaces, Canned Wine, and Lots of Rain!

Episode 64: Conferences, Omicron Dropping the Market, and Evergrande Missing the Deadline

Episode 63: Black Friday, Dips in the Market, and a New Movement in South Korea!

Episode 62: Early Thanksgiving at GoodLife, Consumer Psychology, & a Successful Pottery Depot!

Episode 61: Halfway Through November, Beer Prices Across the World, and Robotics on the Rise!

Episode 60: Travel Blitz, Trucker Shortage, and Changes with Zillow!

Episode 59: A Potential 8 Year Cycle, Metaverse in our Futures, and Spending During the Holidays!

Episode 58: Ending October, Let's Discuss Co-Housing, and Gravitating Towards Unique Forms of Housing

Episode 57: Fall is Here, Quality of Life vs. Cost of Living, and The Topeka Experiment!

Episode 56: Another Busy Week, Cap Rates in Dallas vs. Los Angeles, and the New Netflix Series: Squid Game!

Episode 55: A Gloomy Monday, Before Everything Else It's New York, and a New NFL Record for a 66-Yard Field Goal

Episode 54: China Evergrande, New Zoom Booth, and Upgrades at LegoLand!

Episode 53: Multi Family Markets: East Coast vs. West Coast, Steel, and How Many Car Owners In This Country?!

Episode 52: Post Labor Day, Job Market, & How Amazon compares to Everyone Else

Episode 51: Work From Home, Musical Chairs, and Lack of Housing

Episode 50: Pfizer, DFW, and Stats with David!

Episode 49: Season 2!

Episode 48: Olympic Overview, Unemployment, & The Eviction Moratorium

Episode 47

Episode 46

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Episode 41

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Episode 39

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Episode 36

Episode 35

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Episode 33

Episode 32

Episode 31

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Episode 19

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Episode 2

Episode 1