This week on GoodLife Housing Partners Podcast — From inflation data to CRE debt walls, global capital moves, and even a “DEXIT” trend, David and Rohan unpack what’s shaping markets and real estate right now.
- CPI vs. PPI – Consumer inflation stays tame at 2.7%, but wholesale prices jump to 3.3%. Are tariffs quietly fueling stagflation risks?
- Debt Wall Rising – $2T in maturities from 2025–27 looms; CMBS issuance surges 5× last year as refinancing shifts from cash-out to cash-in.
- Hot Spots & Headwinds – Data centers keep pulling historic capital (Blackstone alone pledging new $25B), while industrial leasing slows sharply under tariffs.
- Policy Shifts – Florida scraps its 55-year commercial rent tax; Texas courts “DEXIT” by luring companies away from Delaware with pro-management laws.
- Greystar Settlement – The nation’s largest multifamily operator agrees to drop RealPage rent-setting software after DOJ antitrust pressure.
Tune in now for Episode 207 — the week’s numbers, deals, and policy shifts, all decoded.
