This week on Investing with GoodLife Housing Partners — government shutdowns ripple through data releases and airports, developers push ahead from Santa Monica to Phoenix, and Prologis rebrands itself for the AI era.
- Shutdown Ripple Effects: With the Labor Department closed, key reports like CPI and jobless claims are delayed — how long will markets tolerate the data drought?
- IRS Furlough Fallout: Half the IRS is furloughed, but Rohan argues that the agency was already operating at a “snail’s pace.” Does the slowdown even matter?
- Developers on the Move: Dinerstein breaks into Orange County, Related California redevelops a Santa Monica block, and McCourt’s $7 billion Halo Vista rises next to TSMC’s mega-chip manufacturing plant in Phoenix.
- Prologis’ Big Pivot: The industrial giant commits $8 billion to build 20 data centers — is this the real estate industry’s shift from warehouse storage to digital infrastructure?
- Texas and California Diverge: Dallas out-permits L.A. by 63% as Governor Gavin Newsom signs SB 79 to override local zoning resistance to residential development near transit hubs. Is this genuine reform or just symbolic progress?
🎧 Tune in now for Episode 215 — from shutdown chaos to data-center booms, we unpack the markets’ next moves.
