This week on Investing with GoodLife Housing Partners — early-2026 data delivered mixed signals as weak job creation, sticky inflation pressures, and political interventions collided with AI hype and cautious optimism for a real estate rebound.
- Jobs Without Momentum — 2025 closed as the worst year for job creation since 2009 (ex-COVID), yet unemployment drifted down to 4.4%. Is this resilience… or distortion?
- Inflation Split Screen — CPI cooled modestly, but PPI ticked higher at the wholesale level. Are tariffs quietly squeezing businesses before consumers feel it?
- AI Everywhere, Capital Narrowing — VC fundraising fell 35%, while AI alone pulled in $222B. Is AI the next real asset class—or the next bubble?
- Data Centers: Not for Mortals — Massive capital, power constraints, and Big Tech dominance mean data centers are effectively off-limits to all but giants like Prologis.
- Policy Shock & Housing Politics — From pressure on single-family rental giants like Blackstone and Invitation Homes, to talk of credit-card rate caps and expanded ICE facilities—will affordability crusades backfire?
🎧 Tune in now for Episode 223 — weak jobs, hot AI money, political risk, and why 2026 may be the year everything resets.
