About this episode
This week on Investing with GoodLife Housing Partners — Davos takes center stage as global capital reassesses power, policy risk, real estate distress, and what “normalization” might actually look like heading into 2026.Davos Reframed — With Larry Fink steering the World Economic Forum, heavyweight CEOs and global leaders show up, raising questions about who truly sets the agenda for capital today?2026 as Cleanup Mode — The “survive till 2025” era fades into a slow reset, where the bottom may be forming but velocity, exits, and confidence still lag.Multifamily Reality Check — Low basis matters more than ever, CapEx gets scrutinized, and absorption—not optimism—drives underwriting discipline.Data Centers Meet Politics — AI demand stays hot, but power infrastructure becomes the new underwriting risk as regulators push tech giants to shoulder grid costs?Distress Watchlist — Syndicators default, rent-stabilized portfolios strain, office remains brutal, while adaptive reuse—especially self-storage—quietly accelerates.? Tune in now for Episode 224 — Davos power dynamics, real estate cleanup mode, and why cheap basis matters more than forecasts.
