About this episode
This week on the Good Life Housing Partners Podcast, markets stay calm despite tariff threats and Fed tension. David and Rohan unpack macro shifts, real estate fallout, and new tax legislation.Trump’s Tariff Blitz Over two dozen letters threaten tariffs up to 38% by August 1; markets shrug, but risks loom.Shadow Fed Chair Politics Fed members clash over rate cuts. Some appear to echo Trump’s stance—are they angling for the “shadow Fed chair” seat? Manhattan Office Bet Saudi Arabia bankrolls two-thirds of a $1B+ skyscraper near Central Park. Prime office or prime risk? LA Office Shakeout Downtown LA faces foreclosures and 70% value drops; Century City sees 12% vacancy and rising rents.Bonus Depreciation Returns The BBB bill reinstates 100% bonus depreciation—major tax savings for investors and tenants.Opportunity Zones 2.0 OZ 2.0 launches in 2027 with expanded tax breaks, rural zone upgrades, and no depreciation recapture—creating new paths for long-term gains. Tune in now for Episode 202!
