About this episode
This week on Investing with GoodLife Housing Partners — the shutdown’s economic damage collides with a split Federal Reserve, LA clamps down harder on rent growth, and luxury hotels suddenly become one of the strongest signals of where capital is heading next. Shutdown Impact — A 43-day shutdown ends, Q4 economic growth takes a 1.5% hit, and the Fed is flying into December with missing data. Fed Split Deepens — Payrolls jump to 119k for September, unemployment hits 4.4%, and officials can’t agree on a path forward. LA Rent Caps Tighten — New rules slash rent increases to 1–4% as homelessness nears 44,000. Will this protect tenants or choke new development? Luxury Hotels Heat Up — NYC luxury hotel ADRs surge to $1,560, Paris touches $2,600, and Blackstone moves on the SF Four Seasons. Is luxury signaling the bottom first? IOS Becomes a Power Play — Morgan Stanley scoops up 26 IOS sites for $92M as the sector’s rents double since 2020, turning outdoor storage into one of the cycle’s most profitable niches. ? Tune in now for Episode 218 — the fast-moving shifts in rates, rents, and where smart capital is rotating next.
