Commercial Real Estate’s Next Cycle - 253

This week on Investing with GoodLife Housing Partners — Rohan and David discuss opportunities across commercial real estate, technology’s growing influence on real estate and the labor force in major cities, record-setting financing activity, inflation concerns, and the continued strength of off-price discount retail.Commercial Real Estate’s Next Cycle — Morgan Stanley sees an attractive entry point emerging in the real estate cycle, with industrial, retail, and senior housing positioned to benefit strongly from limited new supply and long-term demand.CoStar Expands as New York Overtakes San Francisco — CoStar completes its $800 million acquisition of home building and construction data firm Zonda while New York becomes the nation’s largest tech-talent market beating out San Francisco—but can its growing AI sector also strengthen local office and apartment demand?Record Loans Reshape the Financing Market — From Downtown Boston’s Winthrop Center’s $281 million C-PACE financing to a record $672 million industrial outdoor storage loan, lenders are finding new ways to finance major properties.Data Centers and the Stagflation Debate — With at least $1.3 trillion in U.S. data-center debt and inflation still elevated, could today’s economy begin to resemble the stagflationary environment of the 1970s?• Off-Price Discount Retail Keeps Expanding — TJX plans to accelerate store growth and raise its long-term global target to 7,500 locations by 2027 as demand remains strong across its discount brands.Tune in now for Episode 253 — covering commercial real estate opportunities, technology-driven demand, record financing deals, data-center debt, inflation, and retail expansion.