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Inflation Cools, BILT Heats Up, and Why Your Grid Can't Handle 2030 - 203
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This week on the Good Life Housing Partners Podcast, markets digest mixed inflation data, a new Japan trade deal, and fintech’s growing reach into real estate. David and Rohan break it all down.
- Inflation Check-In
June CPI rose to 2.7%, but core CPI cooled to 2.9%; PPI came in soft. Signs of progress, but not enough for a rate cut—yet. - Trump’s Japan Deal
New trade pact cuts tariff and unlocks $550B in Japanese investment. U.S. cars and rice exports get a boost—but will the momentum hold? - BILT Eyes Mortgages
BILT raises $250M at a $10.8B valuation. Next move? Bringing rewards to mortgage payments—potentially reshaping consumer finance. - Grid Strain Ahead
DOE warns of rising blackout risk as AI, EVs, and data centers spike demand. Real estate with energy backup may gain an edge. - Department Stores Reimagined
Printemps debuts in NYC with a 55,000 sq. ft. “apartment store” concept. Retail, art, and dining blend into one immersive experience. - NYC Election Heats Up
Cuomo returns with developer backing and a pro-growth agenda. Mamdani pushes rent freezes and more public housing. Real estate lines are being drawn.
Tune in now for episode 203!
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