Episode
Bridge-Lender Discipline Is Cracking, and Opportunity Is Leaking Out - 225
- Published
- Feb 4, 2026
- Duration seconds
- 2119
- Processing state
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Summary
This week on Investing with GoodLife Housing Partners — the team recaps the NHMC real estate conference, shifting post-Fed expectations, early signs of a 2026 transaction thaw, and how capital (and power infrastructure) is reorganizing around the next cycle. Fed leadership chatter and market comfort: Discussion centers on Kevin Warsh, President Trump’s formal pick to succeed Jerome Powell as Fed chair, with emphasis on perceived Fed independence and how that tone may shape rate-cu...