# Bridge-Lender Discipline Is Cracking, and Opportunity Is Leaking Out - 225

Page: https://stenobird.com/podcast/investing-with-goodlife-real-estate-news-investing-tips-current-events-1292607/bridge-lender-discipline-is-cracking-and-opportunity-is-leaking-out-225
Text version: https://stenobird.com/podcast/investing-with-goodlife-real-estate-news-investing-tips-current-events-1292607/bridge-lender-discipline-is-cracking-and-opportunity-is-leaking-out-225.md
Podcast: [Investing with GoodLife | Real Estate News, Investing Tips, & Current Events](https://stenobird.com/podcast/investing-with-goodlife-real-estate-news-investing-tips-current-events-1292607)
Published: 2026-02-04T18:00:00+00:00
Episode link: https://www.buzzsprout.com/2393706/episodes/18620980-bridge-lender-discipline-is-cracking-and-opportunity-is-leaking-out-225.mp3
Audio file: https://www.buzzsprout.com/2393706/episodes/18620980-bridge-lender-discipline-is-cracking-and-opportunity-is-leaking-out-225.mp3
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Duration seconds: 2119

## Resource

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...

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## Transcript

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