Episode
Is the Reset Over? Amazon’s 51M SF Bet and the Reality of 3.3% Inflation - 235
- Published
- Apr 16, 2026
- Duration seconds
- 2559
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Summary
This week on Investing with GoodLife Housing Partners — inflation ticks higher, Amazon re-enters the industrial race, and real estate markets show clearer signs of a structural reset across office, retail, and capital flows. Inflation Reaccelerates: March CPI came in at 3.3% YoY, driven heavily by energy (gas up ~21%)—but core inflation stayed relatively contained. Is this a temporary spike or the start of another inflation wave? Amazon Is Back in Industrial: After pulling back post-COVI...