Big REITs, Big Campuses, and the New Real Estate Reset - 240

Big REITs, Big Campuses, and the New Real Estate Reset - 240

May 18, 2026 · 34 min

About this episode

Rohan and David discuss the April jobs report and various real estate developments including mergers and office relocations.

This week on Investing with GoodLife Housing Partners — Rohan and David unpack the April jobs report, major real estate merger activity, EV-driven retail strategy, AT&T’s Plano headquarters move, Opportunity Zone 2.0, and the early vibe from GLHP’s new Pasadena office. Jobs Beat Expectations, But the Labor Market Still Looks Softer: April added 115,000 jobs versus roughly 65,000 expected, but the deeper takeaway is slowing—not collapse. Apartment REIT Giants Explore a Combinati...

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