Is the Reset Over? Amazon’s 51M SF Bet and the Reality of 3.3% Inflation - 235
About this episode
The episode discusses the recent rise in inflation, Amazon's return to the industrial market, and the structural changes in real estate.
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...
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