Los Angeles isn’t in a doom loop — it’s in a deep tech boom. From aerospace to EVs and robotics, global companies are investing billions and building the future right here in Southern California. Read more 👇 open.substack.com/pub/danielka...

The best trend in real estate right now isn’t in big cities — it’s in the overlooked ones. Smaller markets are seeing double-digit rent growth as demand outpaces supply. Develop. Invest. Build where no one else is. Read more 👇 medium.com/@danielkaufm...

The U.S. office market may finally be turning a corner. For the first time since 2019, national vacancy rates have declined — signaling a potential bottom and new opportunity for developers and investors. Read more 👇 medium.com/@danielkaufm...

San Francisco is back — and the headlines got it wrong. Rents are rising, crime is down, and AI investment is fueling a new wave of growth. The lesson? Do your own research and don’t get trapped in the doom narrative. Read more 👇 medium.com/@danielkaufm...

📊 New data shows a $50K gap between the highest and lowest median household incomes in America — from D.C. ($109K) to Mississippi ($59K). The map reveals where opportunity, affordability, and long-term real estate growth are converging. Read more 👉 open.substack.com/pub/danielka...

Multifamily investors face a split market — patience vs. payback. Cap rates now span 200+ bps between major U.S. metros, revealing deep divides in risk and return. Read my latest analysis on what this means for developers and investors: 👉 medium.com/@danielkaufm...

Housing affordability won’t be fixed by pressuring builders — it starts with lowering the cost to build. Tariffs, labor shortages, and land constraints drive prices far more than supply targets ever could. Read my full take: 🔗 open.substack.com/pub/danielka...

Rising tariffs on lumber, furniture & materials are reshaping real estate economics. Developers pay first—but consumers ultimately bear the cost. Read my full breakdown on how tariffs ripple through housing, construction & investment: 🔗 open.substack.com/pub/danielka...

As we head into 2026, the real estate landscape is shifting. The Fed’s latest rate cut, slower job growth, and tighter lending are setting the stage for selective opportunities — not broad expansion. Here’s where the next real trends are emerging 👇 medium.com/@danielkaufm...

Miami just ranked #1 in the world for housing bubble risk, according to UBS. Home prices have now surpassed 2006 levels — completely detached from local incomes and rents. Full breakdown on what’s driving the risk 👇 🔗 medium.com/@danielkaufm... #RealEstate #Miami #HousingBubble #MarketRisk #UBS

Construction lost 115K job openings in August — but don’t mistake fewer postings for slack. Projects are paused, not canceled. Labor is still scarce, backlogs are long, and big contractors can’t hire fast enough. Read the full breakdown 👇 🔗 open.substack.com/pub/danielka...

⚠️ A government shutdown could hit harder than ever. With inflation still high, job growth slowing, and spending weakening, economists warn this one may not just pause the economy — it could deepen the slowdown. Read my full analysis 👇 🔗 open.substack.com/pub/danielka...

The AI boom isn’t just digital—it’s physical. From Prologis turning warehouses into data hubs, to Brookfield’s Centersquare scaling colocation, to Musk’s gigawatt data centers in Memphis—AI is reshaping real estate & energy. Read my latest: 🔗 medium.com/@danielkaufm...

📉 When Washington’s numbers go dark, investors can’t afford to wait. With federal data delayed or disrupted, CRE leaders need new playbooks — blending local insights, private data, and resilience. Read my latest on building smarter strategies 👇 open.substack.com/pub/danielka...

🧠 Rethink the cycle. New research from Hines shows development often outperforms acquisitions early in the real estate cycle — when risk is lowest and opportunity is highest. Why the smart money builds early 👇 medium.com/@danielkaufm... #RealEstate #Development #Investing #MarketCycles

⚡ AI’s hidden cost: power. Electricity prices near major data center hubs are up 250%+ in 5 years. The AI boom is reshaping grids, driving up bills, and rewriting the economics of development. Here’s what it means for investors and developers 👇 🔗 medium.com/@danielkaufm...

📈 CRE prices are rising again — August posted the strongest annual gain since 2022. Retail +5.3% YoY Industrial +5% YoY Multifamily stabilizing Office showing early signs of recovery Momentum is back across key sectors. Read more: medium.com/@danielkaufm...

Construction costs remain steady — for now. Tariffs + deportations haven’t hit pricing yet, but demand is the real driver. 🏗️ Residential = more vulnerable 🏢 Commercial = holding steady 📉 Texas & Florida bids still below 2022 peaks Read my full breakdown: 👉 open.substack.com/pub/danielka...

📉 CRE supply growth is slowing across most U.S. metros— but not everywhere. Office & multifamily face oversupply risks, while industrial pipelines stay hot in key markets. I break down the risks + opportunities in my latest Medium post: 👉 medium.com/@danielkaufm...

🦞➡️💻 From Red Lobster takeout orders to trillion-dollar AI data centers, the reach of AI has no limits. It’s reshaping both the everyday and the extraordinary. Read my latest post 👉 open.substack.com/pub/danielka...

🚨 Compass acquires Anywhere Real Estate for $1.6B 🚨 Century 21, Coldwell Banker, Corcoran & Sotheby’s now under one roof—creating a $10B brokerage giant with 300K+ agents. What this means for the future of real estate 👉 open.substack.com/pub/danielka...

Multifamily demand is strong—116k units absorbed in Q2—but new supply just hit a 9-year low. With pipelines shrinking, the projects that break ground now could capture premium rents by 2026. Read more 👉 medium.com/@danielkaufm...

🏡 U.S. homebuilding is shifting: • Gen Z wants smaller, affordable homes • 90% of new households will be 65+ • Multigenerational living is rising The future isn’t bigger—it’s smarter. Full breakdown here ⬇️ open.substack.com/pub/danielka...

The Fed just cut rates for the first time since 2024. A small 25 bps move—but a big signal for real estate. Lower debt costs, stronger demand, and capital shifting back in. Risks remain, but opportunity is here. Read my full breakdown: open.substack.com/pub/danielka...

I’ll be on stage tomorrow at the Investor Club Summit. We’ll dive into real estate capital strategies that actually work in today’s cycle. Afterwards, let’s connect — we’re actively deploying capital into multifamily, hotels, senior housing, and industrial projects. See you there.

📉 Labor market cracks, subprime stress & cooling rents signal a turning point for real estate investors. Now might be the time to lean in. 🔗 medium.com/@danielkaufm...

AI talent is transforming cities — and real estate is feeling the impact. 🏢 Office leasing is climbing. 🏘️ Rents are rising. 💡 Investors should take note. Read my latest analysis: 🔗 medium.com/@danielkaufm...

The U.S. economy looks weaker than headlines suggest: 📉 BLS revisions: 911k fewer jobs 📈 Stocks hit all-time highs on Fed cut hopes 🤔 Main Street vs. Wall Street is widening I break down what this means for real estate + investment strategy: open.substack.com/pub/danielka...

Apartment construction is slowing nationwide — but 10 U.S. markets are bucking the trend with thousands of new units coming online. 📉 National deliveries: -34% YoY 📈 LA, Detroit, Fort Worth & more are heating up 🏢 Rent growth diverging sharply Full breakdown: medium.com/@danielkaufm...

Recession risks are rising: layoffs at 2008 levels, inflation staying sticky, and UBS puts odds of a downturn at 93%. In my latest post, I break down what this means for real estate, capital flows, and investors preparing for stagflation risks. 🔗 medium.com/@danielkaufm...

🚨 Politics is circling the Fed. If rate cuts are coming, how should investors play it? My take on Stephen Miran’s nomination, the Fed’s independence, & what it means for real estate deals: 🔗 open.substack.com/pub/danielka...

📦 Self storage is quietly becoming a core part of America’s housing market. 4.1M apartments added in a decade. 547M SF of storage built to match demand. Texas leads, Sunbelt surges, West Coast lags. 🔗 Read my full analysis: medium.com/@danielkaufm... #RealEstate #Multifamily #SelfStorage

📊 Market-level rent growth ≠ guaranteed returns. Submarkets in NYC, Boston & LA show huge dispersion—scale & precision are key to alpha. Read my latest analysis: medium.com/@danielkaufm...

Tariffs ruled illegal, inflation expectations rising, and Fed independence under fire—macro uncertainty is reshaping real estate. I break down what it means for developers & investors. Read here 👉 medium.com/@danielkaufm...

📉 Wall Street’s summer calm is over—and real estate needs to pay attention. Labor is softening, inflation is sticky, and Washington is reshaping the markets. Developers + investors: don’t get complacent. 👉 Full analysis here: medium.com/@danielkaufm...

Florida’s housing market hasn’t priced in the real cost of flood risk. Insurance premiums could send home values down by as much as 50% in some areas. I break down what this means for buyers, sellers & investors in my latest Substack. 👉 open.substack.com/pub/danielka...

Powell just signaled a rate cut is on the table. 📉 For real estate developers and investors, that shift changes financing dynamics—but it doesn’t solve inflation or construction costs. Here’s my take: open.substack.com/pub/danielka...

🤖 Smart assistants keep getting “smarter,” but most people still just use them to check the weather or set a timer. In my latest Substack, I break down why fixing the basics is where AI can actually change the game. 👉 Read, learn, discuss & subscribe: open.substack.com/pub/danielka...

San Francisco rents are climbing while the rest of the West Coast cools. Tech demand + limited supply = resilience. In my latest analysis, I break down why SF and Orange County are bucking the trend—and what it means for investors. 🔗 medium.com/@danielkaufm...

📈 Inflation is back — and tariffs are helping it along. July saw the biggest wholesale inflation jump in 3 years, and the ripple effects are hitting real estate development & investing hard. Read, learn, discuss — and subscribe for the latest insights: open.substack.com/pub/danielka...

🏠 Homeownership is slipping away. Underbuilding, mortgage lock-ins, soaring costs & climate risks have reshaped the market. For developers & investors, the opportunity is in rentals, BTR & new ownership models. Read, learn, discuss 👇 open.substack.com/pub/danielka...

Multifamily is a tale of two markets right now. 📍 South & West: oversupply, high vacancies, flat rents 📍 Northeast & Midwest: tight supply, stronger rent growth I break down the data + what it means for developers & investors. Read here: medium.com/@danielkaufm...

Affordable metros are quietly leading the SFR rent game in 2025 — with Albany, NY, Winston-Salem, NC & Columbia, SC seeing growth 3x the national avg. Why it matters for investors → Read, learn, discuss & subscribe: medium.com/@danielkaufm...

Just dropped our latest Kaufman Development market update — covering what we’re building, where we’re investing, and why secondary markets are heating up. From San Antonio to Detroit to Liberty, MO — here’s what’s next: 👉 www.tumblr.com/dkaufmandeve...

Apple just made a $100B move to dodge tariffs — and it’s a masterclass in strategy. I broke it down on Substack: what it means for investors, developers, and builders navigating policy risk in today’s economy. 📩 Read + subscribe: open.substack.com/pub/danielka...

Wall Street wants rate cuts. The data says stagflation. Tariffs, inflation, Powell’s replacement — it’s all shifting fast. My latest Substack breaks it down for real estate investors & developers. 📉 Read. Share. Subscribe for daily insights. 👉 open.substack.com/pub/danielka...

What happens when the market stops trusting the data? The $2T TIPS market, inflation, and real estate are all in play. Read, learn, discuss, and subscribe to my latest Substack: 👉 open.substack.com/pub/danielka...

Wall Street’s bracing for a correction—but parts of the real estate market are heating up. In my latest Substack, I break down what the data is really saying, and where smart capital is moving now: 📉📈 open.substack.com/pub/danielka... #CRE #RealEstate #Investing #Multifamily #Development

Reshoring is no longer just a buzzword — it’s reshaping the housing market. Walmart, Apple, and Tesla are leading a surge in U.S. manufacturing jobs. What does that mean for rents, prices, and demand? I break it down here: 🔗 open.substack.com/pub/danielka...

Tariffs, inflation, and legal chaos aren’t just headlines — they’re reshaping how we build, invest, and price risk. In my latest Substack, I break down what developers and investors need to know right now. 🧠 Read it here: open.substack.com/pub/danielka...