The broader housing market is slow. The ultra-luxury market isn’t. New post on where high-end real estate is actually moving in 2026 — and why activity in LA, SF, NYC, and Chicago matters more than national averages right now. danielkaufmanreal.estate/2026/01/29/u...

Build-to-rent just picked up a political tailwind. Trump’s new housing order cracks down on institutional buyers of existing homes, but quietly exempts purpose-built rental communities. That carve-out channels more capital into BTR and reshapes suburban development open.substack.com/pub/danielka...

The U.S. data center market isn’t about picking a “hot” city anymore. It’s about picking a grid node that can actually scale. Time to power now matters more than price per acre. Here’s our breakdown of where the real opportunities are for developers and investors: medium.com/@danielkaufm...

Texas is racing to become the next data center capital, but Virginia still wears the crown, and being number one comes with real costs. Full analysis: open.substack.com/pub/danielka...

Kaufman & Company and Kaufman Development have published a new Substack analysis on the real economics of housing affordability, political risk, and why “someone always pays” when rents are regulated. Read the full post: open.substack.com/pub/danielka...

We’re proud to introduce Kaufman & Company. This rebrand reflects the evolution of our platform into an institutional-grade investment, development, and operating firm focused on real assets, infrastructure, and long-term value creation. Explore what’s next: www.thekaufmanco.com

We’re seeing durable demand, not oversupply, define the data center real estate market in 2026. AI, cloud and infrastructure constraints are reshaping how capital is deployed and how projects get built. Read our latest analysis: www.tumblr.com/dkaufmandeve...

AI data centers are exposing a constraint real estate can’t ignore. The grid wasn’t built for this pace of demand. Power, not land, is becoming the binding factor, reshaping underwriting, site selection, and risk. Read our latest Medium analysis ⬇️ medium.com/@danielkaufm...

Measure ULA just crossed $1B in revenue. It’s now the largest dedicated housing funding source in Los Angeles, but it’s also reshaping deal economics, transaction velocity, and where capital gets deployed. The real question is what comes after the first billion. www.tumblr.com/dkaufmandeve...

2026 is about discipline, conviction, and long-term positioning. Fewer deals. Higher conviction. Capital deployed where demand is durable and downside is protected. Our latest post outlines how we’re thinking about the year ahead. www.tumblr.com/dkaufmandeve... — Kaufman Development

The Midwest keeps winning on housing affordability, and it’s showing up in real demand, wage growth, and disciplined new development. We shared our perspective at Kaufman Development in our first Medium post of the year: medium.com/@danielkaufm...

As part of our 2026 project preview, we’re introducing our Detroit-based micro data center, built using our innovative modular construction platform. Designed for speed, scalability, and next-generation digital infrastructure. Contact us to learn more: www.dkaufmandevelopment.com/contact.html

Architecture, refined. A preview of The Strandline, our next generation of bespoke residences in Los Angeles, designed with intention, material honesty, and a focus on livability. Contact us for early access and additional details: www.dkaufmandevelopment.com/contact.html

The next housing correction won’t look like 2008 — and that’s the risk. Affordability, not speculation, is now the constraint, and outcomes will be wildly uneven by market. Where opportunity still exists: medium.com/@danielkaufm...

Los Angeles is running a real-time experiment in housing policy. Measure ULA, the “mansion tax,” is unlocking affordable housing funding while reshaping deal economics and investor behavior. Full analysis on the Kaufman Development blog: www.tumblr.com/dkaufmandeve...

Happy Chanukah to all who are celebrating. Eight nights of light, resilience, and hope.

California doesn’t have one affordable housing crisis. It has several. LA is fixing entitlement risk. SF and the Bay Area are tackling the capital stack. Both matter, neither works alone. Read here: www.tumblr.com/dkaufmandeve...

Construction is heading into 2026 with more volatility, tighter labor, rising costs, and a surge in project abandonments. Megaprojects are masking the strain in mid-size development. I break down what’s really happening and what developers should prepare for: open.substack.com/pub/danielka...

The market isn’t cooling or correcting, it’s reorganizing. Rental demand, “Peak 65,” capital flows, AI, and supply cycles are reshaping how and where Americans live and invest. My latest Substack breaks down the real trends driving 2026: open.substack.com/pub/danielka...

Family offices are becoming the most dynamic capital in commercial real estate. A historic wealth transfer, softer rates, and a new generation of investors are reshaping how deals get done. My latest analysis is here: medium.com/@danielkaufm...

Kaufman Development has broken ground on our new Detroit Micro Data Center, expanding our national AI-infrastructure platform. This marks the first of several next-gen edge facilities coming online nationwide. Read the full press release: www.prlog.org/13114537-kau...

Kaufman Development is expanding nationally across workforce housing, modular construction, mixed-use communities, and AI-ready infrastructure. I just published a full breakdown of where we’re heading and why this moment matters for real estate Read the blog post here: www.tumblr.com/dkaufmandeve...

AI is transforming real estate faster than any policy shift or market cycle. Power, labor, supply chains, and land value are being rewritten in real time. I break down what developers and investors need to understand. Read, learn, discuss, share, and subscribe: open.substack.com/pub/danielka...

The Kaufman Development team is taking Thanksgiving week off and will return on December 1st. For anything urgent, please email [email protected]. Wishing everyone a warm and restful holiday.

The housing market slowed in October — but the Midwest kept climbing. 🏡📈 Affordability, stability, and shifting demand may be rewriting the U.S. housing map. I break down the data and what it means for buyers, sellers, and investors: 🔗 medium.com/@danielkaufm...

Rents are softening again, but multifamily isn’t broken. In many markets, new deliveries are still commanding strong premiums—and renters are paying for quality, not just housing. Labor market cooling, tariff uncertainty, absorption shifts… I break it all down 👇 🔗 open.substack.com/pub/danielka...

Most institutional investors still aren’t betting big on Chicago. I am. The city’s multifamily market has limited new supply, strong rent growth, and a young, educated renter base — exactly where the puck is going, not where it’s been. 🏙️ Read more: medium.com/@danielkaufm...

The government shutdown is (finally) ending, but the real story isn’t political, it’s practical. HUD deals stalled. LIHTC allocations frozen. Projects delayed. Now, with a bipartisan deal moving forward, developers and investors can finally exhale. 👇 open.substack.com/pub/danielka...

🏡 Trump’s proposing a 50-year mortgage to lower payments — but longer debt doesn’t fix housing affordability. It slows equity, inflates demand, and faces major legal barriers under Dodd-Frank. The real solution? Build faster, cheaper, smarter. Full breakdown 👇 open.substack.com/pub/danielka...

The longest U.S. government shutdown in history is freezing the real estate market. HUD funding has stopped. GSA leases are on hold. Developers can’t close loans. When Washington stops, so does real estate. Read my full analysis 👇 🔗 danielkaufmanreal.estate/2025/11/06/g...

Real estate isn’t broken, it’s just harder. Developers who adapt will come out stronger. Here’s how to navigate today’s market with clarity and confidence: www.tumblr.com/dkaufmandeve...

San Francisco is back — and leading the nation in rent growth. Rents are up 7.5% YoY, occupancy near 97%, and migration is reversing as AI reshapes the city’s economy. It’s not Miami or NYC — it’s SF proving everyone wrong. Read my full analysis 👇 open.substack.com/pub/danielka...

The Fed just cut rates again — but cheaper debt won’t fix rising build costs Tariffs could push construction costs up another 4–5% Insurance premiums are climbing nearly 12% a year Lower rates help on paper, but 2026 will test every developer’s pro forma. open.substack.com/pub/danielka...

Construction costs are climbing again — but this time it’s tariffs + insurance, not rates. 🏗️ Tariffs could add 4–5% to build costs 🔥 Insurance premiums are rising nearly 12% annually 2026 will test every developer’s pro forma. My full breakdown 👇 open.substack.com/pub/danielka...

What do the Dodgers and LA real estate have in common? They both know how to play the long game. ⚾️🏙️ LA just beat Toronto — not just on the field, but in commercial real estate too. Read the full breakdown: 👉 medium.com/@danielkaufm...

Multifamily construction isn’t slowing — it’s holding stronger than expected 🏗️ 2025 completions revised up 6.8% to 585K units 📊 Starts pacing 4.5% above last year ⏱️ Build times stretch to record highs The story isn’t decline — it’s resilience. Read the full breakdown ↓ medium.com/@danielkaufm...

The Build-to-Rent market isn’t cooling—it’s evolving. While national construction slows, the South keeps building—and overlooked markets like Huntsville, Greenville, and Boise are emerging as the next wave of opportunity. Read more 👇 www.tumblr.com/dkaufmandeve...

A massive new AI data center in West Texas signals the next frontier for developers — where energy, land, and tech converge. The future of real estate isn’t just location. It’s energy adjacency. Read my full analysis: 🔗 medium.com/@danielkaufm...

Los Angeles is rebuilding — but the fiscal recovery will take years. Wildfires erased billions in property value, yet rising assessments are helping offset the shortfall. What this means for developers, investors, and city budgets: 👇 www.tumblr.com/dkaufmandeve...

🇺🇸 America is making things again. From steel and biotech to sneakers and shingles, billions are flowing into new U.S. factories — creating ripple effects across industrial real estate, logistics, and housing. Here’s how its’s redrawing the real estate map: 🔗 www.tumblr.com/dkaufmandeve...

Beverly Hills is making a $10B bet on the future of ultra-luxury living. 🏗️ One Beverly Hills brings Aman’s first West Coast hotel, $20M+ condos, and 200K sq. ft. of designer retail. What it means for developers, investors, and the luxury market: 👉 danielkaufmanreal.estate/2025/09/27/b...

🏡 Build-to-Rent homes are winning across generations. Millennials, Gen X, and Boomers alike are choosing flexibility, privacy, and community. At Kaufman Development, we’ve built 1,500+ BTR units since 2021 — and demand keeps growing. Read more: www.tumblr.com/dkaufmandeve...

🚨 Stagecoach Mountain Ranch is moving forward in Routt County: 🏔️ Private ski resort & recreation 🏡 613 luxury homes + 137 workforce units (95 affordable) 🌳 14-acre community park 👷 750 jobs at full build-out 🌲 88% preserved as open space Read more 👉 danielkaufmanreal.estate/2025/09/21/s...

Investing in real estate isn’t just cash flow charts & glossy photos—it’s about scale, patience, risk, & reward. We break down the realities with examples from our $2B+ platform. 👉 www.tumblr.com/dkaufmandeve... #RealEstate #Investing

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...

🏗️ Housing needs its Tesla moment — and that’s exactly what we’re building with Mission10K. Innovation, scale, and affordability are no longer optional — they’re the future. 🔗 finance.yahoo.com/news/mission...

America’s housing crisis won’t fix itself. It’s time to rethink construction from the ground up—literally. Modular housing isn’t the future. It’s now. 🔗 open.substack.com/pub/danielka...

💔 Charlie Kirk’s assassination is a tragedy — not just for his family, but for all of us. Political violence isn’t partisan; it’s a growing threat to every American. We need compassion & dialogue over hatred & fear. 🙏 Read my reflection: 🔗 write.as/dankaufman/t...

📉 Lumber just hit a 52-week low — down 24% since August. It’s not just cheaper wood; it’s a signal of weak housing demand and a slowing construction market. I break it all down + why I see this as a buying opportunity: 🔗 open.substack.com/pub/danielka... #RealEstate #Investing #HousingMarket

🚨 The Fed’s pivot is here. 📉 August jobs: +22k (vs. 75k expected) 📈 Unemployment: 4.3% ⚖️ Job openings:unemployed = 1:1 Markets now see a Sept rate cut as a lock — with more likely coming. Full analysis: open.substack.com/pub/danielka...