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danielkaufman.bsky.social
Daniel Kaufman
@danielkaufman.bsky.social
71 followers 48 following 310 posts
Real Estate Developer | Building communities from coast to coast | Focused on sustainable, vibrant spaces | Adventure enthusiast | Based in Los Angeles danielkaufmanre.com
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 9h
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...
The Office Market’s First Real Turning Point Since 2019
For the first time in five years, the U.S. office sector is showing early signs of a bottom.
medium.com
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 1d
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...
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 👇 https://medium.com/@danielkaufmanrealestate/san-francisco-is-back-and-we-need-to-re-think-the-story-we-told-ourselves-3ec7b650c7ff #SanFrancisco #RealEstate #Investing #UrbanRevival #AI
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 2d
📊 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...
📊 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 👉 https://open.substack.com/pub/danielkaufmanre/p/mapped-median-household-income-by?r=6grdsr&utm_medium=ios #RealEstate #Investing #HousingMarket #DataDriven #Substack
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 5d
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...
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: 👉 https://medium.com/@danielkaufmanrealestate/multifamily-cap-rates-reveal-a-deep-divide-across-u-s-markets-3d0af2100453 #RealEstate #Multifamily #Investing #Development #CapRates
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 6d
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...
Housing Affordability Crisis Deepens as Costs Climb
By Daniel Kaufman
open.substack.com
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 7d
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...
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: 🔗 https://open.substack.com/pub/danielkaufmanre/p/tariffs-real-estate-and-you-why-developers?r=6grdsr&utm_medium=ios&utm_source=post-publish #RealEstate #Tariffs #Development #Housing
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 8d
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...
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 👇 https://medium.com/@danielkaufmanrealestate/the-feds-cautious-pivot-how-rate-cuts-and-political-uncertainty-f704d7eb2fcf #RealEstate #MarketTrends #Development #FedPolicy #Multifamily #Investing #CRE
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 12d
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
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 👇 🔗 https://medium.com/@danielkaufmanrealestate/miami-is-the-worlds-most-at-risk-housing-market-fd00ed6fc307 #RealEstate #Miami #HousingBubble #MarketRisk #UBS
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 13d
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...
Construction Isn’t Sweating 115K Vanished Job Openings
Because the real story isn’t fewer listings—it’s the same old labor crunch.
open.substack.com
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 14d
⚠️ 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...
⚠️ 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 👇 🔗 https://open.substack.com/pub/danielkaufmanre/p/government-shutdown-threatens-deeper?r=6grdsr&utm_medium=ios&utm_source=post-publish #Economy #Markets #RealEstate #GovernmentShutdown
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 15d
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...
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: 🔗 https://medium.com/@danielkaufmanrealestate/the-next-frontier-investing-in-the-ai-driven-infrastructure-boom-c6381f93eb31 #AI #Infrastructure #RealEstate #DataCenters #Investing
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 18d
📉 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...
Making Decisions When Washington’s Numbers Go Dark
How real estate investors can stay ahead when federal data goes offline
open.substack.com
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 18d
🧠 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
Why the Smart Money Builds Early: Rethinking the Real Estate Cycle
Development delivers its strongest returns early in the cycle — not late.
medium.com
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 20d
⚡ 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...
⚡ 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 👇 🔗 https://medium.com/@danielkaufmanrealestate/%EF%B8%8F-the-hidden-cost-of-ai-how-soaring-power-prices-are-reshaping-data-center-development-20563d167c5c #AI #DataCenters #RealEstate #Energy #Infrastructure #Investing
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 22d
📈 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...
CRE Prices Are Rising Again — August Marks the Strongest Annual Gain Since 2022
Commercial Real Estate Is Back in Growth Mode: Price Momentum Accelerates Across Sectors
medium.com
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 24d
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...
Construction Costs Steady Amid Tariffs & Deportations — For Now
(Not Yet, But It’s Coming…)
open.substack.com
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 26d
📉 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...
📉 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: 👉 https://medium.com/@danielkaufmanrealestate/cre-inventory-trends-signal-slowdown-in-u-s-metro-growth-92a5fd3bfd91
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 27d
🦞➡️💻 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...
From Red Lobster to Trillion-Dollar Data Centers: AI’s Reach Has No Limits
Every day, it seems like another industry announces its big move into AI.
open.substack.com
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 29d
🚨 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...
🚨 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 👉 https://open.substack.com/pub/danielkaufmanre/p/compass-anywhere-what-the-16b-merger?r=2r7fa&utm_medium=ios&utm_source=post-publish
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · 29d
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...
Multifamily Demand Stays Strong, But New Supply Hits 9-Year Low
Strong renter demand is colliding with the slowest construction pipeline in nearly a decade.
medium.com
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · Sep 19
🏡 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...
🏡 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 ⬇️ https://open.substack.com/pub/danielkaufmanre/p/how-demographics-are-rewriting-the?r=2r7fa&utm_medium=ios
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · Sep 17
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...
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: https://open.substack.com/pub/danielkaufmanre/p/the-feds-quarter-point-cut-what-it?r=2r7fa&utm_medium=ios&utm_source=post-publish
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · Sep 16
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.
I’ll be on stage in the afternoon on Wednesday, Sep. 17 at the Investor Club Summit. Panel: Driving Growth with Private Equity and Venture Capital – Deal Structures + Opportunities (Educational Style Panel) Time: 2:50 PM | September 17th 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. #familyofficeclub #familyoffices #commercialrealestate Daniel Kaufman
danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · Sep 11
📉 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...
📉 Labor market cracks, subprime stress & cooling rents signal a turning point for real estate investors. Now might be the time to lean in. 🔗 https://medium.com/@danielkaufmanrealestate/cracks-in-the-labor-market-subprime-shockwaves-and-a-turning-point-for-real-estate-investors-bcc78e0cf0a1
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danielkaufman.bsky.social
Daniel Kaufman @danielkaufman.bsky.social · Sep 10
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...
AI Talent Is Reshaping Real Estate in North America
The AI revolution isn’t just transforming industries—it’s physically reshaping cities.
medium.com