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kaufmanrealestate.bsky.social
Kaufman Development
@kaufmanrealestate.bsky.social
520 followers 140 following 480 posts
Building what’s next. Land, design, construction, and capital under one roof. Multifamily, mixed-use, and BTR development. Explore more👇 Learn more about us: dkaufmandevelopment.com
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 2d
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...
San Francisco Is Back — and It’s Leading the Nation in Rent Growth
It’s not Miami.
open.substack.com
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 4d
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...
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. Full analysis 👉 https://open.substack.com/pub/danielkaufmanre/p/the-fed-cuts-rates-again-and-what?r=6grdsr&utm_medium=ios&utm_source=post-publish
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 4d
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...
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 👇 https://open.substack.com/pub/danielkaufmanre/p/construction-costs-face-fresh-strain?r=6grdsr&utm_medium=ios
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 6d
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...
Los Angeles Beats Toronto — On the Field and in the Market
What the Dodgers and the LA real estate market have in common: resilience, depth, and the long game.
medium.com
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 9d
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...
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 ↓ https://medium.com/@danielkaufmanrealestate/construction-surge-lifts-2025-2027-multifamily-supply-outlook-21289d97d21c #Multifamily #RealEstateDevelopment #HousingMarket #ConstructionTrends 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 ↓ https://medium.com/@danielkaufmanrealestate/construction-surge-lifts-2025-2027-multifamily-supply-outlook-21289d97d21c #Multifamily #RealEstateDevelopment #HousingMarket #ConstructionTrends 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 ↓ https://medium.com/@danielkaufmanrealestate/construction-surge-lifts-2025-2027-multifamily-supply-outlook-21289d97d21c #Multifamily #RealEstateDevelopment #HousingMarket #ConstructionTrends
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 13d
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...
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. Daniel Kaufman. Read more 👇 https://www.tumblr.com/dkaufmandevelopment/797939092332691457/where-the-next-build-to-rent-opportunities-are #BuildToRent #RealEstate #Development #Investing #BTR
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 18d
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...
When AI Hits the Ground: What the New Texas Data Center Signals for Developers and Investors
The Big Picture: Tech Moves Into Energy Land
medium.com
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · 20d
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...
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: 👇 https://www.tumblr.com/dkaufmandevelopment/797299086254587904/los-angeles-faces-a-property-tax-gap-but-rising #RealEstate #Development #LosAngeles #PropertyTax #UrbanRecovery #Investing #CRE
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 30
🇺🇸 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...
🇺🇸 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 the Made in America boom is redrawing the real estate map: 🔗 https://www.tumblr.com/dkaufmandevelopment/796118852228513792/made-in-america-the-manufacturing-boom-thats #RealEstate #Manufacturing #MadeInAmerica #IndustrialRealEstate #Investing
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 27
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...
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: 👉 https://danielkaufmanreal.estate/2025/09/27/beverly-hills-10-billion-bet-one-beverly-hills-redefines-ultra-luxury-living/ #RealEstate #LuxuryDevelopment #BeverlyHills #AmanResorts #CRE #BrandedResidences #DanielKaufmanRealEstate
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 26
🏡 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...
🏡 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. Daniel Kaufman Read more: https://www.tumblr.com/dkaufmandevelopment/795762790501679104/build-to-rent-homes-are-winning-across
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 21
🚨 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...
🚨 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 👉 https://danielkaufmanreal.estate/2025/09/21/stagecoach-mountain-ranch-moves-forward-a-bold-vision-for-routt-county/
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 19
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
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. 👉 https://www.tumblr.com/dkaufmandevelopment/795077442774745088/the-realities-of-investing-in-real-estate-lessons #RealEstate #Investing Daniel Kaufman
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.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
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 15
🏗️ 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...
🏗️ 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. 🔗 https://finance.yahoo.com/news/mission-10k-brings-tesla-moment-170200070.html Daniel Kaufman real estate developer
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 12
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...
The Housing Crisis Won’t Solve Itself — We Need to Think Like a Factory
Over the past few years I’ve had a front-row seat to the mounting cost, slowness, and sheer frustration clogging up housing in America.
open.substack.com
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 11
💔 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...
💔 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: 🔗 https://write.as/dankaufman/the-assassination-of-charlie-kirk-and-the-rising-tide-of-political-violence
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 10
📉 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
📉 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: 🔗 https://open.substack.com/pub/danielkaufmanre/p/falling-lumber-prices-what-theyre?r=2r7fa&utm_medium=ios #RealEstate #Investing #HousingMarket
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 5
🚨 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...
Weakening Labor Market All but Guarantees a September Rate Cut
The labor market is officially sending a distress signal.
open.substack.com
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 4
📈 Multifamily rents & occupancy are hitting multi-year highs in 2025. Chicago, Omaha & secondary metros are leading growth—and the data points to big opportunities for investors.

Read my full analysis: medium.com/@danielkaufm...
Multifamily Growth Trends Driving Top U.S. Rental Markets in 2025
The multifamily market in 2025 is proving to be one of the most resilient asset classes in commercial real estate.
medium.com
2
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Sep 2
Tariffs, labor shortages & policy shifts are reshaping construction. At Kaufman Development, vertical integration & templated designs are cutting costs & adding resilience across our national pipeline.

Read my latest Substack: open.substack.com/pub/danielka...

#RealEstate #Construction #Investing
Tariffs, labor shortages & policy shifts are reshaping construction. At Kaufman Development, vertical integration & templated designs are cutting costs & adding resilience across our national pipeline. Read my latest Substack: https://open.substack.com/pub/danielkaufmanre/p/navigating-uncertainty-why-vertical?r=2r7fa&utm_medium=ios&utm_source=post-publish #RealEstate #Construction #Investing
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Aug 28
🇺🇸 This Labor Day, we honor the hard work, resilience & dedication that built this nation.

Did you know the first U.S. Labor Day was in 1882, when 10,000 workers marched in NYC?

Wishing you a safe & meaningful weekend from all of us at Kaufman Development. 💪

#LaborDay2025
🇺🇸 This Labor Day, we honor the hard work, resilience & dedication that built this nation. Did you know the first U.S. Labor Day was in 1882, when 10,000 workers marched in NYC? Wishing you a safe & meaningful weekend from all of us at Kaufman Development. 💪 #LaborDay2025 Daniel Kaufman real estate developer
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Aug 25
Cap rates may be stabilizing—but the headwinds facing CRE aren’t gone. From yield spreads to tariff risks, the market is signaling a plateau, not a rally.

I break it down in my latest post 👇
www.tumblr.com/dkaufmandeve...
Cap rates may be stabilizing—but the headwinds facing CRE aren’t gone. From yield spreads to tariff risks, the market is signaling a plateau, not a rally. I break it down in my latest post 👇 https://www.tumblr.com/dkaufmandevelopment/792849556216905728/cap-rates-may-be-stabilizingbut-cre-headwinds-are Daniel Kaufman real estate developer
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kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Aug 23
The Fed is signaling a September rate cut 📉—mortgage rates dipped, builder stocks jumped, and capital costs may finally ease.

What does this mean for developers & investors navigating high costs and tight lending? I break it down here: danielkaufmanreal.estate/2025/08/23/f...
Fed Policy Signals a Shift: What It Means for Real Estate Developers and Investors
Federal Reserve Chair Jerome Powell’s speech in Jackson Hole is sending a clear signal: the balance of risks is moving away from inflation and toward the labor market, opening the door for a Septem…
danielkaufmanreal.estate
kaufmanrealestate.bsky.social
Kaufman Development @kaufmanrealestate.bsky.social · Aug 21
Los Angeles needs 700K new homes by 2029—but multifamily delays are stalling progress. In my latest post, I break down the challenges + where we see opportunities for impact. Read here: www.tumblr.com/dkaufmandeve...
Los Angeles needs 700K new homes by 2029—but multifamily delays are stalling progress. In my latest post, I break down the challenges + where we see opportunities for impact. Read here: https://www.tumblr.com/dkaufmandevelopment/792500229602705408/los-angeles-housing-shortage-why-delays-in Daniel Kaufman real estate developer, Kaufman family office