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Daniel Kaufman
@danielkaufman.bsky.social
74 followers 48 following 330 posts
Real Estate Developer | Building communities from coast to coast | Focused on sustainable, vibrant spaces | Adventure enthusiast | Based in Los Angeles and Maine
danielkaufmanre.com
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danielkaufman.bsky.social
New York City proves the headlines wrong, again.

Luxury sales are surging, office demand is the strongest in the country, and the “NYC exodus” narrative continues to collapse under real data.

Full breakdown here: open.substack.com/pub/danielka...
New York City proves the headlines wrong, again. Luxury sales are surging, office demand is the strongest in the country, and the “NYC exodus” narrative continues to collapse under real data. Full breakdown here: https://open.substack.com/pub/danielkaufmanre/p/new-york-city-proves-the-headlines?r=6grdsr&utm_medium=ios&utm_source=post-publish
December 5, 2025 at 1:28 PM
danielkaufman.bsky.social
Commercial real estate is finally getting too cheap to ignore. Prices are down, yields are up, and the reset is creating real opportunities for disciplined investors.

Read my full analysis here:
medium.com/@danielkaufm...

#CRE #RealEstate #Investing #MarketTrends
Commercial real estate is finally getting too cheap to ignore. Prices are down, yields are up, and the reset is creating real opportunities for disciplined investors. Read my full analysis here: https://medium.com/@danielkaufmanrealestate/commercial-real-estate-is-getting-too-cheap-to-ignore-and-what-that-means-for-investors-right-now-d2b109b0bbf9 #CRE #RealEstate #Investing #MarketTrends
December 2, 2025 at 1:20 PM
danielkaufman.bsky.social
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 now.

open.substack.com/pub/danielka...
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 now. Read, learn, discuss, share, and subscribe: https://open.substack.com/pub/danielkaufmanre/p/ai-is-reshaping-americas-real-estate?r=6grdsr&utm_medium=ios&utm_source=post-publish
December 1, 2025 at 1:02 PM
danielkaufman.bsky.social
Taking the week off for Thanksgiving and stepping away from work entirely. I’ll be back on December 1st. If anything urgent comes up, you can reach me at [email protected]. Wishing everyone a warm, restful Thanksgiving with the people who matter most.
Taking the week off for Thanksgiving and stepping away from work entirely. I’ll be back on December 1st. If anything urgent comes up, you can reach me at danisawayonvacation@gmail.com. Wishing everyone a warm, restful Thanksgiving with the people who matter most. Daniel Kaufman
November 21, 2025 at 4:51 PM
danielkaufman.bsky.social
If the AI bubble pops, what happens to your home’s value? 🏠🤖

Tech stocks may swing, but housing runs on different fundamentals: equity, jobs, and supply—not just market sentiment. I break down what a real spillover would take, and why 2025 isn’t 2008.

🔗 open.substack.com/pub/danielka...
If the AI bubble pops, what happens to your home’s value? 🏠🤖 Tech stocks may swing, but housing runs on different fundamentals: equity, jobs, and supply—not just market sentiment. I break down what a real spillover would take, and why 2025 isn’t 2008. 🔗 https://open.substack.com/pub/danielkaufmanre/p/if-the-ai-bubble-pops-what-happens?r=6grdsr&utm_medium=ios&utm_source=post-publish #HousingMarket #RealEstate #AI #Economy #Investing
November 17, 2025 at 1:32 PM
danielkaufman.bsky.social
Trump 2.0 policy shifts, a divided Fed, and cooling multifamily rents are reshaping the real estate landscape.

Developers + investors are navigating tax tailwinds, tariff pressure, labor shortages, and a volatile rate path — all at once.

Full breakdown👇
open.substack.com/pub/danielka...
Trump 2.0 policy shifts, a divided Fed, and cooling multifamily rents are reshaping the real estate landscape. Developers + investors are navigating tax tailwinds, tariff pressure, labor shortages, and a volatile rate path — all at once. Full breakdown👇 https://open.substack.com/pub/danielkaufmanre/p/trump-20-a-divided-fed-and-a-cooling?r=6grdsr&utm_medium=ios&utm_source=post-publish
November 13, 2025 at 1:52 PM
danielkaufman.bsky.social
The media says “wealthy New Yorkers are fleeing to Florida.”

But the latest data proves otherwise. 🏙️➡️🏡

Most are staying close — moving to NY suburbs, New Jersey, and Pennsylvania for value, space, and quality of life.

Florida’s appeal? Fading fast.

Read more:

medium.com/@danielkaufm...
November 7, 2025 at 3:22 PM
danielkaufman.bsky.social
📉 The calm is breaking in the American job market.

Nearly 946,000 job cuts through Q3 2025 — the highest since 2020.

This isn’t just about layoffs. It’s the start of a labor market reset.

Read my full analysis:
medium.com/@danielkaufm...
📉 The calm is breaking in the American job market. Nearly 946,000 job cuts through Q3 2025 — the highest since 2020. Amazon, Target, Starbucks, Paramount, Molson Coors… all cutting jobs. This isn’t just about layoffs. It’s the start of a labor market reset. Read my full analysis: https://medium.com/@danielkaufmanrealestate/the-calm-is-breaking-in-the-american-job-market-5a21c213494f #Economy #JobCuts #LaborMarket #RealEstate #Inflation #Fed
November 5, 2025 at 12:32 PM
danielkaufman.bsky.social
When the system stops caring.

Millions are losing food assistance and facing higher healthcare costs — and almost no one’s talking about it.

Read my latest Substack post:
🔗 The Poor Don’t Matter in America

open.substack.com/pub/danielka...

#Economy #Poverty #Society #Substack
The Poor Don’t Matter in America
So what’s happening out there?
open.substack.com
November 3, 2025 at 2:52 PM
danielkaufman.bsky.social
Midwest rental markets are heating up.

Chicago & Dayton are seeing rent gains as data center growth + limited new supply tighten vacancies. 2026 could bring sharper rent hikes as construction slows.

Read my latest analysis 👇
medium.com/@danielkaufm...
Rent Trends Shift Midwest Markets With Rising Demand
The Midwest is heating up. Chicago, Dayton, and other regional hubs are quietly becoming some of the most interesting rental markets.
medium.com
October 31, 2025 at 11:26 AM
danielkaufman.bsky.social
NYC’s real estate world braces for change as Zohran Mamdani’s likely mayoral win brings a progressive agenda—rent regs, higher taxes, and big public housing goals.

But history says rhetoric ≠ reality. Markets adapt.

Full analysis 👉 open.substack.com/pub/danielka...
A Socialist Mayor for NYC? What Zohran Mamdani’s Win Could Mean for Real Estate
New York City’s real estate community is bracing for change.
open.substack.com
October 30, 2025 at 11:39 AM
danielkaufman.bsky.social
The housing shortage is shifting north.

Northeast & Great Lakes metros are now among the most underbuilt in the U.S. — permitting can’t keep up with demand.

🏙️ Boston, Buffalo, Cleveland, Milwaukee
📉 <1 multifamily permit per 1,000 residents

Full analysis 👉 medium.com/@danielkaufm...
Housing Underbuilding Hits the Northeast and Great Lakes Hardest
The housing shortage is deepening across the country, but the real story in 2025 is regional.
medium.com
October 29, 2025 at 10:51 AM
danielkaufman.bsky.social
When politics turns into a game of chicken, real people go hungry.

This shutdown isn’t about budgets — it’s about power, pride, and who blinks first.

📰 Read my latest Substack:
👉 open.substack.com/pub/danielka...
When Politics Becomes a Hunger Game
A shutdown that says more about who we’ve become than who’s to blame
open.substack.com
October 27, 2025 at 1:10 PM
danielkaufman.bsky.social
Busy year — and a rewarding one.

From zoning wins (1→10 units/acre) to cutting construction costs by 15%, it’s all about turning vision into value.

Read how I help developers unlock their projects 👇
danielkaufmanrealestatedeveloper.blogspot.com/2025/10/help...
From zoning wins (1→10 units/acre) to cutting construction costs by 15%, it’s all about turning vision into value. Read how I help developers unlock their projects 👇 http://danielkaufmanrealestatedeveloper.blogspot.com/2025/10/helping-real-estate-developers-turn.html #RealEstateDevelopment #Investing #Construction #Zoning
October 26, 2025 at 8:09 PM
danielkaufman.bsky.social
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...
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 👇 https://open.substack.com/pub/danielkaufmanre/p/los-angeles-isnt-in-a-doom-loop-its?r=6grdsr&utm_medium=ios&utm_source=post-publish #LosAngeles #RealEstate #Development #Innovation #Investing #CRE #California
October 23, 2025 at 12:06 PM
danielkaufman.bsky.social
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 best trend in real estate right now isn’t in big cities — it’s in the overlooked ones. Smaller markets like Redford (MI), Oxford (MS), and Youngsville (LA) are seeing double-digit rent growth as demand outpaces supply. Develop. Invest. Build where no one else is. Read more 👇 https://medium.com/@danielkaufmanrealestate/the-best-trend-in-real-estate-right-now-rent-growth-in-underrated-cities-3b9384066615 #RealEstate #BuildToRent #Investing #Multifamily #EmergingMarkets #CRE
October 22, 2025 at 1:19 PM
danielkaufman.bsky.social
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
October 21, 2025 at 12:49 PM
danielkaufman.bsky.social
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
October 20, 2025 at 12:44 PM
danielkaufman.bsky.social
📊 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
October 19, 2025 at 1:27 PM
danielkaufman.bsky.social
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
October 16, 2025 at 11:02 AM
danielkaufman.bsky.social
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
October 15, 2025 at 1:07 PM
danielkaufman.bsky.social
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
October 14, 2025 at 1:35 PM
danielkaufman.bsky.social
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
October 13, 2025 at 1:41 PM
danielkaufman.bsky.social
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
October 9, 2025 at 12:39 PM
danielkaufman.bsky.social
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
October 8, 2025 at 12:44 PM