Daniel Kaufman
@danielkaufman.bsky.social
Real Estate Developer | Building communities from coast to coast | Focused on sustainable, vibrant spaces | Adventure enthusiast | Based in Los Angeles and Maine
danielkaufmanre.com
danielkaufmanre.com
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...
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...
December 5, 2025 at 1:28 PM
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...
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...
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
Read my full analysis here:
medium.com/@danielkaufm...
#CRE #RealEstate #Investing #MarketTrends
December 2, 2025 at 1:20 PM
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
Read my full analysis here:
medium.com/@danielkaufm...
#CRE #RealEstate #Investing #MarketTrends
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...
I break down what developers and investors need to understand now.
open.substack.com/pub/danielka...
December 1, 2025 at 1:02 PM
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...
I break down what developers and investors need to understand now.
open.substack.com/pub/danielka...
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.
November 21, 2025 at 4:51 PM
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.
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...
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...
November 17, 2025 at 1:32 PM
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...
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...
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...
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...
November 13, 2025 at 1:52 PM
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...
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...
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...
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
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...
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...
📉 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...
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...
November 5, 2025 at 12:32 PM
📉 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...
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...
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 👇
danielkaufmanrealestatedeveloper.blogspot.com/2025/10/help...
October 26, 2025 at 8:09 PM
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 👇
danielkaufmanrealestatedeveloper.blogspot.com/2025/10/help...
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...
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...
October 23, 2025 at 12:06 PM
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...
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...
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...
October 22, 2025 at 1:19 PM
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...
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...
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...
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...
October 20, 2025 at 12:44 PM
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...
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...
The map reveals where opportunity, affordability, and long-term real estate growth are converging.
Read more 👉 open.substack.com/pub/danielka...
October 19, 2025 at 1:27 PM
📊 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...
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...
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...
October 16, 2025 at 11:02 AM
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...
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...
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...
Read my full breakdown on how tariffs ripple through housing, construction & investment:
🔗 open.substack.com/pub/danielka...
October 14, 2025 at 1:35 PM
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...
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...
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...
October 13, 2025 at 1:41 PM
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...
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
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
October 9, 2025 at 12:39 PM
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
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
⚠️ 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...
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...
October 7, 2025 at 12:45 PM
⚠️ 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...
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...
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...
October 6, 2025 at 3:07 PM
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...
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...
⚡ 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...
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...
September 30, 2025 at 11:42 PM
⚡ 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...
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 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...
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...
September 25, 2025 at 11:08 AM
📉 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...
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...
🚨 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...
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...
September 22, 2025 at 8:51 PM
🚨 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...
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...
🏡 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...
• 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...
September 19, 2025 at 12:50 PM
🏡 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...
• 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...
Read my full breakdown:
open.substack.com/pub/danielka...
September 17, 2025 at 6:22 PM
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...
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.
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.
September 16, 2025 at 10:06 PM
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.
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.