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
I was wearing an Eddie Bauer ski jacket last week.
Now the brand is closing its store fleet again, a reminder that legacy recognition isn’t the same as relevance. Eddie Bauer’s slow fade says a lot about ongoing instability in retail.
Read more:
open.substack.com/pub/danielka...
Now the brand is closing its store fleet again, a reminder that legacy recognition isn’t the same as relevance. Eddie Bauer’s slow fade says a lot about ongoing instability in retail.
Read more:
open.substack.com/pub/danielka...
Eddie Bauer, and the Long Fade of a Once-Essential Brand
I was wearing an Eddie Bauer ski jacket last week.
open.substack.com
February 4, 2026 at 2:47 PM
I was wearing an Eddie Bauer ski jacket last week.
Now the brand is closing its store fleet again, a reminder that legacy recognition isn’t the same as relevance. Eddie Bauer’s slow fade says a lot about ongoing instability in retail.
Read more:
open.substack.com/pub/danielka...
Now the brand is closing its store fleet again, a reminder that legacy recognition isn’t the same as relevance. Eddie Bauer’s slow fade says a lot about ongoing instability in retail.
Read more:
open.substack.com/pub/danielka...
Honored to be featured in the KeyCrew News on how we’re building Kaufman & Company through a contrarian strategy, vertical integration, and a focus on overlooked markets.
The playbook and thinking behind the platform 👇
keycrew.co/journal/cont...
The playbook and thinking behind the platform 👇
keycrew.co/journal/cont...
February 2, 2026 at 11:01 PM
Honored to be featured in the KeyCrew News on how we’re building Kaufman & Company through a contrarian strategy, vertical integration, and a focus on overlooked markets.
The playbook and thinking behind the platform 👇
keycrew.co/journal/cont...
The playbook and thinking behind the platform 👇
keycrew.co/journal/cont...
People saw what happened. And they’re not buying the spin.
On Alex Pretti, ICE, and the political fallout that’s now reshaping the immigration debate.
open.substack.com/pub/danielka...
On Alex Pretti, ICE, and the political fallout that’s now reshaping the immigration debate.
open.substack.com/pub/danielka...
When People Believe Their Own Eyes
You could feel the public mood shift in real time.
open.substack.com
January 27, 2026 at 4:59 PM
People saw what happened. And they’re not buying the spin.
On Alex Pretti, ICE, and the political fallout that’s now reshaping the immigration debate.
open.substack.com/pub/danielka...
On Alex Pretti, ICE, and the political fallout that’s now reshaping the immigration debate.
open.substack.com/pub/danielka...
Unpopular opinion: Miami’s “luxury boom” is a mirage.
More $1M listings than NYC doesn’t mean dominance, it means inventory piling up.
Prices down ~10.8% YoY.
Days on market rising.
Seller expectations ≠ clearing prices.
Learn more: danielkaufmanrealestatedeveloper.blogspot.com/2026/01/the-...
More $1M listings than NYC doesn’t mean dominance, it means inventory piling up.
Prices down ~10.8% YoY.
Days on market rising.
Seller expectations ≠ clearing prices.
Learn more: danielkaufmanrealestatedeveloper.blogspot.com/2026/01/the-...
January 27, 2026 at 12:52 AM
Unpopular opinion: Miami’s “luxury boom” is a mirage.
More $1M listings than NYC doesn’t mean dominance, it means inventory piling up.
Prices down ~10.8% YoY.
Days on market rising.
Seller expectations ≠ clearing prices.
Learn more: danielkaufmanrealestatedeveloper.blogspot.com/2026/01/the-...
More $1M listings than NYC doesn’t mean dominance, it means inventory piling up.
Prices down ~10.8% YoY.
Days on market rising.
Seller expectations ≠ clearing prices.
Learn more: danielkaufmanrealestatedeveloper.blogspot.com/2026/01/the-...
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.
Northern Virginia still leads. Dallas is becoming the most balanced Tier-1 market.
Time to power now matters more than price per acre.
medium.com/@danielkaufm...
It’s about picking a grid node that can actually scale.
Northern Virginia still leads. Dallas is becoming the most balanced Tier-1 market.
Time to power now matters more than price per acre.
medium.com/@danielkaufm...
January 26, 2026 at 12:57 PM
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.
Northern Virginia still leads. Dallas is becoming the most balanced Tier-1 market.
Time to power now matters more than price per acre.
medium.com/@danielkaufm...
It’s about picking a grid node that can actually scale.
Northern Virginia still leads. Dallas is becoming the most balanced Tier-1 market.
Time to power now matters more than price per acre.
medium.com/@danielkaufm...
Davos 2026 wasn’t about soundbites. It was about constraints
AI is now an infrastructure story. Energy is the global chokepoint. Housing is a social stability issue. Capital is rotating back into hard assets. And the next decade will reward builders, not traders
open.substack.com/pub/danielka...
AI is now an infrastructure story. Energy is the global chokepoint. Housing is a social stability issue. Capital is rotating back into hard assets. And the next decade will reward builders, not traders
open.substack.com/pub/danielka...
January 22, 2026 at 11:25 PM
Davos 2026 wasn’t about soundbites. It was about constraints
AI is now an infrastructure story. Energy is the global chokepoint. Housing is a social stability issue. Capital is rotating back into hard assets. And the next decade will reward builders, not traders
open.substack.com/pub/danielka...
AI is now an infrastructure story. Energy is the global chokepoint. Housing is a social stability issue. Capital is rotating back into hard assets. And the next decade will reward builders, not traders
open.substack.com/pub/danielka...
I just published a new Substack post breaking down 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...
Read the full post:
open.substack.com/pub/danielka...
January 21, 2026 at 1:06 PM
I just published a new Substack post breaking down 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...
Read the full post:
open.substack.com/pub/danielka...
Commercial real estate construction is quietly undergoing a structural reset.
Most sectors are slowing. One is accelerating.
Data centers are now absorbing a rapidly growing share of global construction capital.
I wrote a new piece breaking down:
medium.com/@danielkaufm...
Most sectors are slowing. One is accelerating.
Data centers are now absorbing a rapidly growing share of global construction capital.
I wrote a new piece breaking down:
medium.com/@danielkaufm...
January 20, 2026 at 2:39 PM
Commercial real estate construction is quietly undergoing a structural reset.
Most sectors are slowing. One is accelerating.
Data centers are now absorbing a rapidly growing share of global construction capital.
I wrote a new piece breaking down:
medium.com/@danielkaufm...
Most sectors are slowing. One is accelerating.
Data centers are now absorbing a rapidly growing share of global construction capital.
I wrote a new piece breaking down:
medium.com/@danielkaufm...
The job market is quietly weakening, and real estate is already feeling the impact.
Job growth has stalled, regional shifts are accelerating, and multifamily fundamentals are diverging sharply by market.
Read the full analysis:
www.linkedin.com/pulse/job-ma...
Job growth has stalled, regional shifts are accelerating, and multifamily fundamentals are diverging sharply by market.
Read the full analysis:
www.linkedin.com/pulse/job-ma...
January 14, 2026 at 6:24 PM
The job market is quietly weakening, and real estate is already feeling the impact.
Job growth has stalled, regional shifts are accelerating, and multifamily fundamentals are diverging sharply by market.
Read the full analysis:
www.linkedin.com/pulse/job-ma...
Job growth has stalled, regional shifts are accelerating, and multifamily fundamentals are diverging sharply by market.
Read the full analysis:
www.linkedin.com/pulse/job-ma...
California’s AI boom is propping up luxury housing and the state budget at the same time. That looks like strength, but it’s also concentration risk.
If AI-driven wealth softens, housing demand, development confidence, and state finances could feel it fast.
open.substack.com/pub/danielka...
If AI-driven wealth softens, housing demand, development confidence, and state finances could feel it fast.
open.substack.com/pub/danielka...
January 13, 2026 at 1:13 PM
California’s AI boom is propping up luxury housing and the state budget at the same time. That looks like strength, but it’s also concentration risk.
If AI-driven wealth softens, housing demand, development confidence, and state finances could feel it fast.
open.substack.com/pub/danielka...
If AI-driven wealth softens, housing demand, development confidence, and state finances could feel it fast.
open.substack.com/pub/danielka...
I just published a new piece on Medium looking at how build-to-rent, rising rent burdens, and political scrutiny are quietly reshaping the American housing market.
These aren’t short-term trends. They’re structural shifts.
Read it here:
medium.com/@danielkaufm...
These aren’t short-term trends. They’re structural shifts.
Read it here:
medium.com/@danielkaufm...
Build-to-Rent, Rent Burden, and the Quiet Rewriting of the American Housing Story
Affordability, policy uncertainty, and the changing economics of renting in America
medium.com
January 12, 2026 at 1:13 PM
I just published a new piece on Medium looking at how build-to-rent, rising rent burdens, and political scrutiny are quietly reshaping the American housing market.
These aren’t short-term trends. They’re structural shifts.
Read it here:
medium.com/@danielkaufm...
These aren’t short-term trends. They’re structural shifts.
Read it here:
medium.com/@danielkaufm...
Words can’t capture the loss of Bob Weir. Grateful for every note, every show, and the incredible peace he shared with us all. We were so lucky to be part of his journey. ⚡️ Rest easy, Bobby. We’ll leave the light on for you. 🌹 #BobWeir #FareYouWell
January 11, 2026 at 12:20 AM
Words can’t capture the loss of Bob Weir. Grateful for every note, every show, and the incredible peace he shared with us all. We were so lucky to be part of his journey. ⚡️ Rest easy, Bobby. We’ll leave the light on for you. 🌹 #BobWeir #FareYouWell
2026 is shaping up to be a very long year.
I just published a new piece outlining ten predictions, not headlines or hot takes, but the structural forces effects that will shape markets, housing, healthcare, and capital in the year ahead.
Read it here: danielkaufmanre.substack.com/p/2026-ten-p...
I just published a new piece outlining ten predictions, not headlines or hot takes, but the structural forces effects that will shape markets, housing, healthcare, and capital in the year ahead.
Read it here: danielkaufmanre.substack.com/p/2026-ten-p...
January 7, 2026 at 2:03 PM
2026 is shaping up to be a very long year.
I just published a new piece outlining ten predictions, not headlines or hot takes, but the structural forces effects that will shape markets, housing, healthcare, and capital in the year ahead.
Read it here: danielkaufmanre.substack.com/p/2026-ten-p...
I just published a new piece outlining ten predictions, not headlines or hot takes, but the structural forces effects that will shape markets, housing, healthcare, and capital in the year ahead.
Read it here: danielkaufmanre.substack.com/p/2026-ten-p...
The Midwest keeps winning on housing affordability, and it’s showing up in real demand, wage growth, and disciplined new development.
I shared my perspective as a developer and investor in my first Medium post of the year:
medium.com/@danielkaufm...
I shared my perspective as a developer and investor in my first Medium post of the year:
medium.com/@danielkaufm...
Why the Midwest Keeps Winning on Affordability
How income growth and disciplined supply are reshaping demand away from the coasts
medium.com
January 6, 2026 at 12:48 PM
The Midwest keeps winning on housing affordability, and it’s showing up in real demand, wage growth, and disciplined new development.
I shared my perspective as a developer and investor in my first Medium post of the year:
medium.com/@danielkaufm...
I shared my perspective as a developer and investor in my first Medium post of the year:
medium.com/@danielkaufm...
2008 was a liquidity crisis.
This cycle is an affordability reset — and it won’t resolve evenly.
Here’s how I’m thinking about risk and opportunity heading into 2026:
medium.com/@danielkaufm...
This cycle is an affordability reset — and it won’t resolve evenly.
Here’s how I’m thinking about risk and opportunity heading into 2026:
medium.com/@danielkaufm...
December 19, 2025 at 7:46 PM
2008 was a liquidity crisis.
This cycle is an affordability reset — and it won’t resolve evenly.
Here’s how I’m thinking about risk and opportunity heading into 2026:
medium.com/@danielkaufm...
This cycle is an affordability reset — and it won’t resolve evenly.
Here’s how I’m thinking about risk and opportunity heading into 2026:
medium.com/@danielkaufm...
A year into Trump’s second term, the patterns are hard to ignore.
This isn’t about ideology, it’s about policy outcomes, systemic risk, and credibility erosion.
My latest Substack: A Presidency in Failure Mode
open.substack.com/pub/danielka...
This isn’t about ideology, it’s about policy outcomes, systemic risk, and credibility erosion.
My latest Substack: A Presidency in Failure Mode
open.substack.com/pub/danielka...
December 18, 2025 at 10:37 PM
A year into Trump’s second term, the patterns are hard to ignore.
This isn’t about ideology, it’s about policy outcomes, systemic risk, and credibility erosion.
My latest Substack: A Presidency in Failure Mode
open.substack.com/pub/danielka...
This isn’t about ideology, it’s about policy outcomes, systemic risk, and credibility erosion.
My latest Substack: A Presidency in Failure Mode
open.substack.com/pub/danielka...
America’s largest power grid is under strain as data center demand surges faster than new generation can come online. Higher electricity costs, tighter reliability, and real implications for real estate and infrastructure are already here.
Full breakdown:
medium.com/@danielkaufm...
Full breakdown:
medium.com/@danielkaufm...
America’s Largest Power Grid Is Buckling Under the Data Center Boom
Why PJM’s next decision will reshape development, pricing, and grid risk across the U.S.
medium.com
December 16, 2025 at 1:32 PM
America’s largest power grid is under strain as data center demand surges faster than new generation can come online. Higher electricity costs, tighter reliability, and real implications for real estate and infrastructure are already here.
Full breakdown:
medium.com/@danielkaufm...
Full breakdown:
medium.com/@danielkaufm...
Everyone had strong opinions about Trump’s tariffs, collapse or revival
Neither happened
I break down what actually occurred, why the debate missed the real drivers of growth, and what it means for real estate and investors going forward
Read the full analysis:
open.substack.com/pub/danielka...
Neither happened
I break down what actually occurred, why the debate missed the real drivers of growth, and what it means for real estate and investors going forward
Read the full analysis:
open.substack.com/pub/danielka...
Why Trump’s Tariffs Didn’t Break the Economy, or Fix It
Why the Tariff Debate Got the Economy Wrong
open.substack.com
December 15, 2025 at 1:27 PM
Everyone had strong opinions about Trump’s tariffs, collapse or revival
Neither happened
I break down what actually occurred, why the debate missed the real drivers of growth, and what it means for real estate and investors going forward
Read the full analysis:
open.substack.com/pub/danielka...
Neither happened
I break down what actually occurred, why the debate missed the real drivers of growth, and what it means for real estate and investors going forward
Read the full analysis:
open.substack.com/pub/danielka...
Wishing all my friends a Happy Chanukah. May the lights bring peace, reflection, and joy.
December 14, 2025 at 10:59 PM
Wishing all my friends a Happy Chanukah. May the lights bring peace, reflection, and joy.
Brokers and the media still sell the Sun Belt as “unstoppable,” but the fundamentals tell a different story. Population growth has normalized, supply is outpacing absorption, and multiple asset classes are showing real stress.
I break it down here: medium.com/@danielkaufm...
I break it down here: medium.com/@danielkaufm...
The Truth About the Sun Belt
Brokers and the Media Will Tell You It’s All Sunshine, but the Reality Is Far Different
medium.com
December 10, 2025 at 1:53 PM
Brokers and the media still sell the Sun Belt as “unstoppable,” but the fundamentals tell a different story. Population growth has normalized, supply is outpacing absorption, and multiple asset classes are showing real stress.
I break it down here: medium.com/@danielkaufm...
I break it down here: medium.com/@danielkaufm...
The Netflix–WBD deal isn’t just another merger. It’s a turning point for the entire streaming ecosystem.
Should regulators approve it? My analysis:
medium.com/@danielkaufm...
Should regulators approve it? My analysis:
medium.com/@danielkaufm...
Netflix Didn’t Just Win the Streaming War, It Redefined the Business of Entertainment
A Massive Merger, an Industry Shakeup, and the Real Story Behind Who Actually Won
medium.com
December 8, 2025 at 4:18 PM
The Netflix–WBD deal isn’t just another merger. It’s a turning point for the entire streaming ecosystem.
Should regulators approve it? My analysis:
medium.com/@danielkaufm...
Should regulators approve it? My analysis:
medium.com/@danielkaufm...
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 danisawayonvacation@gmail.com. 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 danisawayonvacation@gmail.com. Wishing everyone a warm, restful Thanksgiving with the people who matter most.