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
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...
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
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
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
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
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...
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
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...
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...
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...
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
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...
But history says rhetoric ≠ reality. Markets adapt.
Full analysis 👉 open.substack.com/pub/danielka...
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...
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
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...
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...
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...
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
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...
This shutdown isn’t about budgets — it’s about power, pride, and who blinks first.
📰 Read my latest Substack:
👉 open.substack.com/pub/danielka...
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...
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...
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
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...
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...
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...
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...
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
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...
Tariffs, labor shortages, and land constraints drive prices far more than supply targets ever could.
Read my full take:
🔗 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:
🔗 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
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...
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
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...
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...
⚠️ 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...
📉 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...
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
October 3, 2025 at 12:14 PM
📉 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...
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...
🧠 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
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
October 3, 2025 at 2:35 AM
🧠 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
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
⚡ 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 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...
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
September 29, 2025 at 10:50 AM
📈 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...
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...