If you follow the mainstream real estate narrative, you would think nobody wants to build apartments anymore.Interest rates are too high. Construction costs are too high. Banks...
Blog
What the New Canada Tariffs Actually Mean for Development
I've spent years in this business, and if there's one thing I've learned, it's that the number on the tariff announcement is never the real number. The real number shows up 18...
The K Was Never Closing. It Just Moved Into the Rent Roll.
Bessent made his case on wages. Bank of America has after-tax pay for lower-income households up 5.2% year over year in July, ahead of the 4.2% gain for higher earners. PNC has...
What We Actually Believe at Kaufman & Company
By Daniel KaufmanI get asked a version of the same question a lot. What does Kaufman & Company actually do. Fair question. We sit across real estate development, private...
I Had a Top 8. Here’s Why I’m Skeptical Myspace Comes Back.
I’m Gen X. I was on Myspace before most people even knew what it was, back when AIM away messages were still doing most of the heavy lifting for how you presented yourself...
Everyone Says Florida Is Hot and the Northeast Is Dead. The Data Says They’re Wrong.
It’s a good story. It’s also increasingly not true, and the newest national data makes the gap between the narrative and reality impossible to ignore.I’ve spent this whole year...
The Cities Traded Places, and the Lesson Is the Same
Tech workers left the Bay Area in droves, the Financial District emptied out, and every pundit had a “doom loop” headline ready to go. Meanwhile Miami, and Austin, and every low...
Gary, Indiana: The Next Rust Belt Market to Get Priced Right
That is not a metaphor. It is the literal first move in an $80 million blight elimination campaign targeting 7,000 abandoned homes and businesses across a city that has lost more...
The Amenity Is The Development
For two decades the standard mixed use formula was apartments over ground floor retail, maybe a courtyard, maybe a rooftop deck. That formula is tapped out. Renters and buyers...








