On pivoting into impact-driven real estate, the brutal economics developers are fighting right now, and why I’m opening the door — not to make money, but because someone has...
The Hard Math of Helping
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Florida Is Not One Market — Here’s Where the Real Opportunity Is in 2026
The narrative around Florida real estate tends to flatten everything into one story: sunshine, migration, opportunity. But that’s a dangerous oversimplification for anyone...
Showing Up — Present, Honest, and Doing Work That Matters
By Daniel Kaufman · danielkaufmanre.com I’ve been sitting with this post all weekend. Not because I didn’t know what to say, but because I wanted to actually mean it when I said...
The Exurban Thesis Is No Longer a Thesis. It’s a Fact.
The fastest-growing cities in America aren’t cities at all. They’re the places people fled to when cities stopped working.Fulshear, Texas. Population: 64,630. Growth since 2020:...
Los Angeles Is Back. And We Never Left.
THE KAUFMAN REPORTBy Daniel Kaufman · Kaufman & Company · thekaufmanco.comWhy the 85% permitting surge confirms what operators already knew — and what it means for the next...
The Jobpocalypse Narrative Is Missing the Point
Every few months, someone with a credential and a microphone predicts that generative AI is about to wipe out white-collar employment. Dario Amodei. Vinod Khosla. Dr. Roman...
Senior Housing Demand Hands Family Offices the Keys to CRE
THE KAUFMAN REPORTReal Estate · Capital Markets · UnfilteredApril 27, 2025Private capital has quietly become the dominant force in commercial real estate. Here’s what that means...
The Sun Belt Isn’t Overbuilt. It’s Uneven. And That’s a More Dangerous Problem.
THE KAUFMAN REPORTdanielkaufmanre.substack.comMetro-wide rent data is burying the real story. Inside Austin, Phoenix, and Denver, the gap between winners and losers has never...
The Florida Mirage: What the Data Actually Says About the Sunshine State’s Real Estate Market
April 2026 · Florida Market IntelligenceForget the brokers on Instagram and the media cheerleaders. The numbers on the ground tell a different story — and operators need to hear...