The narrative around Florida real estate tends to flatten everything into one story: sunshine, migration, opportunity. But that’s a dangerous oversimplification for anyone deploying capital. Florida in 2026 is a tale of diverging markets, and the investors who...
· 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 it. That’s really what this whole season has been about slowing down enough to be honest. With myself, with...
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: nearly 280%. Distance from downtown Houston: 35 miles. The Census Bureau just confirmed...
THE KAUFMAN REPORT · Kaufman & Company · thekaufmanco.comWhy the 85% permitting surge confirms what operators already knew — and what it means for the next cycle.Market Analysis · May 2026Let me be direct: we have been deliberately refocusing capital and attention...
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 Yampolskiy. The estimates range from 20% unemployment to 99%. The word “jobpocalypse” has...
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 for senior housing — and why it’s not a trend. It’s a structural shift.Private Capital...
