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...
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 been wider — and most investors are still reading the wrong scorecard.The headlines have been...
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 it straight.I’ve been skeptical of Florida as a real estate thesis for a while now. Not...
THE KAUFMAN REPORT What the immigration-driven collapse in break-even employment growth means for developers, operators, and anyone reading payroll reports right now.Everyone’s watching the jobs numbers and asking the wrong question.The headline payroll prints have...
