After years of being written off, San Francisco is now leading the nation in office visitation growth — and it might just be the momentum California needs to reset its commercial real estate narrative.According to new data from Placer.ai, the City by the Bay saw 19%...
| Kaufman Development Insights | October 2025The Geography of Income in AmericaAcross the United States, household income tells a story about more than just wages — it reflects the broader geography of opportunity, cost of living, and industry mix that defines each...
Housing affordability isn’t going to be solved through political pressure or sound bites. It’s a cost problem — and until we address what it actually costs to build, prices aren’t coming down.The Political OpticsThe latest round of calls from President Trump and FHFA...
The New Tariff LandscapeRecent policy moves have sent shockwaves through the building and real estate world:The U.S. government has imposed a 10% tariff on lumber imports and 25% tariffs on kitchen cabinets, bathroom vanities, and upholstered furniture, citing...
In the first half of 2025, nearly all U.S. GDP growth came from one place—data centers. According to Harvard economist Jason Furman, investment in AI and data infrastructure accounted for a staggering 92% of GDP growth, even though the sector represents only about 4%...
Because the real story isn’t fewer listings—it’s the same old labor crunch.You might’ve seen the headline: the construction industry lost 115,000 job openings in August, one of the sharpest monthly drops in recent memory. But if you’re actually building, bidding, or...
