And what it tells us about supply, demand, and what’s coming nextLet’s start with the headline: If everything currently in the pipeline delivers on time, DFW will have added nearly 180,000 new multifamily units between 2020 and the end of 2025. That puts it far ahead...
· Kaufman DevelopmentRemember When “Everyone” Said San Francisco Was Over?Twelve months ago, cocktail-party consensus wrote the Bay Area’s obituary. A “doom loop,” empty towers, tech talent sprinting for Austin or Miami—so why on earth, they asked, was Kaufman...
I was staring at my to-do list the other night—emails, investor memos, a half-finished Peloton ride—when it hit me: if artificial general intelligence (AGI) really is right around the corner, my whole productivity stack (and yours, too) is about to feel as quaint as...
www.danielkaufmanre.com | Kaufman DevelopmentWe’ve been bracing for a wave—and it hasn’t hit. Yet.For four straight months, many economists—and just about every talking head on CNBC—have been warning that inflation would come roaring back, fueled by Trump’s renewed...
In an era when billion-dollar policies are made (and undone) in a tweet, it’s easy to forget that the real power plays are the ones that unfold slowly—calculated, tactical, and often invisible until the impact is undeniable. That’s exactly what’s happening right now...
The commercial real estate market is finally showing signs of life—but don’t pop the champagne just yet.Yes, prices are inching upward. But behind that modest rebound lies a cocktail of stalled rate cuts, rising tariffs, and mounting investor anxiety. The optimism we...
