Daniel Kaufman Real Estate

By Daniel Kaufman | danielkaufmanrealestate.com There are moments in this business when the data catches up to the thesis. This is one of them. When I told my audience that San Francisco represented one of the most asymmetric opportunities in American real estate, the prevailing narrative was still stuck in 2021. Empty offices. Outmigration. Doom loops. I saw something different: a city with…

Daniel Kaufman Real Estate News Report — April 2026 The headline this week is that IBM is adding 750 jobs to its Chicago tech hub over the next five years, supported by a $19 million Illinois state tax credit. Plenty of people will read that number and move on. Some will note it, mention it on a LinkedIn post, and call it a “tailwind” for Chicago. I want to spend a few minutes explaining why…

One Beverly Hills is the most consequential real estate bet in Southern California in a generation. DANIEL KAUFMAN REAL ESTATEBrought to you by Kaufman & Company · Los AngelesMarch 2026 Here’s what it means for LA. BY THE NUMBERS$4.3B — Construction Financing17.5 — Acres in Beverly Hills$40B — 30-Year Economic Impact2028 — Completion Target When J.P. Morgan writes a $2.8 billion check and…

0.7% growth. A record government shutdown. Stagflation risk. This isn’t a soft landing — it’s a warning shot, and real estate operators need to pay attention. Let’s call it what it is. The second estimate for Q4 2025 GDP just came in at 0.7% annualized growth, half the government’s original read of 1.4%, and a complete gut-punch after 4.4% growth in Q3 and 3.8% in Q2. If you’re in real estate,…

By Daniel Kaufman | March 4, 2026 | danielkaufmanrealestate.com There’s a ski resort in the northeastern United States that most people have never heard of. It sits on hundreds of acres of titled, developable land. It has an operating ski mountain with existing infrastructure — lifts, trails, base lodge, the works. It’s surrounded by one of the most authentically preserved historic landscapes in…

There’s a tempting narrative making the rounds right now: Florida’s housing market is fine. Tampa Bay is booming, the snowbirds are still coming, and anyone worried about a crash is just a coastal media pessimist who doesn’t understand the Sunbelt. I understand the impulse to push back on doom-and-gloom coverage. I’ve spent the better part of my career doing exactly that. But I’ve also been in…

The market heard a message on inflation, taxes, and tariffs. What it didn’t hear was a clear housing roadmap. President Trump’s State of the Union touched almost every major economic theme, inflation, tax policy, trade, jobs, and energy, but housing was mostly treated as a supporting character. That matters. Housing affordability is not a side issue right now. It is one of the central economic…

I’ve been watching the Massachusetts housing debate for a long time, and I have to be honest with you: what’s happening right now feels different. This isn’t just another legislative push that dies in committee. There’s a ballot measure in play, 88,000 certified signatures behind it, and polling showing nearly 63% of voters in support. If you’re a developer, investor, or landlord in this state,…

Net migration trends are quietly reshaping U.S. commercial real estate demand. After more than a decade of population-driven tailwinds, the country has entered a slower, more selective growth regime, and CRE underwriting assumptions need to adjust accordingly. From mid-2024 to mid-2025, U.S. population growth slowed to roughly 0.5%, a meaningful deceleration from prior years. According to…