The Truth About the Sun Belt: Brokers and the Media Will Tell You It’s All Sunshine, but the Reality Is Far Different. The real story of the Sun Belt is no longer the simple, glossy narrative brokers and the media continue to recycle. The fundamentals are shifting, population

The national housing narrative is shifting, and the data is finally starting to show it. More than half of U.S. homes lost value over the past year, affordability has hit its breaking point in several markets, and analysts are more divided than ever on what comes next. Some are

Rebuilding after disaster is never linear, but sometimes a single project becomes a signal for where an entire market is heading. Pacific Palisades just saw its first newly completed home less than a year after the wildfire that destroyed more than 6,800 structures. It is more

Netflix didn’t just win the streaming war — it redefined the business of entertainment. 🎬 I just published a new piece exploring why the $83 B acquisition of Warner Bros. Discovery / HBO Max by Netflix represents more than a headline deal. It’s a sign of tectonic shifts in the

The real estate market isn’t “cooling,” “recovering,” or “correcting.” It’s reorganizing. And if you zoom out, the signals across rentals, demographics, and capital markets are all telling the same story. In my latest Substack piece, I break down how: • 2025’s rental data shows

📉 Commercial real estate has taken a beating, but that may be exactly why now is the time to look closer. I just published a new article on Medium that breaks down why today’s steep price declines, higher yields, and structural dislocations could mark one of the most compelling

Over the past year, one trend has become impossible to ignore across every market I operate in, from multifamily and mixed-use developments to AI-infrastructure and data-center assets: family offices are rapidly becoming the most dynamic capital in commercial real estate. A

New York City proves the headlines wrong, again. For years the media has pushed a narrative that NYC is losing its edge — political risk, tax fears, crime concerns, office doom loops. But the data continues to tell a different story, and November made that clearer than ever.

We’re excited to announce a major step forward in our national AI-infrastructure strategy. Kaufman Development has officially broken ground on our new Micro Data Center in Detroit, the first installation in a broader rollout of next-generation, edge-enabled assets across the

The office market isn’t recovering evenly — and that’s where the opportunity is. 🏢 We don’t have too much office space. We have too much of the wrong kind of office space. My latest post breaks down where the next real #CRE value will be created ⬇️ 🔗 https://t.co/sWlR3fy9ww

Los Angeles is entering a new era of affordable housing development — and the opportunity is bigger than most realize. With Executive Directive 1 dramatically accelerating approvals for 100% affordable projects, developers across the city are rethinking what’s possible.

The real estate industry is entering the most consequential transformation of our lifetime, and most people are still looking in the rearview mirror. I just published a new Substack post that breaks down what I’m seeing on the ground every day across development, AI

The Kaufman Development team is officially unplugging for Thanksgiving week. We will be out of the office beginning November 21st and fully back on December 1st. If you need to reach us during the break, please email info@dkaufmandevelopment.com and a team member will get back

If the AI Bubble Pops, What Happens to Your Home’s Value? 🏠🤖 AI stocks have been driving the market all year—but last week’s volatility reminded everyone that rapid growth can turn just as quickly. Names like Nvidia, Palantir, Oracle, and Tesla saw sharp swings, and it sparked

Today marks a pivotal moment for us. We are excited to introduce Project Zero, our new national real-estate platform that unites modular construction, workforce housing delivery and next-gen AI/data-infrastructure development. In this era of transformation, real estate isn’t

The Housing Market Quieted in October — But the Midwest Refused to Slow Down The latest housing data tells a story that’s easy to miss if you only look at national averages. Yes, the market slowed in October. Yes, price growth was nearly flat. But beneath that cooling surface,

The U.S. housing shortage isn’t new — but where it’s worst might surprise you. In 2025, it’s not just the Sun Belt feeling the squeeze. Northeast and Great Lakes metros are now leading the nation in underbuilding, with permitting falling far behind rising rental demand. ✅ The

🟩 Multifamily rents are softening again. 🟥 But that does not mean the asset class is broken. In fact, in many markets, new deliveries are still commanding meaningful rent premiums over stabilized properties — not because renters are overextended, but because they’re willing to

Pittsburgh is quietly becoming one of the most compelling real estate markets in the country, and most investors aren’t paying attention. This week, I broke down why Pittsburgh is positioning itself as a sleeper market for 2025 and beyond: • A diversified, tech-forward economy

Detroit Leads the Luxury Market — While Santa Barbara Still Sets the Ceiling Detroit just claimed the No. 1 spot in the Fall 2025 Luxury Housing Market Rankings, redefining what luxury means in America. For years, the conversation around high-end real estate has revolved around