What does Kaufman & Company actually believe. Not the mission statement version, the one we live by every day Take care of your people. Act with integrity. Strive for extraordinary. Then I break down how The Four Agreements show up in every deal we close danielkaufmanre.substack.com/p/what-we-ac...

LandBriefing is live: a free national land opportunity watchlist. 14 metros. Ranked on momentum, employer catalysts, affordability, and supply risk. Adjustable weighting sliders. Real underwriting discipline, not a static report. Story: citybiz.co/article/887814 Go look: www.landbriefing.com

Where should you actually be looking for land right now? I built LandBriefing to answer that. Opportunity scores across U.S. metros, ranked by momentum, catalysts, affordability, and supply risk. Free to use. Drag the sliders, run your own thesis. landbriefing.com

New in Jacksonville’s Springfield Historic District: we’re restoring a century old brick building at Main & 12th (125K SF, adaptive reuse) while @Oldivai builds 150 units of modular workforce housing directly across the street. ~$75M combined. www.usatoday.com/press-releas...

J.P. Morgan just put $750B behind American housing through 2035. 1M affordable units. 500K homebuyers. A 40% jump over the prior decade. I broke down what it actually means, and where I think the money does real work. Kaufman & Company is proud to be part of this one. medium.com/@danielkaufm...

2019: we bought a century old brick factory in Jacksonville's Springfield district, plus the lot across the street. 2026: the building gets 3 new stories. The lot gets modular workforce housing with Oldivai. One block, two solutions. What anchors the ground floor?

One platform. Real estate development, private credit, venture, infrastructure. Spotlight this week: LoneStar Kaufman, our Dallas affiliate, with an accelerating Texas pipeline across commercial, hospitality, and workforce residential. www.lonestarkaufman.com | www.thekaufmanco.com

One platform. Ten companies. $2B+ in project value. Design build. AI data centers. Modular. Affordable and workforce housing. Private credit. Venture. Built by operators, not allocators. thekaufmanco.com

On Memorial Day, the entire Kaufman & Company family pauses to honor those who gave everything so that we could build, create, and grow. Their sacrifice is the foundation beneath everything we build. 🇺🇸 thekaufmanco.com | #MemorialDay #NeverForget

Zillow just named Providence, RI the #1 hottest rental market in America for 2026. Not NYC. Not SF. Providence. +5% rent growth. 12.9% concession rate — lowest in the top 10. NYC inventory down 7% YoY. We’ve been building here for years. Full piece 👇 medium.com/@danielkaufm...

The Sun Belt was on every magazine cover in 2022. Now Austin is down, Fort Myers is at 5.3% concessions, and SF is posting 8.2% rent growth. The apartment market isn’t cooling — it’s splitting. Full May 2026 analysis: danielkaufmanreal.estate/2026/05/15/t...

KeyCrew Journal ran a piece this week on how we read markets at Kaufman & Company before the crowd catches up. Florida exit. Bentonville early. Burlington, VT. The data was always there. keycrew.co/journal/most... What’s the leading indicator you watch that your peers ignore?

San Francisco rents just hit a 20-year high. 7.7% YoY. SOMA up 19.2%. Mission Bay up 15.8%. Vacancy near decade lows. The “SF is dead” crowd was always trading narrative over fundamentals. Full breakdown: medium.com/@danielkaufm...

We exited Florida. Deliberately. But South Florida cities are now handing land to developers for free to build affordable housing — and the model is worth understanding. We’re watching. Here’s why you should be too. medium.com/@danielkaufm... #RealEstate #AffordableHousing #HousingPolicy

The Senate’s housing bill was supposed to create homes. It’s doing the opposite. A 7-year forced-sale provision has already frozen $3.4B in BTR investment and killed 10,000 units. Conflating BTR with institutional SFR acquisition is a policy error. A costly one. medium.com/@danielkaufm...

Michigan was always the answer. Several years of saying it. $16B just confirmed it. Oracle. Blackstone. 1GW. Saline Township. Largest investment in state history. The fundamentals were never the question. medium.com/@danielkaufm... #DataCenters #Michigan #AI​​​​​​​​​​​​​​​​

Two years ago we made a contrarian bet on SF, Chicago, and Atlanta when everyone else was running. The data is catching up. AI has taken SF office from 2M → 8.75M SF. Atlanta just flipped positive. Chicago is still the buy. Latest Kaufman & Company Report 👇 medium.com/@danielkaufm...

Everything under one roof. Kaufman & Company is live — 6 companies, 1 platform, 25+ years in the making. Workforce housing. Data centers. Venture. Private credit. Advisory. We originate. We operate. We hold. thekaufmanco.com

Office isn’t dead. It’s splitting in two AI firms = 20% of major U.S. leases. SF alone projected 15M SF in 4 years Meanwhile commodity office faces demolition, conversion, and rising costs Two different asset classes. Same name. Very different outcomes Full breakdown ↔️ medium.com/@danielkaufm...

KB Home is leaving California and the media is calling it an exodus. It's not. They started in Michigan. Moved to LA. Now moving to Arizona. They follow the business. Always have. Full take in The Kaufman Report: medium.com/@danielkaufm...

Everyone told me San Francisco was dead. I kept buying. I kept building. March data: #1 apartment rent growth in the US. 6.8%. Vacancy at a 10-year low. Mission Bay up 14%+. Broken supply pipelines aren't a warning. They're the thesis. danielkaufmanreal.estate/2026/04/09/i...

The multifamily market isn’t recovering. It’s stabilizing. There’s a difference. And most people aren’t making it. New issue of The Kaufman & Company Report → medium.com/@danielkaufm... #CRE #Multifamily #RealEstate

Daniel Kaufman Expands Kaufman & Company Real Estate Platform With New Acquisitions, AI-Driven Industrial Development and Nationwide Growth Initiative www.prlog.org/13136408-dan...

Everyone’s still cautious on CRE. The data stopped being cautious six quarters ago. That’s the trade. Full breakdown → open.substack.com/pub/danielka...

Banks may be coming back to commercial real estate,but capacity and willingness are two different things. New post breaking down what the proposed capital rule changes actually mean for borrowers, lenders, and deal structure. open.substack.com/pub/danielka...

One Beverly Hills just closed $4.3B in financing — the largest construction loan in SoCal history. Two towers. Aman. Waldorf. Beverly Hilton. 17.5 acres. Capital isn’t gone. It’s just very selective. danielkaufmanreal.estate/2026/03/25/4-3-billion-and-a-new-skyline-for-beverly-hills/

Just dropped on @MultifamilyMatters 🎙️ Ep. 417 — Housing Reality, Not Headlines Where the market narrative and underwriting reality split, why renting is outperforming owning, and our 2026 playbook. 🎧 Apple Podcasts, Spotify, Stitcher & TuneIn multifamilyradio.com/episode-417

Skiing has never been more popular… yet the ski experience keeps getting worse. Crowds, $300 lift tickets, and workers who can’t afford to live in mountain towns. And yes… we may actually be working on something. Learn more: danielkaufmanrealestatedeveloper.blogspot.com/2026/03/what...

The ski industry got consolidated into a subscription product. We're buying back an independent mountain and building something the industry hasn't seen in a long time. 🎙️ New episode of The Kaufman Report — listen now. open.spotify.com/episode/3WZm... NDA inquiries: tom@thekaufmanco.com

Everyone’s chasing data center conversions. Most will get burned. Power and water make or break these deals. Not the address. Follow the data. Not the headlines. 🔗 medium.com/@danielkaufm...