By Daniel KaufmanWhen you’ve been in real estate as long as I have — through multiple cycles, multiple recessions, and more than a few false bottoms — you learn to appreciate the...
By Daniel Kaufman | July 26, 2025As a real estate developer and investor, I spend a lot of time studying capital flows — not just where buildings are going up, but where...
By Daniel KaufmanGood morning.While most headlines are focused on earnings, interest rates, or Musk’s latest move, the real signals are happening at the intersection of...
If you want to understand who’s really paying for Donald Trump’s tariffs, don’t look at Beijing, look in your driveway. Or more precisely, look at the earnings report from...
It’s getting harder to ignore the tension between the Trump team and the Fed — and Scott Bessent just poured gasoline on the fire. The Treasury Secretary is now calling for a...
Monday brought a double dose of bad news for anyone paying attention to trade flows, fiscal health, or the macro environment developers operate within. If you’re in real estate,...
There’s no slow start to the week when Wall Street is bracing for a showdown between Trump and Powell, the EU is dusting off its tariff playbook, and HUD is floating rental...
We talk a lot about artificial intelligence reshaping the economy, but the reality is that AI’s geographic footprint looks more like a spotlight than a floodlight. According to a...
By Daniel KaufmanThere’s a quiet power shift happening in commercial real estate, and if you’re not watching the family offices, you’re missing the story.While institutions...