By Daniel KaufmanThe great migration boom we’ve been tracking since 2020 is officially cooling. After years of explosive population shifts driven by remote work, housing...
Migration Has Slowed—But the Smart Money Is Still Moving
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San Francisco’s Rebound: Why Housing is Back on the Table
By Daniel KaufmanFor the past few years, San Francisco has served as the poster child of urban decline. From a 7% population drop to headlines about office vacancies and public...
Game of Telephone: Tariffs, Trade, and a Market on Edge
The U.S.-China trade saga is starting to feel less like strategy and more like a game of telephone—and the markets are trying to make sense of the noise.This morning brought...
Why Real Estate Still Feels Like the Smartest Place to Be — Even Amid Tariff Turmoil
By Daniel KaufmanIf you’ve been paying attention to the news lately, it feels like the world is lurching from one surprise to the next — and yet, when I step back and look at the...
Miami’s Entitled Sites Hit the Market — and Opportunity Is Knocking
For the better part of a decade, Miami felt unstoppable. Cranes filled the skyline. Capital flowed in from every direction. Developers raced to get in the ground as fast as...
Tariff Tantrums and Trade Turnarounds: Are We Seeing a Trump Pivot?
By Daniel KaufmanMarkets are starting to breathe again—and not just because Jay Powell decided not to break up with the economy on live TV.After weeks of tariff threats,...
Florida’s Condo Collapse: The Canary in the Coal Mine for a Market on the Brink
By Daniel KaufmanThe Florida dream is unraveling—and fast. In the past six months, thousands of condo owners across the state have quietly joined a mass exodus, rushing to unload...
Wall Street Limericks & Policy Whiplash: What Zions Bank, Trump, and AI Poetry Say About This Market
by Daniel KaufmanThere’s something deeply poetic—literally—about the state of today’s economy. And not in the Shakespearean sense.On Zions Bancorp’s latest earnings call, CEO...
Tumbling Into Oblivion: How a Cult Cup Became Ground Zero for Tariff Fallout
by Daniel KaufmanLet’s talk about the most unlikely casualty of the tariff war: your favorite oversized water bottle.No, seriously. If you’ve been on TikTok (or have a teenage...