Founder, Kaufman DevelopmentThere’s a quiet but undeniable rhythm forming in the commercial real estate market. After a brutal two-year stretch defined by rate hikes, price corrections, and capital gridlock, Q1 2025 marked a turning point—and not just in the data. The...
We’re seeing it everywhere: families putting off home purchases, younger renters sticking with leases longer than expected, and capital slowly but surely flowing back into the multifamily space. The headlines might be full of noise, but beneath it all, the trend is...
In a market still defined by caution, Q1 2025 delivered a quiet but important signal to multifamily investors: the fundamentals are stabilizing—and in some key markets, they’re starting to accelerate.Absorption Outpaces Deliveries for the First Time Since 2021Over...
There’s an old saying in real estate: markets move on confidence. If that’s the case, May just rang the alarm bells.According to the University of Michigan’s preliminary numbers, U.S. consumer sentiment has dropped to 50.8—the second-lowest reading on record. To put...
May 12, 2025If you’re a developer or investor managing leverage, watching inflation, or planning your next raise—yesterday brought news that could ripple across every balance sheet in the real estate world.In under 24 hours, the U.S. moved toward de-escalating its...
It’s hard to overstate how volatile this year has been for capital markets—and for those of us navigating development, dealmaking, or capital raising in commercial real estate, the last thing we needed was another curveball. Yet, just days ago, we got one: a sweeping...
