August 2025 | There’s a growing drumbeat on Wall Street—and it’s not bullish.Morgan Stanley, Deutsche Bank, and Evercore are all waving red flags. They’re telling clients to brace for a market pullback, possibly in the 10–15% range. If you’ve been watching equities...
August 4, 2025There’s a quiet force reshaping the U.S. economy right now—and it’s not coming from Wall Street or Silicon Valley. It’s happening on factory floors in Texas, South Carolina, and Michigan.Manufacturing is coming home.We’re seeing a real surge in...
Good morning. If you thought the trade war talk was just political theater, this week’s market turbulence is your wake-up call.Donald Trump is back in the White House, and so are his tariffs—but this time, they’re landing with real force. The new policy sets a 10%...
The headlines this week might seem distant from the ground-level work of building and investing in real estate—but ignore them at your peril. A high-stakes legal showdown over Donald Trump’s tariff authority, a surprise inflation report, and signs of a stalling labor...
We’re halfway through 2025, and the U.S. economy is flashing some familiar warning signs. Growth has slowed, consumer spending is softening, and the Federal Reserve just made it clear they’re not rushing to cut rates. For developers and investors, this isn’t just...
Kaufman Development | Kaufman Family OfficeThere’s no denying the financial impact data centers have had on Northern Virginia. Loudoun County didn’t just embrace the digital economy — it became the heart of it. Data Center Alley now processes more than two-thirds of...
