Category: CRE
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Fed Policy Signals a Shift: What It Means for Real Estate Developers and Investors
Federal Reserve Chair Jerome Powell’s speech in Jackson Hole is sending a clear signal: the balance of risks is moving away from inflation and toward the labor market, opening the door for a September rate cut. Markets reacted instantly—bond yields dropped, equities jumped, and mortgage rates touched a 10-month low of 6.58%. For those of…
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South Florida’s Multifamily Market Hits the Reset Button — and Opportunity is Knocking
South Florida has been one of the hottest multifamily markets in the country for the better part of a decade. The post-pandemic boom sent rents and property values into the stratosphere, attracting capital from every corner of the globe. But today, the tide has turned. As a developer and investor who’s watched market cycles play…
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Trump’s Tariff Blitz: What Real Estate Investors Need to Watch
This chart tells a story that real estate investors and developers can’t afford to ignore. As Trump’s reciprocal tariff policy unfolded, the S&P 500 saw a sharp drop—followed by a strong rebound during the 90-day tariff pause at a reduced 10% rate. That recovery wasn’t just about equities; it signaled a temporary return of investor…
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San Francisco’s Comeback: The Data Behind Our Contrarian Bet
For the past three years pundits have claimed that San Francisco was finished, that tech talent would never return, and that any capital deployed south of the Golden Gate was doomed. We disagreed, kept buying, and now the numbers are lining up with our thesis. Below you will find the latest data points real estate…
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Follow the Yield Curve: Why Investors Are Zeroing In on America’s High-Value, Low-Cost States
I’ve spent the past few months touring deals from Tulsa to Toledo, and one theme keeps slapping me in the face: affordability is the new alpha. When both mortgage rates and home prices sit stubbornly near post-2008 highs, capital naturally migrates to markets where numbers still pencil. That migration is reshaping the investment map—fast. All-Cash’s…
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Is 3D Printing the Future of Construction? Starbucks Thinks So
The future of construction might be arriving faster than most of us expected—and it’s being printed, not built. Starbucks recently opened a 3D-printed, drive-through-only store in Brownsville, Texas, marking one of the most visible uses of additive manufacturing in the commercial retail sector to date. At 1,400 square feet, the structure was constructed using a…
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The Heartland Is Heating Up: Migration Trends Are Driving a Housing Surge Across Middle America
For decades, the U.S. heartland was branded as “flyover country”—a quiet backdrop to the coastal power centers of New York, Los Angeles, and San Francisco. But that narrative is rapidly shifting. Post-pandemic migration patterns have sparked a resurgence in the heartland, triggering population growth, economic expansion, and a steep rise in home prices in key…
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A Florida Reset: When Even KB Home Cuts Prices, You Know the Market’s Shifting
By Daniel Kaufman www.danielkaufmanrealestate.com When a homebuilding giant like KB Home—a company my grandfather helped found and one our family still holds shares in—starts slashing prices in Florida, it’s more than a corporate strategy shift. It’s a barometer of a much larger cooling trend across the Sunshine State. I’ve been tracking Florida’s housing market closely,…
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Vacancy Is the New Red Flag—What Dayton and Florida’s Hotspots Signal for Housing Investors
By Daniel Kaufman In a market where the national housing narrative has been dominated by affordability crises, stalled sales, and rental recalibration, a quieter—but equally critical—trend is taking shape: a surge in housing vacancies. According to new U.S. Census Bureau data analyzed by Realtor.com economists, some U.S. metros are seeing dramatic spikes in unoccupied homes—and…
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Multifamily Demand Roars Back in Early 2025—Even as the Economy Cools
By Daniel Kaufman If you’ve been waiting for signs that multifamily demand might falter in the face of economic headwinds—keep waiting. Despite a slowing labor market, rising inflation pressure, and widespread uncertainty, U.S. apartment demand came out swinging in Q1 2025. According to RealPage, more than 138,000 units were absorbed—the highest first-quarter total on record.…
Daniel Kaufman Real Estate 