Category: Real Estate
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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.…
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New Tariffs on Canadian Lumber Threaten Housing Market Stability—and Hit Homebuilder Stocks Hard
By Daniel Kaufman | Daniel Kaufman Real Estate In a move that caught the housing industry off guard, the U.S. Department of Commerce has announced it will more than double tariffs on Canadian softwood lumber—from 14.5% to a staggering 34.45%. The news sent shockwaves through the homebuilding sector, triggering a sharp selloff in homebuilder stocks…
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Why I Think CRE Will Be a Safe Harbor Amid Tariff Turmoil
But I’m watching two caveats that could shake that thesis. When the Trump administration announced sweeping tariffs on April 2, the immediate reaction across markets was predictable: volatility surged, equity indices swung wildly, and conversations in capital circles turned toward downside protection. As someone who spends every day in the world of commercial real estate,…
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Why Smart Capital Is Moving Down-Market in Commercial Real Estate
In today’s shifting commercial real estate landscape, a new investment thesis is gaining traction: smaller deals are outperforming their big-ticket counterparts—and investors are paying close attention. Recent data from CoStar’s Commercial Repeat-Sale Indices (CCRSI) highlights a growing bifurcation in asset performance. In February, prices for smaller U.S. commercial properties rose 1.1%, while larger, high-value assets…
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1 in 7 U.S. Homes Are Now Uninsured—Here’s Why That’s a Growing Risk for Buyers and Investors
By Daniel Kaufman A new report reveals a startling statistic: more than 11 million homes across the U.S. are currently uninsured, representing roughly 1 in every 7 owner-occupied homes. As home insurance premiums continue to climb, affordability is pushing more homeowners—particularly in high-risk markets—out of coverage entirely. According to LendingTree’s analysis of U.S. Census Bureau…
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Mortgage Denial Hotspots: What Real Estate Pros Need to Know
For real estate professionals navigating today’s housing market, understanding buyer access to credit is just as critical as tracking inventory, pricing, and interest rates. A new report from the National Association of Realtors® reveals that where a buyer lives plays a significant role in their likelihood of securing financing—and in many parts of the country,…
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Riding the Seller’s Market Momentum: Rental Investment Opportunities in Top Metros
Low inventory and frenzied buyer demand have made late March the best time to sell a home in many markets. According to Realtor.com, the week of March 23–30 offers sellers a sweet spot of high prices, quick sales, and intense buyer interest in 17 major metros . For developers and investors, this seller-side momentum signals…
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10 Markets Where Gen Z Can Actually Afford to Buy a Home
For real estate developers and investors, understanding where the next wave of homebuyers is putting down roots is key to identifying emerging opportunities. While Gen Z has been largely priced out of coastal markets due to high home prices and rising debt burdens, they’re making moves in more affordable parts of the country—especially in the…
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Will Developing Federal Land Solve the US Housing Shortage? What Real Estate Developers & Investors Need to Know
The US housing crisis is one of the most pressing issues facing real estate developers and investors. With limited supply, high land costs, and restrictive zoning laws, many metro areas are struggling to meet housing demand. Recently, President Donald Trump proposed unlocking federal land for housing development as a way to ease the shortage. On…
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Ski Town Housing Crisis: A Real Estate Developer’s Perspective & Why Skiers Should Be Concerned
By Daniel Kaufman, Real Estate Developer & Investor – www.danielkaufman.info The housing crisis in ski towns is no longer just a problem for seasonal workers—it’s a looming issue that threatens the very sustainability of the ski industry itself. As real estate investors and developers, we need to recognize the deep impact of this crisis—not just…
