Tag: Economy
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🔥 From Wildfire to Workforce Crisis: How ICE Raids Are Threatening LA’s Rebuild
Los Angeles is facing a reconstruction crisis—and it has nothing to do with materials or money. After wildfires destroyed more than 16,000 structures earlier this year, tens of thousands of residents were displaced. The city needed a massive, coordinated effort to rebuild. What it got instead? A sweeping series of ICE raids that are driving…
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Is the Sun Belt Slipping? What Slower Sales Tell Us About a Shifting Market
The once-unshakable momentum in America’s Sun Belt housing markets is showing signs of fatigue. According to Realtor.com’s June 2025 housing report, homes are sitting on the market longer in 39 of the 50 largest U.S. metros. This isn’t just a Sun Belt story — it’s a national one. But some of the strongest slowdowns are…
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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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Is the “Taylor Swift Tax” Heading for Maine—and What It Means for My Newry Build
Rhode Island lawmakers just dusted off their so-called “Taylor Swift Tax,” a surcharge aimed at luxury second homes valued above $1 million. At $2.50 per $500 of assessed value beyond that threshold, the proposal could tack six figures onto an annual tax bill for the likes of Swift and other high-end owners. Make no mistake:…
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Florida Home Prices Are Falling—Here’s Where It’s Hitting Hardest
For years, Florida’s real estate market seemed almost immune to gravity. Fueled by migration, remote work, and post-pandemic stimulus, prices surged across the state. But in 2025, the momentum has clearly shifted. According to the latest data, Florida’s median home price fell to $412,734 in April—marking one of the sharpest year-over-year declines in over a…
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Pandemic Boomtowns Are Now Underwater—Literally
In the rush of the pandemic housing surge, markets like Austin, Cape Coral, and San Antonio saw home values skyrocket. Fast forward to today—and a growing number of buyers from that era now owe more on their mortgages than their homes are worth. According to new data from Intercontinental Exchange, more than 500,000 U.S. homeowners…
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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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When the Shovel Pauses: Why Today’s Slowdown in Multifamily Starts Sets Up Tomorrow’s Windfall
The latest Census numbers landed with a thud: May’s multifamily starts cratered 30 percent month-over-month to an annualized 316,000 units—the weakest print since November 2024. At first glance it feels like déjà vu from every “higher-for-longer” headline we’ve endured this cycle. But look a layer deeper and you’ll find the ingredients of the next great…
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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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The Great Migration: Why Multifamily Developers Are Betting Big on Low-Density America
By Daniel Kaufman Forget the skyscrapers—for the first time in a long time, the real action in multifamily construction is happening far from the urban core. Developers are planting their flags in places most of us weren’t watching a few years ago: suburban fringes, micro counties, and even rural regions. The numbers aren’t subtle—they’re loud.…
Daniel Kaufman Real Estate 