Tag: Trump
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The Fed Reaches Neutral, What the December FOMC Meeting Means for Real Estate in 2026
Daniel Kaufman Real Estate analyzes the Federal Reserve’s December FOMC meeting, the shift toward neutral interest rate policy, and what the Fed’s outlook on inflation, growth, and labor means for real estate investment, development, and capital markets heading into 2026.
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Government Shutdown Hits Real Estate Hard
In this analysis, real estate developer Daniel Kaufman examines how the ongoing U.S. government shutdown—now the longest in history—is disrupting key areas of the real estate market. From halted HUD funding that’s stalling housing projects to frozen GSA leasing and a sharp slowdown in hospitality, Kaufman outlines how federal inaction is rippling across development, capital…
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The Government Shutdown Is Quietly Becoming a Multifamily Crisis
Real estate developer Daniel Kaufman analyzes how the prolonged U.S. government shutdown is evolving into a multifamily housing crisis. In this in-depth article on Daniel Kaufman Real Estate, he explains how HUD delays, stalled inspections, and frozen funding are disrupting affordable housing pipelines, jeopardizing LIHTC closings, and creating systemic risks for landlords and tenants alike.…
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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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The Data’s Getting Weirder, the World’s Getting Louder
Hey everyone, If you’ve been following the markets, you probably felt the tremors this past week—even if you weren’t glued to the financial news. What started as another round of tariff threats from Trump quickly spiraled into something bigger: a clear sign that things aren’t just volatile, they’re vulnerable. Let’s start with the numbers. The…
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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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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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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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Trump Paused Tariffs, but Homebuilders Still Face Long-Term Risks
The homebuilding industry, already grappling with rising costs and labor shortages, has been keeping a close watch on President Donald Trump’s trade policies. Homebuilders rely heavily on materials imported from Canada, Mexico, and China—three countries that have been at the center of Trump’s tariff plans. Additionally, the president’s promise of mass deportations raises concerns about…
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How Tariffs Will Make Everything More Expensive—From Homebuilding to Your Everyday Shopping
Over the weekend, former President Donald Trump announced new tariffs on imports from Mexico, Canada, and China—a decision that will have a major ripple effect on the economy, real estate development, and even the cost of everyday items. For those of us not in real estate or construction, tariffs might seem like an abstract economic…
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