Uncategorized

Netflix and Warner Bros. Studios buildings

Netflix’s Warner Bros. Buyout Could Reshape Hollywood’s Property Market

By Daniel Kaufman Hollywood is on the verge of a structural shift that goes far beyond streaming dominance or content...
Interest rates from 2005 to 2025

The Fed’s December Cut: Implications Across the Wide Span of Our Markets

When the Federal Reserve lowered its benchmark rate again — and signaled a likely pause — the ripple effects will...
FOMC overnight rate cuts comparison chart

The Fed Reaches Neutral, What the December FOMC Meeting Means for Real Estate in 2026

Daniel Kaufman Real Estate Federal Reserve Policy Research Note December FOMC Meeting Analysis December 12, 2025 Executive Summary At its...
Bar chart of regional rental vacancy rates

The Sun Belt Was the Trade, Now It’s the Risk

Sun Belt Vacancies Are Rising, and the Multifamily Market Is Quietly Rebalancing At the national level, the multifamily market looks...
Twilight over small riverside city

Waterville’s Comeback Was Not an Accident

As a real estate developer based in Maine, I spend a lot of time driving through towns that have good...
U.S. metro areas offering apartment concessions graph

Free Rent is Back — and That’s the Signal Too Many People Are Missing

If you’re seeing “one month free,” “six weeks free,” or even “two months free” banners popping up across major Sun...
City lights and Bay Bridge view

San Francisco is Back, and the Smart Money is Already There

For the better part of four years, San Francisco was written off. Remote work hollowed out the office market. Rents...
Snow-capped mountains behind urban skyline

Ultra-Luxury Real Estate in 2026: Where the Market is Actually Moving and Why It Matters

While the broader U.S. housing market remains subdued — constrained by elevated mortgage costs and affordability headwinds — the upper...
Map with arrows indicating economic trends

Net Migration is Resetting the Cre Demand Curve

Net migration trends are quietly reshaping U.S. commercial real estate demand. After more than a decade of population-driven tailwinds, the...