Kaufman & Co Blogs
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...
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...
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...
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...
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...
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...
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...
