Daniel Kaufman

Founder, Kaufman & Company. Real estate developer & investor, workforce housing, mixed-use, mountain resorts. Oldivai + Dan Ski & Build. Skiing along the way.

[Daniel Kaufman @kaufmanedaniel]

Negative posts about a project outrun positive ones every time. That dynamic is now deciding where data centers and housing get built. Here's how we get facts out early, before the hearing:
https://t.co/ZtqqxeU566

[Daniel Kaufman @kaufmanedaniel]

MSCI counted 75 US data center projects delayed or canceled in Q1 2026. That's all of 2025 in one quarter.

Power is the first gate. Permitting, water and insurance are what's killing projects now.

https://t.co/OER0vwEr4r

[Daniel Kaufman @kaufmanedaniel]

@SkiMagicVT Can’t wait to ski with you all this season! Keep up the great work.

[Daniel Kaufman @kaufmanedaniel]

Most developers are still chasing Texas and Florida.

I’m looking at Michigan.

Fresh water. Underpriced land. Markets outperforming the country while nobody’s paying attention.

New post: The Freshwater Frontier — why the U.P., Traverse City, and Grand Rapids are the most underrated development opportunity in America.

https://t.co/mLXmFNMvrB

#RealEstate #Development #Michigan #TraverseCity #GrandRapids #Investment

[Daniel Kaufman @kaufmanedaniel]

The Fed has a new boss. Kevin Warsh is in. Powell's still in the room. And the FOMC is signaling a HIKE before a cut.

What does that mean for your deals? I broke it down.

🔗 https://t.co/963nZZhWl7

#RealEstate #FederalReserve #CRE #Development #InterestRates

[Daniel Kaufman @kaufmanedaniel]

The NSAA just dropped 2025-26 season data.

52.6M skier visits. Down 9 million. 32nd-worst season in 48 years.

The West ran out of snow (-33% vs 10-yr avg). The East posted its 2nd-best decade.

The weather was bad. The structural story is more interesting.

👇 https://t.co/hZRTIo3VkS

[Daniel Kaufman @kaufmanedaniel]

The ski industry is broken. Record pass sales, billion-dollar valuations — and the people who built these mountain towns can’t afford to live in them anymore.

The mountain is tilting. Time to tilt it the right way.

New post: https://t.co/rfxKAtGO3Q

#skiing #realestate #mountainlife

[Daniel Kaufman @kaufmanedaniel]

Record Visits, Broken Business Models: Why the Ski Industry Needs to Remember What It’s Selling

61.5M visits. Best season in years. Vail down 14.9%.

More people are skiing. Just not where the corporations are running the show.

The problem isn’t the mountain. It’s the spreadsheet.
🎿 https://t.co/t5BKEc5xsY

[Daniel Kaufman @kaufmanedaniel]

Raw land up 87% since 2019. The correction has started.

Untouched dirt outran every other land category — now it’s falling the hardest. For developers who didn’t overpay at the peak, this is the window.

New post: https://t.co/FBoh63c9tu

[Daniel Kaufman @kaufmanedaniel]

Black Mountain NH is still open, still pouring Veuve, and still having a saxophonist serenade skiers on the deck.

This is what happens when a ski resort actually listens to its people.

Corporate resorts take notes. This is the model.
🎷⛷️🍾 #SkiNewEngland #BlackMountain

[Daniel Kaufman @kaufmanedaniel]

Maine just became the first state to ban data center construction.

We have projects planned there.

Hundreds of jobs. Real investment.
Now we’re asking: do we wait out an 18-month moratorium, or take our capital somewhere that actually wants it?

Spoiler: the jobs don’t disappear. They just leave.
🔗 https://t.co/KPnrOWt10e

#Maine #DataCenters #AIInfrastructure

[Daniel Kaufman @kaufmanedaniel]

Sunday River just apologized for gutting spring terrain. Killington's new local owners are reinvesting every dollar of profit back into the mountain. Black Mountain NH almost closed — listened to its skiers — just had its best season ever.

I'm a pass holder & property owner at Sunday River. I wrote Boyne a letter.

🎿 https://t.co/8Ca6JDNgBs

#SundayRiver #BoyneResorts #SkiMaine

[Daniel Kaufman @kaufmanedaniel]

Sears was bigger than Amazon is today.

They invented Craftsman, Kenmore, Allstate, and the Discover Card.

Then a hedge fund manager bought it, sold the real estate out from under it, collected rent on both sides, and walked away with hundreds of millions while 175,000 people lost their jobs.

Greatest heist in American business history. 🧵
https://t.co/JNIQrhTOja

[Daniel Kaufman @kaufmanedaniel]

It’s April. Snow is deep. Corn is perfect.
Vail, Alterra & Boyne are closing their New England mountains anyway.

Wildcat: closed April 6.

Sugarbush: closed April 5.

Sunday River: one lift, winding down.

Black Mountain NH: skiing until June 1.

Killington: no closing date. Still open.

This isn’t weather. It’s a business model.

🔗 https://t.co/Fkav8WnuUM

#skiing #NewEngland #Killington #SundayRiver

[Daniel Kaufman @kaufmanedaniel]

Foreign spies aren't buying near Patrick Space Force Base for the ocean views. 🛸

The same fundamentals that make a market an espionage target make it a durable real estate investment.

New post, what Florida's spy corridor means for developers:

https://t.co/gkZ3sFPTYQ

[Daniel Kaufman @kaufmanedaniel]

My personal trainer asked if AI was going to take his job.

He was about to propose. He had money on his mind.

I told him he'd probably be fine, and wrote about why.

The real risk factors aren't what most people think.

https://t.co/Chdc1ZvqdB

[Daniel Kaufman @kaufmanedaniel]

The headlines say New Hampshire is building again.

As a developer currently building rental housing here, I can tell you the real story is much more complicated.

My latest blog from the perspective of someone actually in the arena:

https://t.co/vrKqAG0Hxu

#HousingMarket #RealEstateDevelopment #Multifamily

[Daniel Kaufman @kaufmanedaniel]

The Robots Are Taking the Jobs. So Why Are We Still Taxing Workers?

I just published a new piece on a question that’s about to define the next decade of the economy: If AI replaces workers, why are we still taxing people instead of automation?

As companies deploy AI faster and layoffs accelerate, we need to rethink how the system works. We generally tax things we want less of, yet we heavily tax labor while giving automation a free pass.

Even Dario Amodei, CEO of Anthropic, has suggested a small tax on AI revenue to help address the disruption his own industry is creating.

It’s a simple idea: shift taxes away from workers and toward AI.

In the post I explore why this may become politically inevitable, and why policymakers should start thinking about it now.

Read the full piece here:
https://t.co/lHrtTr3lBQ

[Daniel Kaufman @kaufmanedaniel]

A Pacific Heights co-op with 8 flights of stairs and no elevator just sold for $400K over asking.

San Francisco’s housing market may be roaring back, driven by AI money, scarce inventory, and buyers rushing in before the next wave of tech wealth hits.

As a developer, I see a familiar pattern: demand can return overnight. Supply takes years.

My latest blog:
https://t.co/JeQKmQi3q9

[Daniel Kaufman @kaufmanedaniel]

Sometimes solving the housing shortage starts in the backyard.

Maine is offering homeowners up to $10K to build ADUs, small units that can quietly add housing supply while helping owners generate income.

It’s a model that could also support workforce housing near Sunday River.

My take:
https://t.co/F8I3xGcEZ4