INSIGHTS
Insights
Daily land and housing insights from Daniel Kaufman, built from the day's real estate news.
October 11, 2026
The Chassis Is Gone, but the Lot Is Still the Problem
HUD's push to modernize manufactured housing can take real cost out of the box, yet zoning, foundations, and finished lots will decide whether it adds supply.
October 9, 2026
The Apartment Glut Is Fading, and the Sun Belt Land Math Just Changed
Renters have nearly caught up with new supply, but with the 10 year Treasury above 5%, the next wave of apartments may never break ground.