LOS ANGELES — September 2026 — Kaufman & Company has announced BUILD 2030, a national development initiative designed to bring the firm's housing, real estate, construction, technology and AI infrastructure capabilities together under a single coordinated investment and development strategy.

The premise behind the initiative is straightforward: America's next infrastructure cycle will not be defined solely by roads, bridges and traditional utilities. It will increasingly be shaped by two areas in which the country needs significantly more capacity — places for people to live, and the computing infrastructure required to support an AI-driven economy. Kaufman & Company intends to participate in both.

"Everyone talking about the AI infrastructure boom, but infrastructure cannot only be about machines. If we're going to build infrastructure for AI, we should be equally serious about building infrastructure for people." — Daniel Kaufman, Founder and Principal, Kaufman & Company

BUILD 2030 will coordinate projects and investment across the Kaufman & Company platform, which today includes operating companies spanning residential development, build-to-rent, workforce and affordable housing, custom housing, commercial and hospitality development, AI infrastructure, real estate advisory and venture capital.

The strategy builds on more than 25 years of development experience across the Kaufman platform, representing more than $2 billion in project value and more than 10,000 housing units developed.

Infrastructure Convergence

Unlike a conventional development strategy concentrated on a single asset class, BUILD 2030 is structured around what Kaufman calls "infrastructure convergence." Housing requires land, power, transportation, entitlement expertise, construction capacity and capital. AI infrastructure, the company notes, requires many of the same inputs. Kaufman believes developers capable of understanding both physical and digital infrastructure will hold a significant advantage over the next decade. For a holding company organized like Kaufman & Company, the effect is structural: land, power and construction capacity can be evaluated for housing and for AI infrastructure within one coordinated strategy, rather than through the separate asset-class silos the company says still shape the industry.

"The real estate industry still tends to put everything into separate boxes: multifamily, build-to-rent, affordable housing, data centers, technology. We don't see it that way. We see land, infrastructure, housing, technology and capital increasingly colliding. BUILD 2030 is our response to that."

Community Impact

The initiative will also emphasize community impact as Kaufman & Company evaluates future AI infrastructure locations. Rather than viewing data centers as isolated industrial projects, the company intends to explore opportunities where infrastructure investment can support broader economic development, including workforce housing, community improvements and local employment.

"We don't want to be the developer that arrives in a community, consumes power and leaves behind a box. The better model is to ask what else our investment can unlock for the people who already live there."

Kaufman & Company's existing platform includes residential and mixed-use development, workforce and affordable housing, build-to-rent communities, hospitality, AI infrastructure and a venture portfolio developing technology for the real estate industry. BUILD 2030 will serve as the connective strategy across those businesses as the company evaluates its next generation of projects and partnerships. For readers tracking the initiative, the near-term markers will be the projects and partnerships that emerge under the BUILD 2030 name — and whether the AI infrastructure locations the company evaluates pair computing capacity with the workforce housing, community improvements and local employment it describes.

"We've spent 25 years building real estate. The next 25 will be about building the infrastructure around it."

About Kaufman & Company

Kaufman & Company is a permanent-capital holding company by Daniel Kaufman with an integrated platform spanning residential development, workforce housing, AI infrastructure, real estate services and venture capital. Its operating companies pursue projects and investments across the United States.

Media contact: Janine Rodrigues, KeyCrew Media, janine@keycrew.co

Disclosure: Individuals or companies mentioned may have a commercial relationship with KeyCrew.

Source: Citybuzz