A Kaufman & Company Initiative
BUILD 2030
A permanent capital holding company's next phase of growth, focused on two of America's largest infrastructure constraints: housing and computing capacity.
Counting down to 2030
Why housing and AI infrastructure, together
Kaufman & Company today announced BUILD 2030, a national development initiative that brings the company's housing, real estate, construction, technology and AI infrastructure capabilities together under a coordinated investment and development strategy.
The premise is straightforward. America's next infrastructure cycle will not be defined solely by roads, bridges and traditional utilities. It will increasingly be defined by two things the country needs significantly more of: places for people to live, and computing infrastructure capable of supporting an AI driven economy. Kaufman & Company intends to participate in both.
"Everyone is 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
The platform behind the initiative
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 focused on a single asset class, BUILD 2030 is designed around what Kaufman calls "infrastructure convergence." Housing requires land, power, transportation, entitlement expertise, construction capacity and capital. AI infrastructure requires many of the same things.
"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." Daniel Kaufman
BUILD 2030 will coordinate projects and investment across the Kaufman & Company platform, which today includes ten 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.
Eight brands across the platform
Several of these companies also build under a community or asset-class brand. Each one maps to the company responsible for delivering it.
The pipeline behind the thesis
Infrastructure convergence is not just a theory. Across the Kaufman & Company platform, housing, AI infrastructure and hospitality concepts are advancing side by side, including two AI infrastructure data campuses already in predevelopment and new hospitality concepts now in early planning under the Weekender brand.
Pipeline by asset type
Concepts by sector
The two data campuses shown, Rio Grande Data Campus (TX) and Wasatch Data Campus (UT), are publicly disclosed on our main pipeline. The three hospitality concepts are early stage, led by DEK Builds under the Weekender brand, with locations still confidential. See the full platform pipeline at thekaufmanco.com/pipeline.
A model built around community
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." Daniel Kaufman
"We've spent 25 years building real estate. The next 25 will be about building the infrastructure around it." Daniel Kaufman
Follow BUILD 2030
BUILD 2030 is in its earliest stage. For updates on projects, partnerships and where the initiative lands next, sign up below or follow Kaufman & Company's existing channels in the footer.