The Real Signal - Housing + Real Estate + Macro

The Real Signal - Housing + Real Estate + Macro

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May 2025

The Real Signal #136 - Recession Risks High, But Not In Ground Up Multi
Plus: US Treasury Credit Default Swap Prices Increasing and Rents Rising Fast In LA Fire Impacted Neighborhoods
 • 
Scott Choppin
The Real Signal #135 - Construction Cost Inflation Fears Overblown
Plus: New All Time High For Bitcoin and Urban Pacific Project Services Team Latest Project Announcement
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Scott Choppin
The Real Signal #134 - AI Models Exceed Human Performance
Plus: Treasury Yield Nears 18 Year High And Fertility Rate Declines In All 50 States
 • 
Scott Choppin
The Real Signal #133 - SoCal Rents Up 5.2% YOY
Plus: GDP Shows A Massive Investment Boom, Effects of LA Fires On Housing Prices, and a Quick Personal Announcement
 • 
Scott Choppin
The Real Signal #132 - Bullish California
Plus: Positive Move For Native-Born Workers and Restaurant Inflation At 42%
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Scott Choppin

April 2025

The Real Signal #131 - Shine Is Off Homebuilding Markets
Plus: Shine Is Off Homebuilding Markets and Aircraft Supply Shortage
 • 
Scott Choppin
The Real Signal #130 - Trade War Effects
Plus: Peak Has Passed For Apartment Deliveries And Population/Housing Supply Growth vs. Rent Inflation
 • 
Scott Choppin
The Real Signal #129 - Multifamily Demand Surges
Plus articles on Industrial Absorption Decline Anticipated And China’s Debt to GDP
 • 
Scott Choppin
The Real Signal #128 - Multifamily and BTR Housing Starts Positive Signal
Plus articles on Negative Signal In Vegas and Residential Construction Employment At A Crossroads
 • 
Scott Choppin

March 2025

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