The Real Signal - Real Estate + Macro - By Scott Choppin

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The Real Signal #54 - Multifamily Market Cycle
Multifamily Market Cycle “The market cycle metrics of of a particular market will determine how this question is answered. #Recession is not equal in…
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Scott Choppin
The Real Signal #53 - Inflation Accelerated to 7.4% Annualy
Inflation Accelerated to 7.4% Annualy “For the second month in a row, inflation is rising again. Fresh BLS numbers say inflation accelerated again, to a…
The Real Signal Midweek - High Rates Are Not A Problem For Households
High Rates Are Not A Problem For Households “Despite high debt levels and high rates… actual interest expense to households is still near multi-decade…
The Real Signal #52 - Multifamily Buyer Seller Price Gap Widest Since 2012
Multifamily Buyer Seller Price Gap Widest Since 2012 “Sellers are holding out for prices that are no longer realistic. MSCI’s bid-ask spread reflects…
The Real Signal Midweek - 50-Year Record Gap Between Housing Prices and Rental Rates
50-Year Record Gap Between Housing Prices and Rental Rates Scott Choppin Note: Watch for reversion to the mean, note similar but smaller gap in these…
The Real Signal # 51 - AirBnB Bubble Will Pop The Housing Bubble
The AirBnB Bubble Popping Will Pop The Housing Bubble “This is how bubbles collapse: the "vital few" 4% sell at whatever the market will bear, pushing…
August 2023
The Real Signal Midweek - West Coast Development Volumes Falling Off A Cliff
West Coast Development Volumes Falling Off A Cliff Source: CoStar h/t @ArtemTeplar on Twitter/X
Ebook - Real Estate Developers Playbook
The Real Estate Developers Playbook, written by Scott Choppin a 30+ year career real estate developer, is a comprehensive guide to real estate…
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Scott Choppin
Real Estate Developer Biography Book List
Real Estate Developer Biographies Book List These are books about people, about real estate developers, and their stories. These are the most…
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Scott Choppin
Real Estate Development Book List
Real Estate Development Books To Read With a warning: Real estate development is best learned in the trenches. No book I’ve ever read - and there’s been…
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Scott Choppin
The Real Signal # 50 - We Are At Peak “Soft Landing” Stories
Scott Choppin Note: When “soft landing” stories peak, “recession” stories bottom. Then upon that bottoming, the recession stories peak into an actual…
The Real Signal Midweek - S.F. Apartment Tower At Risk of ‘Imminent Default’
S.F. Apartment Tower Next To Elon Musk’s X At Risk of ‘Imminent Default’ "The owner of one of San Francisco’s biggest apartment towers, the 754-unit…
© 2023 Scott Choppin
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