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The Real Signal #104 - Multifamily Supply At 50-Year High While Rent Growth Still Hovers At 2-4%
Plus articles on Bond Market Revolting Against The Fed and Road Construction Costs Grow Exponentially
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Scott Choppin
The Real Signal #103 - Affordable Housing Production Decline
Plus articles on Multifamily 30-Year Run, Downturn In Obesity Rates
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Scott Choppin

September 2024

The Real Signal #102 - Lowest 2-Year Treasury Rate Since 1988
Plus articles on Rapid Fertility Rate Drop and M2 Money Supply Now Expanding
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Scott Choppin
The Real Signal #101 - Major Downturn In China
Plus articles on Dodge Momentum Index Jumps Ahead Of Fed Meeting, and Multifamily Completions Outpace New Starts By Widest Gap In History
The Real Signal #100 - Blue States Are A Housing Disaster
Plus articles on Fed Balance Sheet Stops Falling And M2 Rising, More Employment Data Craziness
The Real Signal #99 - Commercial Office At $1.2T Loss
Plus articles on Construction Industry Job Opening Rates, and Consumer Credit Card Default Levels

August 2024

The Real Signal #98 - Good News For Rental, Bad News For U-Haul
Plus articles on Yield Curve Steepening From Inversion and Record High Housing To Income Ratio
The Real Signal #97 - Fake Employment Data
Plus articles on Bifurcated For-Sale Market, Construction Employment, and Urban Pacific Project Services
The Real Signal #96 - Build To Rent Housing Now Makes Up 8% Of Housing Market
Plus articles on Bond Market Recession Signal, Multifamily Lowest Production Since 2011, and Urban Pacific’s Project Management Services Update
The Real Signal #95 - Unemployment Bottoms and Sahm Rule Invoked
Plus articles on Alternative Argument Against Sahm Rule, CPI Tracking The 1970‘s, Urban Pacific Project Management Services Offer
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Scott Choppin

July 2024

The Real Signal #94 - Multifamily Completions Outpacing Starts
Plus articles on Multi Cap Rate Peak, “Dry Powder” Realities, California Tech Job Loss
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Scott Choppin
The Real Signal #93 - Apartment REIT Upturn Another Signal MF Bottom Is In
Plus articles on Cost Of Homeownership >4x Wage Growth and Rents, Micro/Modular Nuclear Is The Future, and Urban Pacific’s Real Estate Advisory Offer
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Scott Choppin
© 2024 Scott Choppin
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