The Real Signal - Housing + Real Estate + Macro

The Real Signal - Housing + Real Estate + Macro

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June 2025

The Real Signal #140 - Multi-Bedroom Build-To-Rent Is Growing
Plus: National Homes Prices Continue To Decelerate And AI Use Collapses Neural Connections
 • 
Scott Choppin
The Real Signal #139 - US Debt Crisis And The Fourth Turning
Plus: A Reminder Of The Effects Of Inflation, Recovery Signal In Ground Up Multi, and A New UTH BTR Follow On Investment Opportunity
 • 
Scott Choppin
The Real Signal #138 - For-Sale Home Crash In California
Plus: National Rent Growth Stalls, BTR Future Trend, New UTH BTR Follow On Investment Opportunity
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Scott Choppin
The Real Signal #137 - Build-To-Rent + Southern California: Future Darling Of Institutional Capital
Plus: Fundamental Shift In The For Sale Housing Market, Layoff Map 2025, and New UTH Investment Opportunity
 • 
Scott Choppin

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
 • 
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%
 • 
Scott Choppin

April 2025

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