The Real Signal - Housing + Real Estate + Macro
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The Real Signal #151 - Calling The Bottom In Private Equity Liquidity and Ground Up Multi Production
Plus: Changes In Apartment Construction Volumes 2024-25 and Banks Sitting On Massive Unrealized Losses
22 hrs ago
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Scott Choppin
The Real Signal #150 - Build-To-Rent Positive Housing Signal
Plus: PPI Inflation Down And Logistics Volumes Down
Sep 13
•
Scott Choppin
2
The Real Signal # 149 - Bullish On Flat Construction Pricing
Plus: Big Spike In LA Multi Permits And No Surprise: Rent Controls Drive Up Rents
Sep 6
•
Scott Choppin
August 2025
The Real Signal #148 - Most Consequential Real Estate Event This Decade
Plus: Covid Era Migration Patterns and Reversal And Multifamily Starts
Aug 30
•
Scott Choppin
The Real Signal #147 - Bifurcated For Sale Housing Market
Plus: US Bankruptcies In Acceleration And San Francisco In Recovery
Aug 23
•
Scott Choppin
The Real Signal #146 - Real Estate Set To Soar After One Big Beautiful Bill
Plus: The Rumors Of My Demise Have Been Greatly Exaggerated And Investors Warming Up To Build-To-Rent
Aug 16
•
Scott Choppin
The Real Signal #145 - Real Tariff Effects On Construction Costs
Plus: Housing Market Shortages and Jobs Least Impacted By AI
Aug 9
•
Scott Choppin
The Real Signal #144 - Long Term Growth Of Multi-Generational Households
Plus: Apartment Rent and Supply Extremes And Inflation: Have We Been Cooking the Books?
Aug 2
•
Scott Choppin
July 2025
The Real Signal #143 - Housing Need Most Acute In Middle Income Demographic
Plus: Wage Growth Continues To Outpace Rent Growth And News Of AI Tech Layoffs Premature
Jul 26
•
Scott Choppin
1
The Real Signal #142 - Three Year Low In Housing Production
Plus: Misguided Rental Inflation Numbers And Conference Board Signal Recession
Jul 19
•
Scott Choppin
2
The Real Signal #141 - Renting At Best Value Ever — Positive Multifamily Signal
Plus: Dollar Valuation - Bottom or Further to Fall? and US Manufacturing Signal - Flat and Low
Jul 12
•
Scott Choppin
1
The Real Signal - Happy 4th of July
Happy 4th of July!
Jul 5
•
Scott Choppin
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