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The Real Signal #115 - Homebuilder Spec Inventory Highest Since 2008
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Dec 28
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #115 - Homebuilder Spec Inventory Highest Since 2008
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The Real Signal #114 - Multifamily At Inflection Point
Plus articles on California Tops US Cost of Living In 2024 and Texas and Florida Have Peaked
Dec 21
•
Scott Choppin
3
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The Real Signal #114 - Multifamily At Inflection Point
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The Real Signal #113 - Build-To-Rent Construction Gap
Plus articles on West Coast Leads Single Family Rent Increases and Progressive State Politics Kill Housing Production
Dec 14
•
Scott Choppin
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #113 - Build-To-Rent Construction Gap
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The Real Signal #112 - Massive Decline In Starts Sets Multifamily Market Up For Bright Future
Plus articles on Opportunity Zone Growth And We Have Been In Recession Since 2022
Dec 7
•
Scott Choppin
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The Real Signal #112 - Massive Decline In Starts Sets Multifamily Market Up For Bright Future
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November 2024
The Real Signal #111 - Happy Thanksgiving
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Nov 30
•
Scott Choppin
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #111 - Happy Thanksgiving
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The Real Signal #110 - Calling The Multifamily Development Market Bottom
Calling The Multifamily Development Market Bottom
Nov 23
•
Scott Choppin
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #110 - Calling The Multifamily Development Market Bottom
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The Real Signal #109 - Multi-Family Cap Rate Guidance And First To Improve Markets
Plus articles on City of Los Angeles On Path Of Housing Destruction and States Most People Want To Buy Property
Nov 16
•
Scott Choppin
1
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #109 - Multi-Family Cap Rate Guidance And First To Improve Markets
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The Real Signal #108 - Housing Underproduction - California Vs. United States
Plus articles on Loan Delinquency By Product Category and Health Insurance Inflation
Nov 9
2
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #108 - Housing Underproduction - California Vs. United States
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The Real Signal #107 - US Bond Selloff Sparks Global Bond Selloff
Plus articles on Multifamily Demand Above Supply Is Rising and Office-Market AAA Bonds Go Bust
Nov 2
•
Scott Choppin
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #107 - US Bond Selloff Sparks Global Bond Selloff
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October 2024
The Real Signal #106 - The Case For California - The Inland Empire Surprise
Plus articles on Fall In Employment Signal Recession and California Fuel Logistics Are Brittle
Oct 26
•
Scott Choppin
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #106 - The Case For California - The Inland Empire Surprise
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The Real Signal #105 - Multifamily Cap Rates Projected To Peak In 2025
Plus articles on Second Largest Increase In Government Jobs In History, and Government Debt Increases $500 Billion In Three Week Time Period
Oct 19
•
Scott Choppin
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #105 - Multifamily Cap Rates Projected To Peak In 2025
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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
Oct 12
•
Scott Choppin
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The Real Signal - Housing + Real Estate + Macro
The Real Signal #104 - Multifamily Supply At 50-Year High While Rent Growth Still Hovers At 2-4%
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