Archive - The Real Signal - Housing + Real Estate + Macro

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

Jun 21 •

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

Jun 14 •

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

Jun 7 •

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

May 31 •

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

May 24 •

The Real Signal #134 - AI Models Exceed Human Performance

Plus: Treasury Yield Nears 18 Year High And Fertility Rate Declines In All 50 States

May 17 •

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

May 10 •

The Real Signal #132 - Bullish California

Plus: Positive Move For Native-Born Workers and Restaurant Inflation At 42%

May 3 •

April 2025

The Real Signal #131 - Shine Is Off Homebuilding Markets

Plus: Shine Is Off Homebuilding Markets and Aircraft Supply Shortage

Apr 26 •

The Real Signal #130 - Trade War Effects

Plus: Peak Has Passed For Apartment Deliveries And Population/Housing Supply Growth vs. Rent Inflation

Apr 19 •

The Real Signal #129 - Multifamily Demand Surges

Plus articles on Industrial Absorption Decline Anticipated And China’s Debt to GDP

Apr 12 •

The Real Signal #128 - Multifamily and BTR Housing Starts Positive Signal

Plus articles on Negative Signal In Vegas and Residential Construction Employment At A Crossroads

Apr 5 •

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