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

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 •

The Real Signal #150 - Build-To-Rent Positive Housing Signal

Plus: PPI Inflation Down And Logistics Volumes Down

Sep 13 •

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 •

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 •

The Real Signal #147 - Bifurcated For Sale Housing Market

Plus: US Bankruptcies In Acceleration And San Francisco In Recovery

Aug 23 •

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 •

The Real Signal #145 - Real Tariff Effects On Construction Costs

Plus: Housing Market Shortages and Jobs Least Impacted By AI

Aug 9 •

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 •

July 2025

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