The Real Signal - Housing + Real Estate + Macro

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

Scott Choppin's avatar
Scott Choppin
Sep 20, 2025
∙ Paid

Low Point In Private Equity Liquidity and Ground Up Multi Production

Scott Choppin Note:

Was in attendance at the ReConvene Conference in Santa Monica, CA this week, where the conversations in this excellent conference often veered into comments about the lack of liquidity in the capital markets. We’ve been feeling it too.

Here was the answer I most often…

Keep reading with a 7-day free trial

Subscribe to The Real Signal - Housing + Real Estate + Macro to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Scott Choppin · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture