The Real Signal - Housing + Real Estate + Macro

The Real Signal - Housing + Real Estate + Macro

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The Real Signal - Housing + Real Estate + Macro
The Real Signal - Housing + Real Estate + Macro
The Real Signal #93 - Apartment REIT Upturn Another Signal MF Bottom Is In

The Real Signal #93 - Apartment REIT Upturn Another Signal MF Bottom Is In

Plus articles on Cost Of Homeownership >4x Wage Growth and Rents, Micro/Modular Nuclear Is The Future, and Urban Pacific’s Real Estate Advisory Offer

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Scott Choppin
Jul 20, 2024
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The Real Signal - Housing + Real Estate + Macro
The Real Signal - Housing + Real Estate + Macro
The Real Signal #93 - Apartment REIT Upturn Another Signal MF Bottom Is In
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Apartment REIT Upturn Signal MF Bottom Is In

“Apartment REITs continue to signify that we’re moving past the positive supply shock of all the building in 2021-22 to a negative supply shock driven by high interest rates:”

Upper left: MAA, upper right: EQR, lower left CPT, lower right AVB

…And Major Institutional Capital Risk On In Mutlifamily

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