The Real Signal #96 - Build To Rent Housing Now Makes Up 8% Of Housing Market

Plus articles on Bond Market Recession Signal, Multifamily Lowest Production Since 2011, and Urban Pacific’s Project Management Services Update

Build To Rent Housing Now Makes Up 8% Of Housing Market

Scott Choppin Note:

We are talking to some of the largest BTR building/owners in the nation, and they are bullish/ramping up in California.

Making ready for the 2026/2027 gap in production (i.e. low unit production) that will show up in 2-3 years.”