Sitemap - 2023 - The Real Signal - Housing + Real Estate + Macro

The Real Signal Midweek - A Bright Future for North America

The Real Signal #68 - Annual Interest Payments Will Exceed $1 Trillion

The Real Signal Midweek - Merry Christmas and Happy Holidays

The Real Signal #66 - Multifamily Loan Delinquency One Of The Lowest

The Real Signal Midweek - Good News: Wages Outpace Rents

The Real Signal #66 - The 14-Year Economic Cycle

The Real Signal Midweek - Sahm Rule Indicates Recession

The Real Signal #65 - Urbanized Suburbs Are Solid Performers Based On Value

The Real Signal Midweek - Get Ready, Rents Will Rise

The Real Signal #64 - Probability Of Fed Rate Cuts Increases

The Real Signal #63 - Are We In A Rolling Recession?

The Real Signal Midweek - Is Single Family Rental Finding A Bottom?

The Real Signal #62 - Long Term Secular Decline In US Population

The Real Signal Midweek - Single Family Rising Rents

The Real Signal #61 - Mortgage Demand Lowest Level Since 1994

The Real Signal - Special Announcement

The Real Signal #60 - Yield Curve Officially Uninverts

The Real Signal Midweek - Is The Housing Recession Over?

The Real Signal #59 - West Coast Supply Pressure

The Real Signal Midweek - Barry Sternlicht Speaks On The Markets

The Real Signal #58 - US Retail Sales Are Strong

The Real Signal Midweek - Nationwide Housing Shortfall

The Real Signal #57 - Good News + Apartment Starts Lower Than Completions

The Real Signal Midweek - October 11, 2023

The Real Signal #56 - Declining For-Sale Market And Economy Solidifies Built-to-Rent Demand

The Real Signal #55 - Multifamily Starts Lowest In 3 Years

The Real Signal #54 - Multifamily Market Cycle

The Real Signal #53 - Inflation Accelerated to 7.4% Annualy

The Real Signal Midweek - High Rates Are Not A Problem For Households

The Real Signal #52 - Multifamily Buyer Seller Price Gap Widest Since 2012

The Real Signal Midweek - 50-Year Record Gap Between Housing Prices and Rental Rates

The Real Signal # 51 - AirBnB Bubble Will Pop The Housing Bubble

The Real Signal Midweek - West Coast Development Volumes Falling Off A Cliff

The Real Signal # 50 - We Are At Peak “Soft Landing” Stories

The Real Signal Midweek - S.F. Apartment Tower At Risk of ‘Imminent Default’

The Real Signal #49 - The Most Effective Real Estate Network Ever To Exist

The Real Signal #48 - The State of Multifamily Renting

The Real Signal #47 - US Household Formations Still Running Hot

The Real Signal Midweek - Signal: Cap Rate Bottoming In Multifamily

The Real Signal #46 - Millennials In Prime Years But Low In Net Wealth Generation

The Real Signal Midweek - US Apartment Demand At Five-Quarter High

The Real Signal #45 - Rents Are Growing in 2023, but…

The Real Signal Midweek - Multifamily Concessions But Not Everywhere

The Real Signal #44 - Commercial Vacancy to Adaptive Reuse

The Real Signal - 4th of July Message

The Real Signal #43 - Buying Multi-Family Assets With Negative Leverage?

The Real Signal #42 - What Recession? Nearly All Sectors Of Construction Spending Are Up

The Real Signal #41 - The Donut Effect: Moving From Urban to Suburban

The Real Signal #40 - America’s Surprise Revival: The Suburbs

The Real Signal #39 - Workforce Housing A Smart Play In 2023

The Real Signal #38 - The Empty Downtown

The Real Signal - Quick Note

The Real Signal Sunday Special - The Impact of Declining Money Supply on Asset Prices

The Real Signal #37 - U.S. Rents Post First Annual Decline In Three Years

The Real Signal #36 - Migration and Multifamily

The Real Signal #35 - Low Rebound Rent Collection Rates In Los Angeles

The Real Signal #34 - US Interest Cost Straight Vertical

The Real Signal #33 - Apartment Rents Fall

The Real Signal #32 - Disposable Personal Income

The Real Signal #31 - CPI Rent

The Real Signal #30 - Construction Materials Piling Up

The Real Signal #29 - Conference Board LEI

The Real Signal #28 - U.S. Curve Inverted

The Real Signal #27 - Tech Layoffs

The Real Signal #26 - Construction Costs Coming Down

The Real Signal #25 - Rent of Primary Residence

The Real Signal #24 - Renters vs. Homeowners

The Real Signal #23 - Lumber Prices Lowering