Sitemap - 2024 - The Real Signal - Housing + Real Estate + Macro
The Real Signal #113 - Build-To-Rent Construction Gap
The Real Signal #112 - Massive Decline In Starts Sets Multifamily Market Up For Bright Future
The Real Signal #111 - Happy Thanksgiving
The Real Signal #110 - Calling The Multifamily Development Market Bottom
The Real Signal #109 - Multi-Family Cap Rate Guidance And First To Improve Markets
The Real Signal #108 - Housing Underproduction - California Vs. United States
The Real Signal #107 - US Bond Selloff Sparks Global Bond Selloff
The Real Signal #106 - The Case For California - The Inland Empire Surprise
The Real Signal #105 - Multifamily Cap Rates Projected To Peak In 2025
The Real Signal #104 - Multifamily Supply At 50-Year High While Rent Growth Still Hovers At 2-4%
The Real Signal #103 - Affordable Housing Production Decline
The Real Signal #102 - Lowest 2-Year Treasury Rate Since 1988
The Real Signal #101 - Major Downturn In China
The Real Signal #100 - Blue States Are A Housing Disaster
The Real Signal #99 - Commercial Office At $1.2T Loss
The Real Signal #98 - Good News For Rental, Bad News For U-Haul
The Real Signal #97 - Fake Employment Data
The Real Signal #96 - Build To Rent Housing Now Makes Up 8% Of Housing Market
The Real Signal #95 - Unemployment Bottoms and Sahm Rule Invoked
The Real Signal #94 - Multifamily Completions Outpacing Starts
The Real Signal #93 - Apartment REIT Upturn Another Signal MF Bottom Is In
The Real Signal #92 - Early Signal: Apartment Values May Have Hit Bottom
The Real Signal #91 - Unrealized Bank Losses
The Real Signal #90 - Multifamily Supply Surging - Demand Keeping Pace
The Real Signal #89 - The Real Employment Story
The Real Signal #88 - BTR Multifamily Still Has Traction
The Real Signal #87 - Freddie Mac Says We Are Dramatically Underestimating Housing Shortfall
The Real Signal #86 - Unprecedented Territory For New Construction Multi-Family Markets
The Real Signal #85 - Fast Recovery From Decline In Residential Starts
The Real Signal #84 - The Critical Nature Of General Inflation and Housing Costs
The Real Signal #83 - Construction Employment Down Historical 60%
The Real Signal #82 - The Case For Privately Financed Workforce Housing
The Real Signal #81 - The Reality Of Affordable Housing Funding In California
The Real Signal #80 - When Falling Supply Hits A Demand Floor
The Real Signal #79 - Multi-Generational Housing Is The Future
The Real Signal #78 - Construction Costs At Highest Levels Ever
The Real Signal #77 - Demand For 5-Bedroom Workforce Housing Off The Charts
The Real Signal #76 - Massive And Historical Housing Underproduction
The Real Signal #75 - California With Highest Rent/Mortgage Gap
The Real Signal #74 - Emerging Megaregions
The Real Signal #73 - Rising Demand For Workforce Housing
The Real Signal Midweek - Labor Market In Freefall
The Real Signal #72 - Economic Center Of The World Shifts East
The Real Signal #70 - The Question Is Employment
The Real Signal Midweek - Largest Surge In Multifamily Completions Since 1987
The Real Signal #69 - Housing Production Reached Historic Recent High