Reletter
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The Real Signal - Housing + Real Estate + Macro

Scott Choppin

The Real Signal is a weekly newsletter - curated and written by Scott Choppin - that highlights macroeconomic trends in the real estate market - focused on real estate development and investments. We are "signal from the noise" in real estate + macro.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues384Founded3 years agoLast Issue11 days ago
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Latest Issues

The Disney Signal Behind Workforce Housing Demand

The Disney Signal Behind Workforce Housing Demand

Scott Choppin Note:

Kevin O’Leary made a sharp observation from the Disney earnings call this week. Park traffic is up. Not flat. Up. This is despite ticket prices at all-time highs and g...

11 days ago
5

Blackstone’s Jon Gray: The Real Estate Recovery Starts Now

Blackstone’s Jon Gray: The Real Estate Recovery Starts Now

Scott Choppin Note:

When Blackstone’s Jon Gray speaks, it’s time to pay attention.

When someone in his seat publicly states real estate is “the least bubbly asset class out the...

18 days ago
10

The Real Signal #182 - California Pension Unfunded Liability Effect On Housing

Housing Prices Crash In China And Medical Office A Bright Spot, plus special offer: The New Value Add: Existing Multifamily + ADU’s

California Pension Unfunded Liability Effect On Housing

25 days ago
6
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The Real Signal #181 - Wealth Migration - Bullish Workforce Housing

Plus: US Export Market Growth And Natural Gas Prices Down 20%

Wealth Migration - Bullish Workforce Housing

a month ago
5
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The Real Signal #180 - Recovery Contemplated In Office, Lodging, Storage and Multi

Plus: US Economy Of Goods Is Flipping And US Crude Exports Skyrocketing

Recovery Contemplated In Office, Lodging, Storage and Multi

a month ago
6
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