The Real Signal - Housing + Real Estate + Macro
Scott ChoppinThe 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 |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 401 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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therealsignal.substack.comLatest Issues
Declining Households: Recombination Signal
Declining Households: Recombination Signal
Scott Choppin Note: I am generally sad to see this trend from a social perspective. I hope everyone has the chance to accomplish the opposite of this chart, and that includes my own kids.
Nonethe...
Private Construction In Worst Contraction Since 2009
Private Construction In Worst Contraction Since 2009
Scott Choppin Note:
Data centers are the only thing keeping US private construction out of its worst contraction since 2009. Strip them out and everything else is $130B below Dec 2023 o...
Austin Recovery May Be Sooner Than Expected
Plus: Homebuilder Sees Light At End Of The Tunnel, People Prefer Coal Over Data Centers, and Urban Pacific Seeks OZ Investors
Austin Recovery May Be Sooner Than Expected
Apartment Market Rent Growth Bottom Is In
Plus: Data Centers Losing The Political Battle, Inland Empire Standout Jobs Market, and Urban Pacific’s Workforce Housing OZ Announcement
Apartment Market Rent Growth Bottom Is In
Multi-Generational Living At Highest Rate Ever
Plus: OZ Equity Markets Due For Massive Expansion and Surprise…Higher Taxes Demotivate
Multi-Generational Living At Highest Rate Ever
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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