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
Issues387Founded3 years agoLast Issue7 days ago
Active

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Latest Issues

Yale Budget Lab: No AI Job Disruption In Last Three Years

Yale Budget Lab: No AI Job Disruption In Last Three Years

Scott Choppin Note:

There’s significant debate around the idea that AI will cause massive job disruption, that actual data does not support this narrative at this point in time. G...

7 days ago
7

JPMorgan Fund Wind-Down Flags Lingering Multifamily Stress

JPMorgan Fund Wind-Down Flags Lingering Multifamily Stress

Scott Choppin Note:

JPMorgan Asset Management is liquidating its $1.4 billion US Real Estate Income and Growth Fund, a 24-year-old core-plus vehicle with heavy multifamily exposur...

14 days ago
10

California Oil Markets: Experiment In Policy Distortion

Plus: Migration Shift: Midwest For The Win And LA Mansion Tax: Killing Off Multifamily Markets

California Oil Markets: Experiment In Policy Distortion

21 days ago
7
Paid

The Disney Signal Behind Workforce Housing Demand

Plus: Go East Young Man And College Recession Incoming

The Disney Signal Behind Workforce Housing Demand

a month ago
5
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Blackstone’s Jon Gray: The Real Estate Recovery Starts Now

Plus: New Apartment Completions Drop Substantially, Office Markets: 7 Straight Quarters Positive Absorption, And Value Add On Steroids: Existing Multifamily + ADU’s

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

a month ago
10
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