HousingWire Daily

Interpreting the latest housing data on demand and inventory

7 snips
Feb 18, 2026
Logan Mohtashami, a lead analyst who specializes in housing market data, breaks down confusing short-term signals. He explains how holidays, weather and seasonal shifts distort reports. He traces a mid-June trend change, why inventory and price-cut moves surprised people, and how mortgage rates and yields shape market stability.
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INSIGHT

Follow The Mid-June To Mid-Feb Trend

  • The housing market trend since mid-June matters more than single reports distorted by holidays or storms.
  • Inventory growth slowed and demand improved modestly, so short-term dips can mislead readers.
ADVICE

Don't Overreact To One Report

  • Avoid placing too much weight on a single data release, especially around holidays or major weather events.
  • Use aggregate weekly and trend data to interpret market direction instead of one headline number.
INSIGHT

Price Cut Percentage Is Falling

  • Price-cut percentages have fallen nearly a full percentage point and are below last summer's elevated levels.
  • This decline signals demand improvements as mortgage rates approach 6%, not an immediate price surge.
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