
HousingWire Daily Interpreting the latest housing data on demand and inventory
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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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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.
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.
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.

