HousingWire Daily

Home prices and why Trump might be waiting to name a Fed chair

Jan 28, 2026
Logan Mohtashami, a lead housing analyst known for data-driven home price and mortgage forecasts. He breaks down mortgage spreads and why many misread them. He explains noisy month-to-month housing data versus forward trackers. He revisits the mid-2024 market shift, shares a 2026 baseline for home prices, and discusses Fed posture and timing around naming a Fed chair.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Loan-Originator Father Asks Basic Questions

  • Logan Mohtashami shared a recurring personal story about his father asking basic mortgage spread questions unexpectedly.
  • The anecdote illustrates how even industry veterans can miss details and how Logan frequently educates peers and family.
INSIGHT

Case-Shiller Lags Masked Mid-2025 Price Firming

  • Logan argues month-to-month Case-Shiller moves misled many commentators because the index lags and missed mid-2025 firming.
  • He says forward-looking tracker data showed prices stabilizing before traditional indices caught up, exposing poor analysis.
ADVICE

Use Live Trackers, Not Noisy Month-To-Month Takes

  • Follow live tracker data like Altos or HousingWire's tracker instead of noisy month-to-month takes from fringe sources.
  • Use local zip-code data to make decisions because national indices trail and can misrepresent current conditions.
Get the Snipd Podcast app to discover more snips from this episode
Get the app