HousingWire Daily Will housing inventory drop in 2026?
7 snips
Feb 4, 2026 
Logan Mohtashami, lead housing analyst known for data-driven market commentary. He breaks down surprising January tracker resilience and how a big snowstorm affected listings. He explains why mortgage rates near 6% have boosted demand, whether sidelined buyers are returning or just bouncing, and what spring might look like for inventory and prices.
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Demand Resilient Despite Snowstorm
- Logan Mohtashami says weekly demand held up despite a massive snowstorm, suggesting resilience in spring demand.
- He warns hard year-over comps and lower rates could produce temporary negative year-over inventory prints.
Hard Comps Could Cause Negative Prints
- Inventory growth slowed after mid-June and may briefly show negative year-over readings.
- Mohtashami attributes this to strong comps from last year plus rates staying lower for longer.
Personal Impact From The Big Snowstorm
- Sarah Wheeler recounts Dallas streets being shut for six to seven days during the storm.
- She notes the storm impacted about two thirds of the U.S. population, amplifying its effects on housing activity.