HousingWire Daily How demographics will drive housing in the next 5 years
22 snips
Feb 28, 2026 
Logan Mohtashami, lead analyst focused on housing economics and demographics. He discusses how a demographic peak shaped recent sales and prices. He explains where peak buyers went and how COVID shifted timing. He compares millennials and Gen Z as replacement buyers. He outlines a 2025–2030 outlook of steady but lower sales and why builders have an edge.
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Logan's Snowy Utah Landing Story
- Logan recounts a scary snowy Utah landing where visibility was so poor the plane had to climb suddenly.
- He uses the experience to open the episode and lighten the conversation before diving into demographics.
2020 To 2024 Was A Unique Homebuying Demographic Peak
- U.S. housing saw a once-in-a-lifetime demographic peak from 2020 to 2024 that drove unusually high potential buyer demand.
- Logan Mohtashami links this to millennials at prime buying ages plus strong Gen Z and Gen A cohorts, creating a short-lived demand surge.
COVID Caused An Authentic Inventory Shortage
- The COVID-era inventory shortage broke the usual supply-demand equilibrium and amplified price gains despite stable employment.
- Mohtashami says sellers are typically buyers too, so constrained inventory plus mortgage qualification tightened transactions and affordability became decisive.