HousingWire Daily Trump’s housing policies and home prices
11 snips
Feb 26, 2026 
Logan Mohtashami, a lead housing market analyst known for chart-driven takes on mortgage rates, inventory and prices. He discusses the sparse housing policy in the State of the Union. He challenges the investor-blame narrative and explains tariffs, yields and mortgage spreads. He highlights purchase demand trends, price indexes and a return toward a more normalized market.
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Favor Market And Supply Solutions Over Broad Mortgage Schemes
- Avoid heavy-handed new mortgage programs; Logan prefers market-driven recovery and targeted supply-side fixes.
- He supports policies that speed or lower cost of production rather than demand-side gimmicks like portable 50-year mortgages.
Housing Market Returned To A Functioning Equilibrium
- Housing has shifted from a savagely unhealthy market to a functioning market as inventory rose and rates eased.
- Logan Mohtashami cites Case-Shiller and FHFA December yoy gains around 1.3–1.8% and improved spreads as evidence of normalization.
Investor Blame Oversimplifies A Localized Problem
- Politicians highlight institutional investors as culprits, but Logan says investor concentrations are limited and political claims need data.
- He notes mom-and-pop buyers remain the largest investor group and forced sales would displace families, making broad bans complex.