HousingWire Daily

HousingWire
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8 snips
Mar 27, 2026 • 19min

The best and worst case for housing as the Iran war continues

Logan Mohtashami, lead analyst tracking mortgage and housing data, gives scenario-driven takes. He explores how Iran war headlines moved oil, yields and mortgage rates. He outlines a worst-case of oil spikes, embedded inflation and stalled demand. He also lays out a best-case where a quick resolution cools oil, brings yields down and revives housing activity.
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9 snips
Mar 26, 2026 • 17min

Logan Mohtashami on the economics of war and its effect on housing

Logan Mohtashami, a lead analyst on housing and mortgage markets, offers sharp, data-driven perspective. He discusses how war-driven oil swings and headlines create chaotic rate volatility. He covers wartime supply shocks, why mortgage forecasts changed, and how spring seasonality amplifies housing demand weakness.
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9 snips
Mar 25, 2026 • 27min

Rocket’s Joe Rath on the Compass partnership and private listings

Joe Rath, Head of real estate industry relations at Rocket and former long-time Redfin executive, discusses Rocket’s partnership with Compass and shifting rules for private and exclusive listings. He explains Compass’s three-phase marketing approach, MLS resistance and advocacy, how phased pre-marketing works, and implications for inventory, buyer access, and price testing.
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8 snips
Mar 24, 2026 • 14min

Mortgage rates fell on Iran war news. What's next?

Logan Mohtashami, lead analyst known for data-driven mortgage and housing market analysis. He breaks down how Iran war headlines moved mortgage rates and bond yields. He highlights timing pivots in models and why housing demand stayed surprisingly strong despite rate volatility. He also explores inventory trends and the rate thresholds that could slow sales.
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8 snips
Mar 23, 2026 • 20min

Iran war escalation spurs mortgage rate volatility

Logan Mohtashami, a lead analyst who tracks mortgage and housing trends, breaks down recent rate volatility after the Iran conflict escalated. He explains sudden moves in yields and oil. He outlines scenarios for higher mortgage rates, timing of rate cuts, and which housing metrics to watch next.
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8 snips
Mar 20, 2026 • 18min

What Trump’s order to modernize appraisals will mean for housing

Kenon Chen, EVP of Strategy and Growth at Clear Capital, is an appraisal and valuation tech leader advising on modernization. He discusses the new executive order’s appraisal laundry list and how pilots become policy. Conversation covers AI and AVMs, inspection-based and hybrid appraisals, lender choice and LTV thresholds, workforce shifts, UAD 3.6 readiness, and using the quiet period to modernize systems.
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9 snips
Mar 19, 2026 • 17min

Logan Mohtashami on the Fed meeting and mortgage rates

Logan Mohtashami, a lead analyst on housing and mortgage markets, gives data-driven takes on the Fed meeting and market moves. He breaks down Powell's hawkish messaging and what the Fed needs to see in the labor market. He connects inflation, the Iran conflict, and labor trends to 10-year yield and mortgage-rate dynamics.
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11 snips
Mar 18, 2026 • 22min

ICE’s Andy Walden on the spring housing market

Andy Walden, head of mortgage and housing market research at ICE, offers data-driven perspectives on spring housing trends. He talks about improving affordability, rising refinance and recapture activity, and shifting buyer mix. He also covers regional inventory gaps, easing insurance costs in some states, and the role of climate and default servicing in future market planning.
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5 snips
Mar 17, 2026 • 23min

Housing demand remains positive for now

Logan Mohtashami, a lead analyst who tracks housing and mortgage trends, discusses how mortgage rate shifts and spreads are shaping current housing demand. He walks through weekly tracker data showing purchase activity and pending sales. They also consider inventory trends, geopolitical shocks like the Iran conflict, and implications for the 2026 housing outlook.
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7 snips
Mar 16, 2026 • 20min

Will Iran conflict make the Fed hawkish this week?

Logan Mohtashami, lead housing analyst who tracks mortgage and market trends, joins to weigh in on the Fed meeting and Iran-related risks. He discusses why the Fed may hold rates, how Middle East tensions could raise energy and supply risks, and which rate thresholds would reshape 2026 housing forecasts. Short, sharp takes on geopolitical choke points and Fed caution.

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