HousingWire Daily

Logan Mohtashami, a lead housing analyst known for his sharp data analysis, joins to discuss President Trump's controversial plan to ban institutional investors from buying single-family homes. He argues that this move is largely political and a misrepresentation of the actual market, as institutions own just a small fraction of homes. The conversation reveals that most rentals are managed by small investors, and policy changes targeting them could exacerbate housing shortages. Logan provides insights into past market dynamics and the unlikely chance of forced sales hurting families.

Logan Mohtashami, a lead analyst specializing in mortgage and housing trends, joins to discuss the recent directive from Trump for Fannie and Freddie to buy $200B in mortgage-backed securities. He explains how this move aims to lower mortgage rates and its limited effects compared to quantitative easing. Logan connects the timing to midterm politics, suggesting it's a defensive strategy to prevent rising rates. They also delve into the potential improvements in spreads and overall market sentiment, providing insights into housing demand.

Logan Mohtashami, a lead analyst focusing on housing and mortgage markets, joins to discuss the latest jobs data and its impact on mortgage rates. He breaks down how job reports influence bond yields and mortgage spreads. Logan highlights the Fed's scrutiny of labor market internals, the predictors of policy shifts, and the importance of labor-force participation for long-term growth. He also touches on external factors like oil prices and political risks that could sway market reactions. Get ready for insights that connect the dots in today's financial landscape!

Logan Mohtashami, a lead housing market analyst celebrated for his data-driven insights, joins Sarah Wheeler to discuss crucial housing data for 2026. They delve into the evolution and significance of the Housing Market Tracker in identifying trends since 2022. Logan highlights how forward-looking data signals market shifts and reveals new seasonal patterns post-COVID. He also predicts normalizing mortgage spreads, the importance of contextualizing purchase application data, and the looming tug of war between buyers and sellers in 2026.

This chat features Logan Mohtashami, a lead analyst in mortgage and bond market analysis, known for his accurate forecasts on mortgage rates. He discusses the slight market reaction to recent geopolitical events and the implications of labor data on inflation and Fed policy. Logan highlights how the upcoming jobs data will shape mortgage rates and explains the importance of understanding seasonal variations in data. He also emphasizes the promising trend of improving mortgage spreads, making lower rates more possible.

Logan Mohtashami, Lead Analyst known for his expertise in housing market data, joins Editor in Chief Sarah Wheeler to debunk the mortgage rate lockdown myth. He presents three years of data supporting his claim that low locked-in rates haven't stifled sales. They explore the 'golden handcuffs' argument, revealing that many sellers still moved. Logan analyzes the shifting mortgage rate distribution and discusses the impact of affordability versus choice in today's market, providing insights on future trends as we approach 2026.

Jesse Allen, President of retail reverse mortgage lending at Rate and board member of the National Reverse Mortgage Lenders Association, dives into the evolving landscape of reverse lending. He highlights innovative product designs tailored for clients aged 55+, revealing surprising market opportunities for homeowners who were denied traditional loans. Discussions cover the growing number of older homeowners and the potential of realtor referrals to bridge these gaps. Jesse shares insights on business growth and how aging in place is driving demand for suitable housing.

Logan Mohtashami, the lead housing analyst and expert in mortgage trends, joins for a deep dive into the housing market forecast for 2026. He discusses the tug of war between buyers and sellers that will define the year. Logan explores the nuances of nominal vs. real home prices and projects a slight decline unless rates stabilize. He emphasizes the crucial role of the bond market in influencing rates and highlights the importance of new inventory signals as indicators of market health.

On today’s episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about housing inventory and the Trump administration’s efforts to boost supply. Related to this episode: Why did the growth rate of housing inventory drop by half this year? HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ More info about HousingWire To learn more about Trust & Will click here. The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Clayton Collins, CEO of HousingWire and expert on mortgage and real estate markets, shares his insights on the biggest housing stories from 2025. He discusses the significant impact of mortgage rates and borrowing costs, as well as Fannie Mae's FICO changes that stirred industry interest. The conversation also explores Florida's property tax proposal, Texas housing affordability, and how climate risks are affecting buyer decisions. Looking ahead to 2026, Collins expresses cautious optimism about market stability and growth.