AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami
Forward Guidance
The Importance of Inventory Channels in the Housing Market
Mortgage rates have gone from somewhere in the 2.7% to now. I can make a case that we had a 4% mortgage rate spread within a year. Home sales are slowing down noticeably, but inventory channels are slowly working their way back up to 2019 level. The builders have basically thrown in the flag. They're not going to be constructing anymore. It's part of it is demographics equal demand. Here's the biggest housing demographics patch ever lowest mortgage rates ever. Inventory at all time lows.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode