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Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami

Forward Guidance

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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.

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