HousingWire Daily Home prices, a potential new Fed Chair, and a tribute
8 snips
Dec 3, 2025 
Logan Mohtashami, the lead housing analyst known for his keen insights into home prices and mortgage markets, joins Sarah Wheeler to tackle pressing housing issues. They discuss the likelihood of a decrease in home prices by 2026 and dissect why a crash similar to 2008 seems improbable. Logan emphasizes the importance of inventory dynamics and the absence of forced sellers in today's market. The conversation wraps up with a heartfelt tribute to their late producer Elissa Branch, celebrating her impact on the show.
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National Price Crashes Are Unlikely
- Dramatic national home-price crashes are historically rare outside 2007–2011 and need massive credit and inventory shocks to occur.
- Logan Mohtashami argues current leverage, distressed sales, and inventory conditions don't match a 2008-style collapse.
Demand Models, Not Headlines
- Don't trust alarmist headlines; inspect analysts' models and past track records before accepting bold forecasts.
- Logan recommends asking for visualized forecasts and the underlying model to evaluate credibility.
2008 Crash Required Extreme Leverage
- The 2007–2008 crash was driven by extreme credit leverage and massive forced sales, conditions absent today.
- Logan highlights that today's inventory and lending rules prevent a similar deleveraging shock.