

Logan Mohtashami on Navigating the Housing Market, Economic Slowdown, and Government Policies
18 snips Mar 20, 2025
Logan Mohtashami, a lead analyst at Housing Wire and recognized housing expert, delves into the current mortgage rates and housing market dynamics. He discusses the implications of economic slowdowns on these rates and explores the construction industry's challenges. Logan dispels myths surrounding tariffs and their impact on home prices, and compares today’s housing cycle to the late 70s and early 80s. He also highlights rising concerns about insurance and property taxes, emphasizing collaboration needed to support vulnerable homeowners.
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Mortgage Rate Forecasts
- Logan Mohtashami bases his mortgage rate forecasts on the 10-year yield.
- He believes the White House wants lower rates to stimulate the housing market.
Recession Indicator
- A key recession indicator is residential construction worker job losses.
- Falling rates can temporarily avert this, as seen last year.
Builders' Pricing Power
- Builders have limited pricing power due to rising active unit supply.
- Tariffs and rising costs further complicate their situation.