HousingWire Daily Did home sales just break out?
7 snips
Oct 28, 2025 
Logan Mohtashami, a lead analyst known for his insights on housing trends, joins the discussion. He unpacks the recent surge in inventory and pending sales, revealing why some data seems deceptively optimistic. Logan critiques headlines from Redfin, emphasizing the importance of understanding seasonal trends. He forecasts a healthier housing market in 2025, balancing inventory with stable pricing. The conversation also explores the impact of mortgage rates and how rate cuts can improve access for buyers, amidst a lively chat about seasonal fun.
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Mid-Year Inventory And Sales Pickup
- Weekly data shows a sharp pickup in inventory, pending sales, and new listings starting mid-June.
- Logan warns weekly volatility (holidays, data outages) can exaggerate moves but the trend toward more supply is real.
Read Headlines With Context
- Redfin headlines showed high cancellations and inventory gaps but Logan says those patterns are seasonal and often revised.
- He cautions against taking dramatic single-source headlines as evidence of market collapse.
Housing Returning To Healthier Balance
- The market is moving toward a healthier supply-demand balance with rising inventory and cooling price growth.
- Logan emphasizes no national price crash, no mass foreclosures, and a return to more normal market dynamics.
