HousingWire Daily Housing demand firms up before Thanksgiving
8 snips
Nov 25, 2025 
Logan Mohtashami, the lead housing analyst known for his data-driven insights, joins to discuss the recent uptick in housing demand as mortgage rates dip towards 6%. He critiques doom-and-gloom narratives that have circulated this year, highlighting how exaggerated fears impact market dynamics. The conversation also covers seasonal inventory shifts, the significance of pending sales, and what we can expect from mortgage rates during the holidays. Mohtashami emphasizes the importance of cautious optimism as inventory trends shape the market outlook.
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Rates Near 6% Tighten Market Dynamics
- Housing demand improves notably when mortgage rates fall below roughly 6.64% toward 6.0%.
- Logan Mohtashami says that lower rates shift supply-demand equilibrium and helped firm up sales into the holidays.
Track Weekly Data, Not Just Monthly Reports
- Use high-frequency trackers like the Weekend Tracker to plan business decisions ahead of official reports.
- Logan advises relying on live weekly pending-contract data rather than volatile monthly reports for operational planning.
Repeat Sellers Who Missed The Market
- Logan recounts interacting with persistent doomers who've repeatedly sold their homes at supposed 'tops.'
- He uses this to illustrate how sensational predictions rarely match real buyer behavior.