HousingWire Daily Why is housing demand so positive?
Nov 18, 2025
Logan Mohtashami, a lead housing analyst, discusses intriguing trends in housing demand amidst economic uncertainty. He highlights a notable rise in weekly housing demand, driven by stable mortgage rates around the low sixes. Logan predicts that this demand will significantly impact early 2026 sales while critiquing simplistic housing forecasts. He emphasizes the importance of inventory trends and how sustained lower rates influence buyer and seller behavior, setting the stage for a vibrant housing market.
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Weekly Data Shows Meaningful Demand Momentum
- Weekly pending sales and purchase applications show strong year-over-year growth, signaling rising housing demand.
- Two-week averages and multiweek positives suggest momentum that looks ahead 30–60 days.
Tracker Data Leads Official Sales Reports
- Existing home sales are already positive year over year and tracker data often leads official reports.
- Aggregate weekly purchase and pending contract gains form a consistent positive theme for the market.
Inventory Decline Is Seasonal, Not Catastrophic
- Inventory is declining seasonally after a summer shift that began mid-June, not a market collapse.
- Price growth slowed but national home prices did not crash, indicating healthier market dynamics than some fear.