HousingWire Daily Logan Mohtashami on tariffs, mortgage rates and multifamily delinquencies
8 snips
Apr 2, 2025 
Logan Mohtashami, a Lead Analyst renowned for his deep understanding of mortgage trends and economic data, joins to dissect current housing market dynamics. He debunks mortgage misinformation regarding multifamily delinquencies, highlighting critical data analysis. The conversation shifts to the impact of rising interest rates on apartment delinquencies and potential economic fallout. Additionally, they explore the implications of tariffs and softer economic indicators on mortgage rates, emphasizing the need for informed decision-making in today's uncertain market.
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Disinformation Tactics
- Logan Mohtashami draws parallels between the anti-Central Bank movement and Russian troll tactics.
- He points out similarities in their disinformation campaigns and manipulation tactics.
Misleading Chart
- A misleading multifamily delinquency chart went viral, causing confusion.
- The chart misrepresented homeowner delinquencies by using multifamily data.
Single-Family Delinquencies
- Single-family delinquency rates are near record lows, unlike what the viral chart suggested.
- Most loans originated in the past 14 years are Freddie and Fannie loans, not portfolio Wall Street loans, contributing to lower delinquency rates.