HousingWire Daily Why inventory fell last week, plus a preview of inflation week
25 snips
Aug 12, 2025 
Logan Mohtashami, Lead Analyst at HousingWire, discusses surprising trends in housing inventory and the approaching inflation week. He reveals how lower mortgage rates may unexpectedly influence inventory levels and emphasizes the fluctuating relationship between these rates and market supply. The conversation also touches on seasonal trends that could skew perceptions of the market and explores the implications of the upcoming IPOs of Fannie Mae and Freddie Mac, shedding light on potential shifts in the housing landscape.
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Redfin Reaction Became A Social Media Teaching Moment
- Logan Mohtashami describes how social media misread Redfin median-price signals.
- He used X to teach followers why 2022 comparisons misled many observers.
Rates Near 6% Shift Supply And Demand
- Logan Mohtashami says mortgage rates falling toward 6% change supply-demand equilibrium.
- That shift can shrink inventory growth and alter seasonal patterns rapidly.
Use The HousingWire Tracker Early
- Logan Mohtashami urges following the HousingWire tracker for timely housing data.
- He warns traditional media will report too late for market decisions.