HousingWire Daily Why housing demand and pricing have firmed up
8 snips
Sep 30, 2025 
Logan Mohtashami, Lead Analyst at HousingWire, known for his expertise in housing economics and mortgage markets, discusses the recent uptick in housing demand and prices. He highlights that falling mortgage rates near 6% are invigorating buyer interest and facilitating market recovery. Logan emphasizes the importance of tracking weekly sales data for early market signals and explains how improved mortgage spreads are contributing to this positive trend. Finally, he touches on the resilience of household finances and the potential impacts of a government shutdown on the mortgage landscape.
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Weekly Tracker Leads Price Signals
- Logan's live weekly tracker flagged stronger demand months before traditional indexes showed it.
- That forward-looking data predicted pricing firming and a market equilibrium shift ahead of Case-Shiller.
A Threshold Around Six Percent Matters
- Mortgage rates moving from about 6.64% down to ~6% consistently correlates with noticeable demand improvement.
- Logan finds roughly 12–14 weeks of positive weekly data are needed to confirm a durable demand shift.
Inventory Growth Has Decelerated
- Inventory growth slowed from a 33% year-over peak to about 18%, easing supply pressure.
- Combined lower inventory growth and falling rates restored supply-demand equilibrium and supported prices.