HousingWire Daily Logan Mohtashami grades the spring housing market
12 snips
May 12, 2025 
Logan Mohtashami, a lead analyst renowned for his sharp insights into the housing market, joins to discuss the surprising resilience of the spring housing market. He highlights a notable rise in mortgage applications and a return to pre-pandemic inventory levels. The conversation also delves into potential economic uncertainties, analyzing the impacts of mortgage spreads and trade tariffs. Despite challenges, Mohtashami maintains an optimistic outlook, encouraging data-driven decisions for navigating this evolving landscape.
AI Snips
Chapters
Transcript
Episode notes
Strong Spring Housing Market
- The spring housing market deserves an A grade for healthy inventory growth and price growth cooling down.
- Positive purchase application data and minimal demand response to rate decreases show resilience despite challenges.
Unexpected Housing Resilience
- Purchase applications showed 14 straight weeks of positive year-over growth despite high rates and global challenges.
- Inventory is back to 2019 levels in some states, helping stabilize the market and offering buyers more choices.
Trade Wars and Recession Risks
- Trade wars and tariffs are wild cards that could trigger recession risks, but timely deal-making may mitigate impacts.
- Household employment and balance sheets remain strong, providing some cushion against economic shocks.