HousingWire Daily
Logan Mohtashami on how Trump’s executive orders impact housing
Jan 22, 2025
Logan Mohtashami, a leading housing market analyst, shares insights on President Trump’s executive orders and their implications for housing. He discusses how tariffs affect bond traders and housing prices, while stressing the need to reduce mortgage rates for buyer affordability. Logan emphasizes the roles of builders and mortgage entities in navigating these changes and warns about labor market dynamics impacting homebuilding. With a humorous touch, he advocates for a data-driven perspective, separating economic analysis from the political drama.
27:07
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Quick takeaways
- President Trump's executive orders are designed to reduce housing costs by easing regulations, which may incentivize construction but won't guarantee lower home prices.
- The bond market's response to proposed tariff assessments highlights the intricate link between government policies, inflation, and housing market stability.
Deep dives
Impact of Executive Orders on Housing
Executive orders signed by President Trump on Inauguration Day significantly affect housing policy. Notably, he directed government agencies to provide emergency price relief and reduce housing costs, aiming to expand housing supply through regulatory cuts. It is estimated that regulation constitutes 25% of the cost in building new homes, suggesting that easing regulations could enhance builders' profit margins and incentivize construction. However, it is crucial to note that this does not guarantee a direct drop in home prices, as market dynamics often rely on other factors such as demand and mortgage rates.
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