HousingWire Daily
Logan Mohtashami: Can housing inventory and sales grow together?
Mar 24, 2025
Logan Mohtashami, a lead analyst specializing in housing economics, joins to dissect the delicate relationship between housing inventory and sales. They delve into how rising mortgage rates are curtailing inventory while also shaping price forecasts. Discussions about migration trends reveal regional shifts affecting markets in Austin and Florida, highlighting homeowner challenges with taxes and insurance in disaster-prone areas. The conversation encourages a hopeful outlook where increased inventory and sales can harmoniously stabilize home prices.
25:48
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Quick takeaways
- The shift in housing inventory dynamics, where increased sales do not necessarily lead to higher inventory due to new mortgage regulations, profoundly impacts market conditions.
- Regional disparities, particularly in states like Texas, Florida, and California, highlight unique challenges in housing affordability that influence overall market dynamics.
Deep dives
Shifts in Housing Inventory and Sales Dynamics
The connection between housing inventory and sales has undergone significant changes in recent years. Typically, rising mortgage demand correlates with increased inventory, but this trend has reversed since the implementation of qualified mortgages. This shift means that while home sales may rise, active inventory often declines, leading to tighter market conditions. Currently, inventory levels are far below historical norms, creating a unique landscape where potential increases in home sales could occur alongside a recovery in inventory, leading to a healthier market.
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