HousingWire Daily Logan Mohtashami on global news that can affect the housing market
Jun 16, 2025
Logan Mohtashami, a lead analyst with deep insights into housing market dynamics, discusses the potential global influences on real estate. He delves into how geopolitical tensions, like the Israel-Iran conflict, can sway oil prices and bond yields, impacting the housing market. Mohtashami also shares insights on mid-2025 housing inventory returning to pre-pandemic levels, and how tariffs play a role in shaping consumer prices. His analysis demystifies complex economic trends, making them accessible for industry professionals.
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Geopolitical Impact on Housing Market
- Global conflicts can trigger short-term market reactions like oil price spikes and bond yield changes.
- However, a big war like World War III is unlikely due to economic interdependencies.
Housing Inventory Normalizing
- Housing inventory is returning to healthier 2019 levels, correcting abnormal market conditions.
- Elevated mortgage rates have not stopped inventory growth or caused runaway price hikes.
Investors Not Dominating Market
- Investor homebuying share has not risen substantially and Wall Street investors own a very small fraction.
- Millennials remain the dominant buyer segment, contributing significantly to housing demand and inventory dynamics.