

Logan Mohtashami on the state of the housing market
Dec 18, 2023
Lead Analyst Logan Mohtashami discusses economic cycle changes and their impact on the housing market. Topics include the role of the 10-year yield, differences between existing and new home sales, and incentives for builders in response to lower interest rates.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analyzing Current and Forward-looking Housing Demand
02:38 • 18min
Analyzing the State of the Housing Market
20:43 • 2min
Differences Between Existing and New Home Sales Markets and Impact on Builder Stocks
23:07 • 2min
The Housing Market and Incentives for Builders
24:56 • 5min