HousingWire Daily

Logan Mohtashami, a lead housing analyst, discusses intriguing trends in housing demand amidst economic uncertainty. He highlights a notable rise in weekly housing demand, driven by stable mortgage rates around the low sixes. Logan predicts that this demand will significantly impact early 2026 sales while critiquing simplistic housing forecasts. He emphasizes the importance of inventory trends and how sustained lower rates influence buyer and seller behavior, setting the stage for a vibrant housing market.

Logan Mohtashami, a lead analyst specializing in housing and mortgage market data, joins to discuss the Federal Reserve's recent hawkish stance. He explains why Fed officials are resisting December rate cuts and how their rhetoric is influencing market expectations. Logan also touches on Powell's evolving views on the labor market and the Fed's focus on inflation targets. He emphasizes the importance of labor-market signals before cuts occur and provides insights on the housing market's sensitivity to rate changes, including the impracticality of a 50-year mortgage.

Logan Mohtashami, Lead Analyst specializing in housing and labor-market analysis, dives into the potential absence of October's jobs data, highlighting political and logistical factors at play. He discusses how alternative metrics like IRS tax receipts can gauge the economy in the absence of official reports. Logan also addresses the challenges of small business hiring amidst low wage growth and critiques the NAR's first-time buyer survey for its methodology. He concludes with insights on how immigration and demographics shape the future of the labor market.

Logan Mohtashami, a lead analyst specializing in the mortgage and housing market, joins to discuss the surge in purchase applications and the concept of portable mortgages. He breaks down how these mortgages work and their potential impacts on lenders. The conversation also touches on the recent resignation of Raphael Bostic at the Federal Reserve and its implications for housing policy. Logan predicts a possible rate cut in December, linking it to current labor market trends and mortgage rates.

Alex Akel, President of Akel Homes, shares insights from over 40 years in South Florida's homebuilding industry. He discusses the rising importance of resort-style amenities, especially for 55-plus buyers prioritizing lifestyle. The conversation also tackles challenges such as hurricane insurance, land scarcity, and potential tax changes. Akel explains how tariffs affect material costs and emphasizes the need for land-use reform to combat NIMBYism, all while hinting at exciting plans for the new Catalina Palms community in Port St. Lucie.

Logan Mohtashami, a lead housing analyst known for his chart-driven insights, talks about the controversial 50-year mortgage proposal. He argues it could worsen equity buildup while providing only small monthly savings for consumers. The conversation also dives into current housing demand and the ongoing uncertainty surrounding government data. Logan stresses that affordability issues should be tackled through supply-demand balance rather than extended loan terms, as he dissects recent inventory trends and market dynamics.

Logan Mohtashami, a lead analyst specializing in housing and mortgage markets, shares his insights on the current U.S. economy. He discusses how alternate labor data reveals critical trends for the Fed and examines the mixed signals from GDP trackers. Logan identifies weakening job sectors, particularly manufacturing and construction, while highlighting resilience in services and healthcare. He explains the effects of inflation and Fed policy on mortgage rates, suggesting that rates near 6% could boost housing activity.

Logan Mohtashami, a lead analyst specializing in mortgage, housing, and labor-market data, joins to delve into the dynamics shaping mortgage rates. He explains how the recent government shutdown impacts job data, shifting focus to alternative labor reports like ADP and Challenger. Logan highlights the connection between softness in labor indicators and falling mortgage rates, while also quelling fears of a major foreclosure crisis by referencing current credit conditions. The conversation underscores the importance of data-driven insights in a volatile market.

Logan Mohtashami, Lead Analyst in U.S. housing and mortgage markets, joins the discussion to unpack the intricacies of mortgage rates. He explores how job data impacts rate fluctuations and delves into the potential economic effects if Trump's tariffs are overturned. Logan emphasizes that stronger economic indicators might actually lead to rising mortgage rates, a surprising twist in market dynamics. He also critiques the NAR's data on first-time homebuyers, questioning its reliability in today's shifting landscape.

Join Andrew Bough, COO of Class Valuation and a valuation veteran with over 30 years of experience, as he dives into the evolution of Appraisal Management Companies (AMCs). He discusses how AMCs emerged post-2008 due to independence concerns and highlights Class Valuation's national scale and specialty appraiser panels. Andrew explains the impact of AI in enhancing appraisal quality control and modernizing workflows while advocating for the adoption of hybrid approaches to improve efficiency and service standards for lenders.