Explaining the housing inventory story in 2026
Summary
HousingWire Daily host Sarah House and lead analyst Logan Modashami discuss 2026 housing inventory, noting that Florida and Dallas defied doom-porn predictions with negative year-over-year growth. They analyze the impact of geopolitical tensions on oil prices and mortgage rates, emphasizing that stable spreads are keeping yields manageable. The duo debates the "mortgage rate lock-in" theory, arguing that existing homeowners continue to sell and buy, preventing a total market freeze.
Topics discussed
ICE Mortgage Technology Sponsor
Geopolitics: Strait of Hormuz Blockade and Market Impact
Housing Inventory Trends and Doom Porn Debunked
New Listings Data and Forward-Looking Demand
Estate Agent Growth Sponsor
Mortgage Spreads and the 10-Year Yield Floor
The Mortgage Rate Lockdown Debate and Sales Volume
Outro, Gathering Event, and AI Summit Promo
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