Episodes
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Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Logan Mohtashami, lead analyst at HousingWire, to talk about his predictions for 2025. Logan looks at inventory challenges, offers his take on what to expect with mortgage rates, and gives his forecast for prices, home sales, and more. He also shares which signals we should be watching for shifts in the market in the coming year.
About Logan Mohtashami
Logan Mohtashami is a renowned expert in the mortgage and housing ecosystem, recognized for his insightful analysis and commentary on the U.S. economy and real estate market. Mohtashami is a lead analyst for HousingWire and is a regular contributor on the HousingWire Daily podcast. With a background spanning over two decades in the mortgage industry, Mohtashami — nicknamed “The Chart Guy” — has the remarkable ability to decipher complex economic data and translate it into understandable, actionable insights. This knowledge has made Mohtashami a sought-after commentator and his expertise has been featured extensively in news outlets, including CNBC, where he is a frequent guest.
Here’s a glimpse of what you’ll learn:
How the housing market at the end of 2024 has fundamentally changed
Where his forecasts for 2024 missed and where he got it right
Logan’s forecasts for mortgage rates, home sales, inventory, and home prices in 2025
Which macroeconomic factors are the most important to watch for housing in 2025
What to watch for with the Fed in the coming year
Who is at risk and who has strength in today’s housing economy
One insightful factor buoying home buyers today
What’s on the horizon for real estate in the second half of the decade
Resources mentioned in this episode:
Logan Mohtashami | HousingWire
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Episodes manquant?
-
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Mark Fleming, chief economist at First American Financial Corporation, to talk about the major market dynamics that will shape the real estate market in 2025.
About Mark Fleming
Mark Fleming serves as the chief economist for First American Financial Corporation, a premier provider of title, settlement and risk solutions for real estate transactions and the leader in the digital transformation of its industry. In his role, he leads an economics team responsible for analysis, commentary and forecasting trends in the real estate and mortgage markets.
Fleming's research expertise primarily includes real estate and urban economics, applied econometrics, and mortgage risk. As a trusted and influential voice with 20 years of experience in the mortgage and property information business, Fleming is frequently quoted by national news outlets and industry trade publications, such as The Wall Street Journal, New York Times, and Housing Wire, and he is a regular guest on a high-profile broadcast news channels, including CBS, CNBC, Fox Business News and NPR.
Here’s a glimpse of what you’ll learn:
Are we at the end of “the long cold winter” in the housing market
Are we poised for a rebound in 2025?
Why home sales fell but not home prices in the post-pandemic era
His expectation for where mortgage rates will settle
How he measures affordability, and what it teaches us about the US right now
The most and least affordable markets in the country, and how that’s changing
Whether first time homebuyers in 2025 will finally catch a break
How to estimate home price appreciation
Why the biggest trends in the housing market are not poised to change in 2025
What the election means for housing (and what it doesn’t)
Surprising stats about how much we (don’t) build homes anymore
Resources mentioned in this episode:
Mark Fleming | LinkedIn
First American
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Eric Finnigan, Vice President of Demographics Research at John Burns, to talk about the biggest themes and trends in American housing demographics today.
About Eric Finnigan
Eric Finnigan leads demographics research at John Burns Research and Consulting, where he helps clients plan around demographic shifts that impact real estate and the housing market. Eric has covered the housing market as a researcher since 2007, and before joining John Burns, he held research roles at Clarion Partners in New York and a boutique advisory firm in Berkeley, California. Finally, Eric is an elder millennial and, along with many of his peers, hit some adult milestones a little later than his parents, including getting married in his late 30s and recently buying his first home at 40.
Here’s a glimpse of what you’ll learn:
The biggest themes in American demographics right now
What the demographic trends tell us about the next 20 years of housing demand
The most important demographic data to track, and what’s happening with it now
What’s going to happen with all the new apartment construction
The net impact of immigration on housing costs
Why dramatically limited immigration or mass deportation would be catastrophic to housing market and cause greater unaffordability
Some shocking new trends in intra-country migration
How many homes we really need to build over the next 10 years
The #1 thing that we can do to improve housing construction and alleviate our shortage
What the US will look like in 2033 and why that matters
Resources mentioned in this episode:
Eric Finnigan | JBREC
Eric Finnigan | LinkedIn
Eric Finnigan | Twitter
John Burns Research and Consulting
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Anthemos Georgiades from online rental marketplace Zumper to talk about the biggest trends in the rental market today.
About Anthemos Georgiades
Anthemos Georgiades is the Co-Founder & CEO of Zumper. At Zumper, Anth leads the company in its mission to make renting a home as easy as booking a hotel. Since 2012, Anth has grown Zumper into one of the largest online rental marketplaces with tens of millions of annual users, and has raised $180 million in venture capital for the company.
Here’s a glimpse of what you’ll learn:
The biggest trends in rentals in the country today
What “normal” looks like in the rental market after the pandemic craziness
Where rents are falling, where they’re rising, and why
How renters’ perceptions of the economy impact their behavior, and how these perceptions are changing
Whether the market will get easier or harder for landlords in the coming year
How purchase and interest rate affordability challenges are felt in the rental market
How the demographics of renters have changed over the last decade, and what’s coming next
How AI is already changing how we find and rent homes, and where we need to be careful
The big policy changes happening in housing across the country, and where should we focus our efforts
Resources mentioned in this episode:
Anthemos Georgiades | Twitter
Anthemos Georgiades | LinkedIn
Zumper
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Salim Furth from the Mercatus Center at George Mason University to explore America’s housing affordability and supply crisis and the optimistic changes that are under way.
About Salim Furth
Salim Furth is a Senior Research Fellow and Director of the Urbanity project at the Mercatus Center at George Mason University. His research focuses on housing production and land use regulation. He frequently advises local governments and testifies before state and federal legislatures. He earned his Ph.D. in economics from the University of Rochester.
Furth previously worked at the Heritage Foundation, at Amherst College, and as a contractor to HUD. His research has been published in Housing Policy Debate, Critical Housing Analysis, and the IZA Journal of Labor Policy. He serves as an advisor to the board of Texans for Reasonable Solutions and a Better Cities Project Fellow.served as lead independent trustee and eventually board chairman overseeing a multibillion-dollar ETF trust until its sale in early 2024.
Here’s a glimpse of what you’ll learn:
Why an esoteric domain like housing policy and zoning is suddenly in the spotlight in the US
What the “Housing Theory of Everything” is and why it’s important
Why the housing shortage isn’t confined to the United States and which countries are tackling it
Why NIMBYism is a universal human (or at least Anglophile) value
The shocking extent of our under-construction
Which simple zoning and regulation changes are making impact around the country
Which cities and states are doing the best work in housing
Whether increased immigration helps or hurts housing affordability
Which tax law changes are most effective
What will happen if the population declines
The optimistic and pessimistic scenarios for residential real estate, affordability and supply in the longer term future
Conclusions and insights from his recent “Laying Foundations” paper about the 50 most recent legislative efforts around the country
Resources mentioned in this episode:
Salim Furth | LinkedIn
Salim Furth | X
Mercatus Center
Salim Furth | Mercatus Center
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. - Montre plus
