The Clearest Demand Signal We’ve Seen In Years Is Finally Here | January 26, 2026

On today’s Hot Sheet, Byron Lazine discussed housing inventory data, U.S. migration patterns in Q4 2025, and Zillow’s forecast for the next 12 months….

On today’s Hot Sheet, Byron Lazine broke down new HousingWire data showing lower mortgage rates are lifting demand, with purchase applications jumping 18% year over year.

He also covered Bank of America’s Q4 2025 migration report, which found U.S. relocation activity has fallen more than 50% since 2021 and nearly two-thirds of major metros are now losing population.

For today’s third topic, Byron reviewed Zillow’s latest 12-month forecast projecting 1.2% home value growth and existing home sales rising from 4.09 million in 2025 to 4.26 million in 2026.

Share:
Previous Episodes