Tuesday, October 6, 2026

Housingwire's Logan Mohtashami: Real Estate Vs Bitcoin & Bond Market Outlook

Mortgage rates hit 3-year highs as homebuyers retreat. HousingWire’s Logan Mohtashami explains why rising bond yields and Fed hawkishness drive the surge.

  • Mortgage rates have reached 3-year highs, causing homebuyers to retreat, driven by rising bond yields and hawkish Federal Reserve policy.
  • The article discusses the factors influencing mortgage rates, including the 10-year Treasury yield and mortgage spreads, and contrasts the current housing market with 2008.
  • It also explores the competition between real estate and Bitcoin for monetary premium, the potential for borrowing against Bitcoin for down payments, and provides an outlook for 2027.

Topics: Asset types, Market cycles macro sensitivity, Public market, Real assets, Interest rate sensitivity, Public bond tokenization

Tags: #mortgagerates #realestate #bitcoin #bondmarket #treasuryyield #federalreserve #homebuyers #affordability #homeprices

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