Top of Mind
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Top of Mind episodes

  • Could Home Prices Turn Negative This Year? (2/17/25 Market Update)

    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.

    15 min
  • What’s Happening with Home Renovations

    In this episode of the Top of Mind podcast, Mike Simonsen sits down with Julie Kheyfets, CEO of Block Renovation, to talk about what’s happening with home renovations this year and beyond.


    About Julie Kheyfets

    Julie Kheyfets is the CEO of Block Renovation, the AI renovation platform empowering

    homeowners and contractors to build better together. Block’s AI delivers instant cost, scope, and design guidance tailored to each homeowner, powered by proprietary data from thousands of projects. By accessing Block’s vetted network of contractors, homeowners can discover the right professionals for their projects, rapidly receive easy-to-compare proposals, and hire with confidence, backed by Block’s project protections.


    Before being appointed CEO, Julie served as Block’s COO, steering Block’s operations as the company evolved from a one-stop shop for renovations to an AI marketplace platform. Julie brings a strong track record of scaling AI to help consumers in complex industries. Before joining Block, she built and led the North America business for Tractable, the AI platform for accident and disaster recovery. During Julie's tenure, Tractable became the world’s first computer vision unicorn for financial services.


    Here’s a glimpse of what you’ll learn: 

    • How to match consumers with contractors
    • Why so much of the difficulty in remodeling are “problems of information”
    • The surprising relationship between interest rates and remodeling
    • Block’s unique demand renovation demand data and what it’s telling us about the market right now
    • How changes to the immigration system will impact the remodeling industry
    • Why productivity in construction has not improved in 50 years and why that is about to change
    • Trends in AI that homeowners should pay attention to
    • Why AI and information have the potential to dramatically improve the consumer relationship with the contractor
    • The most important demographic trends and what they tell us about the home renovation market over the rest of the decade
    • Which local markets are the leaders and laggards in renovation

    • Related to this episode:

      • Julie Kheyfets | LinkedIn
      • Block Renovation
      • 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.


          The Top of Mind podcast features top real estate industry insiders and experts to unpack the most important housing, real estate, mortgage data and trends that are shaping the housing market. Hosted by Altos founder Mike Simonsen and produced by the HousingWire Content Studio.

          42 min
        • Has seller growth lost momentum? (2/10/25 Market Update)

          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.

          16 min
        • Weak demand is forcing more home sellers to reduce their asking price (2/3/25 Market Update)

          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.

          16 min
        • Zillow’s Take on the 2025 Housing Market

          In this episode of the Top of Mind podcast, Mike Simonsen sits down with Dr. Orphe Divounguy, senior economist with Zillow's Economic Research team, to talk about what’s on the horizon for the housing market this year. Orphe shares the latest findings from Zillow’s 2025 forecasts, offers some surprising insights from Zillow’s rental data, gives us a framework for understanding mortgage rates and affordability in the U.S., and much more.


          About Dr. Orphe Divounguy

          Orphe Divounguy is a senior economist with Zillow's Economic Research team where he analyzes economic data to try and identify emerging trends in the housing market. In the past, Orphe’s work focused on quanÏtitative methods for evaluating the impact of economic policy. Orphe earned a doctorate in economics from England’s University of Southampton.


          Orphe is also the founder of the Quantitative Research Group and the co-host of the Everyday Economics podcast.


          The team’s research can be found at zillow.com/research and includes analyses about for-sale and rental market dynamics, fair housing, and other topics. Zillow also provides dozens of housing market datasets freely available for download at zillow.com/data.


          Here’s a glimpse of what you’ll learn: 

          • Details from Zillow’s 2025 housing market forecasts: mortgage rates, home sales and home prices
          • How American homeowner wealth helped stave off recession and what it means for the housing market in 2025
          • The most important macro economic trends to watch now and what they mean for real estate this year
          • Surprising insights from Zillow’s rental data on trends in apartments and single family rentals, and what to expect in the near future.
          • Which local markets to watch in 2025 and why
          • Smart thinking on the affordability crisis, how it’s changing and how we might find our way out

          • Resources mentioned in this episode:

            • Zillow Housing Data
            • Orphe Divounguy| LinkedIn
            • Mike Simonsen on 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.


                The Top of Mind podcast features top real estate industry insiders and experts to unpack the most important housing, real estate, mortgage data and trends that are shaping the housing market. Hosted by Altos founder Mike Simonsen and produced by the HousingWire Content Studio.

                1 hr 2 min
              • Will we see home price declines in 2025? (1/27/25 Market Update)

                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.

                16 min
              • Home sales are stalled with 7% mortgages (1/20/25 Market Update)

                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.

                16 min
              • Decoding the 2025 Housing Market with Bill McBride

                In this episode of the Top of Mind podcast, Mike Simonsen sits down with Bill McBride from Calculated Risk to talk about what to expect in the housing market in 2025 and beyond.


                About Bill McBride


                Bill McBride is a housing market expert and the author of the popular economics blog and newsletter “Calculated Risk”, which Nobel laureate economists have cited as a “go-to website for housing matters.” Bill may be best known for accurately predicting the housing bubble in 2005, and the bottom in housing prices in early 2012.


                Here’s a glimpse of what you’ll learn: 

                • Why the US housing market faces “seven years of purgatory”
                • Why inventory is more important than sales numbers for understanding the housing market
                • The market stat that Bill is watching this year and what it tells us to expect
                • Why mortgage rates will be stuck above 6% for a while
                • What’s on the horizon for recessions, inflation, and employment in 2025 and what it all means for the real estate market
                • How to measure home prices and what to expect for 2025
                • Why investors are less impactful in 2025 than they were a few years ago
                • How to spot a brewing financial crisis
                • The longer-term impact of changing demographics
                • How to view the affordability crisis and what’s likely to happen
                • A look at the 2030 housing market

                • Resources mentioned in this episode:

                  • text
                  • Mike Simonsen on 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.


                      The Top of Mind podcast features top real estate industry insiders and experts to unpack the most important housing, real estate, mortgage data and trends that are shaping the housing market. Hosted by Altos founder Mike Simonsen and produced by the HousingWire Content Studio.

                      1 hr 2 min
                    • More Home Sellers, Fewer Sales (1/13/25 Market Update)

                      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.

                      17 min
                    • Did home sales momentum fizzle in December? (1/6/25 Market Update)

                      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.

                      16 min

                    About Top of Mind

                    From the publisher's feed

                    The Top of Mind podcast features top real estate industry insiders and experts to unpack the most important housing, real estate, mortgage data and trends that are shaping the housing market. Hosted…

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