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great post joey!

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Nice post. Is there some way to quantify / chart the shortage?

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V good post, thanks.

I found myself wanting (needing) a long-term graph of (net?) new residences built, vs household formation. I understand, tricky in more ways than one, but still. Could pull decent estimates of annual household formation from this or similar?

https://www.urban.org/sites/default/files/publication/103501/the-future-of-headship-and-homeownership.pdf

"We estimate that 7.3 million net new households were formed between 2010 and

2020 and that 8.5 million new households will form between 2020 and 2030"

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Generally that's considered bad practice because of the circular definitions—a household is just all the people who share a housing unit, so growth in household formation basically always matches growth in total housing units.

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Great post. What do we do about it ?

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