The politics of America’s housing issues in one chart:
• People and politicians in blue states say they care deeply about the housing crisis and homelessness but keep blocking housing so both get worse
• Red states simply permit loads of new homes and have no housing crisis
And if you were wondering where London fits into this...
It builds even less than San Francisco, and its house prices have risen even faster.
That cities like London & SF (and the people who run them) are considered progressive while overseeing these situations is ... something
Those charts are from my latest column, in which I argue that we need to stop talking about the housing crisis, and start talking about the planning/permitting crisis, because it’s all downstream from that ft.com/content/de34df…
I dont think people realise quite how broken the planning/permitting situation is in San Francisco
In 2022 it took 861 days just to get a permit for building a new home
At this point someone will typically say "yes but cities like Houston have much more space to build on".
This is true up to a point, but essentially amounts to excuse-making for London, which has large areas of low-density housing near stations that is being massively under-used
Why am I so confident in saying that?
Because in a case-study that is remarkably under-discussed, one London borough has already shown that there is massive scope for densifying the city.
It did it, and it worked.
In 2018 Croydon announced new planning guidance allowing homeowners to redevelop their large single-family homes into medium-rise apartment buildings containing multiple units, provided the new designs were in keeping with the form and building materials of the local area.
The result?
Dozens of bungalows and other detached homes were rebuilt and enlarged into attractive three-storey apartment buildings, each housing half a dozen households in spacious modern flats.
Supply rose, and prices came down. In London!
For those wondering about aesthetics, we’re not talking blocky monstrosities.
Here’s a typical example of a large nine-unit building which replaced one single-family home. Not only is it in keeping with the local character, it’s nicer than many neighbouring buildings.
I really recommend people read the planning guidance document, which demonstrates how much thought went into making sure new developments were done well
The new policy became a key focus for anti-development campaigners in a fiercely fought mayoral election, and the newly elected mayor repealed it just four years after it was announced. With that, the small densification projects came to an abrupt halt.
So what lessons do we take from this?
I think it’s useful to compare the Croydon experience with the approaches used in places like Houston and Auckland NZ, or even Tel Aviv (see below)
The key to the lasting success of urban densification schemes seems to be their flexibility. Houston allowed individual neighbourhoods to opt-out of densification (most didn’t), Auckland focused its upzoning around transit, leaving some historic neighbourhoods exempt.
The way I think about it, the ideal policy here should:
• Allow homeowners to choose modest densification (high quality, attractive rebuilds up to 3-4 storeys) by-right, as the default
• Incorporate flexibility so locals feel they have a say short of resorting to wholesale veto
Here’s my column again in full, where I delve more onto what has worked well in other cities: ft.com/content/de34df…
And here’s some further reading on the topic, starting with @AnyaM8_’s article on how Houston has grown not just by sprawling outwards, but by allowing people to add more units to city-centre plots worksinprogress.co/issue/houston-…
Here’s @_westerlywinds and Marko Garlick on how Auckland made its upzoning policies work, and crucially how it made them resilient to political change worksinprogress.co/issue/upzoning…
Here’s another fascinating example from Tal Alster
And finally, for those who insist London doesn’t have the space for these sorts of developments, here’s a great new report from @Ben_A_Hopkinson & @Sam_Dumitriu, featuring @russellcurtis, identifying the low-hanging fruit for densifying Britain’s capital britainremade.co.uk/getlondonbuild…
NEW: we often talk about an age divide in politics, with young people much less conservative than the old.
But this is much more a British phenomenon than a global one.
40% of young Americans voted Trump in 2020. But only 10% of UK under-30s support the Conservatives. Why?
One factor is that another narrative often framed as universal turns out to be much worse in the UK: the sense that young generations are getting screwed.
Young people are struggling to get onto the housing ladder in many countries, but the crisis is especially deep in Britain:
It’s a similar story for incomes, where Millennials in the UK have not made any progress on Gen X, while young Americans are soaring to record highs.
Young Brits have had a much more visceral experience of failing to make economic progress.
NEW: we don’t reflect enough on how severe the housing crisis is, and how it has completely broken the promise society made to young adults.
The situation is especially severe in the UK, where the last time house prices were this unaffordable was in ... 1876.
My column this week is on the complete breakdown in one of the most powerful cultural beliefs of the English-speaking world: that if you work hard, you’ll earn enough to buy yourself a house and start a family.
The last time houses were this hard to afford, cars had not yet been invented, Queen Victoria was on the throne and home ownership was the preserve of a wealthy minority.
After ~80 years of homeownership being very achievable, that’s what we’ve gone back to.
It always blows my mind how much wider the partisan trust gap is for US media compared to the UK 🤯
Most British media is trusted (or distrusted) about equally by supporters of both major parties. That’s true of virtually no US media org.
Deeply corrosive for US society.
The most divisive news org in the UK is GB News (deeply distrusted by Labour supporters, jury is out among Cons).
Fully 25 US media orgs have wider partisan divides in trust than that, including everything from Fox News to ABC, PBS, NYT, NPR, Reuters, Bloomberg, Politico...
Then you have the additional problem that no single US news source is consumed by more than 25% of Americans, whereas 60% of Brits regularly watch/read/listen to the BBC
Far harder for partisan echo chambers to form in UK than US.
NEW: analysis of millions of books published over the centuries suggests western society is shifting away from a culture of progress, and towards one of caution, worry and risk-aversion.
I think this is one of the most important challenges facing us today.
My column this week explores how language and culture have historically played under-rated roles in human progress, and what that means for our present and future
The industrial revolution was one of the most important events in human history.
Technological breakthroughs kicked economic output off its centuries-long low plateau and sent living standards soaring. Yet there’s still disagreement over why it took off when and where it did.