Chris Elmendorf Profile picture
Jul 3 22 tweets 6 min read Read on X
CA deserves its moment in the sun, but journalists should be paying more attention to the amazing Abundance policies -- and better Democratic politics -- of our neighbors to the north.

Washington State is killing it. Oregon's doing pretty well too.

🧵/20.
Three examples:

1⃣ Wash. State rid itself of project-level enviro reviews of urban housing on a 97-3 vote, via normal leg process.

In CA, it required a daring gambit by @GavinNewsom, tying enviro review reform to budget.

/2


2⃣ In 2002, CA repealed parking minimums near "major transit stops." But the bill gives local govts wiggle room to re-impose parking mandates unless the project meets certain targets for deed-restricted-affordable housing.

/3 Image
By contrast, WA just passed a sweeping, plain-bagel parking reform, eliminating parking mandates for units up to 1200 sqft *everywhere* -- not only near major transit stops -- and w/o regard to whether project has BMR units.

/4 Image
3⃣ For nearly a decade, California YIMBYs have been trying to pass a bill that would upzone land near major transit stops for mid-rise apartment buildings. This year, it looks like they may finally do it!

AB 79 is the vehicle and it's a very good bill.

/5
But Washington's AB 1491--enacted earlier this year to little fanfare--is truly next level. Consider:

▶️ SB 79 proposes to upzone land near fixed transit stops; AB 1491 expands the geography to include bus-rapid-transit corridors.

/6 Image
▶️ Both bills demand that cities allow floor-area ratios of 2.5-3.5 (depending on transit proximity), but HB 1491 **excludes 3+ bedroom units** from the FAR calculation.

If you're building apartments for families in Washington, the sky's the limit.

/7 Image
▶️ Both bills require 10%-20% of units in the project to be deed-restricted affordable housing. But WA **compensates the developer** for losses on the affordable units, whereas in CA, this bagel topping will render projects less feasible.

/8
WA compensates the developer by exempting the entire building from property taxes for 20 years.

(Using an 8% discount rate and a 1% property-tax rate, that's tantamount to boosting the value of the new building by ~10%.)

/9 Image
For more on Washington's amazing housing reforms, read this @danbertolet's blog post, and listen to @drvolts's recent pod w/ Rep. @juliagrantreed & Alex Brennan of @FuturewiseWA:

sightline.org/2025/05/15/was…,

volts.wtf/p/a-win-for-tr…

/9
I've had some not-for-attribution chats recently with WA folks, trying to understand how / why the WA state politics of land use are different from those of the blue states that get more attention (CA and NY).

/10
Here's what I've learned:

- In WA, the major enviro groups are pushing hard for infill housing, whereas in CA, they're usually on the sidelines, or worse.

/11
Why? Path dependence. WA, like OR, has long required local governments to adopt land-use plans that protect enviro resources. Those plans (like housing plans) are s/t state review.

The WA green groups' focus & human capital is devoted to substantive state-planning law.

/12
Whereas in CA, what the green groups "know" are the procedural complexities of CEQA. They need a better outlet.

- In WA, all the labor groups--Trades, Teachers, SEIU, AFSCME--are rowing in the same prohousing direction, hard. Whereas in CA, the labor movement...

/13
is split, with the most powerful group (State Building & Construction Trades) being oppositional, the Carpenters being helpful, and groups like SEIU or Teachers mostly sitting on the sidelines and occasionally doing damage.

/14
In WA, there's a settled consensus w/in Labor that imposing "prevailing wage" or "skilled & trained" mandates on privately funded projects would be counterproductive, whereas in CA, this has been a core demand of the engaged unions.

/15
I suspect this difference is mostly due to prices. Washington housing never got expensive enough for unions to extract PW or project-labor agreements from private builders.

Hankinson et al. provide strong evidence for such price effects at muni level.

/16 Image
- Another key difference, apparently, is that Seattle's progressive weekly paper, @TheStranger, has long been very prohousing.

It publishes an influential voter guide and I was told it's almost impossible to run & win as a progressive in Seattle w/o its endorsement.

/17
By contrast, the analogous progressive weekly in San Francisco, the SF Bay Guardian, was arch-NIMBY.

/18sfbg.com
Progressives in WA are committed to building more deed-restricted affordable housing, but the influence of The Stranger means they're not knee-jerk "anti-developer" types.

They understand the need to compensate developers for BMR mandates.

/19

tandfonline.com/doi/full/10.10…Image
For more on the interesting, productive "PA Northwest" shade of blue-state housing politics, check out the video from @BESI_Berkeley's recent convening on blue-state governance and follow @andersem @danbertolet @FuturewiseWA @Sightline @drvolts



/endbesi.berkeley.edu/3-takeaways-fr…
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More from @CSElmendorf

Jul 3
"Can you put a rough number on how much California's CEQA reforms will increase housing production?"

I've gotten this Q from lots of journalists over the last 48 hours (who sound frustrated w/ my answer), so here's a 🧵 laying out my thinking about it.

1/25
tl, dr: @GavinNewsom was right to call AB 130/SB 131 "the most consequential housing reform in modern history in the state of California" -- but even so, there's no defensible way to give a quantitative "this much more housing" answer to the reporters' question.

/2
In part, the CEQA-reform package is consequential b/c of what it signifies: that California is overcoming the seemingly intractable politics of a high-cost, low-supply equilibrium.

/3
Read 26 tweets
Jun 28
An update on California's CEQA / housing package as we hurtle toward the finish line.

tldr: @BuffyWicks's CEQA infill exemption is now *even better* than the 6/24 draft ⤵️; and it looks like @Scott_Wiener will land most of the fish in SB 607 but not the real lunker.

🧵/25
The million dollar (million unit?) question about Wicks's infill exemption has always been, "Will labor unions extract wage concessions that render the bill ineffective?"

/2
The 6/24 bill draft featured a novel, two-tier minimum wage for construction workers, plus "prevailing wage" requirements for tall projects (>85'), 100% affordable projects, and certain projects / crafts in San Francisco.

/3


Read 26 tweets
Jun 26
For years, California environmentalists have been MIA or worse on an absolute no-brainer of green policy: building dense housing near transit.

Are changes afoot? ⤵️

Maybe! But @NRDC's SB 79 support letter also shows persistence of addled Groups-blob thinking.

🧵/14.
First, some context:

- How I came to be an environmentalist without a home in the environmental movement,


/2
- How CA enviros were duped or white-guilted into letting greenfield developers get their dream policy enacted, even as the same orgs continued to fight infill housing,

/3motherjones.com/environment/20…
Read 15 tweets
Jun 25
Further thoughts on the construction-wage provisions of AB 140, the @BuffyWicks & @GavinNewsom budget trailer bill.

🧵/17.
As a matter of principle, I *do not* support industry-specific, let alone task-specific, wage requirements.

I've tweeted that so-called "prevailing wage" rules are the Democratic Party's version of crony capitalism.

/2 Image
I think it's profoundly embarrassing that "intellectuals" with Democratic Party career ambitions won't publicly acknowledge this point.

/3
Read 17 tweets
Jun 25
Joe C. points out that CA housing trailer bill also modifies the Permit Streamlining Act (PSA) in important ways.

I see the PSA provisions as a work in progress, whose ultimate payoff (if any) will depend on future legislative & judicial tinkering. 🧵/15

x.com/CohenSite/stat… x.com/CSElmendorf/st…Image
Image
The big idea of the PSA is that if a city doesn't approve or deny a project w/in defined period of time, the project becomes "automatically approved" by operation of law.

However, opponents can attack it in court if project didn't comply w/ applicable rules.

/2
That is, a project which has been "deemed approved" by operation of PSA is not "deemed to comply" with applicable zoning & development standards. (Though certain provisions of the HAA may render project "deemed compliant" too.)

/3
Read 16 tweets
Jun 25
Big news from CA: new budget "trailer bill" will effect biggest CEQA reforms ever (should it pass), and points toward plausibly workable detente between key labor unions & housing developers.

Kudos to @BuffyWicks, @GavinNewsom & @cayimby.

🧵/18 Image
The bill marries @BuffyWicks's AB 609, a clean CEQA exemption for infill housing, w/ new labor standards & tribal consultation rules.

The labor standards and tribal rules are different--and much better--than those of other recent CA housing laws.

/2


The "prevailing wage" rules imposed on public works projects (& housing projects per previous CEQA-exempt housing bills) establish detailed job classifications and a way-above-market wage for each classification.

By contrast, this bill is more like a minimum-wage law.

/3
Read 19 tweets

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