Chris Elmendorf Profile picture
Jul 24 25 tweets 7 min read Read on X
Here's the first of my two essays for @NiskanenCenter's "party of abundance" series. ⤵️

In the piece, @ProfSchleich & I argue that big-city YIMBYs should endeavor to forge a cross-issue, party-like faction & drive an urban quality of life agenda.

@GrowSF is the model.
🧵/24
The immediate response of many has been, "That's crazy! It's hard enough to win on housing."

/2

I get it. But hear us out. There are at least three good reasons for big-city YIMBYs to take on a wider range of issues.

/3
First, adding density in existing cities does worsen congestion, other things equal. Congestion costs can be greatly mitigated with better transportation policy--but you've got to get the policy right.

(Witness the success of congestion pricing in NY.)

/4 Image
Second, a urban-quality-of-life YIMBYism offers something to the "losers" of YIMBY housing policy, i.e., incumbent homeowners.

/5
If there's a big positive shock to housing supply, the value of incumbent homeowners' physical capital will go down. But if schools, transportation, and policing are all getting better, the homeowners' quality of life (and the value of their upzoned land!) will go up.

/6 Image
This point is really important. It's clear from recent work in urban economics that most of the welfare gains from expanding big cities' housing supply will accrue to nonresidents.

So you need something beyond housing to persuade the incumbents to support the change.

/7 Image
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Third, and more subtly, work I'm doing w/ @j_kalla & @dbroockman suggests that the mass public's support for YIMBY housing policies is deeply entwined w/ feelings about big cities.

/8


osf.io/preprints/osf/…
Today, old people are famously more NIMBY than the youngs--and they're also a lot more negative on "city living."

We show that it wasn't always so in the U.S. (and it isn't always so in Europe).
/9 Image
Rather, many of the Americans who are old today spent their formative years--their late teens, early 20s--watching cities go up in flames or buckle under the crime waves and fiscal crises of the 1970s.

/10
It's no coincidence that the YIMBY movement formed after the great "return to the city" of the 1990s and 2000s.

Declining crime & urban amenities drew young professionals back to the city. They loved it, more came, rents went up, and YIMBYism was born out of the reaction.

/11 Image
If YIMBYs are going to score durable wins, they need to persuade more people--and especially more young, impressionable people--that cities are really great.

This means delivering not only on housing and transit, but also on schools, public safety, parks, and more.

/12
(And copy Washington State's new law authorizing developers to add unlimited 3-BR apartments to any building near fixed transit!)

/13

So what would it take for YIMBYs to become a functional urban "party" -- that is, a potential-winning electoral coalition with a public-facing brand that most voters roughly understand?

/14
As @GrowSF has shown, there's a lot you can do just w/ shoe-leather, smarts, and committed donors.

Their Nov. 2024 online voter guide was visited by 181,000 unique viewers, equal to about 35% of the registered voters in S.F.!

/15


growsf.org/impact-report-…Image
But as @ProfSchleich & I argued over a decade ago, there's a lot more that cities could do to facilitate the emergence & legibility (to voters) of coherent party-like factions.

/16


illinoislawreview.org/wp-content/ilr…
In particular, we think cities should authorize mayors or broad-based civic society groups to make ballot-printed endorsements in formally nonpartisan city council elections.

/17
City-council elections are super low-information affairs, whereas mayors have a bit of brand.

Ballot-printed mayoral endorsements would help voters figure out which city-council candidates would ally w/ the mayor, & which ones would probably vote the other way.

/18
I'm also intrigued by (though wary of) the new CA law that calls for printing "up to 5" pro/con endorsements on the ballot next to voter-initiative and referendum measures.

/19 Image
The problem with the CA ballot-measure law is that it lets almost anyone be a ballot-printed endorser. This is going to induce loads of strategry and, within the electorate, "heuristic projection."

/20 Image
@dbroockman @aaronrkaufman & @GabeLenz find that voters who know nothing about an endorsing organization tend to infer from the org's endorsement that the candidate's issue positions line up with ... the voter's. Oops.

/21
Turning the ballot into a bulletin board for candidates to name all their favorite groups (or vice versa) might just tire out voters, rather than helping them make good sense of their choices in down-ballot races.

/22
But if the right to make ballot-printed endorsements were reserved for a small number of groups that demonstrate broad support (e.g., with signatures, or success of their previously endorsed candidates), this could induce the formation of more @GrowSF-like orgs and...

/23
help voters learn, over time, what they really stand for.

And in turn, meaningful, party-like competition for control of city council should generate better municipal governance, the foundation of a durable urban YIMBYism.

/end
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More from @CSElmendorf

Jul 25
Just read @vincent_rollet's incredible paper on effects of upzoning in NYC.

Wow, wow, wow!

If CA were a well-governed state, we'd be offering Meta-like pay to bring folks like Vincent into @California_HCD & @Cal_LCI.

🧵/16, with the highlights.
Vincent develops a parcel-level, gen-equilibrium model of development in NYC, accounting for parcel traits like size/value of existing uses, & estimating n'hood & endogenous amenities, wages, builder cost function, extensive & intensive margins of the redevelopment decision.

/2
He obtains results not only the effect of upzoning on housing-supply and prices, but also on the distribution of welfare gains/losses across the socioeconomic spectrum and as between current and future residents of NYC.

/3
Read 16 tweets
Jul 15
Inspired by this great pod ⤵️ , in which another nationally prominent progressive says, "of course I agree w/ state & local YIMBYs on 99% of their agenda," here's a seven-item test. 🧵.

1/10
For each policy choice, state whether (A) or (B) is closer to your own views, even if neither one is exactly right.

/2
#1. A state law upzoning major streets, commercial areas & sites near transit for multifamily housing should...

A) require 15% of new units to be deed-restricted lower income housing

B) impose a BMR mandate only if its cost is offset w/equivalent tax breaks for developer

/3
Read 12 tweets
Jul 3
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
Read 22 tweets
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

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