Housing Supply Is About to Exceed Demand. Now What?
Update: 2025-09-17
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Description
As baby boomers downsize, relocate, or pass away, millions of homes are projected to rejoin the housing market by 2030, potentially exceeding housing demand by 1 million homes. In today's episode, Chuck and Abby discuss how generational shifts affect the housing market, what an excess of supply could mean for cities' financial stability, and how a simple "build, build, build" mindset could cause serious problems down the line.
ADDITIONAL SHOW NOTES
- “Forget YIMBY. The housing shortage could disappear on its own.” by Robert Showah, The Washington Post (September 2025).
- Abby Newsham (X/Twitter).
- Chuck Marohn (Substack)
- Theme Music by Kemet the Phantom.
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