Here is a link to one of the best articles (and set of analyses) I have read on the topic of the US housing shortage from the demand side: https://construction

Here is a link to one of the best articles (and set of analyses) I have read on the topic of the US housing shortage from the demand side: https://constructionphysics.substack.com/p/is-there-a-housing-shortage-or-not https://constructionphysics.substack.com/p/is-there-a-housin... Land use, rezoning and infrastructure development (and redevelopment) is going to be a couple trillion dollars or more and a whole lot of political fighting.