Housing Supply Is About to Exceed Demand. Now What?

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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