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Housing & YIMBY

California is projected to lose nearly one million public school students by 2031—a 15.7% enrollment collapse driven by soaring housing costs that's pushing families to Idaho, Florida, and beyond at nearly three times the national rate. In San Francisco, the broken economics of affordable housing are playing out in real time: SFMTA just gutted 365 of 465 promised affordable units at Potrero Yard after admitting the funding never existed, while a Chinatown nonprofit controlling 29 LLCs and $163 million in assets faces scrutiny over undisclosed conflicts of interest. Across California, the gap between housing promises and housing reality keeps widening—and families are voting with their feet.

California Will Lose a Million Students
Housing & YIMBY Merit & Excellence

California Will Lose a Million Students

April 23, 2026 · 6 min read

Federal data projects a 15.7% enrollment collapse by 2031, the worst of any major state. Meanwhile, Idaho and Florida are growing. This isn't inevitable—it's what happens when the cost of housing skyrockets and the quality of education declines.

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SFMTA Promised 465 Affordable Units. There Was Never a Plan to Pay for Them.
Housing & YIMBY State Capacity

SFMTA Promised 465 Affordable Units. There Was Never a Plan to Pay for Them.

April 17, 2026 · 5 min read

The Mission spent eight years in working groups designing housing that SFMTA admitted was only ever a future possibility — never a funded commitment. Then the city cut 365 units and called it a compromise.

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The Left's Housing Math Doesn't Add Up
Housing & YIMBY New York City

The Left's Housing Math Doesn't Add Up

March 08, 2026 · 4 min read

NYC and LA progressives promise rent freezes plus new construction. Every city that's tried gets ghost apartments instead.

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The Builder Class vs The Luxury Beliefs Class
Elections & Voting Integrity Housing & YIMBY

The Builder Class vs The Luxury Beliefs Class

February 28, 2026 · 9 min read

While virtue signaling politicians and their donors sip champagne, real builders walk the fire rubble of Pacific Palisades and work with startup founders to create jobs

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$127 Billion for One City. Worse Outcomes Than Houston.
Budgets & Fiscal Policy Housing & YIMBY

$127 Billion for One City. Worse Outcomes Than Houston.

February 23, 2026 · 4 min read

Fareed Zakaria just said the quiet part out loud: blue cities are out of control. But San Francisco might actually be charting a different course.

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Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure
Techno-Optimism Budgets & Fiscal Policy

Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure

February 22, 2026 · 5 min read

Housing NIMBYs already took 36% of GDP. Now the same playbook is blocking the AI economy. The states that figure out how to share the upside will win the future.

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NYC's Socialist Mayor Raids the Piggy Bank
Budgets & Fiscal Policy Housing & YIMBY

NYC's Socialist Mayor Raids the Piggy Bank

February 19, 2026 · 5 min read

Zohran Mamdani will increase net spending to defend 3 core policy pillars that are destined for failure

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California Taxes Affordable Housing Into Oblivion
Housing & YIMBY Budgets & Fiscal Policy

California Taxes Affordable Housing Into Oblivion

February 10, 2026 · 4 min read

Cities skim $300 million a year in fees from affordable housing projects, then wonder why we can't house families.

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From Zero to 2,000: Mahan's Housing Miracle
Housing & YIMBY Tech

From Zero to 2,000: Mahan's Housing Miracle

February 04, 2026 · 3 min read

San Jose built ZERO market rate homes in 2024. Then Matt Mahan cut the fees, and everything changed.

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