An agricultural economy starved of land will suffer. An industrial economy starved of raw materials will suffer. And a service economy starved of proximity will suffer. -- Matt Yglesias, The Rent Is Too Damn High
Since I’m tooling up to write Poverty: Who To Blame, I decided to finally read The Rent Is Too Damn High, the 2012 e-book by Matt Yglesias. I expected it to be good, but it was still better than I expected. True, wise, and quotable.
The thesis should be familiar to EconLog readers: Housing and land-use regulations have insanely inflated rents, especially in the highest-productivity/highest-wage areas of the country. Since regulators happily restrict construction for the flimsiest of reasons, the supply of housing is vastly below the free-market level – and its price is vastly above the free-market level. Government could greatly help the poor and middle-class with massive deregulation.
Matt takes advantage of his left-wing bona fides to emphasize that housing deregulation is not some Koch brothers plot. Government really can and should get out of the way and let business do what it does best: deliver abundance to the masses. The secret of mass consumption is, once again, mass production. Highlights of the book include…
What’s the skinny in NYC:
There’s a cluster of skyscrapers in Midtown, and another cluster in the Financial District, and then a broad valley of shorter buildings in between. What explains this valley? The phenomenon is so noticeable that an urban legend has grown up that holds it’s caused by the varying qualities of Manhattan’s bedrock. The real answer is simpler—the buildings are tall where you’re allowed to build tall buildings and they’re shorter in places where you’re not.
If high-tax areas like New York City or the Bay Area are undesirable, why are they so expensive? In reality, these places are booming. But instead of booming in the form of a spurt of new construction and population growth, these places have housing supplies that don’t expand to match demand, resulting in a trend toward higher prices.
The dysfunctions of the ongoing migration to low-productivity regions of the country:
People are moving less than before, and they’re moving away from economic opportunity—not because they’re stupid but because even though America is blessed with gold mines in the form of high-income central business districts, we’ve made it prohibitively expensive to live within a convenient location to the gold.
[U]nlike fertile farmland, there’s no objective reason houses should be scarce. If some patch of land is particularly in demand as a place to live, we can build multifamily housing on it. More people require more infrastructure, but providing infrastructure is generally cheaper per capita in denser areas. The main reason it doesn’t happen is that it’s hard to get permission to build.
Yes, the free-market will take care of it:
To say that some of America’s neighborhoods—especially in coastal cities with strong economic opportunities and limited space—should be denser is not an argument for infinite density. Nor is it an argument for central planning and coercion. It’s an argument that places ought to grow to the point where the costs of additional density outweigh the benefits and no more people, on net, want to move there. This is precisely the sort of balancing act that markets perform better than planners.
America is, on the whole, a very spacious country, and there will and should always be plenty of room for suburban homes and large lots. Viewed correctly, curbing America’s policies of forced suburbanization is not anti-suburb or contrary to the interests of people with a strong preference for detached houses and white picket fences.
We’ve switched from a system in which owning a piece of real estate means you’re entitled to do what you want with it, to one in which owning a piece of real estate means you get wide-ranging powers to veto activities on your neighbors’ land.
The left is wrong on its own terms:
When progressives see neighborhood activists rallying against rich developers, they side with the activists by instinct. Indeed, the activists themselves are often people who consider themselves deeply committed to progressive politics. But the fact that houses and offices are built by rich businessmen shouldn’t distract people. At the end of the day, almost everything is, on one level or another, built by rich businessmen… The important issue is that American families need houses to live in. Rich families need housing and poor families need housing. People of all kinds need jobs in stores and offices. If space is scarce, then poor people won’t be able to afford homes and low-margin businesses and start-ups won’t stay in business. Indeed, scarcity is inherently anti-egalitarian. When there’s not enough space to go around, it’s the economically weakest who end up being outbid no matter what the distribution of income is.
Suppose we not only want everyone to afford “a place to live” but specifically a place in a safe neighborhood with decent public schools within a reasonable commuting distance of the central business district of an economically vibrant metropolitan area (nothing wrong with rural living, of course, but rural land is by definition not in short supply). That is, by today’s standards, a nearly utopian vision. Yet technologically speaking, it is almost entirely within our grasp. The actual cost of building homes is hardly trivial, but it’s not too much for the vast majority of American families to be able to afford one. The scarce factor here is land, and permission to build on the land. The country doesn’t need to embrace willy-nilly destruction of structures of genuine historic value, but progressives must see that scarcity is the enemy of equality.
The right is wrong on its own terms:
Meanwhile, for all conservatives’ talk about small government and free markets, in practice, the movement shows zero interest in the subject. Ideological battles focus much more on questions of identity, and the conservative movement has strongly positioned itself as an anti-urban movement for conformism-minded suburbanites. The Right can muster the energy to denounce overweening land-use regulation here and there if it’s aimed at curtailing sprawl or protecting wetlands. But the routine subsidization of parking and broad-brush prohibitions of multifamily dwellings don’t bother them. It’s striking that even with a wave of new hard-right governors elected in 2010, none of them have put meaningful reform of anti-density land-use regulation on the agenda. Instead, the order of the day has been to cut spending on rail and mass transit projects.
The rise of the allegedly small-government Tea Party has not altered this dynamic either—identity politics triumphs. One East Bay Tea Party group complained about a proposal to curb sprawl through denser building by explaining that “their plan for the future is to ‘stack and pack’ housing near mass transit so we the people are not a burden on our environment by breathing and emitting CO2 from our cars.” Needless to say, even those of us who live in apartment buildings do breathe. Left unexplained here is why a free marketeer would resist the idea that property developers should be allowed to put tall buildings on valuable land.
The reality, as explored here, is that Americans want to move to the urban core. Not all Americans. Perhaps not even most Americans. But more Americans than live there currently. That’s why housing is so expensive in the major coastal metropolises and also in the core downtown areas of lower-cost midwestern cities. The appropriate policy response is to stop disparaging apartment buildings as tenements and stop preventing developers from building them. People should by no means be “forced” to stop owning and driving cars, but there’s no reason for regulations to incentivize these activities.
Preach it, Matt!
Progressives and urbanists need to move beyond their romance with central planning and get over their distaste for business and developers. Conservatives need to take their own ideas about economics more seriously and stop seeing all proposals for change through a lens of paranoia and resentment. Last, politicians of both parties who like to complain about “regulation” and “red tape” ought to spend some time looking at the specific area of the economy where red tape and regulation are most prevalent.
The dot-com bubble of the late 1990s led to some stupid ideas (Pets.com) and to the overbuilding of fiber-optic cables, but the Internet was a real advance over previous communication technology and one from which we continue to benefit. American housing, by contrast, is mostly characterized by technology retrogression. We know how to fit large numbers of people into comfortably sized homes on small plots of land. There is no national elevator shortage, nor have we lost the skills needed to build mass transit in order to move large numbers of people through narrow corridors.
What specific regulations need gutting?
Environmental impact reviews need to consider not just the impact of building, but the impact of not building and pushing development elsewhere.
Counties, municipalities, states, and everyone else involved in promulgating land-use regulations need to ease off on parking requirements, artificial constraints on lot size, height restrictions, etc. Very expensive urban areas need taller buildings. Their close-in suburbs may need to urbanize, or may simply need smaller front lawns and fewer parking lots. The point isn’t that everything in the country should look like Manhattan. America has, on the whole, a low number of people per square mile and will continue to be a predominantly low-density country. But those parts of the country where land is expensive should nonetheless be densely built so as to ensure that office and apartment rents remain reasonable.
Bottom line:
The lowest-hanging fruit for any country seeking to make itself more prosperous is to ask what useful technologies already exist but are going unused. In America, denser construction to ameliorate high land prices is on the list. With housing and transportation accounting for such a large share of the modern family’s budget, and face-to-face services acting as the main driver of employment, dense construction is essential. Add in the ecological benefits of relaxing curbs on density, and the imperative to lean against bad rules becomes overwhelming.
Closing thought: During the last seven years, Yglesias’s thesis has plainly failed to become a standard Democratic talking point. His doleful analysis of left- and right-wing neglect of housing deregulation rings as true as ever. And my Simplistic Theory of Left and Right explains why.
My theory, to repeat, states: “The left is anti-market; the right is anti-left.” A few center-left technocrats aside, the left opposes housing deregulation because they resent markets, business, and the rich. Turning to the target of their resentment to provide affordable housing would be bitterness itself. Similarly, a few free-market economists aside, the right’s chief goal is to anger the left. So they attack what the left loves – urban living, mass transit, environmentalism – instead of proclaiming, “Unshackle the construction industry and it will build what the left wants, dirt cheap!”
Alas.
P.S. Sharply discount the endless 1-star reviews of the book, which are largely a review of an unrelated Yglesias tweet.
READER COMMENTS
MarkW
Nov 4 2019 at 6:57pm
Suppose we not only want everyone to afford “a place to live” but specifically a place in a safe neighborhood with decent public schools within a reasonable commuting distance of the central business district of an economically vibrant metropolitan area.
Why would we want that? Most people who live in economically vibrant metro areas don’t live anywhere near the central business district and don’t commute there (most jobs are outside the core).
People are moving less than before, and they’re moving away from economic opportunity—not because they’re stupid but because even though America is blessed with gold mines in the form of high-income central business districts, we’ve made it prohibitively expensive to live within a convenient location to the gold.
Not buying it. The gold is fool’s gold. People are moving to where they’re wealthier after factoring in the cost of living — not poorer. And there’s no reason to think it would be a good thing if more plumbers and nurses moved to to the Bay Area. They don’t get more work done per hour or gain access to advanced technologies unavailable in the hinterlands. Yes, they are paid nominally higher salaries in SF, but only to compensate them for the absurd cost of living (if they weren’t paid more, SF wouldn’t have any plumbers or nurses at all). If Yglesias could wave his wand, get rid of NIMBY laws, and launch a construction boom that brought SF housing prices down to the national median, the pay of SF plumbers and nurses would go right down to the median too. If they could buy a house for the same as in Oklahoma City, they wouldn’t demand a higher salary to move to SF. In fact, they’d probably accept a lower one just to gain the amenities that SF offers and Oklahoma City doesn’t. Actually, isn’t this what is happening now? The wage premium in SF for most workers isn’t enough to compensate for the cost of living, is it? Aren’t a lot of folks are accepting ‘high-income poverty’ to stay?
I definitely do think Yglesias is right that development restrictions should be eased, I just don’t agree that it would make the country significantly wealthier by allowing more people to move to ‘high productivity’ areas. It seems to me that for all but a few occupations in a given area (e.g. tech workers in SF, finance folks in NYC), that apparent higher-productivity is an illusion generated by the very high costs that Yglesias decries.
Trevor Adcock
Nov 4 2019 at 10:05pm
Working at a job that is higher value, i.e. pays more, is more work done by the standard marginalist definition.
There would be more nurses and plumbers there and the fact they moved there from elsewhere means that they must be providing at least as much value if not more on average.
They are doing this, because housing is not being built. That is the whole problem we are debating. You are being disingenuous or just don’t understand the issue in the first place.
Once again you don’t seem to understand the marginalist idea of value that is taught in econ 101. Why are you even commenting on an econ blog?
Jason Sorens
Nov 5 2019 at 10:15am
Think about factor complementarity. Some of the highest-productivity people in the world will become even more productive if there are more nurses and plumbers around to help them.
KevinDC
Nov 5 2019 at 11:27am
Well, yes. And the point being argued here is that since in these places the cost of living is being kept artificially high, fewer people are able to become wealthier by moving there than would otherwise be the case. I’m not entirely sure why you think this observation is contradicting anything in the blog post?
MarkW
Nov 5 2019 at 12:21pm
I’m not entirely sure why you think this observation is contradicting anything in the blog post?
Yglesias’s view seems to be — ‘Right now most people who live in the Bay Area are wealthier and enjoy a higher standard of living than people who live elsewhere, but unfortunately development restrictions are preventing even more people from moving there to enjoy the same riches’. My own view is that <i>right now</i>, once you factor in the cost of living, most people living the Bay Area are poorer and ‘enjoy’ a lower material standard of living than people who live elsewhere. Which is why half of the residents in the Bay Area say they would like to leave. In my view, it would take considerable loosening of housing restrictions and development boom just to get Bay Area residents out of the hole and up to the point where their living standards matched those of, say, Atlanta or Phoenix.
KevinDC
Nov 6 2019 at 10:00am
Hi Mark –
You wrote:
That’s not what I took Yglasias to be saying at all when I read his book. I took his view to be more like the following – “The Bay Area is a highly productive area and thus brings very high wages. However, a large part of those benefits are being offset by artificially high housing prices brought about by misguided regulation. This makes current Bay Area residents worse off. Additionally, people who would want and otherwise be able to realize gains from trade by moving to the Bay Area are prevented from doing so because the artificially high cost of living is crowding out these potential economics gains, so only the highest earners are able to offset this deadweight loss.”
Also, regarding this comment:
That’s actually not true – there’s lots of reasons to think this and a pretty good literature on it too. This was the topic of a good book I read a few years ago, The New Geography of Jobs by Enrico Moretti. (The title makes the book sound incredibly dry, but it’s actually a fascinating read, at least if you’re the right kind of nerd.) Jobs like plumbers and nurses (and barbers and massage therapists and dry cleaners and landscapers etc) do make more by living in high productivity areas. Not just more nominally – more in real wages, often by a pretty significant margin. A plumber in Pampa Texas that moved to Houston Texas might face a 30% increase in the cost of living but would see a 60% increase in wages. (Those two cities and sets of numbers are entirely imaginary and used as a hypothetical, to be clear! Well I guess the cities aren’t exactly imaginary but…nevermind, I’m babbling now.)
Alexander Turok
Nov 5 2019 at 6:26pm
You’re not considering the fact that when you make something cheaper, people buy more of it. Suppose the market for Plumbers in Michigan is saturated. A plumber who is unemployed or under-employed(only working 30 hours instead of 40 hours) could move to the Bay Area but must charge more to compensate for the higher cost of living, but the Bay Area consumers aren’t willing to pay those high prices, so he stays put.
Thaomas
Nov 6 2019 at 2:15pm
I agree that we cannot know just how big the income gain would be if there were no restrictions on residential and business development and there was road and street use charges for construction, maintenance and congestion. We can only observe that the marginal value is very high, but not the elasticity.
john hare
Nov 4 2019 at 9:01pm
Even in low density areas easing regulation would help. Decades ago a single wide mobile home was a step up for many people, and I remember them priced under ten grand. People could do lot and all and have a new home for under $20K. The equivalent now would be about triple that which would get people new living space for $500.00-$600.00 a month. Older units could rent for well under that in parks. That’s just one of a dozen or so ways I can think of to get housing costs down in smaller cities.
When was the last time you saw a new single wide mobile home? There’s a reason that some double wides are going for over $100K, and it’s not because there wouldn’t be a market lower down. A couple of years ago, I saw an add for five older single wides free for the hauling, and they were habitable though work was needed. A friend knew where some land was for sale that had room for them along with some other mobiles. Can’t get set up permits on mobiles over a certain age regardless of condition. Could have made a profit renting them for $300.00 a month.
Floccina
Nov 5 2019 at 11:02am
Yes, true. In 1991-1992 my wife and I lived in single wide that cost us $3,000 and the lot rents was $150/month. Then we sold it for $2,700 and used the money we saved to buy a home.
Thomas Hutcheson
Nov 7 2019 at 11:00am
A point that Yglesias misses is that charging for congestion and road user charges would reduce the total cost of commuting and reduce the location rents of landowners. Not this is is an “either/or.” Smarter land use regulation and pricing of infrastructure services will both contribute to lower costs to locating near high productivity economic activity.
Comments are closed.