Affordable Housing Production, Local Resistance, and Transit-Oriented Supply
The gap between approved and delivered housing remains severe because of financing costs, affordability requirements, permitting, and local resistance. Willow Park, San Francisco's largely unbuilt pipeline, Peninsula conversions, factory-built housing, West Marin's LIHTC project, and AB 1033 separately saleable ADUs remain tests of whether supply can scale. Tokyo's high-rise boom provides a cautionary comparison that added density does not automatically produce affordability and can amplify speculation or gentrification.
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Updated Oct 9, 2026