Kevin Erdmann
kevinerdmann.bsky.social
Kevin Erdmann
@kevinerdmann.bsky.social
I discovered the surprising story of what really happened in 2008 (not enough housing) and accidentally became a housing policy guy.

https://kevinerdmann.substack.com/

https://www.amazon.com/stores/Kevin-Erdmann/author/B099P7SN1G
I think this may be an important turn. ”Secretary Hegseth deserves a chance to tell his side of the story.” is actually a sharp turn from the administration’s position that they don’t need to justify their actions. I think they may be losing Congress.
GOP Rep. Don Bacon: "I don't think Secretary Hegseth would be foolish enough to make this decision to say, 'Kill everybody. Kill the survivors,' because that's a clear violation of the law of war."
November 30, 2025 at 4:45 PM
Reposted by Kevin Erdmann
The Kremlin bet that offering lucrative business deals would convince the White House to ignore its war crimes in Ukraine. The bet paid off.

Also, get a look at the kicker here. Why, Witkoff asks, would Ukraine want missiles when it can get a tariff exemption?
November 29, 2025 at 4:40 PM
This Is so prevalent on BlueSky. Everything is a corporate exploitation story. There are so many productive observations that get stuck in the mental queue behind corporate exploitation. So much waste.
Just as you thought food delivery companies couldn't inflict any more misery on society:

Instead of using lowly-paid gig economy contractors to deliver groceries, they're replacing humans with robots, who, in turn, force humans off the pavement into road traffic.
November 29, 2025 at 6:37 PM
Reposted by Kevin Erdmann
Transparently absurd reasoning, and note the source. Somebody who was *on that call* was so horrified they told the Washington Post what was said.
I don’t know the Geneva Conventions, but this justification doesn’t seem right. It also wouldn’t defend a “no quarter“ order which was given regardless of the circumstances of the survivors.
November 29, 2025 at 2:57 AM
Reposted by Kevin Erdmann
Story about woman who became U.S. citizen, one day after her husband was taken by federal immigration agents outside their home:

www.chicagotribune.com/2025/11/28/i...
November 29, 2025 at 2:47 AM
Median Voter: The middle class is disappearing. You need to make $150k to get by!

Anybody: I’m going to build a 6-plex a half mile from you that is affordable on a $75k income.

Median Voter: And ruin the neighborhood?!
November 28, 2025 at 5:21 AM
November 27, 2025 at 5:43 PM
Reposted by Kevin Erdmann
He is risen
November 27, 2025 at 2:42 PM
Reposted by Kevin Erdmann
Happy Thanksgiving
November 27, 2025 at 3:57 PM
Reposted by Kevin Erdmann
Some thoughts on Samuel's article on the Great Downzoning:

worksinprogress.co/issue/the-gr...

1/
The Great Downzoning - Works in Progress Magazine
It was once legal to build almost anything, anywhere. Then, in the space of a few decades, nearly every city in the West banned densification.
worksinprogress.co
November 27, 2025 at 5:08 PM
This seems like good news, but I assume they can still be harassed by all the state AGs?

apnews.com/article/real...
New limits for a rent algorithm that prosecutors say let landlords drive up prices
Real estate software company RealPage has agreed to stop sharing nonpublic information between landlords as part of a settlement with the Department of Justice.
apnews.com
November 27, 2025 at 6:05 AM
Are large scale investors a problem for Canada's housing market?
open.substack.com/pub/kevinerd...
Is Canada Mending the Housing Market?
I’m not an expert on Canadian housing, but my impression is that their multi-family struggles are a bit different than ours in the US.
open.substack.com
November 27, 2025 at 12:39 AM
Sorry, I'm repeating myself, but I'm now seeing posts from the supply-truthers claiming that there is nothing unusual about current housing costs.

Folks. We engineered a financial collapse in 2008 because housing costs were so clearly outside the historic norm.

1/2
November 26, 2025 at 7:35 PM
It just goes to show how short our attention spans are today.

It's only been like 2 or 3 months since that glass bridge tragically collapsed, and nobody is talking about it. No follow-up in the media. We all just moved on to the next thing.
November 26, 2025 at 6:57 PM
Reposted by Kevin Erdmann
I think we can safely say that the Leavitt's brother called ICE on his ex, the mother of his child, and I have to say: I have no desire to respect, find common ground or share the country with these monsters.
“After Ferreira was detained, Dos Santos Rodrigues said Michael Leavitt Sr. and his father, Bob Leavitt, reached out to her.”

“‘They just kept saying, ‘Tell her to self-deport,’” she recalled. “Self-deport to where? Brazil is not her home.’” www.bostonglobe.com/2025/11/26/m...
‘Brazil is not her home.’ Mother of Karoline Leavitt’s nephew, brought to US as child, detained by ICE. - The Boston Globe
Bruna Ferreira, 33, was brought to the United States as a child in 1998. She is now in removal proceedings in Louisiana.
www.bostonglobe.com
November 26, 2025 at 2:54 PM
Reposted by Kevin Erdmann
YTD through August the US is average 4.0 housing starts per 1,000 population. In Canada that figure is 6.2.
November 26, 2025 at 3:50 PM
Reposted by Kevin Erdmann
CA11 affirms lower court order tossing of Trump’s cases against Hillary Clinton and sanctioning his lawyers for bringing bad faith and frivolous claims.

Unanimous, bipartisan panel (GWB/Trump/Biden)

media.ca11.uscourts.gov/opinions/pub...
November 26, 2025 at 2:59 PM
See. Since agglomeration is mostly irrelevant to our housing cost problem, you’re all giving Stancil dunks. He’s wrong and you’re all making him feel right by showing how you’re wrong. You’re all wrong.
Bluesky: “Obviously the housing crisis is the only reason anyone would choose to live outside of NYC”

Actual Americans: “Vegas, baby!”
November 26, 2025 at 2:27 AM
This seems meaningful. Is Canada fixing their housing problem?
November 25, 2025 at 11:53 PM
I was at the bank today and the young banker said he just bought his first house with a rate buy down from a homebuilder and he plans to move up in a few years and keep that one to rent out. He looked sheepish and said, "I guess I'm part of the problem."

1/
November 25, 2025 at 11:14 PM
Reposted by Kevin Erdmann
Everything wrong with everything housing in a nutshell:

“Nearby residents who opposed the proposal cited all the variances the proposal needed…” to build housing identical to that surrounding it
Zoning board approves a new triple decker, in Dorchester
www.universalhub.com/2025/zoning-...
#Boston #housing
November 25, 2025 at 5:03 PM
Reposted by Kevin Erdmann
The Fed can lower interest rates — but can they lower the mortgage application REJECTION rate?

(via Ben Emons)
November 25, 2025 at 3:34 PM
Was recently reminded of this citation in my book "Shut Out".
Imagine, with hindsight, thinking this.
I get called a contrarian for having differed with this.
It was 2015.
November 25, 2025 at 5:48 AM
"In many places, we already have the housing. It’s just not functioning as housing for the people who live there."

This was a post on my LinkedIn feed. Part of the evidence was that there are 44,000 single-family homes "owned by investors" (iow, rentals) in their market.

Why are people like this?
November 25, 2025 at 3:10 AM