Jon Brooks(@jonbrooks):There is NOT a housing shortage. There is a housing MISMATCH. America has ~148M housing units… …and only ~134M households. That’s a 14M unit surplus on paper. The problem? Builders overbuilt luxury. America underbuilt starter homes. Big difference.

Jon Brooks

@jonbrooks

Most housing headlines are wrong. I break down what’s actually happening in real time. $3.5B+ sold | 8,500+ units since 2020 60k+ subs on Substack Newsletter

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Jon Brooks@jonbrooks

2026.05.15 20:00

There is NOT a housing shortage. There is a housing MISMATCH. America has ~148M housing units… …and only ~134M households. That’s a 14M unit surplus on paper. The problem? Builders overbuilt luxury. America underbuilt starter homes. Big difference.