Ask HN: Anyone else feels the commoditization of real estate is unethical?

488 points by newbie578 ↗ HN
I am reading more and more about startups which are focusing on investments in real estate [1].

Doesn't anyone feel uneasy about it, that more and more people are looking at real estate as a financial tool, not a basic human right to have a roof over one's head?

Aren't startups like this just adding oil to the fire which is the real estate market?

I do not understand how will someone expect for future generations to achieve their own personal freedom and living inside their own four walls.

[1] - https://techcrunch.com/2022/05/17/backed-by-forerunner-and-bezos-back-arrived-a-startup-that-lets-you-buy-into-single-family-rentals-for-as-little-as-100/

763 comments

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I don't consider (breast)milk a baby human right, much less diapers.
What is a human right to you then? I think of human rights as those things required by all humans to live and be healthy, but you must have your own definition.
Probably a case of negative rights versus positive rights

https://alabamapolicy.org/research/understanding-the-differe...

That’s just the latest justification for the lack of critical thinking around what actually constitutes a right. Those “negative vs positive” rights people don’t seem to have any problem with the “right to an attorney, if you cannot afford one then one will be provided for you”. It’s always been an incredibly disingenuous argument.
I mean, plenty of them do, actually...

I agree with you, and I think what takes it apart is starting to think about the fact that humans are social, it is not really possible to be fully human apart from a community. The idea of an independent individual unreliant on anyone else as a starting point, which I think is the basis of this "negative vs postive rights" framework, is a myth, is not how humans work. The questions are what kinds of communities we want, how we want to relate to each other -- not whether to.

Sorry, this is a strawman argument. You just claim without proof that all of these people have no problem with some random right and therefore the argument is disingenuous?

There are definitely people that don't think a right to a free attorney should be a right. There are also people who think that it's okay for this to exist but doesn't necessarily correspond to the same level of a right as a negative right like free speech. These are entirely consistent positions to hold.

It’s not a human right to have an attorney. It’s done by the government to legitimize its courts. It’s difficult to justify the use of force (court system and associated outcomes) if those you accuse of violating the state do not have the ability to competently defend themselves from the accusations.
I definitely do. It's something that turns a basic necessity into a speculative asset, with a price distorted by the money poured into it. Airbnb is also a deeply harmful influence on housing prices.

Imagine if we did the same thing with, say, water: privatized it and then "democratized" ownership of it.

It's easy to get retail investors to buy things at inflated, speculative prices, so the price of water would go up. People would say, "Why are so many people dying due to lack of access to water?" And we would blame these startups, laws would be passed, and we would fix it.

Unfortunately the necessity of housing is not as direct and clear, and we have a long history of denying housing to people who are unlucky, sick, or the children of such people.

> Imagine if we did the same thing with, say, water: privatized it and then "democratized" ownership of it.

Lol we did that in England!

> Imagine if we did the same thing with, say, water: privatized it and then "democratized" ownership of it.

We're watching this happen before our eyes.

Nestlé is at the forefront of taking over a water supply and selling it back to the locals to enrich the corporation at the expense of the humans who live there
If you don't like that, the logical thing is to support water commiditization so that nestle doesn't get it for free.
Water commodification is exactly what Nestlé is doing

What we need is regulation to stop them from doing that, not a different company selling and capturing the water. That's just more of the same thing which solves nothing.

Nestle gets all the water they want for a $200 permit. That's not water commodification. They sell bottled water, but that's also not commodification of water. Almost 0% of US water consumption comes from a plastic bottle, and you can't commodify a market with ~0% market share.
Your statement is false, what Nestlé does is literally the definition of commodification

Commodification definition:

the act or fact of turning something into an item that can be bought and sold: The commodification of water means that access is available only to those who can pay.

>https://www.dictionary.com/browse/commodification

Nobody mentioned the US. Nestlé does this in various other countries.

>https://www.theguardian.com/global/2018/oct/04/ontario-six-n...

Nestle sells portable bottles. That's what differentiates their product from the tap.
They sell bottles filled with water, not everyone has access to tap water and Nestlé captures so much of a water source that locals don't have access to the freely available water that they did before.

Are you not aware that fresh water from wells depletes sources? The water table is limited.

You seem to be intentionally twisting the scenario in a disingenuous manner. Nestlé is selling water that was once free to a populace.

If they didn't have access to freely available water, it cannot be true that Nestle is selling water that was once free to the populace. Your assertions are contradictory.
>they didn't have access to freely available water

Please quote my comment where I stated this.

I don't believe you have attempted to comprehend my statements, nor have you read the article I posted and are just making baseless assertions to be contradictory.

In most of the UK (England and Wales), water was privitised in 1989

General consensus even amongst the right-wing media and the media that aims to appeal to conservative voters [1-4] seems to be is that we have drought and hosepipe bans while the private companies pay out £1b dividends and it's not right.

[1] https://www.thetimes.co.uk/article/54e5542a-1a6b-11ed-b1f4-6...

[2] https://www.guardian-series.co.uk/news/20604864.privatisatio...

[3] https://www.thetimes.co.uk/article/37ddb10c-157e-11ed-a669-5...

[4] https://www.telegraph.co.uk/environment/2022/08/09/water-fir...

Showing my age, but back in 1976, where I lived, water was being brought in by tanker day and night during the hottest summer on record.

I'm not saying privatisation has been a glowing success but supply issues were much worse in the days of nationalisation, especially when you factor in the population growth over the past few decades.

There is the huge confounder that everywhere in the developed world - and even in the less developed world like East Germany, where I grew up, a lot of infrastructure was added and improved over the decades after WWII and it has nothing whatsoever to do with private vs. government (or, in the case of Germany mostly, for water and energy) municipal ownership. Many houses had coal stoves and privies a few decades ago, that is simply how it was, not a question of "we need to privatize water and heating".

Here in Germany especially water is usually operated and owned by local municipally owned enterprises, and I'd say it's a huge success. Even my home district in East Germany (GDR) build a huge water infrastructure project with a dam, many kilometers of large pipes, and one or more (don't know exactly how many) water processing plants, definitely nothing privately owned there. People including those in power just put a very high value on having enough and reliable supply of water in Germany, and it has nothing to do with private vs. government, given what we have now with mostly local and state governments providing. In recent years a lot more private companies entered the picture, but I'm not sure about ownership (municipalities also operate their own companies), in the end it's an attitude question more so than blaming it of "private better". You can have success or failure with either model.

There have been precisely zero new reservoirs brought into service in England over the last 30 years while the population has as you say grown considerably. There has been relatively little infrastructure maintenance, leading to high-levels of leakage, and over-extraction from once healthy rivers. I'd agree that things weren't perfect in 1976 but privatization has failed to noticeably improve things either while totally failing to prepare for the changes required by a growing population and worsening climate.
Water leakage is not a problem. The water goes back into the aquifer, where it should be anyway. It's a minor waste of energy and treatment chemicals, since it's drinkable water, but the water itself is not lost.
There are still houses in the US being built right now that have zero water and all must be delivered by tanker.

No wells to be dug, no neighbors to beg from, and now that the Colorado River is dangerously low they are stopping the delivery trucks.

This means people will have to move eventually, and good luck selling your 1.5 million dollar home with no water access.

Lol, California has 'severe drought conserve water' as all the businesses keep watering their 100% unnecessary grass, Nestle bottles it up and sells it back to us, we have almonds being grown to make fucking almond milk, and we have strained power grids warning of high power consumption while every fucking business leaves their signage and parking lots lit up like fucking Christmas.

But it's we the people taking showers and running the AC that is the problem.

None of this makes any sense!

You won't have to imagine for long.
> It's something that turns a basic necessity into a speculative asset

I see some broad parallels in this line of rhetoric to "Zeus brings misfortune because people are impious vs good fortune when they are worthy". It presumes a difference and a drive that is not there. All assets are both speculative and non-speculative at all times. There are no assets that cannot be bought speculatively and a house is always going to be an asset because it represents a big investment of capital.

If people are speculating on real estate, all that says is that the policy of an area is going to make housing rare vs the number of people who need housing. If people thought housing was going to be abundant they would not speculate.

There are problems in the housing market, but they are not to be found by worrying about people acting speculatively. People are responding to the real problem, whatever it is.

> There are problems in the housing market, but they are not to be found by worrying about people acting speculatively. People are responding to the real problem, whatever it is

We should do both. Build more housing and crack down on speculators.

Shooting the messenger has a bad record for making things better. Speculators don't drive markets, they just signal how the situation will develop as early as it is possible for predictions to be made.

Cracking down on speculators won't help people get roofs over their heads. Nor will calling them unethical. Speculators are the signal for whether there is going to be a housing problem in a few years time.

We should want a system that allows speculators and encourages them if there is going to be a housing problem so there is plenty of warning. Targeting speculators in particular is the old once-a-metric-becomes-the-target-it-becomes-a-bad-metric problem in a new guise.

This assumes that the speculators are correct. That is not a good assumption to make.
If the speculators are wrong the price goes down and people tend not to complain about them. People only start bringing up speculators when they are correct.
That's why bitcoin is such a good investment: the speculators are right about the price going up.

/s

They were right. The speculators from 2010-2020 were right that cryptocurrencies are going to be a reality from now on. Like it or not, it is clear that there is a market here that is measured in billions of dollars and it is going to stay with us.
Speculation is making crypto impossible to use as currency.

When the speculators run out of bigger fools the bubble will pop.

Crypto can at least just be purely speculative without really hurting anybody but it's not good for housing.

In my opinion you're overlooking that a speculator could "engineer" a situation faster than say a local council is able to act / realize what is happening.

For example, a speculator moves into a nice small village, sees potential and brings in a lot of foreign capital in a short amount of time. Buying up houses and outbidding potential new citizens. The price of land is also driven up from this, even if it's only a short term thing.

The damage has been done there and it had little to do with the number of houses. It was just a hostile takeover of a community.

This works for most goods that people have to constantly buy new, but does not work in the housing market. The people that decide the zoning are the residents of the city. The residents of the city don't need to buy, so they don't care about the speculation price effect. In actuality, through price increases of the speculation, they are better off! So they vote for SFH zoning[0]. The warning is ignored.

If you introduce a land value tax equal to the value of the unimproved land, this will kill speculation, but also make it instantly impactful to the citizens that there is not enough supply. This will mean that the people able to change the zoning of the city will instantly see a reason to change the zoning, as better zoning means more supply means lower taxes.

We don't need no speculation.

[0]: https://news.ycombinator.com/item?id=32350657

no, you should crack down on government making housing rare, which is who is at fault in pretty much all of North America. Zoning is mismatched to the task of housing the people who want to live in many areas and local governments need to drastically increase the higher density zoned areas and that is pretty much the extent of the problem and the solution.
> We should do both. Build more housing and crack down on speculators.

By this reasoning nobody could own multi-family properties because that would be considered speculation.

Because the only difference is this involves single family homes which are going to be rented out, an act that I’ve never heard called speculation. Of all the predatory tactics Silicon Valley gets up to (hello Uber) this isn’t one of them IMHO.

I’m not sure where people think the houses that get rented out come from but I can guarantee that it isn’t people who are running a charity to provide housing to needy families. They invest capital in real estate with the sole intention of seeking a return on said investment.

> We should do both. Build more housing and crack down on speculators.

No, just building more housing will make housing less useful to speculative investment, and so speculators won't invest. Just reverse the messing with normal supply and demand. Don't apply ever more patches on top of patches to fix a situation that wouldn't exist without the messing in the first place.

Sadly, it is very hard for politicians to a) want to decentralise control, because it's much easier to declare a new controlling initiative than to say "actually, we're just getting in your way" and b) get to decentalise control, because it's much harder to argue strong economic principles than appeal to special interest groups who might vote for someone else.

And what are we doing about CORPORATIONS buying up our neighborhoods?

As far as I know, NOTHING.

"our" neighborhood implies that you own it - so if you owned something, and sold it, how can you complain that someone (or gasp, a corporation) is buying when you're selling?
Textbook NIMBYism. Just because you bought a place does not entitle you to having the surrounding vicinity stay in stasis until you leave.
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This is why nations as a whole are being done away with by the market controllers who have the capital.
You live here but you don’t own your neighbors homes and you have no right to tell them what they can do with them. Who cares what “reason” you bought your home for, that is literally no one else’s problem but yours. You’re no different from the HOA tyrants who scream at their neighbors for painting their house the wrong color.
No; it implies that WE own it.

I can complain because corporations enjoy purchasing advantages not available to individuals. Massive amounts of capital, for one thing, not to mention tax breaks and economies of scale that make it easy for them to dispense with financing and inspection contingencies.

When an elderly person dies and the children who inherit his property all live out of state, they're going to dump the property and split the proceeds. And they're going to maximize those proceeds and minimize the time to realize them. Corporations can take advantage of that.

So no, WE did not decide to sell. Think it through.

> they're going to dump the property and split the proceeds.

so you do agree that it is the individual that made the decision to sell, and that it isn't because the corporation is forcing them to sell.

Therefore, the character changes or selling is really just a sum of the aggregate behaviour of all of those individuals. It's like blaming the flood, when each individual rain drop is the reason for the flood in the first place.

You can float strawmen and invalid analogies all day, if that's how you get your jollies.
>I definitely do. It's something that turns a basic necessity into a speculative asset, with a price distorted by the money poured into it

The 30 year mortgage is one of the greatest inventions in the history of mankind. Being able to swing hundreds of thousands of dollars of margin on a near-zero-down investment that requires nothing more than proof of income and has a manageable monthly payment is the single most powerful financial tool available to the vast majority of people.

That kind of leverage is only possible with the commodification and securitization of real estate. It’s not a perfect system, but it has led to intergenerational family wealth accumulation among the common population more than anything else before.

I disagree somewhat. I think the 30 year mortgage has pushed prices up much higher than they would have been, because of the leverage, and people only look at the monthly repayment. The fact that it has led to intergenerational wealth (among the rich who can afford houses) is a direct side effect of the fact that houses are so expensive. It seems like saying it has generated wealth is begging the question.
>people only look at the monthly repayment

That's somewhat understandable given that the alternative is pretty much writing a monthly rent check. In that respect, it's a bit different to my mind than an auto loan. (Maybe if you compare it to a lease.)

If you didn't have 30 year fixed mortgages in the US, property values might indeed drop somewhat. But it would mostly advantage people who had access to other capital. People who can't afford houses in expensive areas now mostly still wouldn't be able to.

Canada has shorter mortgage terms that require multiple mortgages to pay off a house at different times, transferring interest rate risk to the buyer. Canada also has higher house prices than the US. Mortgage term length may contribute to price growth to some extent, but I think the supply of and demand for housing swamp any effects of financing.

Being able to lock in a low interest rate for thirty years, the probable lifetime of the amortization period, is very advantageous. Combine this with a lack of a prepayment penalty and American mortgage holders get a great deal.

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I have long supported the privatization and commiditization of water. It should be sold on the basis of supply and demand with markets, futures, and so forth.

Don't like almond farms, bottled water companies pumping millions of gallons for the price of a $200 permit, and golf courses watering their courses during a drought? Then you should too.

Why?
So that water supply becomes a workable business model, increasing supply, and so that uneconomic water usage is discouraged. Such as almond farming in Southern California during the summer
Apparently so those water hoarding companies have to pay the full rate, instead of some subsidized rate. I.e. stop privatizing profits with socializing the costs
One thing you can absolutely guarantee when it comes to a necessity of life commodity, a black swan event will occur and people will die because they are priced out of the market.

Imagine, if you will, when the Texas grid went all wonky and those people who choose to buy power at open market rates had to prepay for their $13,000 kw/hr electricity because the power company had a limit on how much credit they will give you. Now imagine a drought where there is a disruption in the water supply because a pump burned out due to record setting high temperatures.

I’m no cheerleader for big government but if people insist on having one there are valid activities that they should engage in to protect the citizens from getting bitch slapped by the invisible hand of the market. This being one of them considering how capital intensive it is to provide a reliable water supply.

Black swan events can cause shortages no matter if it's a state controlled supply situation or decentralized market.
What if water were public for individual consumers but private for corporations?
> Imagine if we did the same thing with, say, water

Hm, maybe we can do the same thing with Air. We can even keep the same name, Airbnb, but this time people are paying for the best air.

I have recently paid literally for that. In the mountain village where I was spending my holidays they charged me tax because of the air I was breathing. They called it 'climate tax' but the better translation is 'environmental tax'. And fun fact, unfortunately the air was not that clean neither because the place is very popular..
> Airbnb is also a deeply harmful influence on housing prices.

It's simply unimaginable what it's done in cities across Europe too. I lived in a few places like Barcelona, Dublin and Berlin, and it's pretty much destroyed any rental opportunities for young people and artists. I'm all for regulation, including taxing them to make longer term rentals more profitable for owners.

> It's something that turns a basic necessity into a speculative asset

The solution to that is the same as the housing problem - build more housing.

And it's fine if the new housing is "luxury" housing - then yesterday's luxury housing becomes today's not-so-luxurious, etc.

In theory. What we see in practice (here in SF) is a glut of vacant luxury homes next to people living in RVs and tents. Belvedere Island (where Captain Kirk will one day live) is mostly empty. The fancy homes there are almost all investments, few people actually live there.
So build more housing.

Keep doing it until the problem goes away. It will eventually.

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> I do not understand how will someone expect for future generations to achieve their own personal freedom and living inside their own four walls.

Why would that be desirable?

Otherwise it would lead to a concentration of wealth among the few, and increase the gap between the rich and the poor. And are you asking why personal freedom is so important to people?
People can invest in stocks/index funds. Why is real estate only route to 'personal freedom'.
Because you need a home to live in, the same can't be said of securities.
i don't have 'personal freedom' because i rent ?
You certainly have less of it.
Surely it's the other way around. The renter has far more freedom, they can easily pack up their things and go. The renter has also has far fewer responsibilities than the owner.
Then by extension, homeless people have the most personal freedom of anyone.

What kind of ridiculous argument is this?

I think yours is the ridiculous argument, how are homeless people relevant to this conversation?
They have more "freedom" than renters, right? They can pack up and head somewhere else whenever they want (as they're not bound by a lease), and they have absolutely zero responsibilities to anyone other than to obey the law.

But they have the least personal financial freedom, is my point.

How do homeowners have more personal financial freedom than renters with their money in index funds?
They would still need to complete their lease or pay the penalty, I dont think 'easily' is the appropriate adverb. Besides homeowners can also do this, it's called selling your home, people do it all the time albeit with a bit more paperwork than the renter.

The lack of freedom derives not from imaginary mobility constraints, but from the provision of shelter coming from a 3rd party landlord. Your roof is resting on the whims of a profit motive for someone who owes you nothing.

You can't see how that presents a fundamental lack of independence?

> whims of a profit motive for someone who owes you nothing.

what whims? I have a lease for X months. Yes all bets are off after that. No one is acting on whims.

Homeowners are also at the whims of cost of labor to make essential repairs , cost of necessary appliances , property tax increases, employment opportunities near your home if you lose your job and whims of the banks that can foreclose your home.

Nothing in life is a guarantee . Owing mortgage payments to a bank vs renting isn't more freedom. Renters can become homeowners if they want and homeowners are forced to become renters ( remember 2009 ) . So i don't really understand what 'freedom' being a homeowner gives you. Your financial status give you freedom not your home ownership status.

Yes, you have less personal freedom to make changes to the house and your own lifestyle if you don't own the house.
Nothing wrong with renting, economies of scale make it cheaper than owning unless the government decides to ruin everything. (London vs Paris is a great example of this)
How can renting from a middleman who owns it be possibly cheaper than owning it directly? Unless the middleman is a charity which rents at a loss.
Middleman maintaining 100 apartments can do so for less money per unit than the guy maintaining a single apartment.
Exactly. Economies of scale + the simple fact of things like a roof for 2+ story block of apartments is going to be far cheaper to replace than a roof for the same number of houses as units.
I wasn't aware that you couldn't own flats.
Wat? Is this skipping the real world of every condominium building apartment owner paying a maintenance fee and having a say in where/how the money gets allocated?

When you rent, you just give the power of choice away and have misaligned incentives (when you own, you give more of a shit than when you are merely extracting profit)

No, you’re ignoring all the maintenance your landlord would usually be responsible for.

Things like internal plumbing, internal wiring, air conditioning and appliances.

Why can't the owner pay a company to deal with that? You are conflating the part of the remuneration for the landlord that has to do with actual services rendered, with the part that simply has to do with the monopoly on capital rights.
"Men did not make the earth. It is the value of the improvements only, and not the earth itself, that is individual property. Every proprietor owes to the community a ground rent for the land which he holds"

— Thomas Paine, Agrarian Justice, 1797

This is of course why Smith argued for a tax on the undeveloped value of the land. Sadly not easy to work out, but much harder to avoid and much fairer in the sense that the undeveloped value of your land is that part which benefits most from the services provided by the state.
People consume state services. Not land.
And people who own more valuable land benefit proportionally more from state services.
And they pay more property tax.
Yeah, that's correct.

But property tax also taxes improvements that the owner made themselves. This disincentivises improving land too much.

The whole thing with Georgists and a land value tax is that it's specifically unearned wealth due to increases in unimproved land value that are taxed more.

The idea is the more and better improvements your property has the more you can afford to pay. I figure 50% of the reason they want a permit for any little thing is to ensure the tax assessor has a fresh view of the current state of improvements!
Sure, and you can say the same for sports cars, stocks, cell phones, yachts, and basically anything that can be bought and sold.
You aren't permanently consuming a portion of the most important finite resource in a state (the land) by buying a cell phone or a sports car. You're certainly taking advantage of public resources and services on a global scale with those other purchases, which I also think is worth addressing. But in the case of land ownership the correlation is very local and easy to draw.
But it's not easy to draw the correlation between land usage and state resource usage. There is basically none because land doesn't use resources. People do.

Your argument confuses cause and effect. People that gain large benefits from the state do so because they are rich. And because they are rich they can afford expensive land.

The "land doesn't use resources" argument seems a bit out of nowhere, because we've been talking about people the whole time here - people's ownership of land. That's also why I mentioned valuable land and not large land. Land derives its value from proximity to other valuable things, and will be developed more densely the more desirable it is in that regard, putting proportional strain on public services and resources like utilities, roads, policing, etc. There's a clear cause and effect here in terms of land value and incentive to develop, and it's an advantageous route for taxation because it would be difficult to game.
Not just the services provided by the state. The unimproved value of your land also depends on the value of the properties / land around your land. Which is even more of a reason to implement a land-value tax.
In the United States, we call that “property tax”.
I think a lot of people, especially lifetime renters, don’t understand that. Between property tax and maintenance/improvements, land ownership is a burden in many ways.
Not really, property tax is based on the current value, which in theory includes all development.

"In theory" because in California there are strategies for doing renovations without triggering a reassessment.

So property taxes are even higher than land value taxes? Because they included land plus development.
Property taxes dissuade development, because the higher the value of that specific property the higher the tax.

Land value taxes encourage development because the tax is levied on the _unimproved_ value of the land, so you're incentivised to maximize the value of the improvements of the property.

At least that's the theory.

Yes, really. The property tax is a privilege tax paid in exchange for exclusive use of the land. That it is calculated on a basis that includes improvements is a truly meaningless distinction.
Doesn't commoditization lower the prices of goods? I guess it comes down to the math and amount of speculation.

Maybe you're referring to the renting vs owning aspect of it that is potentially bad. In which case I would refer you to other countries' housing systems, and look into georgism/the land value tax.

But commoditization makes it easier to buy something, not harder. It means that people don't have to negotiate with individuals for housing, they can just find it on a market at a globally agreed price and aren't at someone's whim.
> own personal freedom and living inside their own four walls.

I think this thinking has done more harm than corporatization of real estate. Owning a home has a outsized emotional impact on the psyche of regular Americans. Buying a TV isn't a life event , is it? nimby thinking is just downstream from this thought.

I think corporatization trend will finally disassociate real estate as the only wealth building tool for regular people. Cancel all the govt subsidies, lift all the nibmy restrictions, let the home commoditization begin for real. Lets start building homes like any other commodity.

People have been landlords throughout history and renters can only rent if they can pay. Plenty of other generations didn’t have an ability to have their own place so the current people who can’t aren’t special. Each individual’s ethics are not always aligned so there is no one rule to fit all.
Got it, let’s change nothing about the status quo since it’s normal
Throughout history, people have smashed each other's brains for a place to live. Let's go back to that! /s
No, throughout history people have waged war over consumables (food, ore, oil).
There is nothing inherently wrong with landlords and rent. Anyone that says otherwise is a tankie. Landlords provide a valuable service. But there cannot be perpetual growth in rents like there is in say the growth of a startup. It’s the corporatization of landlords that is wreaking havoc by forcing them to maximize shareholder wealth. A simple solution is to bar corporations from charging rent for residential property. Limit landlords to only LLC’s. No incorporation and under no circumstances should they be publicly traded.
There are other kinds of communists than tankies.
As I'm sure you know, these types don't know what they're talking about. Calling someone a "red" is too old-fashioned so some people need a new thought-terminating cliche to toss around.
> There is nothing inherently wrong with landlords and rent. Anyone that says otherwise is a tankie. Landlords provide a valuable service.

What valuable service would that be, I wonder. Having a signature on a deed?

Also nice, argument: "my opinion is right and anyone that says otherwise is wrong". x)

It takes considerable effort and funds to keep a house not just livable, but well kept, insured, managed, etc. If not for landlords, how else would all of that happen?
Plenty of landlords out there don't take care of these things.
Absolutely! But plenty do. How many tenants out there don't hold up their end of things?
Housing for a fee for a fixed term. There is inherent risk being a landlord that renters don't face.
See the definition of landlord and compare it to that of a slumlord.

> slum·lord (n)

> a landlord of slum property, especially one who profiteers. "Can you rent to the poor without being a slumlord?"

What valuable service do landlords provide, exactly?

It's my understanding that barring regulatory requirements for standards of living, at their core a landlord is providing access to previously un-utilized monopolized space. That's not really a valuable service, in my mind; maybe it is in the way that 'we'll give you protection from ourselves coming back and breaking your windows' is a valuable service.

See my comment below to a similar concern. There are as many different kinds of landlords as there are people. The value the good ones bring are cared for, affordable places for people to live who prefer to not own a home. Repairing, maintaining, improving, insuring, all take a lot of costs and risks. The government does provide public land in which people can live for free. Why isn't that more popular?
House repair and maintenance is not really what a landlord does, though - they rent land. Perhaps as an added feature they can offer services like repairs and maintenance, but that is not inherent to the "job" of landlord.
Where is this free public land located in the USA?
BLM land. Anyone can camp there free for 2 week.
You're contradicting yourself.

LLC is a corporation.

Yes, but the spirit of what was meant is that smaller groups could only be the owners. Perhaps a different kind of "corporation" is needed. Maybe one with limits, reporting transparency and other benefits wrt maintaining and improving the property.
That's an interesting thought. At first read, I like the concept. I'm struggling to see the downsides here.
> People have been landlords throughout history

Cite? In all parts of the globe or just some?

> renters can only rent if they can pay.

Well, I mean, where the word "landlord" European feudalism, this was not exactly the relationship. The landlord took a portion of the peasants production, but non-producing members of the community still lived on the land too.

I'm not sure what you mean by "special". But it's certainly not unusual for people to exploit other people, sure.

"I'm not doing any harm," you say. "I just want to keep what I own, that's all." You own! You are like someone who sits down in a theater and keeps everyone else away, saying that what is there for everyone's use is your own...If everyone took only what they needed and gave the rest to those in need, there would be no such thing as rich and poor. After all, didn't you come into life naked, and won't you return naked to the earth?

Ambrose, c. 350

arguing against owning your home is arguing in favor of rent-seeking
The implication of the ancient Roman theatre is that the person is trying to make a public space (theatre) private (their own use / enjoyment).

The implication being that the only rent seeker will be the state i assume

That is an argument against greedy hoarding, not home ownership.
The parable is very explicitly contrasting taking what you need / taking one seat at the theatre / owning a home to live in, with taking everything and depriving others of the use of what should be common / taking all the seats at the theatre / hoarding homes to extract economic rent, respectively. I'm 99% sure you understood the point too.
I’m not sure there’s a practical or fair way to quantify what someone needs, how can that be measured? Or worse, enforced?
In general i think its not about enforcement, but incentives e.g. designing a tax system that penalises owning many homes.
but what if you have a valid plan in the work for the many homes? I think it is a huge violation of privacy for the government to need to vet you on the reasons for your private property
"Taking one seat at the theater" is something any single family owner-occupier could learn from:

- Houses are way bigger than they need to be

- Their footprints are enlarged further by useless setbacks and lawns

- A single household monopolizes this footprint for the entire vertical dimension

Actually, in most of the world, owning your home (really the land underneath it that is zoned as residential) is a form of rent-seeking, which is why 'land value tax' taxes that economic rent (money earned without providing anything in return).

Unfortunately, people have somehow been convinced that house price inflation is good because their house has more and more value, like a wheelbarrow of inflated currency and that the only fix is for everyone to buy their own house/land, which only worsens the problem.

It’s cute, but not a very practical philosophy though. Most valued resources are physically finite. Who decides how beachfront properties are allocated? Who decides who should clean the toilets?
Maybe we should all take turns cleaning the toilets. Like jury duty.
If someone is willing to do it for money and I'm willing to pay them for it, why should I do it?
Money is a superpower, one of mankind's most potent inventions, and just like with anything of great power it is learning to restrain yourself, to recognize when it is and is not appropriate. Self-restraint in the use of great power is what makes the difference between good and evil.

With money, all actions take on a dimension of moral hazard. You pay for a thing, but you do not do the work, so you don't know how it is done and what effect the work has on the worker or on the world at large.

If the altruistic angle doesn't appeal, consider the selfish angle: money divorces you from the reality of an act, making you less able to do for yourself.

Like the Amish, I suggest that you carefully consider what you pay for and why, rather than just decide based on whether you can pay for it.

Your question presupposes that the arrangement where certain people have to do shit jobs to survive, and others don't, is desirable. It works out fine for you individually, but the more charitable and humane arrangement is to spread the shit jobs around so no one bears the full brunt.

https://en.wikipedia.org/wiki/Tragedy_of_the_commons

We give the beachfront properties to the people who clean the toilets?
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>> "If everyone took only what they needed and gave the rest to those in need, there would be no such thing as rich and poor"

This theory is called communism and it is one of the deadliest ideas known to man.

That said, there's an element of truth to the statement. There would be no such thing as rich and poor, there would only be poor.

that’s an extremely anachronistic reading.
You're quoting an author from the 300's in a comment thread about today's housing market. That's an actual anachronism.
I think you read too much between the lines! To me it says that you should only get as much as you need, not more, not less, and leave the rest for the others..
Isn’t the “should” there what communism tries to enforce?
I don't see owning a residential property as any more of a right than I do owning a luxury sportscar or private aircraft. Having access to an affordable roof over your head yes, owning that roof no.

Even if someone gave land to an individual, many would lack the ability to actually have a home constructed without saving for many years simply due to the cost of materials.

Yes. But I think that it’s just part of a larger unethical system: the financial system(and it’s incestuous relationship with government). I am pro capitalism, but this is not capitalism. This is corporatism. The whole system is based on growth at any expense to maximize shareholder wealth. Perverse incentives lead to perverse outcomes such as lobbying/bribing the government, destroying nature, poisoning people, war mongering etc. On a smaller scale, this is the real estate market. Endless growth for assets can only come by debasing the currency to cause persistent inflation or by causing artificial scarcity. Both have been happening for many decades. You can see it in those birthday cards for older people where it shows the prices from like the 50’s compared to now. Housing prices are like 10-15x what they were 80 years ago. That is caused by purposeful “target” inflation which experts say is “healthy”. But healthy for whom? Antibiotics are healthy for the ill person but toxic to the bacteria. I feel like the populace has become the bacteria.
The prioritisation of the profit motive above all else is the defining characteristic of capitalism, so I think this distinction of corporatism is not meaningful. I would challenge you to find an era of capitalist economics where profit didn't lead to perverse incentives.
Absolutely yes. House buying should be restricted to self occupants or professional (ideally state owned) letting agencies IMO.

Here in Barcelona the market is screwed by shitty foreign investors with seedy letting agencies that totally ignore the tenant's rights. It's all about the money

IMHO the land belongs to all of us, like the air, and the water. ie '(wo)man is born free' rather than 'born to pay rent to a private owner until such time as they can buy a freehold and pass on the condition'.

That doesn't mean you can't have exclusive use of some part of it, how else would we encourage people to take care of the land and develop it. But you should continuously pay everyone else for it's exclusive use. Inherited, and corporate (basically immortal) land outright ownership is immoral IMHO.

Do you believe this expands globally or only within sociopolitical boundaries as they mutate?
A very good question. People should be able to choose where they live (that does require a more equal world though), but on the other hand, communities should have some say in who their members are and what their rules are. I do see current fixed national boundaries as problematic.
>but you should continuously pay everyone else for it's exclusive use.

So pay rent to the state instead of a private landholder?

I found your first paragraph very agreeable and convincing, but this feels like it's just passing the problem on up to the state. Would you just be suggesting that any ownership of land outside of a a single home or apartment be heavily rented/taxed to the government, or literally all use of space used exclusively (e.g. a private bedroom)?

I think the logical consequence of the first paragraph is the second.

If the land belongs to everyone, but you want to occupy some part of it exclusively, you need to pay everyone else for the privilege. Not just one individual who happens to 'own' it through various historical doings. I'm not sure how you can 'pay eveyone else' except through some kind of 'state' mechanism.

Assuming OP is taking a Georgist perspective, the idea is that the land rent would be distributed equally among the community as a basic dividend.
> So pay rent to the state instead of a private landholder?

You pay rent to the people (via the state, which acts as a layer of indirection) who no longer get to use the piece of naturally occurring land that you're monopolizing.

Think of it like finite natural resources. Who really owns that? It's a gift of nature. Nobody made it. So if one person wants to dig those up and sell them, part of the proceeds should be shared with everyone. Because it's not even their property, so they have no moral right to privatize 100% of the gains in the first place.

Now if someone puts effort into transforming those resources into something more useful, then they should own the fruits of that labor. The distinction is labor (the fruits of which I should own) versus naturally occuring thing I had no role in making (which I should not own).

Well when you say "human right" and a government insists that home ownership is something they will focus on as a human right in their program, to a finance person what you are really saying is "this asset has a free put option attached to it". And having a backstop like that is a very sought after feature for speculators. It isn't the only area where speculators take advantage of it( for example energy generation is another area with a built in backstop), but it is the biggest one.

What would be your proposed solution to this problem, as in how would you remake the real estate market in the US? And perhaps more importantly, how coherent is your solution with the US as it is today?

The poster above you (whittingtonaaon) proposed raising taxes on secondary, tertiary, etc. homes. That makes sense to me but "investors" looking for easy prey would surely hate on such solution. It's not like no one could have thought of this until now.

I do not say this with the US in mind.

Most money in real estate isn't made on selling people 2nd homes. Unless I misunderstood your comment and you think corporations and investors shouldn't be able to own more than a single home at once(so landlord abolishment)?
Raising taxes doesn't "abolish" anything, it may make it less lucrative, but that's a far cry from "abolishment"
Depends to what level they are raised, of course. Making something prohibitively expensive and then saying "hey look you can still technically do it, it's just not worth your time and you have to really execute everything perfectly" is not super different from just saying you can't do it.
Right, but unless somebody states that is the type of tax they are looking for, it is not appropriate to presume that is what they mean without further information. It seems pretty clear that a primary residence, one secondary home that is used for family vacations at least some of the time, one building/ piece of land that is actively used for a personally operated business, and all other real estate are each distinct categories that should receive different incentives and disincentives from the state - unless you are against governance, but that is another conversation altogether.

I personally think that primary residences should have a 100% homestead exemption, because I don't think you should have to rent your home from the State. And to make up that percentage of income, other real estate should be taxed a little higher. At the same time, there should be intelligent programs in place to make it easier to reach the point where you can own that first home. This last point would undoubtedly work best if there were either financial and/or statutory restrictions on ownership of residential real estate for investment purposes. So, in principle, it makes perfect sense as part of a larger goal of promoting home ownership. The conversation of how to best do this is of course more complex and there are many factors that need to be balanced - more than anything because high taxes raise rents, which would point towards regulation as an important part of the best way of dealing with this.

What possible justification is there for landlording? No-one can make new space and all owned land was stolen from the commons.
How do you propose we would — systematically — provide housing to people who, for whatever reason, are not in a position to buy? Should housing be bifurcated into government-provided housing for renters and privately-owned housing for those fortunate enough to have the money and stability to buy? Would you like to live in government housing, or would you prefer to keep the investor-owned rental option, but have them pass a bunch of new taxes onto their customers? Or maybe, just maybe, realize that property rentals are a necessary service that is handled pretty well by the private markets and that landlords are no more or less deserving of earning a profit for the service they provide and risk they take on?
>How do you propose we would — systematically — provide housing to people who, for whatever reason, are not in a position to buy? Should housing be bifurcated into government-provided housing for renters and privately-owned housing for those fortunate enough to have the money and stability to buy?

So...council estates? Subsidized housing is a thing we have.

>realize that property rentals are a necessary service that is handled pretty well by the private markets and that landlords are no more or less deserving of earning a profit for the service they provide and risk they take on?

Landlords don't create added value. I'm skeptical that it is a necessary service; housing is necessary, but is renting housing necessary? Why would that be?

A house costs more than some people have. Without a rental market, those people become homeless or completely dependant on government. Neither is desirable.

Without the profit incentive, what developer would build a multi unit apartment building to achieve higher density living in cities?

I'd say a house costs more than almost anyone has; it's why people need to take out loans to purchase them. That said, without a rental market the price of houses goes way down. As a result, the people that cannot afford houses then are mostly the same people that cannot currently afford rent. This is because the mortgage payment and insurance for a home is actually lower than the monthly rent. If the top value were lower, it would be a safer risk for a bank but because it's so high, people don't have that access to credit.

A developer still has a profit incentive; mostly the same one they have now, actually. They sell the apartments.

So you have a city like Los Angeles or NYC. You convert all housing to single family homes. Can more people of fewer people live there now?
Why would you convert all housing to single family homes? Do people not own apartments for some reason?
>That said, without a rental market the price of houses goes way down.

I see that you are saying you would simply sell the apartments instead now. What is the solution for (e.g.) new grads who do not have a down payment yet? Why aren't tenants currently pooling their money, purchasing the properties they live at and converting it to a Tenancy in Common?

I do not think prices will drop without a rental market. Prices might even increase because you are making the market much less efficient. It will also make building new units more difficult as there will almost always be a holdout in the building.

> Landlords don't create added value. I'm skeptical that it is a necessary service; housing is necessary, but is renting housing necessary? Why would that be?

There are many cases where this isn’t true. Many (most) residents in urban areas are transient. They stay for a couple of years, get married, then move to the suburbs or another city to start a family.

There are a bunch of other reasons why someone wouldn’t want to stay in a location for a long period of time.

Rentals absolutely make sense in this situation.

>Landlords don't create added value. I'm skeptical that it is a necessary service

Subdividing your land and making it available to others is valuable. The world without that is all single family homes.

> How do you propose we would — systematically — provide housing to people who, for whatever reason, are not in a position to buy? Should housing be bifurcated into government-provided housing for renters and privately-owned housing for those fortunate enough to have the money and stability to buy?

Without speculators leeching off of them, 20 year old two bedroom units would cost less than they currently rent for each year.

Make property investors actually invest something by only allowing profit or rent on land that has been recently improved.

Landlords do not provide a service.

They take otherwise-purchasable properties off the market, then make money off preventing other people from owning them in perpetuity.

Some landlords also offer property management services, but that is a separate field entirely. It would be fairly easy for an apartment building to consist of entirely owner-occupied units, who could then join together in a co-op to either put individual local contractors on retainer for things like plumbing, electrical, and miscellaneous repair services, or find a one-stop-shop company to hire for it.

Why would landlords hate such a system. They can trivially pass on any tax to renters and have the incentives to figure out the loopholes in the tax code. It’s already common for single unit corporations to own rental properties.

Instead of taxing based on who owns the land, tax how it’s used. That way more units will be built increasing supply.

But then you’ll run into the real problem, not landlords, regular home owners who largely have a revealed preference to live on giant plots of land, in big houses far from multi unit dwellings. They’ll continue to use restrictive zoning to limit supply and keep prices up.

If it's taxed at least 100% of its land value +100% of its rental value they'll sell pretty quick.
Why not just pass a law saying only individuals can own property and they can only own one?
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Because that means apartment buildings become illegal?

Homeownership is all well and good, but sometimes you really do just need a place to live for a year or two, and having to do a full-fledged real estate transaction at each end of that period is a lot of friction.

The tax the poster proposed was a de facto ban which was my point. But even then it wouldn’t work because some land is more desirable than others and by encumbering land ownership you encourage those that own the more desirable land to extract as much value as possible.

The thing we are dancing around in this thread is do landlords largely determine the housing prices. I think not. I think it’s supply constraints and government subsidized mortgages. These are largely issues driven by regular home owners not landlords.

How so? It's a fairly common model for each individual apartment to have their own owner, and a body corporate run by the owners manage common areas.
I like a system whereby individuals can own between one and a bit and three somewhere (including provision for commercial property where large facilities need to rent many people's fungible extra-property rights in some way). Mentioning 100% tax is just to head off idiotic straw men about passing the tax on to renters.

Also allowing benefiting from or even rent seeking on only the increased value of very recent property improvements (like taxing at the value it held 5 years ago with some buy-or-sell challenge type provision to prevent undervaluing).

Very simple.

Any residence you don't live in as your only exempt residence for at least 2 years out of 5 is taxed at 100% pa. Any land with above median value is taxed at a progressive rate if you do live on it.

Any commercial building you don't work in for a similar period is taxed at 20%

You want to develop? Fine. Just have to make sure someone else owns or will own the land/strata before you start and charge them for the development.

You want to rent out a building? Fine. Put it on someone else's land and if they don't renew the lease you have to remove it or give up claim to it.

Most developers would not accept those terms. That's a proposal for predictable project losses. It's far less risk to own the project and land, seek institutional and similarly deep pocketed financing, then to suffer the fickle stinginess of a multitude of strata members. The developers who accept those terms will be looking to cut corners.
There are plenty of projects that are sold before they are started, and no reason the transaction would have to go the way you're claiming.

As long as at least one person is willing to assign their land claim to the project it could continue without that portion taxed, and acquiring or renting the claims would not have to be coupled to funding.

Modelling land as a fungible commodity that you're allowed to have as much as you want of is stupid and is just gifting a large portion of the productive output of society to those privileged enough to take on debt and those with the magic loan wand. There are plenty of other systems historically and currently that aren't as insane.

Pre-sales always include broad sweeping allowances for variances in final cost; for instance, folks who pre-bought condos two or three years ago are just starting to get sticker shock now that the final price has hit them, thanks to skyrocketing materials cost. The price they agreed to pay, with those variances they agreed to.

Without the assurance that someone else would shoulder the risk the builders would have walked away. Like they do in China, and where they have to demolish half finished towers because the builders dropped out and none will take it on.

Implement a Land-Value Tax, as per Henry George's vision. All of the rent from land speculation will be returned to communities. Relatively easier to implement than other solutions (we already have assessors to determine the value of land + property) and should be an easy sell to most Americans, as most would see their tax burden drop dramatically.
> What would be your proposed solution to this problem, as in how would you remake the real estate market in the US?

Higher capital gains tax for investment properties to discourage speculation.

The rationale being that it’s perfectly fine to own investment real estate as long as it’s being occupied. Short term speculation incentivizes unrented property (look at any city in East Asia). Incentivizing longer holding periods makes it more likely that the property will be used to extract rents (that is, actually house people, which is what you want).

I think there is a big problem with housing affordability in many countries. It’s also a promising investment because, as Mark Twain says, “Buy land, they’re not making it any more.” This makes land unlike other commodities (you can just make more iPhones or whatever.) The situation leads to some movements which see land as inherently a public good, such as Georgism, on which there is a good Wikipedia article.

I think it would also be nice if there were some kind of scheme whereby property tax is low for a first home, but increases when you own more than one.

Every property tax I’ve ever paid has that property. At least the first one is lower than the rest. It’s frequently called a homestead exemption or a primary residence exemption.
Yes, but I don't think this is just a recent trend.

In Hong Kong, we spent over half of our income for rent [1]. Median per capita floor area for accomodation of 15 square metres, with some people living in subdivided flats with per capita floor area of 5.3 square metres [2]. The average waiting time for public housing is 6.1 years [3], note that public housing are government provided housing available with lower rent for low-income households, which are much cheaper and larger than subdivided housing mentioned previously. The median house price is about 20 times the median family income [4].

Yes, we know that this is a problem. But the government officials don't have incentives to tackle this problem. In fact, about 1/5 of the government income comes from selling land [5], so they probably can't fix this problem and keep the same spending without increasing tax. Let alone many officials are related to this sector or hold many properties.

[1]: https://www.thestandard.com.hk/breaking-news/section/4/17694...

[2]: https://www.bycensus2016.gov.hk/en/Snapshot-09.html

[3]: https://www.scmp.com/news/hong-kong/society/article/3177511/...

[4]: https://www.chinadailyhk.com/article/119131

[5]: https://www.budget.gov.hk/2019/eng/io.html

But how would you tackle it without making the problem worse?
In Hong Kong, it's not a problem of over-densification. There's loads of unused land, but the government is incentivised to keep it empty and not zone it for high-density residential. When they do sell off a small parcel of land for new development, they auction it off leading to obscene land prices.

That's what OP means about there not being an incentive for the government to lower cost of living. The high cost of living is subsidising HK's notoriously low taxes.

There's a pretty good YouTube video about it: https://www.youtube.com/watch?v=hLrFyjGZ9NU

Oh and to answer the question, the solution is to zone lots more high-density residential, sell a lot of land for less money, and stop subversively taxing the poorest citizens via high CoL. Tax businesses and the wealthy to make up for it. But they're not going to do that, because low taxes on businesses and the wealthy is their USP.

Turns out when you optimise a city for business wellbeing at the expense of citizen wellbeing, then it impacts citizen wellbeing...

Fair points. Didn't know about the gov land sales. Honestly I presumed I was going to hear "rent controls!"
No, I don't know. I major in computer science, not economics or public policy. I just think that it is ludicrous that despite every chief executive said that they will tackle this problem, the price just keep rising and statistics keep worsening. They propose some absurd plans like massive 10+ year land reclamation plan [1] to build more houses, despite that there are actually quite a lot of unutilized land in the New Territories.

[1]: https://en.wikipedia.org/wiki/Lantau_Tomorrow_Vision

A high land value tax moves the problem around (instead of young people not being able to buy a house, older folk can't afford to keep the large one they spent their lives in).

In the process, it makes land completely unappealing to rent-seekers while incentivizing high-density development of desirable locations.

> older folk can't afford to keep the large one they spent their lives in

This is only a problem if you believe older folks should continue to live in big luxury houses for a pittance (read: gain the benefits of luxury without having the detriments of luxury), or the country does not have enough smaller housing for them to move.

In situations where housing is severely constrained at the cost of younger people, leaving old people in their large houses should be the last of your concerns. Doubly so for any social structures where older generations are extremely reliant on younger generations (almost every democratic, socialist or communist country).

I certainly feel that way, but the roughly-50% of voters who are either retired or close to retirement seem to disagree.
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Yes, I'm with you.

(Also... they are not the only business that is unethical).

But property, in its derivative sense, and by the definitions of law, is a right outside of society; for it is clear that, if the wealth of each was social wealth, the conditions would be equal for all, and it would be a contradiction to say: Property is a man’s right to dispose at will of social property. Then if we are associated for the sake of liberty, equality, and security, we are not associated for the sake of property; then if property is a natural right, this natural right is not social, but anti-social. Property and society are utterly irreconcilable institutions. It is as impossible to associate two proprietors as to join two magnets by their opposite poles. Either society must perish, or it must destroy property. - Pierre Joseph Proudhon
No, because governments' ability to procure it for the needy is a very separable problem. But let me play Devil's Advocate: agriculture, the foundation of the food supply, is one of the most commoditized markets that exist. Does this bother you too? Why not? If it's because food is generally a smaller part of income, highly responsive to market pressure to keep prices low in addition to some stabilizing subsidies from governments, why can't real estate work the same way?
Well, why can't real estate work the same way?
The counter example to the OP's point about housing is agriculture? When we just had a story about how Bill Gates is now the US's largest land owner? When Farm AID was started to assist local farmers from corporate encroachment 40 years ago?! This whole thread points out how people who claim that the US has free markets are really deluding themselves. The FEDERAL government is heavily involved in EVERY non-trivial aspect of our PERSONAL lives, and they pick the winners and losers. It truly, truly sucks, but this trend of investment banks getting involved in buying up real estate, and driving up prices of home ownership is NOT going to go away. Owning a home will become so expensive that only corporations will be able to do so, and rent/lease it back to you. We truly are becoming a capitalistic country, and either you'll have "capital," or you won't. It's modern feudalism.
I'll try, because the incentives are totally different. Food will perish if hoarded and you need a constant supply of it. Housing and real estate is the opposite, it's in almost everyone's interest that land values and property go up over time, especially the people who currently own it which includes politicians and probably around 50% of people. There is also price competition in the food market, which property developer out there competes on value? They all compete on perceived quality, the square footage and where they can buy land.
> agriculture, the foundation of the food supply, is one of the most commoditized markets that exist.

And one of the most regulated and subsidized markets...

The US housing market is regulated and subsidised…the American dream of owning a home is socialist…US mortgages are guaranteed by federal government.. this doesn’t happen in most other countries..
>the American dream of owning a home is socialist…US mortgages are guaranteed by federal government..

"socialism" =/= government intervention.

The government created the programs that gave massive tax breaks to the boomers who bought homes.
Quite reductionist…

Having one element of a nation state being characterised as socialist doesn’t not equate to socialism… the world is not black and white..

It's not about regulation, it's about replace-ability. Food prices stay low because corn is corn, regardless of who grew it - it fills the same need. In many cases, even food that's not a direct match is still a perfectly valid replacement (ex: I need to eat 2000 calories, but it doesn't matter all too much what food is providing them).

This is utterly untrue for real estate, which is about as non-fungible as you can get.

You raise an interesting point regarding fungibility…I wonder that with growing insitutional involvement, whether housing may move down the spectrum and may become more fungible… probably not by much tho
Yeah, I think that's an interesting point - if the goal is just to have a roof over your head close to where you work, institutional involvement may be able to help there (large apartment complexes and high rises are the old school methods of creating housing units that are mostly the same as each other).

I think the issue is that housing is intrinsically tied to real estate, and real estate (at large) likely won't become much more fungible. Land is just really complicated, and the uses for it aren't all that exchangeable.

It’s not really socialist at all. It’s in the governments best interest to have owners of properties. This leads to improvements making the capitalization of the country larger. It also develops more property tax capability.

A governments 2 main assets are its people and its land. Ensuring that people have ownership of the land ensures the people will continue to support the government as there’s mutual interest. So subsidizing loans via guarantees isn’t socializing so much as the government investing in itself and protecting its assets.

The response, above, lists pros but no rebuttal to why government-guaranteed mortgages are not socialist.

In a free, capitalist market, private providers would price and provide mortgages. This is not happening here..

For some Americans this may be difficult to digest since there may be cognitive dissonance…how can an American ideal be characterised as socialist.

Right but it isn’t due to charity. It’s in the governments best interests to do this. It is acting rational.

A socialist government would either ensure everyone qualifies or it wound instead build large dehumanizing concrete towers to stuff thousands of people in, block after block.

The subtext, from the statement above, is socialist government decision making is irrational while capitalist governments are rational.

Having traveled across many countries in Europe, I have seen governments with socialist traits make rational, sensible decisions. Again, while I agree that a capitalist government is probably more effective than most communist governments, the world is not black and white.

But that’s the problem. The housing market is becoming what the food production market would be without the pressure and government involvement.

Right now the supply of those two good and their general dynamics are totally different. Landlords can effectively extract maximum profit from a property without doing anything to improve it or remain competitive thanks to zoning restrictions and other things that make increasing supply difficult. Thanks to this set up, landlords effectively wind up capturing the capital gains that arise out of public improvements (like adding a new neighborhood park) as well since it makes the area more desirable without increasing supply.

In the most desirable areas you can literally do nothing as a landlord and raise rents almost perpetually.

Worse once these landlords raise rents it causes negative effects downstream. Producers of other goods that rent their land need to start charging more to pay the landlords.

The number of people that try to justify some kind of late pseudo-feudalist system like this is legitimately insane.

A land value tax would solve this - you want to use that acre of American Land, you pay the American People for the priviliege.
Ah sure. Old lady living in the house she bought 50 years ago will have to pay insanely high land tax because now it's red hot city location, what 50 years ago used to be suburbs.

Very clever idea.

Taxation was never a solution to any problem. It was a way to mask the problem in a very populist way. Taxation purpose was a redistribution from 'evil crooks' to poor, unlucky people.

The problem with Taxation always was that the middle class was paying this because the rich ones had plenty of solutions not to pay including with moving to an another country

> Very clever idea.

Yes. yes it is. She's made millions for doing nothing useful.

> the rich ones had plenty of solutions not to pay including with moving to an another country

How does a rich land owner avoid paying a land tax? Or a tax on the value of his copyrights (which would be land)

Yes the middle class get shafted on things like income and capital gains based taxes, that's the great thing about a land value tax, it taxes the immovable land, not the movable person.

No she doesn't make millions. It's not her fault that now her house is 10x more valuable ( on the paper ). As long as she doesn't sell, rent somebody else she has no income. No income, no tax.

Simple as fuck logic. She bought the property, not a license there for living up to her ends.

The thing you are here presenting is a tax of not realized potential income. It's diabolical insane idea.

If we can do it for real estate, why not for cars, and any idea property?

You basically want people buy a license for living in their flats.

About basically nor useful, she earned the money, paid multiple taxes for this and she bought this from the real property dealer / construction company which hired many people for this.

Isn't this tangible contribution for society?

All because people like you flocked to her location for work what used to be peaceful, quite suburbs

She's a millionaire. She bought it for $20k, it's now worth $2.5m. She's made $2.48m for doing nothing.

For someone else to live in that house they would have to make a fortune to pay it in rent. She could choose to move somewhere cheaper and have a massive income from either selling it or renting it out, but she doesn't, she's become rich because other people are making the area valuable.

>In the most desirable areas you can literally do nothing as a landlord and raise rents almost perpetually.

You can also do literally nothing even if you want to because of zoning. Remove all the market distortions and watch rental prices drop.

Call a contractor and see how much they charge for permitted work.

> why can't real estate work the same way?

So I'll tackle this...

Food is highly responsive to market pressure because it is nearly entirely fungible. I'll throw this here for the sake of making sure we're on the same page when I say that

---

Fungible: able to replace or be replaced by another identical item; mutually interchangeable.

---

So food markets are sensitive to pressure because there is hardly ever anything special about the food any one entity produces. Someone charging too much for corn? Go buy identical corn, that fills exactly the same need from any one of the thousands of their competitors. "Organic" was, in large parts, an effort to make food that is less easily replaced, and is mostly marketing rather than quality or health related (seriously, go google some of the chemicals that we allow to be added to organic food).

In contrast to food - Real estate is very rarely fungible. A specific plot of land has characteristics that often make it very hard to replace. Whether that's proximity to people or locations or features themselves such as soil, water, grade (slope, slant), existing structures, mineral presence ,etc. Non of those are consistent between different plots of land (there's a reason "Location, Location, Location" is a saying).

So no - Personally, I don't believe that real estate will ever be able to be treated in a similar way as the food market. Desire for it is predicated too much on aspects other than mere "acres" of it that you can get.

Imagine if just finding the right steak to eat was enough to make you rich for life, or if that ear of corn was where your family has been buried for centuries, or if that lima bean reduced your commute from a 2 hour drive to a 5 minute walk. I think we'd see pretty insane food prices then as well.

> I think we'd see pretty insane food prices then as well.

All you are saying is "imagine if food supply was more constrained" with more words. Commodification and constrained supply are orthogonal concepts -- the argument here is that increased commodification may lead to increased supply, so long as the market is allowed to act freely.

> that ear of corn was where your family has been buried for centuries,

This argument of "what if your family lived there before" in housing discussions annoys me to no end. We don't live in a feudal society where the right to a particular village is passed down through bloodlines. The fact that your family lived somewhere in the past doesn't entitle you to anything; you're not a Hapsburg monarch.

> This argument of "what if your family lived there before" in housing discussions annoys me to no end.

It's NOT about right - it's about demand. It's not relevant at all if it annoys you, the issue is that people can and do form sentimental attachments to the places where they live, and those attachments influence their willingness to pay (or hinder their willingness to sell).

And no - I'm not saying "imagine if the food supply was more constrained". I'm very clearly saying that food is fungible (you know - the thing I actually said...).

The housing supply is both constrained and non-fungible. The food supply can be constrained or not, but it's fungible as all get out - For the purposes of not starving, a calorie is a calorie, and where it comes from is irrelevant in a broad sense.

> It's NOT about right - it's about demand.

Sure, that's fair. I'm really reacting to arguments about gentrification, where people do talk about "rights" to stay in a particular neighborhood that apparently get passed via genetic material.

> I'm very clearly saying that food is fungible

My point is that the reason "fungibility" is important is actually because it impacts supply: there aren't just 100k houses vs 100k households, there are actually 10k houses with some desirable property (close to where most people work, sufficiently large to raise children, whatever) vs 50k households willing to pay a premium for that desirable property. Your point about fungibility doesn't change the conversation about supply and demand, it's just a partial explanation of the mismatch.

So outside of the context of most of the previous discussion:

> I'm really reacting to arguments about gentrification, where people do talk about "rights" to stay in a particular neighborhood that apparently get passed via genetic material.

What is it that bothers you about this? Basically - my counter argument is: If a person has been living in an area for decades, and that area is now gentrifying, can't it be reasonably expected that person (or their family) were fundamentally a part of driving that gentrification?

It means that person was putting in their labor and money into that location for decades, and that labor and money was key for creating the conditions that are allowing for gentrification (even if the final catalyst was something else - like a company using the stable area for new expansion)

Simplifying - My counter argument is that forcing this person out is robbing them of the fruit of their labor: A nice neighborhood. They were there when it wasn't nice. They worked in making it nice. Now you kick them out because they were working with a lower income to do it (usually meaning they put in considerably more "sweat equity"). Seems pretty unfair to me.

There are thousands of homes/apartments around where I live that are about equally attractive for me to live at. Most sold by different sellers. Housing is fungible.
And I bet those apartments and homes carry roughly the same value/sqft...

The claim that housing is fungible is absolute non-sense, though.

If it were, we wouldn't see such drastic market variations, even within relatively close geographic markets (in some cases, literally blocks away)

We also wouldn't see such an intense pressure on evaluating real estate before purchasing (because if it was fungible - it's all the same, right?).

I basically don't know where to go in the conversation if you can't actually acknowledge the argument in front of you, and just say "No".

It's fungible for you, since apparently few dimensions of housing are salient to you. In my experience, this is not the case for most people. Units on the same floor can differ vastly; buildings on the same block can differ vastly; the neighbors you have, the direction a unit faces, square footage, street noise are all examples of factors that matter to many people and which can vary dramatically on a geographic scale measured in feet. Many people don't consider housing fungible to the extent that produce is.
Land has these properties, yes. We will never see mass affordable ownership of desirable land. Fortunately, that is almost irrelevant to housing issues. Legalize building vertically.
It should. The slow erosion of diversity of food production has put the nation at risk.

How much grain is watered with depleted groundwater? How much produce is dependent on the Colorado river?

Because you can make more food but god ain't making any more land.
We have plenty of land.

When I moved to Manhattan, I was shocked to see how many apartment buildings that are only a couple floors tall and don't have elevators. I assumed every building in Midtown would be at least 50 floors and house thousands of people.

Counting the office space, which is completely unnecessary when people can work from home, even the densest neighborhood of America's most populated city has tons of room. I would bet that we can fit 20 times more people in Manhattan if we got rid of the height limitation laws and converted all the offices to apartments.

On the other hand, when we consider the average suburb there is a ridiculous surplus of land. We could fit the entire world population into Texas if we used it more efficiently.

Cramming people together more tightly does not create more land.
But they flock to NYC. No one is "cramming" them there.
Not sure I follow your point. NYC is not affordable. Are you implying the New York real estate market is in a desirable state because people still want to live there despite exorbitant rents and never being able to buy a home?
There are many reasons why not every building in Manhattan is 50 storeys. The most obvious one is that each neighborhood's infrastructure imposes limits on the density of the block. Other considerations are public transit, water main, and school capacity. So the effective amount of "land" today, is closer to what exists today, relative to a block of residential 50-storey skyscrapers.
Infrastructure scales with development, q.e.f.
Markets and capitalism are a social hallucination.

Biology does not care about our philosophy; it allows emotional bonds between officials and elites that are leveraged against the masses.

Write on paper all the rules you want, collusion will happen.

Your defense of this system that’s also screwing you is bizarre; conviction to spoken traditions versus actual analysis. Very brain dead following orders of you. Very religious missionary of you. Human biology is easily convinced it’s spoken words of power are what rule the world.

I mean so it is; if you get burned by it, oh well. Remember; if this system takes your life from you, none of us have an obligation to you.

> agriculture, the foundation of the food supply, is one of the most commoditized markets that exist. Does this bother you too? Why not?

It does bother me

> agriculture, the foundation of the food supply, is one of the most commoditized markets that exist. Does this bother you too?

Yes? Most people who have ever lived have always produced their own food. That most of us in the developed world have lost the ability to do so—and that access to the physical essence of our being is dependent on monetary transactions with faceless entities that value profit above human life—seems deeply alienating.

Property crowdfunding (online trading of dividend paying shares in individually managed rental properties) has been a thing in the UK since not long after the the financial crisis.

This website[0] lists 18 companies in the property equity category, and I know of at least 1 more reputable firm not on the list.

The reality is that low yields, tax changes, and new regulations have recently made being a small time landlord a lot less attractive, which inevitably means big companies with economies of scale and tax efficiencies are going to start moving in on the industry.

[0] https://thecrowdspace.com/directory/real-estate-crowdfunding...

I’m suspicious of the trend the same way I’m suspicious of cooks at restaurants who yak about the food being shit. Or the drug manufacturers who failed communities by driving profits in the sale of opioids.

If the investment vehicle is detached from the people who live in the homes, then I fear we loose touch with the humanity of the occupants. The slum lord is sociopathic. Home real estate investment vehicle yada yada’s will trend systematically in the same direction. A race to the bottom of inhumanities and language similar to real estate listing euphemisms—

‘quaint’ : cramped :: ‘quaint’ : single mother with four kids and drives for snoober.

Nope (own my home + 8 rental units).

If you actually want to do something about it, advocate for zoning reform. People buy SFH because the lack of MFH in some areas makes them a pretty sure bet appreciation-wise. If developers were more free to build duplexes/quads/ADUs or larger, the increased supply would theoretically lower rents in the area and make SFH less attractive as an investment vehicle.

Any commodization of a necessary resource for living is inherently unethical. I know this isn't a popular opinion on HN, but I need you to think about this not as the property owner but as the tenant
You should probably think about how food gets to the plate before saying commoditization of necessary resources is unethical.
With food the question is less about the individual stocks of produce and more about the land occupied to generate it and who owns it, which in a distressing amount of cases is single large landowners
What you just said isn't responsive to the previous comment.
So it would be more ethical to take the 4 unit building I live in and make it a single family home?
If you own the building and live in one of the units the, in my opinion, most ethical course of action that still benefitted you would be to sell the remaining units to the current tenants or even better, if they've been living there long enough, treat their total rent paid as payment for the unit
The lot is zoned for 14 units, has 4 currently. If we give the 2 other families that live here a few hundred thousand dollar entitlement it will never be developed.

Your proposal is insane. They've paid 600 dollars (rent control) a month for (let's say) 10 years. 60k buy in for a quarter of a 1.2m dollar property? I'd take that deal as a renter.

That's why I said if the tenant has been there for a sufficient time. If they have covered the unit's cost, plus maintenance, they have effectively paid for all the owner's expenses. Shouldn't it be enough to effectively own the property they actually live in?
No, they took on zero risk to be in that position.

If my tenants lose their jobs they get six months free rent while I go through the eviction process. If I lose my job and can't get another I have to sell my property for a six figure loss.

I can make this property a single family home or I can make it available to other people as housing that they can't afford to buy outright. I don't understand the landlord hate. They can pool money, form an LLC, and buy a property if they want a tennant in commons situation. They can take on the risk and do the work.

There's no sense in arguing about it if you're a landlord, you have a monetary interest in the housing market staying this way and your relationship with your tenants is inherently adversarial
I have an interest in relaxing zoning so I can build. You can't even listen to someone deeply involved in a system telling you how it is broken, or what the incentives you are suggesting will lead to.

* Rent control privatizes the cost of a social problem (poor housing policy)

* Restrictive zoning and other barriers to building are why housing is expensive, this includes historic preservation and permitting too

* Parking minimums are a scourge

If your entire policy is some nimby reach around for single family home owners, I'm not sure anything I say will help you. I literally want to use my money to build more housing. I would also love to unwind all the distortions that currently exist (rent control).

If TiC collectives were a good solution we would see them more in the market. Your solution is just to ruin a market to make it work the way you want, but honestly, people are broke and cannot afford to buy. That also creates so many weird externalities that you seem to be unwilling to discuss.

Goodluck creating a single family home parking lot filled hellscape. I'll be adding units to the market (reducing rents) while you are complaining in la la land.

No, it doesn't bother me because it's a self-inflicted problem.

Low interest rates, zoning laws limiting supply, a shift into urban centers. It's really a perfect storm that pushed housing prices up and just encourage people to speculate. It could have been avoided. More housing could have been built. Government incentives to "get people owning their own homes" could have been better structured to avoid just goosing prices.

People treat houses like investments because, well, they produce returns like investments. If they didn't, people wouldn't look at them that way. You can't blame people for responding to incentives.

The best way to get people to stop buying houses houses as investments is to make them less attractive investments. Everything else will fail. Higher taxes, vacancy taxes, foreigner taxes - it all just encourages fraud, gaming the system, bending the rules. Take a look at Singapore's mess of public housing with built in profits. Every year they roll out some new rule to try and stay on top of it and every year Singaporean's get around the rule because it's just too lucrative not to.

But if you've been around long enough you'll realize it's a problem that will solve itself. Markets correct. People will move where houses are cheaper. Interest rates eventually rise. New houses will get built. New cities will become "desirable" and some old ones won't.

I remember back in 2008 when houses went from "you're a sucker if you don't buy now" to "I'm never owning a house again". It flipped like a light switch when suddenly the gravy train halted. Condo developers in Miami were selling units for $30k and had no buyers.

All this talk of "houses are being treated like a commodity" is just an observation, at a single point of time, at the top of the boom bust cycle. If you take a step back, you realize it's just a blip in time.

It reminds me of the quote from the movie Margin Call: "And it's certainly no different today than its ever been. 1637, 1797, 1819, 37, 57, 84, 1901, 07, 29, 1937, 1974, 1987-Jesus, didn't that fuck up me up good-92, 97, 2000 and whatever we want to call this. It's all just the same thing over and over; we can't help ourselves. And you and I can't control it, or stop it, or even slow it. Or even ever-so-slightly alter it. We just react. And we make a lot money if we get it right. And we get left by the side of the side of the road if we get it wrong. And there have always been and there always will be the same percentage of winners and losers. Happy foxes and sad sacks. Fat cats and starving dogs in this world. Yeah, there may be more of us today than there's ever been. But the percentages-they stay exactly the same."