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Can Congress tackle housing affordability?

Mar 13, 2026
Logan Wright, partner at the Rhodium Group and China-focused economic analyst, breaks down China's tech-driven five-year plan and its global ripple effects. He discusses targets like AI, semiconductors, batteries, and robotics. He explains how weak domestic demand could push China toward export-led growth and why U.S. industrial policy and protection matter in response.
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INSIGHT

Senate Bill Targets Housing Supply And Red Tape

  • The Senate passed a bipartisan housing bill aimed at increasing supply by easing rules on manufactured housing and cutting environmental review red tape.
  • It removes the steel chassis requirement for factory-built homes and encourages pre-approved designs to speed construction approvals.
INSIGHT

Investor Limits Could Reduce Construction Incentives

  • House members object to investor limits in the Senate bill that would force institutional owners to sell single-family rentals after seven years and cap ownership at 350 homes.
  • Some House Republicans warn these rules could discourage large-scale builders and reduce construction activity.
INSIGHT

Political Conditions Could Block Housing Bill

  • President Trump tied signing any legislation to Congress first passing a voter ID bill, creating a potential roadblock for the housing measure.
  • That political linkage adds uncertainty for the bill's prospects in the White House.
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