Housing affordability requires supply reform, not demand subsidies
Sheel Mohnot · Ideas That Sound Illegal (But Print Money Anyway) · Nov 26, 2025 · at 7:46
Fintech investor Sheel Mohnot argues against demand-side subsidies to address housing affordability.
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“So I think the solution, like we do have an affordability crisis, no question, but the solution is not to induce demand because if you induce demand, What happens? You have the same fixed amount of properties. You're just making prices go up. So the solution is creating more supply, like making it easier to permit, like all this kind of reform to build more housing, make it cheaper to build housing.”
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