Housing Policy for a Stronger America

Make America Housed Again

From Day One executive orders to the landmark One Big Beautiful Bill Act, explore how current federal policy is cutting red tape, expanding tax credits, opening federal land, and building the foundation for 1.2 million new affordable homes over the next decade.

1.22M

New Affordable Homes by 2035

$35B

HUD Lending for Conversions

500M+

Acres Federal Land Under Review

12%

Permanent LIHTC Increase

Six Pillars of Pro-Housing Policy

A comprehensive approach to solving America's housing crisis through deregulation, tax incentives, land reform, and private-sector partnership.

📋

Cut Regulatory Barriers

Federal regulations account for 25% of new home construction costs. Executive orders direct agencies to identify and eliminate rules that increase housing costs, streamline permitting, and reduce development timelines.

💰

Expand Tax Credits

The One Big Beautiful Bill Act permanently expands LIHTC, makes the New Markets Tax Credit permanent, extends Opportunity Zones, and restores 100% bonus depreciation — projected to finance 1.22 million affordable homes.

🏔️

Open Federal Land

The HUD-Interior Joint Task Force on Federal Land for Housing is inventorying 500+ million acres of federal land to identify parcels suitable for residential development and streamline transfer to states and localities.

🏗️

Add Density

Incentivizing higher-density housing in appropriate areas, adaptive reuse of commercial buildings, and eliminating restrictive zoning that prevents multifamily development near jobs and transit.

🏠

Protect Homebuyers

The executive order banning large institutional investors from purchasing single-family homes puts families first, with first-look policies and Fannie/Freddie directed to purchase $200B in mortgage-backed securities.

🤝

Private Sector Partnership

Leveraging private capital, faith-based organizations, and market-based solutions rather than federal mandates — working with builders, developers, lenders, and community organizations to increase housing supply.

Presidential Actions on Housing

Key executive orders and agency actions taken to address the housing affordability crisis.

January 20, 2025

Emergency Price Relief Executive Order

Day One order directing all agencies to deliver emergency price relief including lowering housing costs and expanding supply. Directs review of regulations accounting for 25% of new construction costs.

March 17, 2025

Joint Task Force on Federal Land for Housing

HUD and Interior establish task force to inventory underutilized federal lands suitable for residential development, streamline land transfers to states and localities, and promote affordable housing.

Spring 2025

FHA Regulatory Waivers

Temporary FHA waivers expand land available for development and decrease construction costs for single-family properties. Rescission of prior policies shortens time for foreclosed homes to reach market.

July 4, 2025

One Big Beautiful Bill Act Signed

Landmark legislation permanently expands LIHTC (12% increase in 9% allocations, 50% test lowered to 25%), extends Opportunity Zones, makes NMTC permanent, and restores 100% bonus depreciation.

January 21, 2026

Wall Street Homebuyer Protection Order

Executive order preventing federal programs from facilitating sales of single-family homes to large institutional investors. Establishes first-look policies for owner-occupants. Directs Fannie/Freddie to purchase $200B in MBS.

2025 — Ongoing

Timber Production & Construction Costs

Executive order expanding U.S. timber production to reduce lumber costs. Continued deregulatory actions to lower building material costs and streamline federal agency building requirements.

Deep Dive: Key Housing Programs

Explore the federal, state, and local programs powering America's housing expansion.

Opportunity Zones

Created by the 2017 Tax Cuts and Jobs Act and now permanently extended and enhanced by the One Big Beautiful Bill Act, Opportunity Zones (OZs) provide powerful tax incentives for investment in designated low-income communities across all 50 states.

Over three-fourths of tracked OZ investment has gone into housing, financing nearly 200,000 homes since 2018. Qualified opportunity funds have raised $40.9 billion in equity as of March 2025.

How Opportunity Zones Work

Investors who reinvest capital gains into Qualified Opportunity Funds (QOFs) receive tax deferral on those gains. For investments held 10+ years, any appreciation on the OZ investment is permanently excluded from capital gains tax. The OBBBA extended and modified the program, with new attention to rural areas and enhanced transparency requirements.

Impact on Housing

Opportunity Zones have become a critical tool for multifamily development in underserved communities. The program incentivizes patient capital by rewarding long-term holds, making it ideal for ground-up construction and adaptive reuse projects that take years to stabilize. Combined with LIHTC, OZ investments can create deeply affordable housing with compelling investor returns.

$40.9BEquity Raised
200KHomes Financed
75%+Invested in Housing
PermanentUnder OBBBA

What the OBBBA Changed

The One Big Beautiful Bill Act permanently extends Opportunity Zones with modifications including enhanced reporting and transparency, new designations with attention to rural communities, and continued capital gains tax benefits for long-term investors. The ROAD to Housing Act further directs HUD to prioritize OZ-based projects for competitive grants related to housing development.

Low-Income Housing Tax Credit (LIHTC)

The LIHTC is the nation's most important tool for creating affordable rental housing. Since 1986, it has financed approximately 3.6 million apartments. The One Big Beautiful Bill Act delivers the largest expansion of the program in over two decades.

Novogradac estimates the OBBBA LIHTC provisions could finance 1.22 million additional affordable rental homes over 2026–2035 — a transformational expansion of the program.

Key OBBBA Provisions

Permanent 12% Increase in 9% Allocations: Starting in 2026, each state's per capita 9% LIHTC allocation is permanently increased by 12%. This means more competitive 9% deals can be awarded each year, with stronger investor appeal due to simpler capital stacks and deeper subsidy.

Permanent 25% Bond Test: The private activity bond (PAB) financing threshold is permanently lowered from 50% to 25% of land and building costs. This is transformational — more than 20 states were previously running out of bond cap. States can now stretch limited PAB volume much farther, unlocking far more 4% LIHTC deals.

100% Bonus Depreciation: Restored permanently for property placed in service after January 19, 2025. This front-loads tax losses for investors, improving after-tax returns and enhancing equity pricing, especially when combined with cost segregation studies.

12%Permanent 9% Increase
25%New Bond Threshold
1.22MAdditional Homes
100%Bonus Depreciation

Why This Matters

The LIHTC program leverages private investment to build affordable housing without direct federal spending. For every dollar of tax credit, approximately $0.85–$0.95 of equity is generated. The permanent nature of these expansions provides the long-term certainty developers and investors need to commit capital to multiyear projects.

Historic Tax Credits (HTC)

The federal Historic Tax Credit provides a 20% income tax credit for the qualified rehabilitation of certified historic structures. It's a critical tool for adaptive reuse — converting old office buildings, schools, churches, factories, and municipal buildings into housing.

Adaptive reuse using Historic Tax Credits is creating housing from America's existing building stock — preserving community character while solving housing shortages. A record 70,700 conversion units are in the pipeline for 2025.

How HTCs Support Housing

When combined with LIHTC and other incentives, the HTC significantly reduces the equity gap in conversion projects. Buildings don't need existing landmark status — there's an application process through the National Park Service to establish eligibility. Properties contributing to historic districts or individually eligible for the National Register can qualify.

The Conversion Opportunity

Post-pandemic office vacancy rates above 20% have created historic acquisition opportunities. Yardi Matrix research indicates approximately 1.3 billion square feet of office space is suitable for conversion to housing. Cities like New York (8,310 units in pipeline), Washington D.C. (5,820 units), and Chicago (2,822 units) lead the conversion wave — all heavily leveraging Historic Tax Credits.

20%Federal Credit
70,700Units in Pipeline
1.3B SFSuitable for Conversion
4xPipeline Growth Since '21

Current Status

While advocates pushed for HTC improvements in the OBBBA — reverting to a one-year credit from the current five-year and repealing the basis reduction — these provisions were not included in the final bill. The HTC remains available at 20% but continues under the five-year credit structure. State-level historic credits in many jurisdictions supplement the federal credit.

Zoning Policy Reform

Restrictive zoning has been identified by the administration as a leading factor in the growth of housing prices. Executive orders and federal incentives are encouraging state and local governments to reform outdated land-use rules that constrain housing supply.

"These regulatory barriers are the leading factor in the growth of housing prices" and "drive down the supply of affordable housing" in markets across the United States. — White House Executive Order

Federal Approach to Local Zoning

Because zoning is primarily under the jurisdiction of state and local governments, the federal approach uses incentives rather than mandates. The ROAD to Housing Act directs HUD to publish guidelines and best practice frameworks for state and local zoning and land-use policies, while also providing technical assistance to communities seeking reform.

Barriers Being Addressed

The White House Council on Eliminating Regulatory Barriers to Affordable Housing is assessing overly restrictive zoning laws, excessive energy and water efficiency mandates, impediments to higher-density projects, time-consuming permit procedures, complex labor requirements, and inordinate development impact fees.

Cities Leading the Way

New York's City of Yes initiative changes zoning to allow more housing and conversion projects. LA's Adaptive Reuse Ordinance enables by-right conversions. Multiple states including Florida, Montana, Rhode Island, Washington, and Arizona have relaxed zoning to facilitate conversions. These models demonstrate what's possible when zoning serves housing rather than blocking it.

25%Regulations Add to Cost
8+Agencies on Council
6+States Reforming
By-RightGoal for Conversions

Opening Federal Land for Housing

The federal government manages approximately 640 million acres — about 28% of all land in the United States. The Trump administration launched a historic initiative to identify underutilized federal land suitable for residential development.

The Joint Task Force on Federal Land for Housing will inventory underutilized federal properties and facilitate their transfer or lease to states or localities to address housing needs, ensuring affordability remains central.

The HUD-Interior Task Force

Announced March 17, 2025, the Joint Task Force brings together HUD and the Department of the Interior to identify locations where housing needs are most pressing and match them with suitable federal parcels. The DOI oversees more than 500 million acres, and officials have stated "much of it" is viable for residential development.

Types of Federal Land

Not all federal land is equal for housing purposes. The most promising opportunities include surplus government buildings (post offices, administrative buildings) in existing cities and towns, infill parcels in growing communities, and federal land adjacent to established infrastructure. In Nevada, where 85% of land is federal, cities like Fernley need land transfers to build roads, utilities, and housing for rapidly growing populations.

Precedent

In 2024, the BLM partnered with HUD to sell 20 acres of unused federal land near Las Vegas for $2,000 — well below its appraised value of nearly $20 million — specifically for affordable housing construction. This model of targeted, below-market transfers for housing could be replicated across the country.

640MAcres Federal Land
28%Of All U.S. Land
500M+Acres Under DOI
7MHousing Unit Shortage

Adding Density to Solve the Housing Crisis

America's housing shortage — estimated at 4 to 7 million units — cannot be solved without building more densely in existing communities. The administration's approach combines deregulation with market incentives to unlock density where it's needed most.

Adaptive reuse conversions activate apartment density in the heart of downtown markets that otherwise could not be built due to zoning or land availability — and the converted properties are ultimately more financeable with Fannie Mae and Freddie Mac multifamily products.

Office-to-Multifamily Conversions

The conversion pipeline has quadrupled since 2021, with 70,700+ units expected in 2025. Class B and C office buildings in downtown cores are being reimagined as mixed-income residential communities. Construction costs of $250,000–$300,000 per unit — often 20–40% below ground-up — make conversions financially compelling when paired with tax credits and municipal incentives.

Missing Middle Housing

Cities like Chicago are selling vacant lots for $1 to incentivize construction of walk-up multifamily buildings that had gone "missing" due to decades of disinvestment. These 3-flats and 6-flats add gentle density to existing neighborhoods without the scale of high-rise development. The approach creates pathways to homeownership through owner-occupied multi-unit buildings.

Manufactured & Modular Housing

The ROAD to Housing Act eliminates the permanent chassis requirement for manufactured homes and directs HUD to review FHA financing barriers for modular housing. The OBBBA also delayed new Manufactured Home Construction standards to reduce compliance costs. These reforms support faster, cheaper housing production at scale.

4–7MUnit Shortage
70,700Conversion Units '25
20–40%Cost Savings vs. New
$1Vacant Lot Sales

The Housing Policy Impact

Measurable outcomes from federal housing policy actions.

1.22M

Additional affordable homes financed by LIHTC expansion (2026–2035)

$200B

Fannie/Freddie MBS purchases directed to lower borrowing costs

6.01%

Average mortgage rate down from 7.04% at start of term

$5B/yr

Permanent annual New Markets Tax Credit allocation

70,700

Conversion units in pipeline — record high for 2025

25%

New bond threshold unlocking billions in 4% LIHTC deals

640M

Acres of federal land being inventoried for housing potential

$1.9B

Misplaced HUD funds uncovered and redirected

Let's Discuss Your Housing Project

Whether you're developing affordable housing with LIHTC, converting an office building with Historic Tax Credits, investing through an Opportunity Zone, or developing on newly available federal land — our team structures the capital stack to make projects happen.

  • Capital stack structuring for complex adaptive reuse projects
  • LIHTC syndication and 4%/9% credit application support
  • Historic Tax Credit eligibility and deal structuring
  • Opportunity Zone investment and QOF formation
  • HUD, Fannie Mae, and Freddie Mac financing
  • Federal, state, and local incentive identification
  • Municipal engagement for zoning and entitlement support

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