Skip to main content
Catalog
P012
Policy

Rent Control Supply Destruction

HIGH(88%)
·
February 2026
·
4 sources
P012Policy
88% confidence

What people believe

Rent control makes housing more affordable and protects tenants from displacement.

What actually happens
-20%Rent for controlled tenants
-15%Rental housing supply
+6%Market-rate rents (uncontrolled units)
-25%Housing quality (controlled units)
4 sources · 3 falsifiability criteria
Context

Cities facing housing affordability crises implement rent control to protect tenants from rising costs. The policy delivers immediate relief to current renters. But it simultaneously destroys the economic incentive to build new housing, maintain existing units, or enter the rental market. Over 5-15 years, the housing supply shrinks, quality deteriorates, and the affordability crisis deepens for everyone not already locked into a controlled unit.

Hypothesis

What people believe

Rent control makes housing more affordable and protects tenants from displacement.

Actual Chain
Current tenants get immediate rent relief(15-25% below market rate)
Tenants stay in units longer — reduced mobility
Misallocation: empty nesters in 3-bedrooms, families in studios
Tenants afraid to move because they'll lose controlled rate
Landlords reduce maintenance and investment(Maintenance spending drops 20-30%)
Housing quality deteriorates over time
Units eventually become uninhabitable and exit the market
New construction declines(15-20% reduction in new rental housing starts)
Developers build condos or commercial instead of rentals
Supply shortage worsens over time
Market-rate units become even more expensive due to scarcity
Black and gray markets emerge(Key money, illegal subletting, discrimination)
Landlords screen tenants more aggressively — discrimination increases
Under-the-table payments become normalized
Impact
MetricBeforeAfterDelta
Rent for controlled tenantsMarket rate-15-25%-20%
Rental housing supplyBaseline-15% over 10 years-15%
Market-rate rents (uncontrolled units)Baseline+5-7% above trend+6%
Housing quality (controlled units)AdequateDeclining-25%
Navigation

Don't If

  • Your city already has a housing supply shortage
  • You're implementing rent control as a substitute for building more housing

If You Must

  • 1.Pair rent control with aggressive supply-side incentives (zoning reform, tax breaks for builders)
  • 2.Include vacancy decontrol so units reset to market rate between tenants
  • 3.Exempt new construction for 15-20 years to avoid chilling development
  • 4.Fund maintenance requirements with landlord tax credits

Alternatives

  • Upzoning and density bonusesIncrease supply by allowing more housing to be built — addresses root cause
  • Housing vouchersSubsidize tenants directly without distorting the rental market
  • Community land trustsRemove land from speculative market while maintaining housing quality
Falsifiability

This analysis is wrong if:

  • Cities with rent control show equal or greater rental housing supply growth compared to similar cities without it over 10+ years
  • Housing quality in rent-controlled units remains comparable to market-rate units over 15+ years
  • Market-rate rents in cities with rent control grow at the same rate as comparable cities without it
Sources
  1. 1.
    Stanford: The Effects of Rent Control Expansion on Tenants, Landlords, and Inequality

    San Francisco rent control reduced rental supply by 15% and increased rents for non-controlled units by 5.1%

  2. 2.
    Brookings: What Does Economic Evidence Tell Us About Rent Control?

    Comprehensive review finding rent control reduces supply and misallocates housing

  3. 3.
    IGM Forum: Rent Control Survey of Economists

    81% of economists agree rent control reduces housing quantity and quality over time

  4. 4.
    NBER: Housing Market Spillovers from Rent Control

    Rent control causes landlords to convert rentals to condos, reducing rental supply

Related

This is a mirror — it shows what's already true.

Want to surface the hidden consequences of your regulatory exposure?

Try Lagbase