Papers and Articles of Note

General

• On Common Ground: Joint Principles on Inclusionary Housing Policies

  The Non-Profit Housing Association of Northern California and the Home Builders Association of Northern California: On Common Ground: Joint Principles on Inclusionary Housing Policies; July 2005.This paper sets out a set of recommended principles, jointly agreed both by these two organizations, that can be incorporated in inclusionary zoning programs in order to enhance their effectiveness in producing affordable units.Read the Paper

• Inclusionary Housing, Incentives,and Land Value Recapture

  Nico Calavita and Alan Mallach: Inclusionary Housing, Incentives, and Land Value Recapture; Land Lines, Lincoln Institute of Land Policy; January 2009.This paper explores the concept of linking inclusionary housing programs to the rezoning process, and treating them explicitly as a way of recapturing for the public benefit some part the resulting gain in land value due to the public action. Read the paper

• Large Cities and Inclusionary Zoning

  Nick Brunick, et al: Large Cities and Inclusionary Zoning; Business and Professional People for the Public Interest; November 2003.This paper explores the benefits of inclusionary zoning for large cities, and provides a brief case study of the five city programs in Boston, San Francisco, San Diego, Denver and Sacramento. Read the paper

• Nine Lessons for Inclusionary Zoning

  David Rusk: Nine Lessons for Inclusionary Zoning: Keynote Remarks to the National Inclusionary Housing Conference, Washington DC; 5 October 2005.This speech identifies the key lessons to creating and implementing an effective inclusionary zoning program. Read the speach

• Evaluating Inclusionary Zoning Policies

  David Rusk: Evaluating Inclusionary Zoning Policies; 2002.This paper draws a distinction between affordable housing policies and inclusionary zoning policies, and sets out the key components of an effective inclusionary zoning policy. Read the paper

• The Inclusionary Housing Debate: The Effectiveness of Mandatory Programs Over Voluntary Programs

  Nicholas J. Brunick: The Inclusionary Housing Debate: The Effectiveness of Mandatory Programs over Voluntary Programs; Zoning Practice, American Planning Association; September 2004.This paper sets out the evidence and examines why mandatory inclusionary programs are more productive than voluntary ones. Read the paper

• Voluntary or Mandatory Inclusionary Housing?

  Nick Brunick, et al: Voluntary or Mandatory Inclusionary Housing? Production, Predictability, and Enforcement; Business and Professional People for the Public Interest; November 2003. This paper compares mandatory and voluntary programs, and examines why mandatory programs are more productive. Read the paper

• Inclusionary Housing: Proven Success in Large Cities

  Nicholas J. Brunick: Inclusionary Housing: Proven Success in Large Cities; Zoning Practice, American Planning Association; October 2004. This paper explores the inclusionary zoning programs in the five large cities of Boston, San Francisco, San Diego, Sacramento and Denver. Read the paper

Impact

• Inclusionary Housing and its Impact on Housing and Land Markets

  David Rosen, Inclusionary Housing and its Impact on Housing and Land Markets, 2004. To determine if inclusionary housing programs are associated with a decline in housing production, the author compiled data on annual housing starts over a 20-year period in California. Read the report

• The Effects of Inclusionary Zoning on Local Housing Markets

  Vicki Been, et al.: The Effects of Inclusionary Zoning on Local Housing Markets: Lessons from the San Francisco, Washington DC and Suburban Boston Areas; Furman Center for Real Estate & Urban Policy, Working Paper 07-05, November 2007.This major report presents the most authoritative and objective analysis to date of the potential impact of Inclusionary zoning on prices and production.Read the report

• Impact of Inclusionary Housing on Development

  Nicholas Brunick: The Impact of Inclusionary Zoning on Development; Business and Professional People for the Public Interest; 2003. T his paper identifies the benefits of inclusionary zoning, and examines its impact on the production of market housing. Read the paper

• Housing Impacts of Inclusionary Zoning

  Gerrit-Jan Knaap, et al: Housing Impacts of Inclusionary Zoning; National Center for Smart Growth Research and Education; February 2008. This report empirically examines the impact of inclusionary zoning policies in California on the price, rate of development, composition and size of market units.Read the report

Administration

• Delivering on the Promise of Inclusionary Housing: Best Practices in Administration and Monitoring

  Rick Jacobus: Delivering on the Promise of Inclusionary Housing: Best Practices in Administration and Monitoring; Policy Link; 2007.This paper examines the administration needed to protect the affordability of the affordable units produced through inclusionary zoning programs in the US. Read the paper

Survey

• Affordable by Choice: Trends in California Inclusionary Housing Programs

  Affordable by Choice: Trends in California Inclusionary Housing Programs; Non-Profit Housing Association of Northern California & California Coalition for Rural Housing; 2007. This report presents the key findings of the 2006 survey of inclusionary housing practices in the state.Read the report

• Inclusionary Housing in California: 30 Years of Innovation

  Inclusionary Housing in California: 30 Years of Innovation; Non-Profit Housing Association of Northern California & California Coalition for Rural Housing; July 2003.This report draws upon the findings of comprehensive 2003 state-wide survey of inclusionary housing practices to examine how inclusionary housing has evolved in the state. Read the report