Advancing Shared Equity Housing with Better Data

The State of Data in Shared Equity Housing Programs

A report from the Urban Institute

Shared equity housing is a broad, umbrella term referencing programs that enable low- and moderate-income households to purchase homes at below-market prices, sometimes using democratically controlled governance or ownership structures. This brief overviews the state of data currently collected by shared equity programs, based on interviews with stakeholders spanning community land trusts, municipal inclusionary zoning programs, limited equity cooperatives, technical assistance providers, and lenders.

In addition to conducting interviews, we reviewed publicly available documents published by various housing programs to understand the types of data commonly collected across the field and identify opportunities for shared equity programs to fill existing gaps. Based on our learnings, we provide a set of recommendations for shared equity housing practitioners, policymakers, and funders.

Download the report