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October 16th, 2025

The Gruesome Newsom-LET'S GET JACKED UP!

In this episode, Tim and Jack discuss California's Governor Gavin Newsom, and the new housing Bills he has signed to take place on January 1, 2026.

AB 1154 and SB 543 join a broader slate of housing reforms and CEQA (environmental review) streamlining legislation that Newsom has been pushing in the 2025 legislative session. Governor of California+4Governor of California+4Governor of California+4

In that context, these ADU reforms are part of a strategy to unlock incremental forms of housing — not just big projects — recognizing that meeting California’s target of 2.5 million new homes (or more) by 2030+ requires flexibility at every scale.

Going forward, some questions to watch:

  • Will cities resist or delay updating their processes?

  • Will the courts interpret these clarifications in favor of more pro‑housing outcomes, or will local rules continue to push back?

  • How much additional ADU / JADU construction will these changes generate, especially in more expensive or constrained localities?

  • Can this momentum extend to “missing middle” housing types beyond ADUs — duplexes, triplexes, small multiplexes, etc.?

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