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An even clearer way of looking at this is to compare

1: The price of a plot of land with a house on it 2: The price of an equivalent plot with no house but the right to build a house there. 3: The price of an equivalent plot with not right to build.

In places like SF where housing is expensive 1 and 2 cost within 10% of each other. In places where housing is cheap 2 is closer to 3.



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