Policy reports, briefs, commentary, and testimony across housing and employee ownership.
Playbook
The United States is entering the largest transfer of business ownership in its history. Roughly 6 million small and medium-sized businesses will change hands by 2035 as their baby boomer owners retire; more than 1 million of them are viable candidates for sale, holding as much as $5 trillion in enterprise value.
Read
Research Brief
A record number of U.S. business owners are approaching retirement without a clear succession plan. These challenges are especially acute in rural areas of the country, where older owners, older firms, and a limited pool of buyers can make ownership transitions harder and business closures more likely.
Read
White Paper
A federal housing affordability investment facility could rewrite private incentives to shift the cost curve for affordable housing by deploying patient, low-cost capital fully backed by the federal government.
ReadHousing · Stanford Social Innovation Review
For nearly a century, US policy prioritized homeownership to build middle-class wealth—leaving many renters behind. But innovative new renter-wealth models are enabling renters to access the American dream.
Read at SSIR
White Paper
The federal government cannot execute an ambitious industrial policy without the people to run it. This paper lays out a full taxonomy of federal hiring authorities, documents the capacity gaps across Treasury, Commerce, DOE, and other agencies, and proposes a pathway to the sustained, mission-driven federal workforce needed to deliver on policy commitments.
Read
Research Brief
Sixty-three percent of small- and mid-sized manufacturing owners are 55 or older, and conventional buyers increasingly favor offshoring or closure over continuation. ESOPs offer an alternative that preserves production capacity, protects worker jobs, and delivers measurably higher productivity.
Read
White Paper
Employee ownership works. Yet every year, thousands of retiring owners sell to strategic buyers or private equity because the financing pathway for an ESOP transition is longer, more expensive, and less well understood than the alternatives.
Read
Research Brief
More than half of business owners in defense, manufacturing, and other critical industries are over 55, and an estimated 900,000 companies face succession risk over the coming decade.
ReadCommentary · The National Interest
