Data Analysis · Mahunan Degbelo · Portfolio · Madison, WI · 2005–2025 · GitHub

MADISONUNDERPRESSURE

A household earning about $65,000 can no longer afford to buy a typical home in Madison.
This project analyzes 252 months of real housing data to explain why, what changed, and where prices may go next.

+117%
Home Price Increase
+59%
Rent Increase 2015–2025
$513K
Forecast 2028
r=0.97
UW Enrollment Corr.
Typical Home Value (2025)
$429K
Was $198K in 2005 · Zillow ZHVI
Avg Monthly Rent (2025)
$1,648
Was $1,035/mo in 2015 · Zillow ZORI
Income to Buy (2025)
$101K
Was $53,454 in 2015 · +90%
HUD 2BR FMR (2025)
$1,694
Was $746 in 2005 · HUD

Why this matters

Madison is becoming harder to afford for its own residents. This analysis turns raw public data into a clear answer: prices, rents, and income requirements are moving in the wrong direction, and the gap is structural.

Who should care

Residents: affordability risk is rising.
Policy makers: supply is still not enough.
Investors and analysts: long-term price pressure remains strong.

My role

Data collection from Zillow, HUD, FRED, Census, IPEDS
Data cleaning and SQL modeling in SQLite
Statistical analysis, forecasting, and dashboard
01
Research Question 1
How big is the crisis? 20 years of home prices
Zillow ZHVI (monthly) · FRED/Census (permits) · HUD FMR (annual)
Madison Home Value Index Monthly (2005-01 – 2025-12)252 data points · Zillow ZHVI
Annual Growth Rate (%YoY)
HUD Fair Market Rent 2BR Dane CountyReal federal data
Key Finding

Madison home prices more than doubled in 20 years. The pandemic years made it much worse very fast.

In 2005, a typical Madison home was worth $198,449. By the end of 2025, that same type of home was selling for $429,933. That is a +117% increase over 20 years. To put that in perspective, if you had saved $1,000 every single month for 20 years, you would still not have covered the price increase alone.

The worst year for buyers was 2021, when home values jumped +11.3% in a single year. The following year was nearly as bad. In just 24 months, a house worth $300,000 was suddenly worth close to $380,000. That kind of spike does not reverse itself.

Even the federal government acknowledges the pressure. The HUD Fair Market Rent for a 2-bedroom apartment in Dane County went from $746 per month in 2005 to $1,694 per month in 2025. That number is what the government considers a reasonable rent in this area. Even that benchmark has nearly doubled.

02
Research Question 2
Does housing supply keep up with demand?
FRED / U.S. Census Bureau Monthly Residential Building Permits
Residential Permits vs. Home Value (2005–2025)Dual axis · Left=permits · Right=value
Key Finding

Madison tried to build its way out of the problem. It was not enough.

In 2005, Madison issued 416 residential building permits. When the 2008 financial crisis hit, that number collapsed to just 116 units in 2009, a 72% drop in just a few years. Thousands of homes that should have been built never were. That shortage did not disappear. It built up silently for over a decade.

By 2021, Madison was issuing 608 permits, the highest number in 20 years of data. Yet home prices still rose over 11% that same year. The lesson here is important: construction alone cannot solve a housing crisis when the demand pressure is this strong. You cannot build fast enough when you spent 10 years not building at all.

One methodological note worth mentioning: building permits only count brand new homes being constructed. When an existing home built in 1995 gets sold again in 2022, it does not generate a new permit. That home is already in the housing stock and was already counted in its original year. This means permits are the correct measure for tracking how much new supply is being added to the market each year.

2b
Research Question 2b Demand Side
Who is driving demand? Population and income (2005–2025)
Census Bureau PEP (population) · ACS 1-Year B19013 (median household income) · nominal dollars
Population Growth (2005–2025)
+29%
218,432 → 282,500 residents · Census PEP
Income Growth (2005–2025)
+78%
$41,680 → $74,000/yr · ACS B19013
Affordability Gap (2025)
$27,638
Income to buy minus actual median · 37.3% of income
Population Growth + Indexed Trends (Home Value vs Income, 2005=100)Census PEP + ACS
The Real Affordability Gap: Income Required to Buy vs. Actual Median IncomeKEY CHART · dynamic income
Home Value Growth % vs. Income Growth % (YoY)Who is winning?
Key Finding

More people, not enough homes, and incomes that could not keep up. That is the demand story.

Madison grew from 218,432 to 282,500 residents between 2005 and 2025, a +29% increase. More people need places to live. When the number of people grows faster than the number of homes being built, prices go up. That is basic economics.

But the real story is what happened to incomes compared to prices. Median household income grew +78% over this period, rising from $41,680 to $74,000 per year. That sounds like good progress. The problem is that home prices grew +117% over the same time. Prices moved almost twice as fast as incomes.

The result is a widening gap that the data makes very clear. In 2005, a median-income household needed about $7,582 more per year than they earned to comfortably buy a home. By 2025, that shortfall had grown to $27,638, which represents 37.3% of the entire median annual income. That is not a small gap. That is a wall.

03
Research Question 3
Who is affected? The affordability wall
Zillow ZORI + ZHVI · 30% gross income rule · 2015–2025
Annual Income Required for Housing in Madison (2015–2025)Housing ≤ 30% of income
Key Finding

The median Madison family can barely afford to rent. Buying a home is completely out of reach for half the city.

There is a simple rule used in personal finance, banking, and even government housing policy: you should not spend more than 30% of your gross income on housing. We applied that rule directly to Madison's data to find out who can actually afford to live here.

To rent comfortably in 2015, you needed to earn at least $42,335 per year. By 2025, that number had climbed to $65,502 per year, an increase of 55% in just 10 years. To buy a home, the required income went from $53,454 in 2015 to $101,638 in 2025. That is nearly double in a decade.

Now compare that to reality. The actual median household income in Madison is $74,000 per year. That means the typical Madison family earns just enough to cover renting, but falls short of buying by $27,638. Homeownership is not a distant dream for these households. According to this data, it is mathematically impossible without a significant raise, a second income, or a major change in housing prices.

04
Research Question 4
The rent spike in the COVID years
Zillow ZORI (monthly rent index) · 2015–2025
Annual Rent Growth vs. Home Value Growth (%YoY)
Monthly Rent vs. Home Value (2015–2025)
Key Finding

Madison rents rose +9.8% in 2023 alone. That is the biggest single-year jump in the entire dataset.

For most of the period between 2016 and 2019, Madison rents were rising at a manageable pace of about 2 to 3 percent per year. Then came the pandemic. In 2020, rent growth actually slowed down to just over 1%, as people stayed put and some left cities entirely.

But what happened next was not a recovery. It was an explosion. In 2021, rents jumped 6.15%. Then in 2023, they surged +9.8%. A renter paying $1,220 per month in 2020 was suddenly paying $1,370 per month by 2022. That is an extra $149 every month, or $1,792 more per year, with no warning and no guarantee that their salary had moved at all.

The growth has slowed down since then. But slowing down does not mean coming back down. The average rent in Madison today sits at $1,648 per month, and that is the new baseline. Renters are still paying the high prices set during the spike, just without the dramatic year-over-year increases on top.

4b
Research Question 4b UW-Madison Factor
Is UW-Madison driving rent up?
IPEDS unitid=240444 · UW Data Digest · Pearson correlation · OLS regression
Pearson r (levels)
0.97
p=0.0 · Significant
R² Regression
0.942
OLS: Rent ~ Enrollment
Per 1,000 Students
$83/mo
Rent increase associated
YoY r (growth rates)
-0.109
p=0.6461 · Not significant
Enrollment Growth + Composition (2005–2025)IPEDS 10th-day count
Enrollment vs. Rent Index (2005=100)
Scatter: Enrollment vs. Rent with Regression Liner=0.97 · R²=0.942
Key Finding

UW-Madison is not the main cause of rent spikes, but it keeps the floor permanently high.

UW-Madison grew from 41,588 students in 2005 to 51,044 in 2024. The statistical correlation between enrollment and rent levels is very strong at r=0.97, with an R-squared of 0.942. In plain terms, the regression model estimates that each additional 1,000 students is associated with roughly $83 more per month in average rent.

However, there is an important nuance in the data. When you look at year-over-year growth rates instead of levels, the correlation drops to r=-0.109, which is not statistically significant. This tells us something important. The 2021 to 2022 rent explosion happened during a period when enrollment was actually flat. The spike was driven by broader economic forces, not by a sudden jump in students.

The right way to think about UW-Madison is as a permanent source of baseline demand. Every fall semester, tens of thousands of students need a place to live near campus. That keeps rental demand high and stable year after year, regardless of what the broader economy is doing. The university does not cause the spikes, but it makes sure the floor never drops very low either.

05
Research Question 5
20 years in 4 chapters: the full story
Zillow ZHVI · ZORI · HUD FMR · FRED Census · Synthesis
2005–2009
Boom & Crash
Avg Home$213,994
Permits/yr246
Growth+0.7%/yr
2010–2014
Slow Recovery
Avg Home$205,188
Permits/yr181
Growth+0.4%/yr
2015–2019
Sustained Growth
Avg Home$252,797
Permits/yr332
Growth+5.6%/yr
2020–2025
🔥 COVID Shock
Avg Home$368,020
Permits/yr481
Growth+7.1%/yr
Full View: Home Value + Rent + Permits 2005–20253 metrics · Dual axis
Key Finding

This crisis did not happen overnight. It took 20 years and four different chapters to get here.

2005 to 2009: The boom and the crash. Home prices were rising gently before the 2008 financial crisis arrived. When it hit, Madison held up better than cities like Phoenix or Las Vegas, which saw prices fall 30 to 40 percent. Madison dropped only about 5 percent. But construction fell off a cliff. Builders stopped building, banks stopped lending, and the foundations of today's shortage were quietly being laid.

2010 to 2014: The slow recovery that built nothing. Prices stopped falling and settled around $200,000. But construction was at its lowest point in the entire 20-year dataset. People were cautious. Banks were tight. The city was not building new homes, and the population was still growing. Every year that passed without enough new housing made the eventual problem bigger.

2015 to 2019: Steady growth and a closing window. Prices started climbing again, growing about 5 percent per year on average. This was not yet a crisis, but the data shows the window for buying at a reasonable price was closing. Anyone who bought during this period got in before the worst of it.

2020 to 2025: The COVID shock that changed everything. Interest rates dropped to historic lows. Everyone who had been waiting decided to buy at once. Housing inventory was already thin after years of under-building. The result was +11.3% in 2021 and another double-digit increase the following year. Two years did more damage to affordability than the entire previous decade. Prices have steadied since 2023, but they settled at a much higher level with no signs of coming back down.

06
Phase 5 Predictive Model
Where is Madison housing headed? 2026 to 2028
Linear OLS · Polynomial Deg.2 · CAGR ×3 · Trained on 2005–2025 data
2026 Forecast
$451,600
Range: $380,363 – $466,174
Rent: $1,711 – $1,739/mo
2027 Forecast
$481,573
Range: $390,838 – $500,051
Rent: $1,788 – $1,845/mo
2028 Forecast
$513,535
Range: $401,312 – $535,963
Rent: $1,868 – $1,958/mo
⚠ Statistical projections only. Does not account for recessions, rate shocks, or policy changes.
Historical Fit + 3-Year ForecastR²=0.7742 / 0.9871
CAGR Scenarios Home Value 2026–20283 scenarios
20-Year Historical + 3-Year Forecast with Confidence BandShaded = min–max range
Key Finding

Four different statistical models all point in the same direction. Madison home prices are heading toward $513,535 by 2028.

Using real data from 2005 to 2025, we trained four models: a linear trend, a polynomial curve, three CAGR scenarios, and a multi-variable regression. They do not all agree on the exact number, which is why we show a range. But they all agree on the direction. The central forecast puts Madison home prices at $451,600 in 2026, $481,573 in 2027, and $513,535 in 2028.

For renters, the picture is similar. Rent is projected to reach around $1,926 per month by 2028. At that level, a household would need to earn at least $77,040 per year just to rent comfortably under the 30% rule.

Now factor in income growth. If incomes continue growing at roughly 3% per year, the median household income in Madison by 2028 will be around $80,861. Compare that to the income needed to buy a home at the forecast price: $123,248. That leaves a gap of about $42,387, which is larger than the gap today. The trend is not reversing on its own. These are statistical projections, not certainties. A recession, a major rate change, or a policy shift could alter the path. But based on 20 years of real data, this is where Madison is heading if nothing changes.

General Conclusion

Why did Madison housing become so expensive, and what can be done about it?

Twenty years of data from Zillow, HUD, the Federal Reserve, and the U.S. Census Bureau tell a consistent story. The Madison housing crisis is not the result of one bad year or one bad policy decision. It is the product of several forces that built up gradually and then collided all at once during the pandemic. Here is what the data actually shows.

Why prices went up
A decade of under-building created a housing shortage
When the 2008 financial crisis hit, construction permits collapsed and never fully recovered. From 2009 to 2018, Madison built far fewer homes than its population growth required. By the time demand exploded in 2020, there was simply not enough housing stock to absorb it. Prices had nowhere to go but up.
Population grew faster than housing supply
Madison added over 64,000 residents between 2005 and 2025, a 29% increase. More people need more homes. When the number of households grows but the number of available homes does not keep pace, competition pushes prices higher. This is not a temporary dynamic. Population growth is ongoing.
UW-Madison created a permanent demand floor
With over 51,000 students enrolled, UW-Madison generates a large and predictable wave of rental demand every single year. Our analysis found that each additional 1,000 students is associated with about $83 more per month in average rent. This keeps the baseline of demand high regardless of what the rest of the economy is doing.
COVID-era interest rates triggered a buying frenzy
In 2020 and 2021, mortgage rates fell to historic lows. People who had been hesitant to buy suddenly had access to cheap financing. Demand surged at exactly the moment when supply was already thin from years of under-building. The result was the sharpest two-year price increase in Madison's recorded history, with home values jumping over 14% in 2021 and over 11% in 2022.
Incomes did not keep up with prices
Median household income grew 78% over 20 years, which sounds healthy. But home prices grew 117% over the same period. The gap between what Madison residents earn and what they need to buy a home went from $7,582 in 2005 to $27,638 in 2025. That is not a coincidence. It reflects a housing market that has outpaced the local economy for two decades straight.
What could help
For city planners
Build more, and build consistently
The data shows clearly that one good year of construction cannot undo a decade of shortage. Madison needs to sustain at least 2,500 new residential permits per year for several consecutive years just to start closing the supply gap. That requires proactive zoning reform and streamlined permitting processes.
For city and university planners
Expand housing near UW-Madison proportionally
Every time UW-Madison admits more students without expanding its on-campus or affiliated housing, it pushes more renters into the private market. University housing developments near campus would directly reduce rental pressure in the neighborhoods most affected by student demand.
For policy makers
Support middle-income households through the transition
Households earning between $50,000 and $80,000 per year fall into a difficult gap. They earn too much to qualify for affordable housing programs but not enough to buy in today's market. Targeted down payment assistance and first-time homebuyer tax credits would help this group get a foothold before prices rise further.
For investors and developers
Multifamily development remains the highest-leverage opportunity
Rents are projected to reach $1,926 per month by 2028 based on current trends. Multifamily rental developments in Madison carry strong long-term fundamentals, driven by stable institutional demand from UW-Madison, consistent population growth, and a persistent undersupply of units relative to household formation rates.
For residents
Waiting is not a neutral decision
If the models are correct, home prices in 2028 will require an income of around $123,248 per year to afford comfortably. Every year of waiting at current income levels while prices rise makes the gap harder to close. For households in a position to buy, understanding that prices are unlikely to fall significantly is important for long-term planning.

Bottom line: Madison's housing crisis is not a mystery. The data explains it clearly. A city that under-built for a decade, saw its population grow steadily, maintained a large university creating permanent rental demand, and then experienced a pandemic-driven buying frenzy is exactly where Madison is today. The forecasts suggest the situation will get harder before it gets easier. But the data also shows where intervention can make a real difference, and that is where the conversation should focus.