This map, by the Metropolitan Transportation Commission, pretty much sums up the problem: we aren’t developing housing fast enough!
The map compares housing production data between January 2010 and December 2017 (from the Department of Finance) to housing forecasts in the Plan Bay Area 2040 plan. Most jurisdictions are lagging the Plan’s housing goals–meaning that the region won’t reach its 2040 housing goal until 2072 at the current pace.