Hat tip to Alan for providing this:

Jim Klinge
Klinge Realty Group
Broker-Associate, Compass

Are you looking for an experienced agent to help you buy or sell a home?
Contact Jim the Realtor!
- 682 S. Coast Hwy 101, Suite #110
Encinitas, CA 92024 - (858) 997-3801 call or text
- klingerealty@gmail.com
CA DRE #01527365, CA DRE #00873197
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The Household Mystery: Part II https://calculatedrisk.substack.com/p/the-household-mystery-part-ii
Recently there have been two papers that shed some light on this mystery.
...
Putting these two papers together - it is very possible that work-from-home drove some of the likely sources of household formation ...