This is not a forecast. It is a set of conditional stories: what could follow if construction, incomes, and policy stay near their current paths — and what would have to change.
A world that urbanizes without a matching rise in adequate dwellings will grow informal settlements. UN-Habitat's 2.8 billion adequacy finding and 96,000-units-a-day need estimate through 2030 are the official numbers this briefing inherits. They are not a schedule of completions.
In high-income cities the fork is different. Incomes must outpace housing costs, or supply must rise where demand is, or both. OECD-average real house prices more than 40% above a decade earlier are the starting condition, not a prediction of the next decade.
The accompanying essay states the forks. The four scenario pages state the assumptions. Industrial construction is one possible lever, not a guaranteed outcome, and JemRock's interest in it is disclosed on the solutions page.