Housing South Africa: Context, Challenges, and Opportunities

Global Trends and African Slum Projections

  • More than half of the urban population in Africa, totaling 570570 million people, currently reside in slums.

  • Projections estimate that by 20502050, the number of people living in slums in Africa will rise to 2.52.5 billion.

  • Current planning systems are often criticized for being overly focused on compliance rather than being developmental or appropriate for local conditions.

  • Infrastructure is facing significant failures due to being over-burdened, a general lack of maintenance, the growth of informal settlements, and inadequate public transport systems.

  • National approaches are heavily influenced by the Millennium Development Goals (MDGs) and Sustainable Development Goals (SDGs).

Historical Trends in Global Housing Delivery

  • 1950s – 1960s: Dominant belief that the state was responsible for providing housing and services. Governments focused on delivering low-cost, conventional housing to urban populations.

  • 1970s: Strategies failed to meet rising needs; affordability for the urban poor became a central issue. This led to an increase in unregulated informal settlements and slums.

  • 1960s – 1980s: Emphasis shifted toward reducing costs, lowering standards, and decreasing state responsibility.

    • Promotion of self-help housing.

    • Reduction of building standards.

  • 1980s – Current: Phase of reduced state provision and the adoption of "enabling shelter strategies."

Theoretical Frameworks of Housing Delivery Over Time

  • Modernisation (1950s): High focus on public/private design, site planning, and infrastructure.

  • Basic Needs (1970s): Introduction of site and service schemes, community participation, and appropriate technology.

  • Structural Adjustment / Neo-Liberalism (1980s – Present): Focus on upgrading and enablement strategies.

Conceptualizing Reproductive Space and Housing

  • Shelter Components:

    • Provision of services.

    • Community and human development.

    • The specific role of the market.

    • Variation in housing types.

  • Homeownership Considerations:

    • Ideological and political motivations.

    • Strategic investment opportunities.

    • Security of tenure.

  • Essential Housing Factors:

    • Land: Includes infrastructure, shelter, utilities, and facilities.

    • Cost: Focuses on affordability, optimal investment, and access to finance.

    • Standards: Involves design, density, town planning, and development controls.

Sector Roles and Housing Typologies

  • Role of the Private Sector:

    • Market-driven by supply and demand and consumer affordability.

    • Involvement of financial institutions and banks.

    • Adaptation to family life cycles and varying housing needs.

  • Role of the Public Sector:

    • Partial replacement of market forces with state planning and resource redistribution.

    • Direct public housing provision.

    • Intervention to address affordability and achieve professional scale in delivery.

  • Housing Typologies:

    • Conventional Housing (Upper to Middle Income): Includes single dwelling single plot, single-detached, and stick-built homes.

    • Socialized Housing: Row houses.

    • Modular Homes: Duplex, triplex, and quadruplex configurations.

    • Complexes and High-Rise: Apartment complexes, townhouses (medium-rise), and high-rise condominiums.

    • Manufactured/Pre-fabricated Housing.

    • Mobile Housing: Trailer vans.

    • Alternative Occupancy: Converted-use property, cooperative housing, and timeshare.

    • Pro-Poor Strategies: Self-help "core" housing, site and service, in-situ upgrading, rental stock, and social housing.

Historical Context of Public Housing in South Africa

  • 1904 (Colonial/British Influence): Forced removals with racial characters occurred in Ndabeni (Cape Town), Red Location (New Brighton, Port Elizabeth), and Pimville (later part of Soweto, Johannesburg).

  • Housing Act of 1920: Established the foundation for central government funding of housing.

  • 1950s (Township Construction): Driven by the political needs of racialized South Africa and modernization responses during rapid industrial economic growth.

  • 1994 (Democracy): The beginning of public housing under democratic rule, notably RDP housing.

South African Housing Policy Evolution

  • De Loor Report (1992): Analyzed housing backlogs and affordability issues.

  • National Housing Forum (1993): Multi-stakeholder body to build consensus.

  • Reconstruction and Development Plan (RDP) (1994): Influenced by the Freedom Charter; focused on meeting basic needs.

  • Botshabelo Summit (1994): The Botshabelo Accord established foundational principles for new housing policy.

  • White Paper on Housing (1994): Set the strategic framework for delivery.

  • Constitution Act 108 of 1996: Sections include the Bill of Rights, establishing housing as a basic human right and defining concurrent competencies for national, provincial, and local government.

  • Gear (1995): Macro-economic policy context.

  • Housing Act (1997): Outlined roles for tiers of government.

  • Breaking New Ground (BNG) (2004): Shifted focus from "housing" to "human settlements."

  • National Housing Code (2009): Provided updated operational guidelines.

White Paper on Housing Policy Specifics

  • Scale of the Problem:

    • Geographic disparities between urban/rural areas and provinces.

    • Low income levels affecting a large majority of the population.

  • Human Settlement Structure:

    • Concentrated demand in urban centers.

    • Inefficient, fragmented, and sprawling cities.

    • Dispersed rural settlement structures.

  • Inherited Institutional Failures:

    • Racially and geographically duplicated institutions.

    • Massive inefficiencies and wastage of resources.

National Housing Strategy and Vision

  • Budget Statistics:

    • 1%1\% of the National Budget in 19951995.

    • Increased to 3%3\% by 20022002.

    • Currently between 5%5\% and 7%7\% of the national budget.

  • Economic Realities:

    • Approximately 45%45\% to 55%55\% of households cannot access credit and depend on state capital subsidies.

    • The state provides a limited, one-off capital subsidy; individuals must "top up" as they are able.

  • Goals:

    • Increase state budget share to 5%5\%.

    • Deliver 350,000350,000 units per annum.

    • Achieve a target of 11 million houses in a 55-year period.

  • Vision Components:

    • Establishment of viable, socially integrated communities.

    • Access to economic opportunities, health, education, and social amenities.

    • Progressive access to permanent structures with secure tenure, potable water, adequate sanitation, and electricity.

Subsidy Mechanisms

  • Ownership Subsidies: Individual capital grants.

  • Collective Ownership Subsidies/Institutional Subsidies.

  • Social Housing Subsidies: Geared toward rental stock in specific zones.

  • Rental Subsidies.

  • Consolidation Subsidies: For households that previously received a serviced site.

  • Rural Subsidies.

  • Upgrading Informal Settlements Programme (UISP).

Breaking New Ground (BNG) Policy (2004)

  • Objectives:

    • Poverty alleviation and combating crime.

    • Fostering social cohesion and creating a single residential property market.

    • Supporting job and asset creation.

  • The "Megaprojects" Approach: Large-scale settlement schemes containing economic activity and mixed occupancy (e.g., Cosmo City in Johannesburg, Cornubia in Durban).

  • Key Shifts:

    • Three-tier subsidy for different income groups.

    • Emphasis on rental and rent-to-buy.

    • Eradication of informal settlements through incremental upgrading.

    • Owners can sell state-subsidized houses after 55 years (reduced from previous limits) to stimulate the lower-end market.

    • Focused on higher densities and well-located land to achieve racial and social integration.

Weaknesses and Critique of National Policy

  • Spatial Consequences: Unintended reinforcement of apartheid geography by building on cheap, peripheral land.

  • Passive Citizenry: The NDP suggests the model produced recipients who are passive rather than active participants in improving neighborhoods.

  • Backlog: Despite building over 33 million units, the housing backlog is currently greater than it was in 19941994.

  • Bureaucracy: Challenges in financial management and municipal capacity.

  • Supply-Driven Approach: Often ignores actual demand and lacks choice in tenure types.

National Development Plan (NDP) 2012 Shifts

  • Apex Priorities: Growing the economy, building human capabilities, and building a capable state.

  • Housing Progress (1994-2010):

    • 33 million subsidized units built.

    • 97%97\% water access; 75%75\% sanitation and electricity access.

  • Recommendations:

    • Review the capital subsidy instrument.

    • Better instruments for informal settlement regularization.

    • Focus on affordable inner-city housing and urban renewal rather than only "greenfield" projects.

    • Adopt the normative principles of Spatial Justice, Spatial Sustainability, Spatial Resilience, Spatial Quality, and Spatial Efficiency.

SPLUMA and Informal Settlements

  • Spatial Planning and Land Use Management Act (SPLUMA): Requires municipalities to integrate informal settlements into spatial systems.

  • Incrementalism: Emphasizes incremental upgrading and flexibility in land use regulation.

  • Case of eThekwini: Recognizes that formal planning approvals are too slow for the scale of need. Prioritizes the provision of basic services and functional tenure security over relocation.

Legislative and Case Law Milestones

  • PIE Act 19 of 1998: Protects against arbitrary eviction; courts must consider if evictees will be left homeless.

  • Rental Housing Act 50 of 1999: Regulates landlord-tenant relationships.

  • Grootboom Case (2000): Constitutional Court ruled the state must provide emergency shelter for those in desperate need.

  • Blue Moonlight (2011): Ruled that the state (specifically local government) is responsible for alternative accommodation for those evicted from private property.

  • Social Housing Act 15 of 2008: Established the Social Housing Regulatory Authority (SHRA).

Housing Institutions and Programs

  • National Housing Finance Corporation (NHFC): Established 19961996.

  • National Urban Reconstruction & Housing Agency (NURCHA): Established 19951995.

  • Housing Development Agency (HDA): Established 20092009.

  • Rural Housing Loan Fund (RHLF): Established 19961996.

  • Programs: Individual Housing Subsidy; People’s Housing Process (PHP); Integrated Residential Development Programme (IRDP); Community Residential Units (CRU); Finance Linked Individual Subsidy Programme (FLISP).

Modern Innovations and Future Opportunities

  • Mill Junction, Johannesburg: Innovative student housing utilizing two former grain silos topped with four floors of colorful shipping containers.

  • Opportunities:

    • Development of a new housing market.

    • Growth of downstream industries and SMMEs.

    • Potential for community co-production.

    • Implementation of SPLUMA for better spatial governance.

  • Closing Principles: Focus on correcting historical wrongs, confronting inequality, and securing an equity-based future through multiple forms of landholding.