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Journal of Political Economy Vol. 125 No. 1 2017

The Macroeconomic Effects of Housing Wealth, Housing Finance, and Limited Risk Sharing in General Equilibrium

Jack Favilukis1; Sydney C. Ludvigson2; Stijn Van Nieuwerburgh

1 University of British Columbia · 2 National Bureau of Economic Research

Abstract

This paper studies a quantitative general equilibrium model of housing. The model has two key elements not previously considered in existing quantitative macro studies of housing finance: aggregate business cycle risk and a realistic wealth distribution driven in the model by bequest heterogeneity in preferences. These features of the model play a crucial role in the following results. First, a relaxation of financing constraints leads to a large boom in house prices. Second, the boom in house prices is entirely the result of a decline in the housing risk premium. Third, low interest rates cannot explain high home values.

DOI
10.1086/689606
Volume
125
Issue
1
Pages
140-223
Language
en
Sources
crossref bibtex:phds-export.bib openalex

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