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Review of Finance Vol. 24 No. 1 2020

Collateral Shocks and Corporate Employment

Nuri Ersahin1; Rustom M. Irani2

1 Eli Broad College of Business, Michigan State University · 2 Gies College of Business, University of Illinois at Urbana–Champaign

Abstract

We analyze how firm-level shocks to collateral values influence employment outcomes among US corporations. Using comprehensive employment data from the US Census Bureau, we estimate that employment expenditures increase by $0.10 per $1 increase in firms’ real estate collateral values. These effects are stronger among financially constrained firms, and additional hiring is funded through debt issuance, consistent with a collateral channel. This relation holds among firms in tradable goods sectors, alleviating concerns about local demand shocks. Thus, through a collateral lending channel, fluctuations in the US commercial real estate market are an important driver of corporate labor demand.

DOI
10.1093/rof/rfy036
Volume
24
Issue
1
Pages
163-187
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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