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Review of Financial Studies Vol. 31 No. 12 2018

Mortgage Supply and Housing Rents

Pedro Gete1; Michael Reher2

1 IE Business School · 2 Harvard University

open access

Abstract

We show that a contraction of mortgage supply after the Great Recession has increased housing rents. Our empirical strategy exploits heterogeneity in MSAs' exposure to regulatory shocks experienced by lenders over the 2010-2014 period. Tighter lending standards have increased demand for rental housing and have led to higher rents, depressed homeownership rates and an increase in rental supply. Absent the credit supply contraction, annual rent growth would have been 2.1 percentage points lower over 2010-2014 in MSAs where lending standards rose from their 2008 levels.

DOI
10.1093/rfs/hhx145
Volume
31
Issue
12
Pages
4884-4911
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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