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Housing Policy and Homeownership

Paper Session

Friday, Jan. 7, 2022 3:45 PM - 5:45 PM (EST)

Hosted By: American Real Estate and Urban Economics Association
  • Chair: Judith Ricks, U.S. Consumer Financial Protection Bureau

Tax Subsidies and the Cost of Homeownership: Evidence from the Tax Cuts and Jobs Act

Alvin Murphy
,
Arizona State University
Kelly Bishop
,
Arizona State University
Jakob Dowling
,
Arizona State University
Nicolai Kuminoff
,
Arizona State University

Abstract

Homeownership in the U.S. has been supported via the mortgage-interest-deduction provision of the tax code. For example, during 2017, U.S. tax policy effectively subsidized homeownership by approximately $90 billion. However, U.S. tax policy was substantially changed with the Tax Cuts and Jobs Act (TCJA) of 2017, which, by doubling the standard deduction, effectively made housing more expensive relative to other types of consumption by reducing the incentive to claim mortgage interest as a deductible expense. This paper quantifies the magnitude of the subsidization of homeownership and calculates how the TCJA affected both this subsidization and homeownership costs more broadly.

Is There Crowd-Out in Mortgage Refinance?

Ryan Michael Goodstein
,
U.S. Federal Deposit Insurance Corporation
Nick Patrick Frazier
,
U.S. Federal Deposit Insurance Corporation

Abstract

We examine whether supply-side capacity constraints contribute to the well documented “failure to refinance” among marginal borrowers who would benefit financially from doing so. Our analysis uses loan-level data to show that among lower-credit score borrowers, mortgage prepayment rates are substantially lower in markets that are operating closer to their capacity constraint (e.g., during refinance booms) than in less constrained markets. In contrast, high credit score borrowers in markets operating near capacity prepay at higher rates compared to those in unconstrained markets. We explore the mechanisms behind these effects. Overall our findings suggest that in addition to demand-side explanations for differences in refinancing highlighted in previous literature, supply-side factors also play an important role.

Does Space Matter? The Case of a Cap on the Housing Expenditure Share

Charles Leung
,
City University of Hong Kong
Yifan Gong
,
University of Western Ontario

Abstract

This paper argues that the introduction of space dramatically changes our evaluation of housing market-related policies. First, we document three stylized facts: the declining housing-related expenditure share with expenditure, the income invariant working hours, and the spatial distribution of income-heterogeneous households. We then show that a space-less model can match the first two facts only with heterogeneity in preference and income. In comparison, a canonical monocentric city model fits all three facts with heterogeneity in income only. Moreover, a policy cap's behavioral and welfare implications on the shelter cost-to-income ratio in the two models are very different.

Who Gains from Housing Market Stimulus? Evidence from Housing Assistance Grants with Threshold Prices

Adrian Lee
,
Deakin University
Sumit Agarwal
,
National University of Singapore
Maggie Hu
,
Chinese University of Hong Kong

Abstract

Governments use home ownership schemes for the dual purpose of improving housing affordability and stimulating house construction. This paper studies how the housing market responds to housing assistance policies by exploiting a natural experiment in Sydney, Australia, where buyers of new homes priced up to $600,000 were eligible for government subsidies between July 2010 and June 2012. We find this policy causes large distortions to sales volume and price level. We observe a large bunching just below the threshold price of $600,000, over 8 times the counterfactual density. The source of the bunching mass comes from both buyers moving down the price range as well as new entrants attracted to the market by the policy. We also examine price impact and find that policy affected new homes just below the threshold are associated with an overpricing of about $3,000, offsetting up to 56% of the received benefit. Further, homes are about 25% smaller in size than comparable homes in prior periods. Lastly, we document a wealth effect where neighborhoods receiving more subsidies experience an increase in new car purchases. Overall, this study sheds light on the effectiveness and externalities of housing subsidies to improve homeownership.

Discussant(s)
Lauren Lambie-Hanson
,
Federal Reserve Bank of Philadelphia
Chandler Lutz
,
U.S. Securities and Exchange Commission
Jacelly Cespedes
,
University of Minnesota
Jessica Shui
,
U.S. Federal Housing Finance Agency
JEL Classifications
  • R3 - Real Estate Markets, Spatial Production Analysis, and Firm Location