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Nobel Laureates

Leverage and House-Price Dynamics in U.S. Cities


Volume: Volume 30, No. 3

Issue: Autumn 1999

Pages: pp. 498-514

Authors: Owen Lamont and Jeremy C. Stein

Title: Leverage and House-Price Dynamics in U.S. Cities

Abstract: We use city-level data to analyze the relationship between homeowner borrowing patterns and house-price dynamics. Our principal finding is that in cities where a greater fraction of homeowners are highly leveraged-- i.e., have high loan-to-value ratios--house prices react more sensitively to city-specific shocks, such as changes in per-capita income. This finding is consistent with recent theories that emphasize the role of borrowing in shaping the behavior of asset prices.


JEL Classification

Housing Supply and Markets (R310)
Housing Economics including urban and nonurban housing (9320)