Title
Credit Supply and Housing Speculation
Author(s)
Atif Mian Atif Mian (Princeton University)
Amir Sufi Amir Sufi (University of Chicago)
Abstract
Speculation is a critical channel through which credit supply expansion affects the housing cycle. The surge in private label mortgage securitization in 2003 fueled a large expansion in mortgage credit supply by lenders financed with non-core deposits. Areas more exposed to these lenders experienced a large relative rise in transaction volume driven by a small group of speculators, and these areas simultaneously witnessed an amplified housing boom and bust. Consistent with the importance of belief heterogeneity, house price growth expectations of marginal buyers rose during the boom, while housing market pessimism among the general population increased.
Creation Date
2019-03
Section URL ID
Paper Number
2019-23
URL
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3209564
File Function
Jel
E03, E44, G01, G12, G2, G4, R21, R31
Keyword(s)
Speculation, Housing, Credit supply, Mortgage
Suppress
false
Series
13