Keywords

public finance, pensions, house prices

Abstract

We study how state pension windfalls affect property prices near state borders, where theory suggests real estate reflects the value of additional public resources. Windfalls, representing a source of state revenue about half the size of total taxes, provide economically significant and plausibly exogenous variation in fiscal conditions. We find that each dollar of pension asset returns increases border house prices by approximately two dollars, suggesting that governments allocate additional funds towards high-value projects or tax abatement rather than wasting incremental resources. Evidence of larger effects in financially constrained municipalities highlights how fiscal resources amplify welfare effects of economic shocks.

Original Publication Citation

The Marginal Value of Public Pension Wealth: Evidence From Border House Prices (2024) with Asaf Bernstein, Mahyar Kargar, Ryan Lewis, and Michael Schwert Revise and Resubmit, Journal of Financial Economics

Document Type

Working Paper

Publication Date

2025

Publisher

Journal of Financial Economics

Language

English

College

Marriott School of Business

Department

Finance

University Standing at Time of Publication

Full Professor

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