Keywords

housing wealth, search frictions, regional price pressure

Abstract

We construct a novel dataset of millions of household moves over 25 years to examine how housing wealth affects purchase decisions. We find that a $1 exogenous increase in housing equity leads movers to pay a $0.06 premium on their next home, controlling for property characteristics and time-varying local prices. This behavior is driven by search frictions— wealthier households pay a premium rather than incur additional search costs. In aggregate, these decisions spill over to the broader housing market and cause upward regional price pressure. A 10% increase in equity gain among incoming movers increases local house price growth by 0.4 percentage points.

Original Publication Citation

When Money Moves In: The Consequences of Housing Wealth (2024) with Jason Kotter and Gregor Schubert Revise and Resubmit, Journal of Financial Economics

Document Type

Working Paper

Publication Date

2026

Publisher

Journal of Financial Economics

Language

English

College

Marriott School of Business

Department

Finance

University Standing at Time of Publication

Assistant Professor

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