Homeownership as Life Cycle Goldmine: Evidence from Macrohistory

Fuente: arXiv
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Main Authors: Bai, Yang, Li, Shize, Shen, Jialu
Format: Preprint
Published: 2025
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author Bai, Yang
Li, Shize
Shen, Jialu
author_facet Bai, Yang
Li, Shize
Shen, Jialu
contents Should households buy their homes? Contrary to popular expert advice, our block-bootstrap lifecycle simulation provides an affirmative answer. Homeownership generates wealth and welfare gains relative to rent-for-life benchmarks that invest only in financial assets. It lowers household portfolio downside risk and improves retirement consumption and bequest outcomes. The gains reflect risk aversion, intertemporal substitution, leverage-induced trade-offs between consumption and the timing of home purchases, and the liquidity costs of homeownership. Their magnitude varies across labor income profiles, house price environments, and mortgage rates. Our findings suggest that homeownership can build wealth more effectively than common portfolio strategies, including all-equity portfolios.
format Preprint
id arxiv_https___arxiv_org_abs_2507_17624
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Homeownership as Life Cycle Goldmine: Evidence from Macrohistory
Bai, Yang
Li, Shize
Shen, Jialu
General Economics
Economics
General Finance
Should households buy their homes? Contrary to popular expert advice, our block-bootstrap lifecycle simulation provides an affirmative answer. Homeownership generates wealth and welfare gains relative to rent-for-life benchmarks that invest only in financial assets. It lowers household portfolio downside risk and improves retirement consumption and bequest outcomes. The gains reflect risk aversion, intertemporal substitution, leverage-induced trade-offs between consumption and the timing of home purchases, and the liquidity costs of homeownership. Their magnitude varies across labor income profiles, house price environments, and mortgage rates. Our findings suggest that homeownership can build wealth more effectively than common portfolio strategies, including all-equity portfolios.
title Homeownership as Life Cycle Goldmine: Evidence from Macrohistory
topic General Economics
Economics
General Finance
url https://arxiv.org/abs/2507.17624