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This study examines how housing sector volatilities affect real estate investment trust (REIT) equity return in the United States. I argue that unexpected changes in housing variables can be a source of aggregate housing risk, and the first…

General Economics · Economics 2021-07-23 Masud Alam

This paper explores integration and contagion among US metropolitan housing markets. The analysis applies Federal Housing Finance Agency (FHFA) house price repeat sales indexes from 384 metropolitan areas to estimate a multi-factor model of…

General Finance · Quantitative Finance 2011-10-20 John Cotter , Stuart Gabriel , Richard Roll

An asset pricing model using long-run capital share growth risk has recently been found to successfully explain U.S. stock returns. Our paper adopts a recursive preference utility framework to derive an heterogeneous asset pricing model…

Econometrics · Economics 2020-06-26 Joseph P. Byrne , Boulis M. Ibrahim , Xiaoyu Zong

In this study interest centers on regional differences in the response of housing prices to monetary policy shocks in the US. We address this issue by analyzing monthly home price data for metropolitan regions using a factor-augmented…

Housing markets play a crucial role in economies and the collapse of a real-estate bubble usually destabilizes the financial system and causes economic recessions. We investigate the systemic risk and spatiotemporal dynamics of the US…

Statistical Finance · Quantitative Finance 2013-12-31 Hao Meng , Wen-Jie Xie , Zhi-Qiang Jiang , Boris Podobnik , Wei-Xing Zhou , H. Eugene Stanley

Urban housing markets, along with markets of other assets, universally exhibit periods of strong price increases followed by sharp corrections. The mechanisms generating such non-linearities are not yet well understood. We develop an…

Computational Finance · Quantitative Finance 2020-04-17 Kirill S. Glavatskiy , Mikhail Prokopenko , Adrian Carro , Paul Ormerod , Michael Harre

In recent years, real estate industry has captured government and public attention around the world. The factors influencing the prices of real estate are diversified and complex. However, due to the limitations and one-sidedness of their…

Applications · Statistics 2018-02-23 Yiyang Gu

As a basic human need, housing plays a key role in enhancing health, well-being, and educational outcome in society, and the housing market is a major factor for promoting quality of life and ensuring social equity. To improve the housing…

Machine Learning · Computer Science 2025-06-16 Abdalwahab Almajed , Maryam Tabar , Peyman Najafirad

The pricing of housing properties is determined by a variety of factors. However, post-pandemic markets have experienced volatility in the Chicago suburb area, which have affected house prices greatly. In this study, analysis was done on…

Machine Learning · Computer Science 2022-10-13 Kevin Xu , Hieu Nguyen

In the standard equilibrium and/or arbitrage pricing framework, the value of any asset is uniquely specified from the belief that only the systematic risks need to be remunerated by the market. Here, we show that, even for arbitrary large…

Physics and Society · Physics 2008-12-02 Y. Malevergne , D. Sornette

I show that house prices can be modeled using machine learning (kNN and tree-bagging) and a small dataset composed of macro-economic factors (MEF), including an inflation metric (CPI), US treasury rates (10-yr), Gross Domestic Product…

Statistical Finance · Quantitative Finance 2025-05-16 Nicolas Houlié

Seasonality has traditionally shaped the U.S. housing market, with activity peaking in spring-summer and declining in autumn-winter. However, recent disruptions, particularly post-COVID-19, raise questions about shift in these patterns.…

General Economics · Economics 2025-11-25 Yihan Hu , Yifei Huang , Weizhao Wang

In this paper, we investigate the impact of mortgage rates on home prices, and how the impact may be used to help property purchase discussions at individual buyer level and to adjust home price indices across time. A mortgage-rate-adjusted…

General Finance · Quantitative Finance 2022-07-08 Honggao Cao

We represent the functioning of the housing market and study the relation between income segregation, income inequality and house prices by introducing a spatial Agent-Based Model (ABM). Differently from traditional models in urban…

Economics · Quantitative Finance 2018-10-23 Marco Pangallo , Jean Pierre Nadal , Annick Vignes

We discuss the foundations of factor or regression models in the light of the self-consistency condition that the market portfolio (and more generally the risk factors) is (are) constituted of the assets whose returns it is (they are)…

Physics and Society · Physics 2009-11-13 Y. Malevergne , D. Sornette

This paper presents an empirical analysis of the capital asset pricing model using trading data for the Chinese A-share market from 2000 to 2019. Firstly, the standard CAPM is tested using a Fama-MacBetch regression and although the results…

Statistical Finance · Quantitative Finance 2023-05-09 Kai Ren

In this article, we develop a model for the evolution of real estate prices. A wide range of inputs, including stochastic interest rates and changing demands for the asset, are considered. Maximizing their expected utility, home owners make…

Trading and Market Microstructure · Quantitative Finance 2009-07-13 Hazer Inaltekin , Robert Jarrow , Mehmet Saglam , Yildiray Yildirim

This paper develops a House Price-at-Risk framework to examine how housing subsidies, credit conditions, and supply factors influence the distribution of house price growth in Hungary. Using quantile regression with adaptive LASSO variable…

Econometrics · Economics 2026-02-24 Tibor Szendrei , Nikolett Vágó , Katalin Varga

This article proposes a spatial dynamic structural equation model for the analysis of housing prices at the State level in the USA. The study contributes to the existing literature by extending the use of dynamic factor models to the…

Applications · Statistics 2013-12-23 Pasquale Valentini , Luigi Ippoliti , Lara Fontanella

We consider a conditional factor model for a multivariate portfolio of United States equities in the context of analysing a statistical arbitrage trading strategy. A state space framework underlies the factor model whereby asset returns are…

Statistical Finance · Quantitative Finance 2023-09-06 Trent Spears , Stefan Zohren , Stephen Roberts
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