Leasing as a lottery: implications for rational building surges and increasing vacancies

Article Abstract:

Developers continue construction work, despite rising vacancies, and actual vacancies may not tally with long term rates, since temporary changes in local markets are linked to major responses in terms of construction and vacancies. A classic inventory demand model can be adapted by including a lottery feature to help explain the link between construction and vacancies, and phenomena such as the boom and subsequent slump in the property markets during the 1980s. The framework helps direct attention on local factors influencing construction decisions, and can be used for further empirical studies.

author: Gyourko, Joseph, Voith, Richard
Subdividers and developers, not elsewhere classified, Real estate developers, Finance, Real estate investment, Real estate investments

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What does the stock market tell us about real estate returns?

Article Abstract:

The risks and returns associated with real estate stocks as recorded in the stock market are analyzed regarding the effect of the information on the nature of real estate returns. Results show that the predictive impact of lagged stock returns is most apparent before the fourth quarter. Thus, real estate values are affected by stock market information, especially for appraisal-based index series such as the Russell-NCREIF Property Index.

author: Keim, Donald B., Gyourko, Joseph
Security and commodity exchanges, Real estate investment trusts, Stock-exchange, Stock exchanges

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The fractal structure of real estate investment trust returns: the search for evidence of market segmentation and nonlinear dependency

Article Abstract:

A study was conducted to examine real estate and capital market segmentation. The study applies rescaled range analysis to search for nonlinear trends in the returns series for various asset types. Results show that mortgage portfolios and equity real estate investment present random walk tendencies like the stock market investments. In addition, segmentation between the subject markets does not exist under certain conditions.

author: Ambrose, Brent W., Ancel, Esther, Griffiths, Mark D.
Market segmentation

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subjects list: Analysis, Real estate investment trusts
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