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Global Real Estate Markets - Cycles and Fundamentals / Bradford Case, William N. Goetzmann, K. Geert Rouwenhorst.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Case, Bradford.
Contributor:
National Bureau of Economic Research.
Goetzmann, William N.
Rouwenhorst, K. Geert.
Series:
Working Paper Series (National Bureau of Economic Research) no. w7566.
NBER working paper series no. w7566
Language:
English
Subjects (All):
Real estate business.
Real property--Prices.
Real property.
Real estate investment.
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2000.
Cambridge, Massachusetts : National Bureau of Economic Research, 2000.
Summary:
The correlations among international real estate markets are surprisingly high, given the degree to which they are segmented. While industrial, office and retail properties exist all around the world, they are not economic substitutes because of locational specificity. In addition, the broad securitization of real estate property companies has, until recently, lagged that of other types of companies. Never-the-less, international property returns move together in dramatic fashion. In this paper, we use eleven years of global property returns to explore the factors influencing this co-movement. We attribute a substantial amount of the correlation across world property markets to the effects of changes in GNP, suggesting that real estate is a bet on fundamental economic variables which are correlated across countries. A decomposition shows that a local production factor is more important in some countries than in others.
Notes:
Print version record
February 2000.

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