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Development of a Dynamic Investment Strategy under Alternative Inflation Cycle Scenarios

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Author Info
Stephen A. Pyhrr (Graduate School of Business The University of Texas at Austin Austin, Texas 78712 Davis & Associates 5929 Balcones Drive Austin, Texas 78731)
Waldo L. Born () (College of Business Eastern Illinois University Charleston, Illinois 61920)
James R. Webb () (Department of Finance James J. Nance College of Business Administration Cleveland State University Cleveland, Ohio 44115)
Abstract

Inflation and inflation cycles have been a major underlying reason for the financial successes and failures of real estate investors in recent history. These cycles have complex impacts on cash flow variables and thus on real estate returns and investment values. This study presents a decision framework and operational model to project investment returns for alternative inflation cycle scenarios and demonstrates their application for developing a dynamic real estate investment strategy. Such a strategy provides for portfolio revisions during different stages of the inflation cycle and assumes that investors seek to maximize expected "real" rates of return and hence owner's wealth. A probabilistic discounted cash flow model is designed and used to inflation-adjust each cash flow variable affected. Mathematical relationships are developed for specifying unique cash flow variable linkages and sensitivities, with lead and lag periods consistent with empirical evidence of timing of inflation impacts. Finally strategic implications for acquisition and disposition policy are discussed.

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File URL: http://aux.zicklin.baruch.cuny.edu/jrer/papers/pdf/past/vol05n02/v05p177.pdf
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Publisher Info
Article provided by American Real Estate Society in its journal Journal of Real Estate Research.

Volume (Year): 5 (1990)
Issue (Month): 2 ()
Pages: 177-194
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Handle: RePEc:jre:issued:v:5:n:2:1990:p:177-194

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Postal: American Real Estate Society Clemson University School of Business & Behavioral Science Department of Finance 401 Sirrine Hall Clemson, SC 29634-1323
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Postal: Diane Quarles American Real Estate Society Manager of Member Services Clemson University Box 341323 Clemson, SC 29634-1323
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L85 - Industrial Organization - - Industry Studies: Services - - - Real Estate Services

References listed on IDEAS
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  1. Fama, Eugene F. & Schwert, G. William, 1977. "Asset returns and inflation," Journal of Financial Economics, Elsevier, vol. 5(2), pages 115-146, November. [Downloadable!] (restricted)
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Waldo L. Born & Stephen A. Pyhrr, 1994. "Real Estate Valuation: The Effect of Market and Property Cycles," Journal of Real Estate Research, American Real Estate Society, vol. 9(4), pages 455-486. [Downloadable!]
  2. Glenn R. Mueller, 1999. "Real Estate Rental Growth Rates at Different Points in the Physical Market Cycle," Journal of Real Estate Research, American Real Estate Society, vol. 18(1), pages 131-150. [Downloadable!]
  3. Stephen A. Pyhrr & Stephen E. Roulac & Waldo L. Born, 1999. "Real Estate Cycles and Their Strategic Implications for Investors and Portfolio Managers in the Global Economy," Journal of Real Estate Research, American Real Estate Society, vol. 18(1), pages 7-68. [Downloadable!]
  4. G. Donald Jud & John D. Benjamin & G. Stacy Sirmans, 1996. "What Do We Know about Apartments and Their Markets?," Journal of Real Estate Research, American Real Estate Society, vol. 11(3), pages 243-258. [Downloadable!]
  5. Yoon Dokko & Robert H. Edelstein & Allan J. Lacayo & Daniel C. Lee, 1999. "Real Estate Income and Value Cycles: A Model of Market Dynamics," Journal of Real Estate Research, American Real Estate Society, vol. 18(1), pages 69-96. [Downloadable!]
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