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Households' Portfolio Behavior in France : the Role of Housing

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Author Info
Luc Arrondel
Bruno Lefebvre

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Abstract

The two-dimensional aspects of dwellings occupied by their owner, consumption and investment, make the analysis of households' portfolio choice and the analysis of housing purchases more difficult. But it seems difficult to analyze portfolio decisions without taking account of owner-occupied housing that, for instance, influences greatly assets demand over the life cycle. In this paper we estimated a portfolio choice model where the different dwellings are defined as assets. First, housings show some specificities in households' wealth accumulation. The probability of holding primary residence follows a hump-shaped age profile, well interpreting within the life cycle hypothesis. Moreover, housing assets are in households' portfolios for a quite low level of wealth while transferable securities attract primarily the wealthiest households. Then, we showed that it seems difficult to analyze portfolio decision over the life cycle without taking account of the process of accumulation of owner-occupied housing. Especially, risky assets demand should be greatly influenced by attitudes towards home property. For instance, financial portfolio of young (less wealthy) households would be less risky than older people if the formers want to be homeowner because of preferential tax treatments.

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Paper provided by DELTA (Ecole normale supérieure) in its series DELTA Working Papers with number 2001-10.

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Date of creation: 2001
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Publication status: Published in Review of Income and Wealth, 2001, 47, pp. 489-515
Handle: RePEc:del:abcdef:2001-10

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  1. Arrondel, Luc & Lefebvre, Bruno, 2001. "Consumption and Investment Motives in Housing Wealth Accumulation: A French Study," Journal of Urban Economics, Elsevier, vol. 50(1), pages 112-137, July. [Downloadable!] (restricted)
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  2. Agell, Jonas & Edin, Per-Anders, 1990. " Marginal Taxes and the Asset Portfolios of Swedish Households," Scandinavian Journal of Economics, Blackwell Publishing, vol. 92(1), pages 47-64.
  3. Avner Bar-Ilan & Alan S. Blinder, 1987. "Consumer Durables and the Optimality of Usually Doing Nothing," NBER Working Papers 2488, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  1. Gabor Vadas, 2005. "Modelling Households' Savings and Dwellings Investment - A Portfolio Choice Approach," Macroeconomics 0507013, EconWPA. [Downloadable!]
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