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Value Capture for Transportation Finance

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Author Info
Michael Iacono
David Levinson () (Nexus (Networks, Economics, and Urban Systems) Research Group, Department of Civil Engineering, University of Minnesota)
Zhirong (Jerry) Zhao
Abstract

As vehicles become more fuel-efficient and overall levels of travel stagnate in response to increases in fuel prices, conventional sources of revenue for transportation finance such as taxes on motor fuels have been put under increasing pressure. One potential replacement as a source of revenue is a set of policies collectively referred to as value capture policies. In contrast to fuel taxes and other instruments that impose charges on users of transportation networks, value capture policies seek to generate revenue by extracting a portion of the gains in the value of land that result from improvements to transportation networks. In this paper we identify a set of eight policies that contain elements of the value capture approach. These policies include land value taxes, tax increment financing, special assessments, transportation utility fees, development impact fees, negotiated exactions, joint development, and air rights. We evaluate each of the policies according to four criteria: efficiency, equity, sustainability (in terms of revenue adequacy and stability), and feasibility. The value capture concept is placed within a more general framework of transportation finance that emphasizes the relationship between different types of charges and groups of beneficiaries from transportation investments.

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File URL: http://nexus.umn.edu/Papers/ValueCapture.pdf
File Format: application/pdf
File Function: first version, 2009
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Publisher Info
Paper provided by University of Minnesota: Nexus Research Group in its series Working Papers with number 000064.

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Date of creation: 2009
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Publication status: Published in working paper
Handle: RePEc:nex:wpaper:valuecapture

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Related research
Keywords: Transportation Ð Economics; Land value; Transportation Ð finance and taxation;

Find related papers by JEL classification:
R51 - Urban, Rural, and Regional Economics - - Regional Government Analysis - - - Finance in Urban and Rural Economies
R52 - Urban, Rural, and Regional Economics - - Regional Government Analysis - - - Land Use and Other Regulations
R48 - Urban, Rural, and Regional Economics - - Transportation Systems - - - Government Pricing; Regulatory Policies
H23 - Public Economics - - Taxation, Subsidies, and Revenue - - - Externalities; Redistributive Effects; Environmental Taxes and Subsidies
H27 - Public Economics - - Taxation, Subsidies, and Revenue - - - Other Sources of Revenue
H71 - Public Economics - - State and Local Government; Intergovernmental Relations - - - State and Local Taxation, Subsidies, and Revenue
R14 - Urban, Rural, and Regional Economics - - General Regional Economics - - - Land Use Patterns
R21 - Urban, Rural, and Regional Economics - - Household Analysis - - - Housing Demand
R33 - Urban, Rural, and Regional Economics - - Production Analysis and Firm Location - - - Nonagricultural and Nonresidential Real Estate Markets

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This page was last updated on 2009-11-10.


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