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The Impact of Market Imperfections on Real Estate Returns and Optimal Investor Portfolios
Author(s) -
Liu Crocker H.,
Grissom Terry V.,
Hartzell David J.
Publication year - 1990
Publication title -
real estate economics
Language(s) - English
Resource type - Journals
SCImago Journal Rank - 1.064
H-Index - 61
eISSN - 1540-6229
pISSN - 1080-8620
DOI - 10.1111/1540-6229.00532
Subject(s) - capital asset pricing model , real estate , economics , financial economics , capitalization rate , real estate investment trust , dividend , investment (military) , context (archaeology) , consumption (sociology) , monetary economics , finance , paleontology , social science , sociology , politics , political science , law , biology
This study investigates the consequences of several imperfections associated with real estate markets on pricing and optimal investor portfolios from a CAPM context. CAPM assumptions are relaxed to recognize illiquidity, the consumption and investment attributes of owner‐occupied housing, and a mildly segmented market structure. The study finds that relaxing the CAPM assumptions lead to a separate pricing paradigm for financial assets, income‐producing real estate and owner‐occupied housing respectively, that a “dividend effect” arises for real estate as the result of illiquidity, and that illiquidity reduces the extent to which investors hold real estate in their portfolios.

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