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Abstract

This study develops a dynamic model to analyze the optimal consumption and portfolio choices of households acquiring housing services through renting or owning. The model incorporates time-varying financial constraints, represented by the liquid wealth-to-house value ratio, to provide a unified framework for decision-making. We examine the optimal timing and size of house purchases, highlighting the role of intergenerational transfers in facilitating homeownership. By employing a recursive utility function that disentangles risk aversion from the elasticity of intertemporal substitution, the model extends beyond the limitations of standard CRRA utility. Empirical validation using data from the China Household Finance Survey reveals strong consistency between theoretical predictions and observed household behaviors, offering new insights into housing and portfolio decisions under financial constraints.

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1009240
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Location
Title
Optimal Consumption and Portfolio Choices with Housing Dynamics
Author
Deng Xiaoyu 1 ; Liu Xixian 2 ; Sun Qianmin 3 ; Wu Banggang 4 

 Department of Marketing, Beijing Technology and Business University , Beijing , China 
 Credit Reference Center of The People’s Bank of China , Beijing , China 
 Department of Marketing, Business School, Beijing International Studies University , No.1 Dingfuzhuangnanli , Chaoyang District , Beijing, 100024 , China 
 Department of Marketing, Southwestern University of Finance and Economics , Sichuan , China 
Publication title
Economics; Berlin
Volume
19
Issue
1
Number of pages
18
Publication year
2025
Publication date
2025
Publisher
Walter de Gruyter GmbH
Place of publication
Berlin
Country of publication
Germany
Publication subject
ISSN
18646042
Source type
Scholarly Journal
Language of publication
English
Document type
Journal Article
Publication history
 
 
Online publication date
2025-01-30
Milestone dates
2024-05-21 (Received); 2025-01-06 (rev-recd); 2025-01-09 (Accepted)
Publication history
 
 
   First posting date
30 Jan 2025
ProQuest document ID
3201778929
Document URL
https://www.proquest.com/scholarly-journals/optimal-consumption-portfolio-choices-with/docview/3201778929/se-2?accountid=208611
Copyright
© 2025. This work is published under http://creativecommons.org/licenses/by/4.0 (the "License"). Notwithstanding the ProQuest Terms and Conditions, you may use this content in accordance with the terms of the License.
Last updated
2025-11-19
Database
ProQuest One Academic