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Retirement, housing mobility, downsizing and neighbourhood quality - A causal investigation

This paper provides the first causal evidence on the impact of retirement on housing choices. Our empirical strategy exploits the discontinuity in the eligibility ages for state pension as an instrument for the endogenous retirement decision and controls for time-invariant individual characteristics. The results show that retirement leads to a statistically significant and sizable increase in the probability of making a residential move or the likelihood of becoming outright homeowners.

Citation:
Nguyen HT, Mitrou F, Zubrick SR. Retirement, housing mobility, downsizing and neighbourhood quality - A causal investigation. J Hous Econ. 2024;63 

Keywords:
Downsizing; Housing; Instrumental variable; Migration; Quality of neighbourhood; Residential mobility; Retirement

Abstract:
This paper provides the first causal evidence on the impact of retirement on housing choices. Our empirical strategy exploits the discontinuity in the eligibility ages for state pension as an instrument for the endogenous retirement decision and controls for time-invariant individual characteristics. The results show that retirement leads to a statistically significant and sizable increase in the probability of making a residential move or the likelihood of becoming outright homeowners.