Skip to main content

Dealing with an Anchoring Bias in the Mortgage Market: A Regulatory Approach

Abstract

This chapter investigates whether mortgage regulation assures proper decision-making by borrowers. It offers regulatory responses to mitigate a “mortgage illusion” phenomenon revealed in recent experimental studies. According to these experiments, buyers are influenced by the comparison between the monthly rental payment and the monthly mortgage installment for fixed-rate mortgages. Therefore, consumers are more likely to buy a house when the rent is higher than the mortgage installment. The chapter suggests that regulators account for this phenomenon when designing mortgage policies.

This is a preview of subscription content, access via your institution.

Buying options

Chapter
USD   29.95
Price excludes VAT (USA)
  • DOI: 10.1007/978-3-030-35622-4_10
  • Chapter length: 14 pages
  • Instant PDF download
  • Readable on all devices
  • Own it forever
  • Exclusive offer for individuals only
  • Tax calculation will be finalised during checkout
eBook
USD   109.00
Price excludes VAT (USA)
  • ISBN: 978-3-030-35622-4
  • Instant PDF download
  • Readable on all devices
  • Own it forever
  • Exclusive offer for individuals only
  • Tax calculation will be finalised during checkout
Softcover Book
USD   139.99
Price excludes VAT (USA)
Hardcover Book
USD   139.99
Price excludes VAT (USA)

Notes

  1. 1.

    The anchoring bias describes the common human tendency to rely too heavily on the first piece of information offered (the “anchor”) when making decisions (sometimes referred to as the “anchoring effect”).

  2. 2.

    Discounted cash flow (DCF) is a method to estimate the value of an investment based on its future cash flows. DCF analysis determines the present value of an expected future cash flow using a discount rate. A present value estimate is then used to evaluate a potential investment. If the value calculated through DCF is higher than the current cost of the investment, the opportunity should be considered.

References

  • Adelino, M., Schoar, A., & Severino, F. (2016). Loan originations and defaults in the mortgage crisis: The role of the middle class. The Review of Financial Studies, 29(7), 1635.

    CrossRef  Google Scholar 

  • Aikman, D., et al. (2014). Taking uncertainty seriously: Simplicity versus complexity in financial regulation. Financial Stability Paper No. 28, Bank of England.

    Google Scholar 

  • Amar, M., et al. (2011). Winning the battle but losing the war: The psychology of debt management. Journal of Marketing Research, 48, S38.

    CrossRef  Google Scholar 

  • Anderssen, E., et al. (2006). Reducing over-optimism in variable selection by cross-model validation. Chemometrics and Intelligent Laboratory Systems, 84, 1.

    CrossRef  Google Scholar 

  • Atlas, S. A., Johnson, E. J., & Payne, J. W. (2017). Time preferences and mortgage choice. Journal of Marketing Research, 54(3), 415.

    CrossRef  Google Scholar 

  • Ayal, S., Bar-Haim, D., & Ofir, M. (2018). Behavioral biases in peer-to-peer (P2P) lending. In I. Venezia (Ed.), Behavioral finance: The coming of age (pp. 367--400). Singapore: World Scientific Publishers.

    Google Scholar 

  • Baldwin, R. (2014). From regulation to behaviour change: Giving nudge the third degree. The Modern Law Review, 77(6), 831.

    CrossRef  Google Scholar 

  • Barberis, N., & Huang, M. (2001). Mental accounting, loss aversion, and individual stock returns. The Journal of Finance, 56(4), 1247–1292.

    CrossRef  Google Scholar 

  • Barberis, N., & Xiong, W. (2009). What drives the disposition effect? An analysis of a long-standing preference-based explanation. The Journal of Finance, 64(2), 751.

    CrossRef  Google Scholar 

  • Bar-Gill, O. (2014). Consumer transactions. In E. Zamir & D. Teichman (Eds.), The Oxford handbook of behavioral economics and the law (pp. 465–490). Oxford: Oxford University Press.

    Google Scholar 

  • Berman, J. Z., et al. (2016). Expense neglect in forecasting personal finances. Journal of Marketing Research, 53(4), 535.

    CrossRef  Google Scholar 

  • Brueckner, J. K., Calem, P. S., & Nakamura, L. I. (2012). Subprime mortgages and the housing bubble. Journal of Urban Economics, 71(2), 230.

    CrossRef  Google Scholar 

  • Brunnermeier, M. K., & Julliard, C. (2008). Money illusion and housing frenzies. The Review of Financial Studies, 21(1), 135.

    CrossRef  Google Scholar 

  • Camanho, N., & Fernandes, D. (2018, September 16). The mortgage illusion. Retrieved from https://doi.org/10.2139/ssrn.1856325.

  • Camerer, C., et al. (1997). Labor supply of New York City cabdrivers: One day at a time. The Quarterly Journal of Economics, 112(2), 407.

    CrossRef  Google Scholar 

  • Case, K. E., & Shiller, R. J. (1988). The behavior of home buyers in boom and post-boom markets. New England Economic Review, November, 29.

    Google Scholar 

  • Crowe, C., et al. (2013). How to deal with real estate booms: Lessons from country experiences. Journal of Financial Stability, 9(3), 300.

    CrossRef  Google Scholar 

  • Dinner, I., et al. (2011). Partitioning default effects: Why people choose not to choose. Journal of Experimental Psychology: Applied, 17(4), 432.

    Google Scholar 

  • Egan, M. L., Matvos, G., & Seru, A. (2018). Arbitration with Uninformed Consumers No. w25150. National Bureau of Economic Research.

    Google Scholar 

  • Fernandes, D., Jr, J. G. L., & Netemeyer, R. G. (2014). Financial literacy, financial education, and downstream financial behaviors. Management Science, 60(8), 1861.

    CrossRef  Google Scholar 

  • Genesove, D., & Mayer, C. (2001). Loss aversion and seller behavior: Evidence from the housing market. The Quarterly Journal of Economics, 116(4), 1233.

    CrossRef  Google Scholar 

  • Gerardi, K., Goette, L., & Meier, S. (2013). Numerical ability predicts mortgage default. Proceedings of the National Academy of Sciences, 110, 28.

    CrossRef  Google Scholar 

  • Hardisty, D. J., Appelt, K. C., & Weber, E. U. (2013). Good or bad, we want it now: Fixed-cost present bias for gains and losses explains magnitude asymmetries in intertemporal choice. Journal of Behavioral Decision Making, 26, 4.

    CrossRef  Google Scholar 

  • International Monetary Fund. (2011). Macro prudential policy: An organizing framework. IMF Policy Paper SM11/54.

    Google Scholar 

  • Kahneman, D., & Frederick, S. (2002). Representativeness revisited: Attribute substitution in intuitive judgment. In T. Gilovich, D. Griffin, & D. Kahneman (Eds.), Heuristics and biases: The psychology of intuitive judgment (pp. 49–81). Cambridge: Cambridge University Press.

    CrossRef  Google Scholar 

  • Korniotis, G. M., & Kumar, A. (2011). Do older investors make better investment decisions? The Review of Economics and Statistics, 93(1), 244–265.

    CrossRef  Google Scholar 

  • Krznar, I., & Morsink, J. (2014). With great power comes great responsibility: Macroprudential tools at work in Canada. IMF Working Paper No. 14/83.

    Google Scholar 

  • Levitt, S. D., & Syverson, C. (2008). Market distortions when agents are better informed: The value of information in real estate transactions. The Review of Economics and Statistics, 90(4), 599–611.

    CrossRef  Google Scholar 

  • Lim, C. H., et al. (2011). Macroprudential policy: What instruments and how to use them? Lessons from country experiences. IMF Working Paper No. 11/238.

    Google Scholar 

  • Mayer, C., Pence, K., & Sherlund, S. M. (2009). The rise in mortgage defaults. Journal of Economic Perspectives, 23(1), 27.

    CrossRef  Google Scholar 

  • McGlothlin, W. H. (1956). Stability of choices among uncertain alternatives. The American Journal of Psychology, 69(4), 604.

    CrossRef  Google Scholar 

  • Meier, S., & Sprenger, C. D. (2013). Discounting financial literacy: Time preferences and participation in financial education programs. Journal of Economic Behavior & Organization, 95, 159.

    CrossRef  Google Scholar 

  • Mellers, B., et al. (2015). The psychology of intelligence analysis: Drivers of prediction accuracy in world politics. Journal of Experimental Psychology: Applied, 21(1), 1.

    Google Scholar 

  • Mian, A., & Sufi, A. (2009). The consequences of mortgage credit expansion: Evidence from the US mortgage default crisis. The Quarterly Journal of Economics, 124(4), 1449.

    CrossRef  Google Scholar 

  • Mian, A., & Sufi, A. (2011). House prices, home equity-based borrowing, and the US household leverage crisis. American Economic Review, 101(5), 2132.

    CrossRef  Google Scholar 

  • Mian, A., Sufi, A., & Verner, E. (2017). Household debt and business cycles worldwide. The Quarterly Journal of Economics, 132(4), 1755.

    CrossRef  Google Scholar 

  • Mugerman, Y., & Ofir, M. (this volume). Anchoring and adjustment in the mortgage market: A regulatory experiment. In R. Levine-Schnur (Ed.), Measuring the effectiveness of real estate regulation. New York: Springer.

    Google Scholar 

  • Mugerman, Y., Tzur, J., & Jacobi, A. (2018). Mortgage loans and bank risk taking: Finding the risk “sweet spot”. Quarterly Journal of Finance, 8(4), 1840008.

    CrossRef  Google Scholar 

  • Rabin, M., & Thaler, R. H. (2001). Anomalies: Risk aversion. Journal of Economic Perspectives, 15(1), 219.

    CrossRef  Google Scholar 

  • Simmons, J. P., LeBoeuf, R. A., & Nelson, L. D. (2010). The effect of accuracy motivation on anchoring and adjustment: Do people adjust from provided anchors? Journal of Personality and Social Psychology, 99(6), 917.

    CrossRef  Google Scholar 

  • Simonsohn, U., & Loewenstein, G. (2006). Mistake# 37: The effect of previously encountered prices on current housing demand. The Economic Journal, 116(508), 175.

    CrossRef  Google Scholar 

  • Slovic, P. (1995). The construction of preference. American Psychologist, 50(5), 364.

    CrossRef  Google Scholar 

  • Soll, J. B., Keeney, R. L., & Larrick, R. P. (2013). Consumer misunderstanding of credit card use, payments, and debt: Causes and solutions. Journal of Public Policy & Marketing, 32(1), 66.

    CrossRef  Google Scholar 

  • Stango, V., & Zinman, J. (2009). Exponential growth bias and household finance. Journal of Finance, 64, 2807.

    CrossRef  Google Scholar 

  • Sunstein, C. R. (2006). Boundedly rational borrowing. University of Chicago Law Review, 73, 249.

    Google Scholar 

  • Sunstein, C. R. (2013). Simpler: The future of government. New York: Simon and Schuster.

    Google Scholar 

  • Sussman, A. B., & O’Brien, R. L. (2016). Knowing when to spend: Unintended financial consequences of earmarking to encourage savings. Journal of Marketing Research, 53(5), 790.

    CrossRef  Google Scholar 

  • Tetlock, P. E., & Garder, D. (2015). Superforecasting: The art and practice of prediction. New York: Crown Publishers.

    Google Scholar 

  • Thaler, R. (1985). Mental accounting and consumer choice. Marketing Science, 4(3), 199.

    CrossRef  Google Scholar 

  • Tversky, A., & Kahneman, D. (1981). The framing of decisions and the psychology of choice. Science, 211(4481), 453.

    CrossRef  Google Scholar 

  • Tversky, A., & Kahneman, D. (1986). Rational choice and the framing of decisions. The Journal of Business, 59(4), S251.

    CrossRef  Google Scholar 

  • Van Exel, N. J. A., et al. (2006). With a little help from an anchor: Discussion and evidence of anchoring effects in contingent valuation. The Journal of Socio-Economics, 35, 5.

    Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Ronit Levine-Schnur .

Editor information

Editors and Affiliations

Rights and permissions

Reprints and Permissions

Copyright information

© 2020 Springer Nature Switzerland AG

About this chapter

Verify currency and authenticity via CrossMark

Cite this chapter

Camanho, N., Levine-Schnur, R., Farber, T. (2020). Dealing with an Anchoring Bias in the Mortgage Market: A Regulatory Approach. In: Levine-Schnur, R. (eds) Measuring the Effectiveness of Real Estate Regulation. Springer, Cham. https://doi.org/10.1007/978-3-030-35622-4_10

Download citation