Real Estate/Mortgages
From Planipedia
- Jim Clayton, Jacques N. Gordon, Frank J. Fabozzi, S. Michael Giliberto, 2007, "Real Estate Comes of Age", The Journal of Portfolio Management, 2007-January Volume 33 p. 15-26
- Jim Clayton, S. Michael Giliberto, Jacques N. Gordon, Susan Hudson-Wilson, 2009, "Real Estate's Evolution as an Asset Class", The Journal of Portfolio Management, 2009-July Volume 35 p. 10-22
- Derwall Jeroen, Joop Huij, Dirk Brounen, Wessel Marquering, 2009, "REIT Momentum and the Performance of Real Estate Mutual Funds", Financial Analysts Journal, 2009-September/October Volume 65 p. 24-34
- Rich Fortin, Stuart Michelson, Stanley D. Smith, William Weaver, 2007, "Mortgage refinancing: the interaction of break even period, taxes, NPV, and IRR", Financial Services Review, 2007- Volume 16 p. 197-209
- Peng Fei, Letian Ding, Yongheng Deng, 2010, "Correlation and Volatility Dynamics in REIT Return: Performance and Portfolio Cosiderations", The Journal of Portfolio Management, 2010-September Volume36
- Peter M. Basciano, Pamela Z. Jackson, James M. Grayson, 2008, "MORTGAGE CHOICE, A REVIEW OF THE LITERATURE", Journal of Personal Finance, 2008- Volume 7 p. 42
- Dr. William Wells, Dr. David Eckles, Mr. Martin Halek, 2006, "Making the Mortgage Insurance Purchase Decision", Journal of Financial Planning, 2006-Sept
- Jim Clayton, David C. Ling, Andy Naranjo, 2009, "Commercial Real Estate Valuation: Fundamentals versus Investor Sentiment", Journal of Real Estate Finance and Economics, 2009-September Volume 38 p. 5–37
- Jun Chen, Susan Hudson-Wilson, Hans Nordby, 2004, "Real Estate Pricing: Spreads and Sensibilities—Why Real Estate Pricing Is Rational?", Journal of Real Estate Portfolio Management, 2004- Volume 10 p. 1–21
- H. Horrigan, B. Case, D. Pollakowski, 2009, "REIT-Based Property Return Indexes: A New Way to Track and Trade Commercial Real Estate.", The Journal of Portfolio Management, 2009-December p. 80–91
- Frank J. Fabozzi, Robert J. Shiller, R. Tunaru, 2009, "Hedging Real Estate Risk", The Journal of Portfolio Management, 2009- p. 92–103
- Peter M. Basciano, James M. Grayson, James Walton, 2006, "Is a 30-Year Mortgage Preferable to a 15-Year Mortgage?", Journal of Financial Planning and Counselling, 2006- Volume 17
- Serguei Chervachidze, James Costello, William C. Wheaton, 2009, "The Secular and Cyclic Determinants of Capitalization Rates: The Role of Property Fundamentals, Macroeconomic Factors, and 'Structural Changes'", The Journal of Portfolio Management, 2009- p. 50–69
- Dr. Donna Dudney, Dr. Manferd Peterson, Dr. Tom Zorn, 2004, "Mortgage Debt: The Good News", Journal of Financial Planning, 2004-Sept
- Dr. Clarence Rose, Mr. Douglas Brinckman, 2006, "Using the New Tenancy-in-Common Interests in Section 1031 Real Estate Exchanges", Journal of Financial Planning, 2006-May
- Joseph A. Weber, Echo Chang, 2006, "The Reverse Mortgage and Its Ethical Concerns", Journal of Personal Finance, 2006- Volume 5
- John Y. Campbell, João F. Cocco, 2003, "Household risk management and optimal mortgage choice", The Quarterly Journal of Economics, 2003- Volume 118 p. 1449-1494
- Christine A. McClatchey, Cris de la Torre, 2008, "Your mortgage loan: Fairly priced, … or not?", Financial Services Review, 2008- Volume 17 p. 237-256
- Dr. Vance Lesseig, Dr. John Fulmer, 2003, "Including a Decreased Loan Life in the Mortgage Decision", Journal of Financial Planning, 2003-Dec
- Dr. John Clark, Mr. Randy Gardner, 2003, "The Decision to Pay Points When Borrowing", Journal of Financial Planning, 2003-Apr
- Arvind Pai, David Geltner, 2007, "Stocks Are from Mars, Real Estate Is from Venus: The Cross-Section of Long-Run Investment Performance", The Journal of Portfolio Management, 2007-September Volume 33 p. 134–144
- Lucy M. Delgadillo, Leslie E. Green Pimentel, 2007, "Analysis of Mortgage Default Clients and Mortgage Default Counseling at a Housing Counseling Agency", Journal of Financial Planning and Counselling, 2007- Volume 18
- Mr. James Hopson, Ms. Patricia Hopson, 2008, "Considerations Within Sponsored Tenants-in-Common Like-Kind Exchange Programs", Journal of Financial Planning, 2008-Feb
- J. D’Argensio, Frederic Laurin, 2009, "The Real Estate Risk Premium: A Developed/Emerging Country Panel Data Analysis", The Journal of Portfolio Management, 2009-September p. 118–132
- Lance Palmer, Jean M. Lown, 2006, "Mortgages And Asset Accumulation: A Ten Year Comparison Of Homeowners", Journal of Personal Finance, 2006- Volume 5
- Franz Fuerst, Gianluca Marcato, 2009, "Style Analysis in Real Estate Markets: Beyond the Sectors and Regions Dichotomy", The Journal of Portfolio Management, 2009-July p. 104–117
- Mr. David Duren, Mr. Steven McClain, 2003, "Gold at Your Client's Doorstep: Federal Tax Incentives for Historic Properties", Journal of Financial Planning, 2003-June
- Brian Bucks, Karen Pence, 2006, "Do homeowners know their house values and mortgage terms?", Federal Reserve Board of Governors, 2006-
- Randy I. Anderson, Thomas M. Springer, 2003, "REIT selection and portfolio construction, Using operating efficiency as an indicator of performance", Journal of Real Estate Portfolio Management, 2003- Volume 9 p. 17
- Steven F. Venti, David A. Wise, 2000, "Aging and Housing Equity", NBER Working Papers, 2000-
- Sumit Agarwal, 2006, "When should borrowers refinance their mortgages?", Brown University and Harvard University, 2006-
- Dr. Shaun Aghili, 2004, "Advantages and Caveats of Interest-Only Adjustable Mortgages for Clients", Journal of Financial Planning, 2004-Oct
- John R. Aulerich, 2004, "Effect on Net Worth of 15- and 30-Year Mortgage Term", Journal of Financial Planning and Counselling, 2004- Volume 14
- Thomas M. Brinker Jr., 2010, "Planning to Sell Your Personal Residence? Reviewing the Basics and Some Recent Changes", Journal of Financial Service Professionals, 2010- Volume 64 p. 7
- John Y. Campbell, 2006, "Household Finance", Journal of Finance, 2006- Volume 61 p. 1553-1604
- Mr. George Collis, 2006, "The Changing Mortgage Landscape and Its Implications for Financial Advisors", Journal of Financial Planning, 2006-Aug
- P. Corcoran, 2009, "Commercial Mortgage Default and Refinancing Risk: A Primer.", The Journal of Portfolio Management, 2009-September p. 70–79
- Neal E. Cutler, 2003, "Home ownership and retirement planning, Financial worries and reverse mortgages", Journal of Financial Service Professionals, 2003- Volume 57 p. 21 (3 pages)
- Benedict Davies, 2009, "Older people's assets: using housing equity to pay for health and aged care", JASSA, 2009- p. 43
- M. Giliberto, 2009, "The Impact of the Financial Crisis on Commercial Real Estate", Post-Modern Asset Management: The Credit Crisis and Beyond, JP Morgan Asset Management, 2009-
- J. Gyourko, 2009, "Understanding Commercial Real Estate: Just How Different from Housing Is It?", The Journal of Portfolio Management, 2009-September p. 23–37
- Mr. William Halama, 2005, "Real Estate Offerings: Hidden Fees and Conflicts of Interest", Journal of Financial Planning, 2005-July
- Gary L. Hoover, 2003, "The Mortgage Refinance Decision: An Equation-Based Model", Financial Services Review, 2003- Volume 12 p. 319-337
- Paul J. Kelsey, 2007, "The Financial Counseling and Planning Indexing Project: Establishing a Correlation Between Indexing, Total Citations, and Library Holdings", Journal of Financial Planning and Counselling, 2007- Volume 18
- James E. Larsen, 2004, "The impact of loan rates on direct real estate investment holding period return", Financial Services Review, 2004- Volume 13 p. 111–121
- J. Pagliari, 2007, "The Pricing of Non-Core Real Estate Ventures.", The Journal of Portfolio Management, 2007- Volume 33 p. 119–133
- L. Pelizzon, 2005, "Efficient portfolios when housing is a hedge against rent risk", University of Venice and University of Padua, 2005-
- M. Peyton, 2009, "Capital Markets Impact on Commercial Real Estate Cap Rates.", The Journal of Portfolio Management, 2009- p. 38–49
- A. Schwartz, 2007, "Household Refinancing Behavior in Fixed Rate Mortgages", Harvard University, 2007-
- A. Schwartz, 2006, "Who takes out adjustable rate mortgages?", Harvard University, 2006-
- Ms. Robin Underwood, 2006, "Conservation Easements: Making the Most of Your Client's Hidden Asset", Journal of Financial Planning, 2006-Apr
- K. Vandell, 2009, "Are Commercial Mortgages Next? A Market-Microstructure Analysis with Comparisons to the Residential Mortgage Market", Presentation at the Midyear Meetings of the American Real Estate and Urban Economics Association, 2009-
- L. Walker, 2004, "Elderly households and housing wealth, Do they use it or lose it?", Michigan Retirement Research Center, 2004-
- Tim Fry, Sandra Mihajilo, Roslyn Russell, Robert Brooks, 2008, "The Factors Influencing Saving in a Matched Savings Program: Goals, Knowledge of Payment Instruments, and Other Behavior", Journal of Family and Economic Issues, 2008- Volume 29 p. 234-250