Skip to main content

2014 | OriginalPaper | Buchkapitel

3. Theoretical Background: Affordability and Its Measurement

verfasst von : Zan Yang, Jie Chen

Erschienen in: Housing Affordability and Housing Policy in Urban China

Verlag: Springer Berlin Heidelberg

Aktivieren Sie unsere intelligente Suche, um passende Fachinhalte oder Patente zu finden.

search-config
loading …

Abstract

This chapter reviews and discusses the concept of housing affordability and its measure in academic and political studies. Several commonly used methods will be examined to determine the proper approach for Chinese studies.

Sie haben noch keine Lizenz? Dann Informieren Sie sich jetzt über unsere Produkte:

Springer Professional "Wirtschaft+Technik"

Online-Abonnement

Mit Springer Professional "Wirtschaft+Technik" erhalten Sie Zugriff auf:

  • über 102.000 Bücher
  • über 537 Zeitschriften

aus folgenden Fachgebieten:

  • Automobil + Motoren
  • Bauwesen + Immobilien
  • Business IT + Informatik
  • Elektrotechnik + Elektronik
  • Energie + Nachhaltigkeit
  • Finance + Banking
  • Management + Führung
  • Marketing + Vertrieb
  • Maschinenbau + Werkstoffe
  • Versicherung + Risiko

Jetzt Wissensvorsprung sichern!

Springer Professional "Wirtschaft"

Online-Abonnement

Mit Springer Professional "Wirtschaft" erhalten Sie Zugriff auf:

  • über 67.000 Bücher
  • über 340 Zeitschriften

aus folgenden Fachgebieten:

  • Bauwesen + Immobilien
  • Business IT + Informatik
  • Finance + Banking
  • Management + Führung
  • Marketing + Vertrieb
  • Versicherung + Risiko




Jetzt Wissensvorsprung sichern!

Fußnoten
1
Previous research on “accessibility” has focused on poverty and inequality.
 
Literatur
Zurück zum Zitat Alonso W (1964) Location and land use. Harvard University Press, CambridgeCrossRef Alonso W (1964) Location and land use. Harvard University Press, CambridgeCrossRef
Zurück zum Zitat Apparicio P, Shearmur R, Brochu M, Dussault G (2004) The measure of distance in a social science policy context: advantages and costs of using network distances in eight Canadian metropolitan areas. J Geogr Inf Decis Anal 7:105–131 Apparicio P, Shearmur R, Brochu M, Dussault G (2004) The measure of distance in a social science policy context: advantages and costs of using network distances in eight Canadian metropolitan areas. J Geogr Inf Decis Anal 7:105–131
Zurück zum Zitat Armenoff K (1998) Shelter poverty:new ideas on housing affordability. J Urban Aff 20(3):359–362 Armenoff K (1998) Shelter poverty:new ideas on housing affordability. J Urban Aff 20(3):359–362
Zurück zum Zitat Association of Bay Area Governments (1985) Jobs/housing balance for traffic mitigation: interstate 680 and interstate 580 corridor study. Association of Bay Area Governments, Oakland Association of Bay Area Governments (1985) Jobs/housing balance for traffic mitigation: interstate 680 and interstate 580 corridor study. Association of Bay Area Governments, Oakland
Zurück zum Zitat Berry M, Hall J (2001) Policy options for stimulating private sector investment in affordable housing across Australia: stage 1 report, outlining the need for action. Affordable housing national research consortium, Sydney. www.consortium.asn.au Berry M, Hall J (2001) Policy options for stimulating private sector investment in affordable housing across Australia: stage 1 report, outlining the need for action. Affordable housing national research consortium, Sydney. www.​consortium.​asn.​au
Zurück zum Zitat Bogdon AS, Can A (1997) Indicators of local housing affordability: comparative and spatial approaches. Hous Econ 25(1):43–80 Bogdon AS, Can A (1997) Indicators of local housing affordability: comparative and spatial approaches. Hous Econ 25(1):43–80
Zurück zum Zitat Bogdon AS, Silver J, Turner MA (1994) National analysis of housing affordability, adequacy and availability: a framework for local housing strategies. Hud Report 1448-PDR. U.S. Department of Housing and Urban Development, Washington, DC Bogdon AS, Silver J, Turner MA (1994) National analysis of housing affordability, adequacy and availability: a framework for local housing strategies. Hud Report 1448-PDR. U.S. Department of Housing and Urban Development, Washington, DC
Zurück zum Zitat Bramley G (1990) Access, affordability and housing need. In: ESRC housing studies conference, University of Surrey, September. Mimeo, SAUS, University of Bristol Bramley G (1990) Access, affordability and housing need. In: ESRC housing studies conference, University of Surrey, September. Mimeo, SAUS, University of Bristol
Zurück zum Zitat Bramley G (1994) An affordability crisis in British housing: dimensions Causes and Policy Impact. Hous Stud 9(1):103–124CrossRef Bramley G (1994) An affordability crisis in British housing: dimensions Causes and Policy Impact. Hous Stud 9(1):103–124CrossRef
Zurück zum Zitat Bratt RG (1995) Review of “shelter poverty—new ideas on housing affordability”. J Am Plan Assoc 61(2):285–286 Bratt RG (1995) Review of “shelter poverty—new ideas on housing affordability”. J Am Plan Assoc 61(2):285–286
Zurück zum Zitat Burke T, Neske C, Ralston L (2004) Housing affordability. Report for Department of Premier and Cabinet, Melbourne Burke T, Neske C, Ralston L (2004) Housing affordability. Report for Department of Premier and Cabinet, Melbourne
Zurück zum Zitat Caplin A, Joye C, Butt P, Glaeser E, Kuczynski M, Gans J, Kimg S, Moloney D, Bor A (2003) Summary of findings for the prime ministerial task force on home ownership—Vols. 1–3, Report Commissioned by The Menzies Research Centre for the Prime Minister’s Home Ownership Task Force, Canberra Caplin A, Joye C, Butt P, Glaeser E, Kuczynski M, Gans J, Kimg S, Moloney D, Bor A (2003) Summary of findings for the prime ministerial task force on home ownership—Vols. 1–3, Report Commissioned by The Menzies Research Centre for the Prime Minister’s Home Ownership Task Force, Canberra
Zurück zum Zitat Cervero R (1989) Jobs-housing balancing and regional mobility. J Am Plan Assoc 55(2):136–150CrossRef Cervero R (1989) Jobs-housing balancing and regional mobility. J Am Plan Assoc 55(2):136–150CrossRef
Zurück zum Zitat Cervero R (1996) Jobs-housing balance revisited: trends and impacts in the San Francisco bay area. J Am Plan Assoc 62(4):492–511CrossRef Cervero R (1996) Jobs-housing balance revisited: trends and impacts in the San Francisco bay area. J Am Plan Assoc 62(4):492–511CrossRef
Zurück zum Zitat Cervero R, Rood T, Appleyard B (1999) Tracking accessibility: employment and housing opportunities in the San Francisco bay area. Environ Plan A 31:1185–1206CrossRef Cervero R, Rood T, Appleyard B (1999) Tracking accessibility: employment and housing opportunities in the San Francisco bay area. Environ Plan A 31:1185–1206CrossRef
Zurück zum Zitat Christie H (2000) Mortgage arrears and gender inequalities. Hous Stud 11(15):877–905CrossRef Christie H (2000) Mortgage arrears and gender inequalities. Hous Stud 11(15):877–905CrossRef
Zurück zum Zitat Dolbeare CN (1966) Housing policy a general consideration. In: Baumel J (ed) Homelessness in America. Oryx Press, Phoenix Dolbeare CN (1966) Housing policy a general consideration. In: Baumel J (ed) Homelessness in America. Oryx Press, Phoenix
Zurück zum Zitat Crane R (1996) On form versus function: Will the new urbanism reduce traffic, or increase it? J Planning Educ Res 15(2):117–126 Crane R (1996) On form versus function: Will the new urbanism reduce traffic, or increase it? J Planning Educ Res 15(2):117–126
Zurück zum Zitat Downes TA, Zabel JE (2002) The impact of school characteristics on house prices: Chicago 1987–1991. Urban Econ 52(1):1–25CrossRef Downes TA, Zabel JE (2002) The impact of school characteristics on house prices: Chicago 1987–1991. Urban Econ 52(1):1–25CrossRef
Zurück zum Zitat El-Geneidy AM, Levinson DM (2006) Access to destinations: development of accessibility measures. Minnesota Department for Transportation, Mineapolis El-Geneidy AM, Levinson DM (2006) Access to destinations: development of accessibility measures. Minnesota Department for Transportation, Mineapolis
Zurück zum Zitat Erskinomics (2003) Submission to the productivity commission inquiry into first home ownership. Erskinomics Consulting Pty. Ltd., Sydney Erskinomics (2003) Submission to the productivity commission inquiry into first home ownership. Erskinomics Consulting Pty. Ltd., Sydney
Zurück zum Zitat Flynn TF (2011) Development of a forecasting model to predict the downturn and upturn of a real estate market in the Inland Empire. Universal-Publishers.Com Flynn TF (2011) Development of a forecasting model to predict the downturn and upturn of a real estate market in the Inland Empire. Universal-Publishers.Com
Zurück zum Zitat Frank LD (1994) An analysis of relationships between urban form (density, mix, and jobs: housing balance) and travel behavior (mode choice, trip generation, trip length, and travel time). Washington State Department of Transportation, Olympia, WA; Available through the National Technical Information Service, Springfield as report no. WA-RD 351.2 Frank LD (1994) An analysis of relationships between urban form (density, mix, and jobs: housing balance) and travel behavior (mode choice, trip generation, trip length, and travel time). Washington State Department of Transportation, Olympia, WA; Available through the National Technical Information Service, Springfield as report no. WA-RD 351.2
Zurück zum Zitat Freeman A, Chaplin R, Whitehead C (1997) Rental affordability: A review of international literature. Discussion Paper No. 88 Cambridge, England: Cambridge University, Department of Land Economy Freeman A, Chaplin R, Whitehead C (1997) Rental affordability: A review of international literature. Discussion Paper No. 88 Cambridge, England: Cambridge University, Department of Land Economy
Zurück zum Zitat Freeman A, Kiddle C, Whitehead C (2000) Defining affordability. In: Monk S, Whitehead C (eds) Restructuring housing systems: from social to affordable housing?. York Publishing Services, York, pp 42–49 Freeman A, Kiddle C, Whitehead C (2000) Defining affordability. In: Monk S, Whitehead C (eds) Restructuring housing systems: from social to affordable housing?. York Publishing Services, York, pp 42–49
Zurück zum Zitat Gabriel M, Jaobs K, Arthurson K, Burke T, Yates J (2005) National research venture 3: housing affordability for lower income Australians. Research paper of Australian Housing and Urban Research Institute Gabriel M, Jaobs K, Arthurson K, Burke T, Yates J (2005) National research venture 3: housing affordability for lower income Australians. Research paper of Australian Housing and Urban Research Institute
Zurück zum Zitat Gabriel M, Jacobs K (2006) Opportunities and constraints in state housing policy: The example of Tasmania's ‘affordable housing strategy’. Urban Policy Res 24(4):539–551 Gabriel M, Jacobs K (2006) Opportunities and constraints in state housing policy: The example of Tasmania's ‘affordable housing strategy’. Urban Policy Res 24(4):539–551
Zurück zum Zitat Gibbons S, Machin S (2003) Valuing English primary schools. Urban Econ 53(2):197–219CrossRef Gibbons S, Machin S (2003) Valuing English primary schools. Urban Econ 53(2):197–219CrossRef
Zurück zum Zitat Grigsby WG, Rosenburg L (1975) Urban housing policy. APS Publications Inc, and Center for Urban Policy Research Rutgers University, New York Grigsby WG, Rosenburg L (1975) Urban housing policy. APS Publications Inc, and Center for Urban Policy Research Rutgers University, New York
Zurück zum Zitat Hancock KE (1993) Can pay. Won’t pay?” or economic principles of “affordability. Urban Stud 30:127–145CrossRef Hancock KE (1993) Can pay. Won’t pay?” or economic principles of “affordability. Urban Stud 30:127–145CrossRef
Zurück zum Zitat Handy E, Niemeier L (1997) Measuring accessibility: an exploration of issues and alternatives. Environ Plan A 29:595–613CrossRef Handy E, Niemeier L (1997) Measuring accessibility: an exploration of issues and alternatives. Environ Plan A 29:595–613CrossRef
Zurück zum Zitat Haurin DR, Brasington D (1996) School quality and real house-prices: inter- and intrametropolitan effects. Hous Econ 5(4):351–368CrossRef Haurin DR, Brasington D (1996) School quality and real house-prices: inter- and intrametropolitan effects. Hous Econ 5(4):351–368CrossRef
Zurück zum Zitat Hayes KJ, Taylor LL (1996) Neighborhood school characteristics: what signals quality to homebuyers? Econ Rev, Fed Reserve Bank Dallas, pp 2–9, (Fourth Quarter) Hayes KJ, Taylor LL (1996) Neighborhood school characteristics: what signals quality to homebuyers? Econ Rev, Fed Reserve Bank Dallas, pp 2–9, (Fourth Quarter)
Zurück zum Zitat Hills J (1991) Unravelling housing finance: subsidies benefits and taxation. Oxford University Press, Oxford Hills J (1991) Unravelling housing finance: subsidies benefits and taxation. Oxford University Press, Oxford
Zurück zum Zitat Hoong CC, Kok WF (2006) Influence of school accessibility on housing values. J Urban Plan Dev 132:120–129CrossRef Hoong CC, Kok WF (2006) Influence of school accessibility on housing values. J Urban Plan Dev 132:120–129CrossRef
Zurück zum Zitat Hulchanski DJ (1995) The concept of housing affordability: six contemporary uses of the housing expenditure-to-income ratio. Hous Stud 10(4):471–492CrossRef Hulchanski DJ (1995) The concept of housing affordability: six contemporary uses of the housing expenditure-to-income ratio. Hous Stud 10(4):471–492CrossRef
Zurück zum Zitat Jansson K (1993) Optimal public transport price and service frequency. J Transp Econ Policy 27:33–50 Jansson K (1993) Optimal public transport price and service frequency. J Transp Econ Policy 27:33–50
Zurück zum Zitat Kutty NK (2005) A new measure of housing affordability: estimates and analytical results. HousPolicy Debate 16(1):113–142CrossRef Kutty NK (2005) A new measure of housing affordability: estimates and analytical results. HousPolicy Debate 16(1):113–142CrossRef
Zurück zum Zitat Lerman DL, Reeder WJ (1987) The affordability of adequate housing. Real Estate Econ 12:389–404CrossRef Lerman DL, Reeder WJ (1987) The affordability of adequate housing. Real Estate Econ 12:389–404CrossRef
Zurück zum Zitat Levinson DM (1998) Accessibility and the journey to work. J Transp Geogr 6:11–21CrossRef Levinson DM (1998) Accessibility and the journey to work. J Transp Geogr 6:11–21CrossRef
Zurück zum Zitat Malpass P (1993) Housing management and revisualization. Hous Rev 42(4):58–60 Malpass P (1993) Housing management and revisualization. Hous Rev 42(4):58–60
Zurück zum Zitat McColl G (2002) Property - A Home You Own When You Don’t?. Business Review Weekly, 11 (6) McColl G (2002) Property - A Home You Own When You Don’t?. Business Review Weekly, 11 (6)
Zurück zum Zitat Milligan V (2003) How different? Comparing housing policies and housing affordability consequences for low income households in Australia and the Netherlands. vol 318. Netherlands Geographical Studies, University of Utrecht Milligan V (2003) How different? Comparing housing policies and housing affordability consequences for low income households in Australia and the Netherlands. vol 318. Netherlands Geographical Studies, University of Utrecht
Zurück zum Zitat Moloney D, Bor A (2003) Improving accessibility and flexibility of mortgage lending for Australians, Vol 3, Report Commissioned by The Menzies Research Centre for the Prime Moloney D, Bor A (2003) Improving accessibility and flexibility of mortgage lending for Australians, Vol 3, Report Commissioned by The Menzies Research Centre for the Prime
Zurück zum Zitat Muth R (1969) Cities and housing. University of Chicago Press, Chicago Muth R (1969) Cities and housing. University of Chicago Press, Chicago
Zurück zum Zitat Nelson KP (1994) Whose shortage of affordable housing? Hous Policy Debate 5(4):401–442CrossRef Nelson KP (1994) Whose shortage of affordable housing? Hous Policy Debate 5(4):401–442CrossRef
Zurück zum Zitat Nunez R (1994) Review of “shelter poverty—new ideas on housing affordability”. Polit Sci Q 109(2):379–381CrossRef Nunez R (1994) Review of “shelter poverty—new ideas on housing affordability”. Polit Sci Q 109(2):379–381CrossRef
Zurück zum Zitat Palma A De, Motamedi K, Picard N, Waddell P (2007) Accessibility and environmental quality: inequality in the Paris housing market. European Transport. 30:47–74 Palma A De, Motamedi K, Picard N, Waddell P (2007) Accessibility and environmental quality: inequality in the Paris housing market. European Transport. 30:47–74
Zurück zum Zitat Productivity Commission (2004) First home ownership—productivity commission inquiry report, No. 28, 31 March, Australian Government, Melbourne Productivity Commission (2004) First home ownership—productivity commission inquiry report, No. 28, 31 March, Australian Government, Melbourne
Zurück zum Zitat Quigley JM, Raphael S (2004) Is housing unaffordable? Why isn’t it more affordable? J Econ Perspect 17(1):191–214CrossRef Quigley JM, Raphael S (2004) Is housing unaffordable? Why isn’t it more affordable? J Econ Perspect 17(1):191–214CrossRef
Zurück zum Zitat Smith P (2009) Home ownership affordability measurement—a more comprehensive and unbiased approach. In: The 4th Australasian housing researchers conference Smith P (2009) Home ownership affordability measurement—a more comprehensive and unbiased approach. In: The 4th Australasian housing researchers conference
Zurück zum Zitat Song Y, Sohn J (2007) Valuing spatial accessibility to retailing: A case study of the single family housing market in Hillsboro, Oregon. J Retail Consum Serv 14(4):279–288 Song Y, Sohn J (2007) Valuing spatial accessibility to retailing: A case study of the single family housing market in Hillsboro, Oregon. J Retail Consum Serv 14(4):279–288
Zurück zum Zitat Stone ME (1975) The housing crisis, mortgage lending, and class struggle. In: Peet R (ed) Radical geography, vol 7. Maaroufa Press, Chicago and London, pp 22–37 Stone ME (1975) The housing crisis, mortgage lending, and class struggle. In: Peet R (ed) Radical geography, vol 7. Maaroufa Press, Chicago and London, pp 22–37
Zurück zum Zitat Stone ME (1983) Housing and the economic crisis: an analysis and emergency program. In: Hartman C (ed) America’s housing crisis: what is to be done?. Routledge and Kegan Paul, Boston and London Stone ME (1983) Housing and the economic crisis: an analysis and emergency program. In: Hartman C (ed) America’s housing crisis: what is to be done?. Routledge and Kegan Paul, Boston and London
Zurück zum Zitat Stone ME (1990) One-third of a nation: a new look at housing affordability in America. Economic Policy Institute, Washington Stone ME (1990) One-third of a nation: a new look at housing affordability in America. Economic Policy Institute, Washington
Zurück zum Zitat Stone ME (1993) Shelter poverty: new ideas on housing affordability. Temple University Press, Philadelphia Stone ME (1993) Shelter poverty: new ideas on housing affordability. Temple University Press, Philadelphia
Zurück zum Zitat Stone ME (1994) Comment on Kathryn P. Nelson’s “whose shortage of affordable housing?”. Hous Policy Debate 5(4):443–458CrossRef Stone ME (1994) Comment on Kathryn P. Nelson’s “whose shortage of affordable housing?”. Hous Policy Debate 5(4):443–458CrossRef
Zurück zum Zitat Stone ME (2006a) What is housing affordability? The case for the residual income approach. Hous Policy Debate 17(1):151–184CrossRef Stone ME (2006a) What is housing affordability? The case for the residual income approach. Hous Policy Debate 17(1):151–184CrossRef
Zurück zum Zitat Stone ME (2006b) A housing affordability standard for the UK. Hous Stud 21(4):453–476CrossRef Stone ME (2006b) A housing affordability standard for the UK. Hous Stud 21(4):453–476CrossRef
Zurück zum Zitat Talen E (1998) Visualizing fairness: equity maps for planners. J Am Plan Assoc 64:22–38CrossRef Talen E (1998) Visualizing fairness: equity maps for planners. J Am Plan Assoc 64:22–38CrossRef
Zurück zum Zitat Talen E, Anselin L (1998) Assessing spatial equity: an evaluation of measures of accessibility to public playgrounds. Environ Plan A 30:595–613CrossRef Talen E, Anselin L (1998) Assessing spatial equity: an evaluation of measures of accessibility to public playgrounds. Environ Plan A 30:595–613CrossRef
Zurück zum Zitat Thalmann P (1999) Identifying households which need housing assistance. Urban Stud 36(11):1933–1947CrossRef Thalmann P (1999) Identifying households which need housing assistance. Urban Stud 36(11):1933–1947CrossRef
Zurück zum Zitat Thalmann P (2003) House poor” or “simply poor? J Hous Econ 12(4):291–317CrossRef Thalmann P (2003) House poor” or “simply poor? J Hous Econ 12(4):291–317CrossRef
Zurück zum Zitat White S (2004) Social minimum. Stanford Encyclopedia of Philosophy, November 16, 2004 White S (2004) Social minimum. Stanford Encyclopedia of Philosophy, November 16, 2004
Zurück zum Zitat Yang Z, Shen Y (2008) The affordability of owner occupied housing in Beijing. J Hous Built Environ 23:317–335CrossRef Yang Z, Shen Y (2008) The affordability of owner occupied housing in Beijing. J Hous Built Environ 23:317–335CrossRef
Zurück zum Zitat Yang Z, Wang ST (2011) The impact of privatization of public housing on housing affordability in Beijing, an assessment using household survey data. Local Econ 26(5):384–400CrossRef Yang Z, Wang ST (2011) The impact of privatization of public housing on housing affordability in Beijing, an assessment using household survey data. Local Econ 26(5):384–400CrossRef
Zurück zum Zitat Yates J (1987) Housing affordability: an economic perspective. In Judd B (ed) Housing affordability: housing issues. Report no. 3. Royal Australian Institute of Architects, Canberra Yates J (1987) Housing affordability: an economic perspective. In Judd B (ed) Housing affordability: housing issues. Report no. 3. Royal Australian Institute of Architects, Canberra
Metadaten
Titel
Theoretical Background: Affordability and Its Measurement
verfasst von
Zan Yang
Jie Chen
Copyright-Jahr
2014
Verlag
Springer Berlin Heidelberg
DOI
https://doi.org/10.1007/978-3-642-54044-8_3

Premium Partner