[HN Gopher] The Rate of Return on Everything, 1870-2015 (2019)
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       The Rate of Return on Everything, 1870-2015 (2019)
        
       Author : lazyjeff
       Score  : 81 points
       Date   : 2024-06-11 19:20 UTC (3 hours ago)
        
 (HTM) web link (academic.oup.com)
 (TXT) w3m dump (academic.oup.com)
        
       | pineaux wrote:
       | So basically, housing is the best investment vehicle based on all
       | the numbers.
        
         | andrepd wrote:
         | Sad state of affairs, but yes.
        
         | betaby wrote:
         | Earth's population is constantly growing, thus yes.
        
         | idiotsecant wrote:
         | I wonder if this is still true once population growth reaches
         | zero or negative. It seems like the baked in assumption of
         | housing is that someone else is going to need it more tomorrow
         | than you do today. I think this is an experiment the U.S. will
         | begin running in earnest in the near future.
        
           | betaby wrote:
           | That if won't happen anytime soon neither for the Earth in
           | general nor USA in particular. Media often loves to move
           | goals from population growth to agin g population to
           | fertility rate, etc. All those while connected do not negate
           | the fact that population is growing, and growing fast. That
           | 'once population growth reaches zero or negative' is very
           | theoretical and UN is constantly underestimating population
           | growth. So no, we will not see that in our lifetimes.
        
             | rybosworld wrote:
             | The population growth rate has consistently declined for
             | 50+ years. It's around 0.8% from a peak of 2.2% in the
             | 60's.
             | 
             | There's no reason to think this trend will reverse.
        
               | betaby wrote:
               | Why should we use peak as a benchmark? Even 0.8% is
               | insanely high, at such rate population will double in
               | ~150 years.
        
               | throwawayFinX wrote:
               | The parent is not wrong:
               | 
               | The total number of children in the world has already
               | peaked (2017?) and is now dropping.
               | 
               | The population growth should still continue for about a
               | human lifespan from here (50-80 years depending on who
               | you ask).
               | 
               | That last growth is just those children growing up and
               | becoming adults. I.e. They are the "last big generation".
               | 
               | We will see the population drop again, if we dont fuck up
               | the planet before that happens.
               | 
               | I think you would have difficulty finding countries in
               | the world where fertility rates (children born pr woman)
               | are not dropping.
               | 
               | Bangladesh went from 5.5 kids pr woman in 1985 to 2.1 in
               | 2017. This is a global trend.
        
             | mensetmanusman wrote:
             | China loses 300 million in the next century, we will start
             | witnessing the impact before we die.
        
           | bee_rider wrote:
           | Most developed countries will probably run the experiment
           | before us, as long as we can keep the country appealing
           | enough to keep attracting immigrants.
        
           | monero-xmr wrote:
           | Buy housing in hyper desirable areas that rarely become more
           | dense. Everyone always loves the beach, whether there are 1%
           | fewer humans next year or not.
        
             | _DeadFred_ wrote:
             | About that...
             | 
             | https://eos.org/articles/ocean-waves-mist-decades-old-
             | pfas-i...
        
             | darth_avocado wrote:
             | The hyper desirable areas are no longer affordable to even
             | millionaires.
        
           | bombcar wrote:
           | It has happened, and recently, multiple times on local
           | scales.
           | 
           | "House go up" may be generally true in the abstract, but that
           | doesn't mean _this particular house goes up_.
        
         | jstanley wrote:
         | Before 1950, yes.
        
         | spiantino wrote:
         | Especially when you consider all the tax affordances related to
         | owning real estate vs. equities.
        
         | bombcar wrote:
         | Housing is only a true investment vehicle if you count _all_
         | the costs.
         | 
         | Even bare land has to be maintained somewhat. You can't just
         | subtract purchase price from sale price and call it done.
        
           | mensetmanusman wrote:
           | Yeah, it would be interesting to have more transparent costs,
           | especially with inflation. New siding every 20 years is $40k,
           | a new roof might be $30k every 25 years, a new driveway, etc.
        
             | darth_avocado wrote:
             | Biggest of them all: interest. On a $1M mortgage, you'll
             | almost pay $2M as interest over 30 years even at 7%.
             | 
             | Historically interest was never as low as during the
             | pandemic. And most people bought houses using mortgages.
             | The average "cost" of owning a house is much more than the
             | selling price, even before you account for the upkeep.
        
       | smoovb wrote:
       | A few of the links to the 5 other times this has been posted:
       | 
       | https://news.ycombinator.com/item?id=16078059 on Jan 5, 2018
       | 
       | https://news.ycombinator.com/item?id=19817584 on May 5, 2019
        
       | superb_dev wrote:
       | How can an entire economy have a growth rate? Is it not measuring
       | how much "new money" was put into the system?
        
         | toomuchtodo wrote:
         | Demand increases due to population growth. Population goes
         | down, growth goes down (broadly speaking, some caveats and
         | nuance as always depending on some goods or services).
         | 
         | Edit:
         | https://journals.sagepub.com/doi/full/10.1177/21582440177360...
        
           | bombcar wrote:
           | Or demand increases due to some major new factor (which has
           | happened a few times in recent history) that basically
           | enables new energy extraction, or new resource extraction.
           | 
           | But over very long periods of time, it does seem to mostly be
           | connected to population.
        
         | OscarCunningham wrote:
         | It's nothing to do with money. We're literally producing more
         | and better goods than the previous year. This can be due to
         | better technology, more tools, or increasing population (and
         | probably some other factors I forgot).
        
         | jetrink wrote:
         | Regardless of inflation or changes in the money supply, new
         | techniques, new technologies, trade, and population growth can
         | cause the value of everything bought and sold to increase over
         | time. You can measure that value in dollars, or you can look at
         | changes in the quantity and quality of goods and services.
        
         | mensetmanusman wrote:
         | An economy is simply the number of people times the average
         | productivity per person.
         | 
         | If lots of people are doing a lot of work powered by a lot of
         | energy and productive technology equipment, the (material)
         | economy is good.
        
         | carlosjobim wrote:
         | You live alone in the forest and chop wood during the winter.
         | The next winter you're much better at the task and chop more
         | wood. There's no difference in money supply, population or any
         | such. But your economic output has increased.
        
         | Etheryte wrote:
         | Money doesn't affect the size of your economy, in general money
         | is not even relevant to the discussion, save for the fact that
         | it gives us a unit of measurement. Money is a relative
         | resource, in a simplified manner, money dictates who gets what
         | fraction of the pie. By printing more money you're not making
         | more pie, just dividing the existing pie into thinner slices.
         | Economies grow because of improvements in technology, science,
         | using or finding natural resources, producing things etc.
        
       | UniverseHacker wrote:
       | I don't understand how housing can increase in cost in a stable
       | steady manner, as a fraction of household income over long
       | periods of time like more than 100 years. It seems to defy logic,
       | so it makes me suspect how it is being calculated when people
       | claim that housing costs have gone up by massive amounts.
       | 
       | Since only a small increase would price a large number of people
       | out of the market- it seems logical that housing can't really
       | increase in cost/value over long time spans, but must track the
       | overall economy almost exactly.
        
         | bombcar wrote:
         | There have been two major real housing price jumps that I know
         | of, and both are correlated with significant household income
         | increases (at least nominal). Almost everything else can be
         | factored into changes in what the "nominal house" is - from a
         | one room cabin without plumbing to a McMansion with a three car
         | garage.
         | 
         | One was the great urbanization post-world wars and the other
         | was the great increase in dual-income households.
         | 
         | But if you factor things out and try to correct for as many
         | variables as you can, housing is pretty "steady state" though
         | the percentage of income directed toward it that's acceptable
         | has crept up somewhat.
         | 
         | Shelter is, like food, one of the few real necessities and so
         | it will be bid up to the point of pain or worse if there is a
         | scarcity.
        
           | UniverseHacker wrote:
           | Fair point, in that sense it seems like some fairly fixed
           | step-ups are possible where people culturally decide to spend
           | more of their income on housing, but it cannot be a steady
           | trend to profit from as an investor, because it will always
           | have a hard cap at 100% of household income. It can't
           | steadily beat inflation over long time scales.
        
         | georgeecollins wrote:
         | To help you conceptualize how that is possible: 100 years ago
         | the world population was 2 billion, and now it is 8 billion.
         | While the housing stock is also increasing with that population
         | growth, the actual amount of desirable land does not grow as
         | fast. That's why -- for example-- the US gov't in the 1850s
         | could just hand out 40 acre plots of land to people. They can
         | still do that, but it has to be way out in Alaska or something.
         | 
         | A hundred years ago it took much more labor to produce enough
         | food to feed a person. Before the industrial revolution let's
         | say 90% of all people were farmers. In 1850 in the US that was
         | maybe 50% of all people were farmers. So the % of GDP going to
         | food was much higher. Now 1-2 people can feed 100 in the west.
         | That means less of your income proportionately goes to food.
         | 
         | Similar declines in the amount of labor required to produce a
         | thing are happening in manufactured goods. So it may have once
         | taken hundreds of hours of human labor to build a car, but now
         | it takes much fewer.
         | 
         | So the wealth of everyone is going up faster than the supply of
         | desirable land. That does mean people are getting priced out.
         | But also people find ways to live on less land. Before the
         | industrial revolution most families needed a farm to survive.
         | Now many, many families can live in an apartment building in a
         | city that takes way less land.
        
           | throw0101d wrote:
           | > _While the housing stock is also increasing with that
           | population growth, the actual amount of desirable land does
           | not grow as fast._
           | 
           | "Buy land, they're not making it anymore." -- Mark Twain
        
           | thbb123 wrote:
           | To add to that, a house a hundred years ago was nothing like
           | a house today: building codes, square footage per person,
           | heating, plumbing, connectivity... Building and maintaining a
           | decent housing unit is far more expensive in material and
           | energy than it was 60 years ago.
        
         | sdwr wrote:
         | Housing has elastic demand, right?
         | 
         | Based on prices, you can have roommates, children can live with
         | parents, etc.
         | 
         | Real housing costs could double tomorrow, and people would
         | survive (not happily).
        
           | carlosjobim wrote:
           | With extreme consequences to the population. When people are
           | not given space to create their own families, the result is
           | the massive population decrease we're living through now in
           | industrialised nations.
        
         | tim333 wrote:
         | They don't. The numbers in the article include imputed rents.
         | 
         | If you plot house prices against incomes they do a wave pattern
         | which is high at the moment. But they were even higher against
         | income in 1845.
         | 
         | Article here has data from 1845 for the UK
         | https://archive.ph/FRzaA
        
         | bluGill wrote:
         | right out of adam smith, when people get more money they
         | typically spend it on better housing.
        
           | UniverseHacker wrote:
           | I'm talking about in proportion to income... for example, if
           | people spend 30% of household income on housing, you cannot
           | have an order of magnitude increase in housing prices over
           | any time scale as it will always have a hard cap at 100%.
        
         | Retric wrote:
         | People get much larger houses today _because_ they can afford
         | much larger houses. This comes from both increased prosperity
         | and having fewer kids.
         | 
         |  _1950s: The average new home sold for $82,098. It had 983
         | square feet of floor space and a household size of 3.37 people,
         | or 292 square feet per person.
         | 
         | 2010s: The average new home ($292,700) offers 924 square feet
         | per person (2.59 people per household, 2,392 total square feet)
         | -- three times the space afforded in the 1950s._
         | 
         | https://compasscaliforniablog.com/have-american-homes-change...
        
         | pessimizer wrote:
         | > I don't understand how housing can increase in cost in a
         | stable steady manner, as a fraction of household income over
         | long periods of time like more than 100 years.
         | 
         | It hasn't. House prices have been stable for hundreds of years.
         | They're currently being used as financial vehicles, and as
         | another government asset inflation to ward off that pesky
         | balance of accounts reckoning, but they'll be back down
         | eventually.
         | 
         | Rents are different, probably because landlords collude. Or
         | _irrational exuberance_ or whatever. Times when everybody
         | suddenly agrees that housing is worth a lot more, for no
         | particular reason.
         | 
         | Some guy here (https://www.reddit.com/r/Economics/comments/sq1p
         | b/graph_of_c...) plotted the 2000s housing bubble vs.
         | inflation-predicted price.
         | 
         | I would say that the fact that we didn't see a dip after the
         | bubble makes it pretty obvious that if you deal in financial
         | instruments around houses rather than houses themselves
         | (including rents), there had to be a lot of money made that
         | never came back. Renters never got a refund of the inflated
         | rent that they paid during the time of those inflated house
         | prices; that seems like it would account for the 6.6% a year
         | that this paper claims as the return on owning housing. Because
         | the buying and selling of houses is ultimately going to be a
         | wash.
         | 
         | That says to me that housing bubbles are required in order to
         | make any money from housing. That money will be supplied by
         | renters and overextended owners who can't buy when prices
         | return to the ground, and can't hold out until the next bubble.
        
       | throw0101d wrote:
       | If anyone wants to download the data, it's available at:
       | 
       | > _The Jorda-Schularick-Taylor Macrohistory Database is the
       | result of an extensive data collection effort over several years.
       | In one place it brings together macroeconomic data that
       | previously had been dispersed across a variety of sources. On
       | this website, we provide convenient no-cost open access under a
       | license to the most extensive long-run macro-financial dataset to
       | date. Under the Terms of Use and Licence Terms below, the data is
       | made freely available, expressly forbidding commercial data
       | providers from integrating, in addition to any existing data they
       | may already provide, all or parts of the dataset into their
       | services, or to sell the data._
       | 
       | * https://www.macrohistory.net/database/
       | 
       | See also perhaps "Historical Returns on [US] Stocks, Bonds and
       | Bills: 1928-2023" (updated annually AFAICT):
       | 
       | * https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile...
       | 
       | There's also the _The Credit Suisse Global Investment Returns
       | Yearbook_ :
       | 
       | > _The Credit Suisse Global Investment Returns Yearbook is the
       | authoritative guide to historical long-run returns. Published by
       | the Credit Suisse Research Institute in collaboration with London
       | Business School, it covers all the main asset categories in 35
       | countries. Most of these markets, as well as the world index have
       | 123 years of data since 1900._
       | 
       | * https://www.credit-suisse.com/about-us-news/en/articles/medi...
       | 
       | * https://www.credit-suisse.com/about-us/en/reports-research/s...
       | 
       | As well as:
       | 
       | > _The Global Investment Returns Yearbook, an authoritative guide
       | to historical long-run returns, launched by UBS Investment Bank
       | Research and UBS Global Wealth Management's Chief Investment
       | Office. This edition demonstrates the combined strength of UBS
       | and Credit Suisse as the integration of the two banks progresses,
       | and also marks the continuity of a longstanding relationship with
       | the authors, Professor Paul Marsh and Dr Mike Staunton of London
       | Business School and Professor Elroy Dimson of Cambridge
       | University._
       | 
       | * https://www.ubs.com/global/en/investment-bank/in-focus/2024/...
        
       | smath wrote:
       | Doesn't this contradict Robert Shiller who shows that housing
       | returns are flat in the long term?
        
         | mensetmanusman wrote:
         | Housing prices may collapse over the next 50 years as the
         | population pyramid inverts and buyers demand decreases due to
         | fewer individuals. What is the definition of long-term though?
        
           | throw_pm23 wrote:
           | I'm not sure, population already plummeted in many places
           | while prices went up, as people prefer to live less densely
           | then they used to.
        
         | kccqzy wrote:
         | That calculation does not factor into the rent you will not pay
         | when you buy a house and live in it. Imputed rent is a thing
         | and you need to consider it. If you don't live in the house you
         | wouldn't let the house sit vacant: you would rent it. In your
         | formula the rent can be thought of as if it's a dividend of the
         | investment.
         | 
         | Alternatively just read the linked article; the linked article
         | makes the correct fair comparison. You will arrive at that
         | conclusion by reading just the second paragraph, which says
         | 
         | > data on total housing returns (price appreciation plus rents)
         | has been lacking (Shiller 2000 provides some historical data on
         | house prices but not on rents). In this article we build on
         | more comprehensive work on house prices (Knoll, Schularick, and
         | Steger 2017) and newly constructed data on rents (Knoll 2017)
         | to enable us to track the total returns of the largest
         | component of the national capital stock.
         | 
         | Shiller is explicitly mentioned. And the article authors
         | disregarded it because it failed to include rent.
        
         | throw_pm23 wrote:
         | Wouldn't be the first time someone was wrong about something.
        
       | ggm wrote:
       | I shall continue to quote 7% as the acceptable long term rate of
       | return in aggregate and look at apple, telsa, Nvidia, Google
       | askance, wondering when they will return to baseline.
        
       | JumpCrisscross wrote:
       | "the only exceptions to that rule happen in the years in or
       | around wartime. In peacetime, r has always been much greater than
       | g"
       | 
       | This explains the enduring link between populism and war
       | mongering.
        
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