How Much Are Car Purchases Driven by Home Equity Withdrawal?

J Money Credit Bank. 2019 Aug;51(5):1403-1426. doi: 10.1111/jmcb.12595. Epub 2019 Jan 17.

Abstract

Previous research indicates that changes in housing wealth affect consumer spending on cars. We find that home equity extraction plays only a small role in this relationship. Consumers rarely use funds from equity extraction to purchase a car directly, even during the mid-2000s housing boom; this finding holds across three nationally representative household surveys. We find in credit bureau data that equity extraction does lead to a statistically significant increase in auto loan originations, consistent with equity extraction easing borrowing constraints in the auto loan market. This channel, though, accounts for only a tiny share of overall car purchases.

Keywords: Auto loans; auto sales; cash-out refinancing; home equity; home equity lines of credit; mortgage refinancing; motor vehicles.