Working Paper Revision

Late Payment Fees and Nonpayment in Rental Markets, and Implications for Inflation Measurement: Theoretical Considerations and Evidence


Abstract: Accurate rent measurement is essential for constructing a consumer price index (CPI) and for measuring household welfare. Late payment fees and nonpayment of rent are common components of rental expenditures and thus belong in CPIs. Late payment fees are often excluded; we offer a novel critique. In the US CPI, nonpayment is ostensibly included, but, we show, severely undermeasured. Moreover, the manner of its inclusion renders the CPI extremely sensitive to nonpayment variations; we show how to fix this. Nonpayment undermeasurement suggests at least a +1 ppt overestimate in 2020 CPI shelter inflation. Timely nonpayment and late fee measurement is challenging; we offer a practical solution.

Keywords: shelter inflation; nonpayment; eviction; COVID-19 collapse; CPI mismeasurement;

JEL Classification: E31; R31; R32;

https://doi.org/10.26509/frbc-wp-202022r2

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Bibliographic Information

Provider: Federal Reserve Bank of Cleveland

Part of Series: Working Papers

Publication Date: 2023-11-06

Number: 20-22R2

Note: Revised version of Working Paper 2020-22R which was posted April 6, 2021.

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