Estimating the Economic Value of Zoning Reform

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Estimating the Economic Value of Zoning Reform - American Economic Association

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Home<br>Journals<br>American Economic Journal: Economic Policy<br>August 2026<br>Estimating the Economic Value of Zoning Reform

American Economic Journal:<br>Economic Policy

ISSN 1945-7731 (Print)<br>ISSN 1945-774X (Online)

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About AEJ: Economic PolicyEditors<br>Editorial Policy<br>Annual Report of the Editor<br>Editorial Process: Discussions with the Editors<br>Research Highlights<br>Contact Information

Articles and IssuesCurrent Issue<br>All Issues<br>Forthcoming Articles

Information for Authors and ReviewersSubmission Guidelines<br>Accepted Article Guidelines<br>Style Guide<br>Reviewer Guidelines

Estimating the Economic Value of Zoning Reform

Santosh Anagol

Fernando Ferreira

Jonah Rexer

American Economic Journal: Economic Policy

vol. 18,<br>no. 3, August 2026

(pp. 235–74)

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Article Information

Abstract

We estimate the economic value of zoning reform in São Paulo, which altered maximum permitted construction along transportation corridors. Developers increased filings for multifamily construction in blocks affected by the reform, leading to more housing supply and lower housing prices in neighborhoods that allow more densification. Our equilibrium model of housing markets estimates an aggregate 1.6 percent increase in housing stock and a 0.4 percent reduction in prices, resulting in large housing wealth transfers from current to future homeowners. The reform produced welfare gains of 0.65 percent of city GDP, mostly due to developer profits and consumer gains from the newly built environment.

Citation

Anagol, Santosh, Fernando Ferreira, and Jonah Rexer.<br>2026.

"Estimating the Economic Value of Zoning Reform."

American Economic Journal: Economic Policy

18 (3):<br>235–74.

DOI: 10.1257/pol.20230542

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JEL Classification

G51<br>Household Finance: Household Saving, Borrowing, Debt, and Wealth

O18<br>Economic Development: Urban, Rural, Regional, and Transportation Analysis; Housing; Infrastructure

R11<br>Regional Economic Activity: Growth, Development, Environmental Issues, and Changes

R23<br>Urban, Rural, Regional, Real Estate, and Transportation Economics: Regional Migration; Regional Labor Markets; Population; Neighborhood Characteristics

R31<br>Housing Supply and Markets

R41<br>Transportation: Demand, Supply, and Congestion; Travel Time; Safety and Accidents; Transportation Noise

R52<br>Regional Government Analysis: Land Use and Other Regulations

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