Job Market Paper
Equilibrium Effects of Building Energy Efficiency Disclosure
[abstract] [pdf]
Building energy efficiency is crucial for identifying energy-saving potential, yet such information was not publicly available in the past. This paper examines the equilibrium effects of a regulation in New York City that mandates increased public access to building energy efficiency information. I find that the salience of disclosed information is key to the effectiveness of disclosure policies in achieving desired market outcomes. I show that enhancing the visibility of building energy efficiency disclosures leads to the emergence of energy efficiency premiums and motivates buildings to make energy efficiency improvements. Particularly, luxury buildings exhibit more substantial responses. In addition, the study presents evidence that energy efficiency premiums cannot be fully explained by energy bill savings. I develop and estimate an equilibrium model of demand for homes and building energy efficiency, as well as buildings' choices of energy efficiency levels, to evaluate the welfare and distributional impact of the disclosure policies.


Working papers
The Economics of Agglomeration: Evidence from Grocery Stores
with Franklin Qian, Xiang Zhang
[abstract] [pdf]
We estimate the strengths of agglomeration spillovers in the local non-tradable service sector using 413 grocery store openings in the U.S. in 2018-2019. We combine deep learning tools with propensity score estimation to find counterfactual opening sites and compare business outcomes surrounding actual and counterfactual sites. We find openings of grocery stores lead to significant growth in foot traffic to their opening locations and a 39 percent increase in foot traffic to businesses within 0.1 miles. The spillovers of demand are strongest between new grocery stores and businesses in wholesale and retail and hospitality services. We also find that grocery store openings lead to a 6.9 percentage point higher growth in the number of businesses within 0.1 miles of the openings 0-3 years later.
The Value of Cleaner Waterways: Evidence from the Black-and-Odorous Water Program in China
with Yue Yu
[abstract] [pdf]
This paper investigates the economic impacts of cleaning up heavily polluted waterways in urban neighborhoods. We exploit the Black-and-Smelly Water Program, a major urban environmental campaign in China, as a natural experiment to identify the causal impact of cleaner waterways on local housing prices, housing supply, and business growth. First implemented in 2016, the program remediated heavily polluted waterways in China's most developed cities. Using a difference-in-differences estimator, we find that the program mainly benefits properties within 1 mile of cleaned-up waterways: These properties had prices 3.7 percent lower before the program and saw a 2.3 percent appreciation in market value after the program. We also show that developers constructing new apartment complexes near BSW sites tend to provide high-end units with high-quality finishes and spacious layouts. Furthermore, we observe various service businesses thriving in the neighborhoods close to cleaned waterways, which indicates the revitalization of these areas. Our findings shed light on the effects of environmental programs on real estate markets and neighborhood dynamics.