Topic: Recuperación de plusvalías

Curso

Diplomado en Estudios Socio-Jurídicos del Suelo Urbano

Febrero 12, 2024 - Junio 14, 2024

Offered in español


El Diplomado en Estudios Socio-Jurídicos del Suelo Urbano se promueve por séptima ocasión, gracias a la efectiva colaboración entre el Instituto Lincoln de Políticas de Suelo y el Instituto de Investigaciones Sociales de la UNAM. El prestigio del programa se evidencia en la trayectoria de los más de 150 estudiantes egresados, que hoy conforman una red de profesionistas de alto valor, si se mira como el origen de alianzas estratégicas en el entorno laboral, académico y de amistades.

El abordaje de los temas jurídicos, vistos en el contexto de la formación de las políticas y de los conflictos, permite acceder a un conocimiento más profundo de dichos problemas en relación con lo que ofrecen los manuales convencionales de derecho urbanístico.

El programa está dirigido a profesionales que tengan estudios de licenciatura concluidos (o a punto de concluir) en alguna disciplina afín al diplomado que se desempeñen profesionalmente, o tengan la intención de hacerlo, en el sector público, el privado o el social y en actividades vinculadas al desarrollo urbano sustentable. Es una oferta académica única en la región latinoamericana, que cubre la necesidad de fortalecer capacidades institucionales desde una visión que integra economía urbana y derecho urbanístico.

Agradecemos su interés por formar parte de esta red latinoamericana, y le invitamos a atender cuidadosamente los puntos de la convocatoria.

Detalles de la convocatoria


Detalles

Date
Febrero 12, 2024 - Junio 14, 2024
Application Period
Diciembre 8, 2023 - Febrero 2, 2024
Selection Notification Date
Febrero 8, 2024 at 11:59 PM
Idioma
español
Educational Credit Type
Lincoln Institute certificate

Keywords

mitigación climática, economía, vivienda, Ley de suelo, regulación del mercado de suelo, valor del suelo, temas legales, gobierno local, Salud fiscal municipal, finanzas públicas, políticas públicas, desarrollo urbano, valuación, recuperación de plusvalías

Investigación sobre Políticas de Suelo y Desarrollo Urbano en América Latina y el Caribe

Submission Deadline: January 15, 2024 at 11:59 PM

Esta convocatoria abrirá el 15 de noviembre de 2023 y permanecerá abierta hasta el 15 de enero de 2024. 

El Instituto Lincoln de Políticas de Suelo invita a presentar propuestas de investigación sobre políticas de suelo y de desarrollo urbano en América Latina y el Caribe. Buscamos generar nuevos conocimientos sobre cómo las políticas de suelo pueden contribuir a la superación de desafíos sistémicos para el desarrollo sostenible en la región, tales como la asequibilidad de la vivienda, la equidad socioespacial y el mejoramiento integral de barrios informales, la autonomía fiscal de los municipios y la adaptación al cambio climático. Partiendo de la necesidad de pensar de manera holística para producir cambios estructurales que permitan enfrentar estos desafíos de manera más contundente, buscamos proyectos de investigación con potencial de incidir en debates de política pública vigentes en la región en temáticas de interés para el Instituto, incluyendo implementación de instrumentos de financiamiento en base al valor del suelo, estrategias para el mejoramiento y regularización de asentamientos informales, políticas para reducir el déficit de vivienda, y condiciones propicias para la incorporación de soluciones basadas en la naturaleza para la acción climática. 

Las guías de la propuesta y formularios de postulación también están disponibles en portugués e inglés. 


Detalles

Submission Deadline
January 15, 2024 at 11:59 PM

Keywords

adaptación, agua, desarrollo urbano, finanzas públicas, inequidad, infraestructura, mejoramiento urbano y regularización, mercados informales de suelo, mitigación climática, planificación, planificación de uso de suelo, políticas públicas, recuperación de plusvalías, regulación del mercado de suelo, Salud fiscal municipal, tributación inmobilaria, uso de suelo, valor del suelo, vivienda

Solicitud de propuestas

Research on Municipal Fiscal Health and Land Policies

Submission Deadline: February 5, 2024 at 11:59 PM

The submission deadline has been extended from January 29 to February 5, 2024. 

The Lincoln Institute of Land Policy invites proposals for original research that can be applied to address the challenge of promoting the fiscal health of municipal governments in a range of contexts and institutional settings across the world. We are particularly interested in research that explores the ways sound urban planning, land-based taxation, and economic development combine with disciplined financial management to promote prosperous, sustainable, equitable, and fiscally healthy communities.

Research proposed should examine some of the most pressing questions that local officials around the world are confronting in the fiscal policy arena, with an emphasis on the implications for local land policy and planning decisions.


Detalles

Submission Deadline
February 5, 2024 at 11:59 PM

Keywords

desarrollo, desarrollo económico, vivienda, infraestructura, planificación de uso de suelo, valor del suelo, tributación del valor del suelo, impuesto a base de suelo, gobierno local, Salud fiscal municipal, tributación inmobilaria, finanzas públicas, políticas públicas, desarrollo urbano, recuperación de plusvalías, impuesto a base de valores, zonificación

Solicitud de propuestas

Research on Methods to Estimate Land Value Increments from Public Actions

Submission Deadline: January 29, 2024 at 11:59 PM

The submission deadline has been extended from January 22, 2024 to January 29, 2024. 

The Lincoln Institute seeks research proposals on approaches the public sector uses to quantify the value it adds to private land through its actions—a critical step toward recovering at least part of that added value to reinvest in projects or services that benefit communities. Estimating the land value increments government actions trigger is still an area of land-based financing that merits greater understanding. For instance, adequately implementing public financing tools like special assessments or betterment contributions requires technical studies to assess the value increases that investments in infrastructure produce in adjacent or nearby private land; measuring those value increases allows contributions to be properly allocated among property owners who benefit from such public investments. Similarly, when an urban district is rezoned to allow for more productive land uses or denser development, localities may estimate charges or fees for the right to build according to the newly established land use or density allowance.

We are interested in methods, techniques, and practical approaches across geographies, and in a diversity of institutional settings, to value land appreciation due to public actions—including investments in roads, railways, bridges, water supply, sewers, electrical grids, transit systems, blue-green infrastructure, telecommunications, and so forth, as well as to value added by changes in land use regulations or upzoning.


Detalles

Submission Deadline
January 29, 2024 at 11:59 PM

Keywords

avalúo, desarrollo, infraestructura, planificación de uso de suelo, valor del suelo, finanzas públicas, desarrollo urbano, valuación, recuperación de plusvalías, zonificación

Partial definition of the word land on a dictionary page

President’s Message: Defining Moments in Land Policy

By George W. McCarthy, Octubre 18, 2023

 

We can trace the origins of the Lincoln Institute to a chance encounter between a Cleveland inventor and industrialist and a barnstorming political economist in the 1890s. John C. Lincoln, an engineer who invented arc welders, high-torque electric motors, braking systems for streetcars, and even an electric car, was deeply moved by Henry George’s impassioned account of the stubbornness of urban poverty in the face of the unprecedented wealth generated by the Industrial Revolution. Lincoln subsequently devoted years of his life—and a big chunk of his fortune—to advancing George’s ideas for social improvement.

George showed in a powerful and persuasive way that poverty was the result of distributive injustice. The wrong people were benefiting from economic growth. Idle landowners could sit and watch land values increase exponentially, while the productive classes, labor and capital, were taxed to support the government. George proposed replacing corporate and income taxes with a new tax that expropriated the unearned value of land from its owners. He estimated that land tax revenue would be sufficient both to eliminate poverty and to fund the government.

Given his own disposition toward social justice, ethics, efficiency, and basic fairness, this proposition resonated with John Lincoln. But the failure of George’s policy prescriptions to gain any political traction mystified him. One reason he could see was the lack of general academic embrace of George’s analytics and his conclusions. Quite frankly, except for a handful of universities like Columbia, UC–Berkeley, or the University of Chicago, George’s work was marginalized if it was taught at all.

It was never considered a mainstream component of the training of economists or political scientists. Lincoln decided to remedy this by creating the Lincoln Foundation and partnering with universities to establish programs in land economics and taxation. And that’s what the Lincoln Foundation did from 1946 until 1974. In 1974, John’s son, David C. Lincoln, took a hard look at the impact of the foundation’s efforts to mainstream land economics and taxation in the fields of economics and political science. He was underwhelmed. The programs supported with the foundation’s resources were evanescent and land economics remained specialized in a few universities. He decided to try a new approach and established the Lincoln Institute of Land Policy to bring research and training under our own roof. And David was clear about one thing that he often repeated: “Henry George’s work was not about promoting the land tax—it was about eliminating poverty.” Thus, the Lincoln Institute was founded on the notion that land policy was not an end, but a means to solve bigger economic, social, and environmental challenges.

With that clarity, measurable impact quickly followed. In the 1980s, the arrival of Boston lawyer and conservationist Kingsbury Browne as a Lincoln Institute fellow led to the scaling up and national networking of private land conservation in the United States. Today, members of the Land Trust Alliance, an organization that evolved from Browne’s work, have protected more than 57 million acres of private land in perpetuity in the United States. In the 1990s, the Lincoln Institute invented computer-assisted mass appraisal. Systems built on that legacy are now used by local governments everywhere. In the 2000s, new international programs in Latin America supported, tested, and documented modern land value capture tools and techniques. Dozens of countries and thousands of jurisdictions are now studying ways to use these tools to mobilize their own public revenue. In the 2010s, the Lincoln Institute went global, establishing the International Land Conservation Network to promote private land conservation and sharing our work on the global stage at venues like Habitat III.

There is an important point here (and I know I buried the lede): we accomplished decades of significant work even though we could not easily define the discipline in which we operated. Over the last few years, we’ve been trying to rectify that. This spring, the board and management of the Lincoln Institute tried to effectively define land policy. By effectively, I mean clearly, accessibly, and efficiently. We found the task so daunting that we even consulted artificial intelligence. In my spring column, I shared our challenges and asked for your help. I asked you to submit your best definitions of land policy and offered a prize.

I’m delighted to report that we got many submissions. They ranged from the artistic to the theological. They arrived from four continents, with the furthest submission coming from New Zealand. They came mainly from individuals, but included a group effort from a network of 40 practitioners in Latin America. They ranged in length from 12 to 548 words. I even submitted my own definition.

While the judges were duly impressed with the scope and creativity of the submissions, I’m afraid I have unsettling news for the Luddites among us: they did not think we outperformed the AI bot. To remind you, here is the 85-word definition offered by ChatGPT:

Land policy refers to the rules and regulations that govern the use, ownership, and management of land. It involves making decisions about how land should be used, who should have access to it, and what activities are permitted on it. Land policy can affect a wide range of issues, from urban development and environmental conservation to property rights and social equity. Its goal is to balance the interests of different stakeholders and ensure that land is used in ways that benefit society as a whole.

That doesn’t mean, however, that accolades aren’t due. In the view of the judges, the best submission was from Harvey Jacobs:

Land policy is about the rules, the culture that underlies those rules, and the social expectations for the use of land. It draws together government, the market, and private actors. It has formal and informal outputs. Formal outputs are often plans, regulations, and programs. Informal outputs are often socially accepted patterns for how land is to be used and our behavior upon land.

The most economical submission was a haiku written by PD Blumenthal—

Use, control, share land
Protect earth, water, and air
To benefit all

—and the most creative submission was a poem entitled “A More Stealthy Georgist Cat,” by David Harold Chester. It is too long to reprint here, but you can read it in its entirety elsewhere on our site.

The pithiest submission was from Ben Brown:

Land policy is the bundle of rules through which governments formalize wishful thinking for responding to competing demands for land use in a future that is both inevitable and uncertain.

Even though we haven’t yet outperformed artificial intelligence, I am very happy with the outcome of this exercise. It affirms a couple of important things. First, land policy has a vast scope, and it touches many aspects of life. As such, maybe it is okay that it eludes easy definition. Second, it is possible to spend years doing something that you cannot easily explain. I’m guessing land policy experts aren’t the only people who cannot explain at get-togethers with their extended families what exactly they do.

It occurs to me that the problem might be taxonomical. In taxonomy, it might be harder to define a classification than it is to give an example of something in that classification. For the life of me, I can never remember the differences between class, order, family, genus, or species, but if pressed I can give an example of something in each.

In the end, I’m going to give everyone who submitted an entry in the contest a book of their choice from our impressive and ever-expanding library of land policy publications. In addition, I will give the authors of each of the four distinguished submissions above their choice of five books each.

It was a great exercise, and we appreciate the thought and effort put into all the submissions. We appreciate even more your collegiality, and we’re honored to share this hard-to-define endeavor with all of you. What started with a chance encounter between a barnstorming reformer and an inventor more than a century ago is even more relevant today: finding answers in land to improve the quality of life.

 


 

Lead image: Devonyu via iStock/ Getty Images Plus.

Curso

Máster en Políticas de Suelo y Desarrollo Urbano Sostenible

Enero 15, 2024 - Marzo 19, 2025

Offered in español


El máster en Políticas de Suelo y Desarrollo Urbano Sostenible es un programa académico online en español que reúne de manera única los marcos legales y herramientas que sostienen la planificación urbana, junto con instrumentos fiscales, ambientales y de participación, desde una perspectiva internacional y comparada. El programa está dirigido especialmente a estudiantes de posgrado y otros graduados con interés en políticas urbanas desde una perspectiva jurídica, ambiental y de procesos de participación, así como a funcionarios públicos. Los participantes del máster recibirán el entrenamiento teórico y técnico para liderar la implementación de medidas que permitan la transformación sostenible de las ciudades.

El programa fue pensado de manera modular: los participantes pueden elegir realizar uno, dos o tres módulos, cada uno de los cuales otorga el diploma de experto universitario. Si llevan a cabo los tres módulos y finalizan con éxito el programa de fin de máster, obtienen el título de máster de formación permanente, otorgado por UNED.


Detalles

Date
Enero 15, 2024 - Marzo 19, 2025
Registration Period
Septiembre 11, 2023 - Noviembre 30, 2023
Idioma
español
Educational Credit Type
Lincoln Institute certificate

Keywords

mitigación climática, desarrollo, resolución de conflictos, gestión ambiental, zonificación excluyente, Favela, Henry George, mercados informales de suelo, infraestructura, regulación del mercado de suelo, especulación del suelo, uso de suelo, planificación de uso de suelo, valor del suelo, tributación del valor del suelo, impuesto a base de suelo, gobierno local, mediación, Salud fiscal municipal, planificación, tributación inmobilaria, finanzas públicas, políticas públicas, regímenes regulatorios, resiliencia, reutilización de suelo urbano, desarrollo urbano, urbanismo, recuperación de plusvalías

Oportunidades de becas

China Program International Fellowship 2024-25

Submission Deadline: November 30, 2023 at 11:59 PM

The Lincoln Institute’s China program invites applications for the annual International Fellowship Program. The program seeks applications from academic researchers working on the following topics in China:  

  • Impacts of the COVID-19 pandemic on the future of cities; 
  • Climate change and cities; 
  • Urban development trends and patterns; 
  • Urban regeneration; 
  • Municipal finance and land value capture; 
  • Land policies; 
  • Housing policies; 
  • Urban environment and health; and 
  • Land and water conservation. 

The fellowship aims to promote international scholarly dialogue on China’s urban development and land policy, and to further the Lincoln Institute’s objective to advance land policy solutions to economic, social, and environmental challenges. The fellowship is provided to scholars who are based outside mainland China. Visit the website of the Peking University–Lincoln Institute Center for Urban Development and Land Policy (Beijing) to learn about a separate fellowship for scholars based in mainland China.  

Application period: September 29 to November 30, 2023, 11:59 p.m. EST. 


Detalles

Submission Deadline
November 30, 2023 at 11:59 PM


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