Mortgages Held by the 99th to 99.9th Wealth Percentiles

This dataset tracks mortgages held by the 99th to 99.9th wealth percentiles over time.

Latest Value

6781.00

Year-over-Year Change

-21.24%

Date Range

7/1/1989 - 1/1/2025

Summary

Tracks mortgage holdings for the ultra-wealthy top 0.1% of households. Provides critical insight into high-net-worth real estate investment patterns.

Analysis & Context

This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.

Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.

About This Dataset

This metric measures mortgage assets for the 99th to 99.9th wealth percentile in the United States. It reflects sophisticated real estate investment strategies.

Methodology

Data collected through Federal Reserve Survey of Consumer Finances and financial asset tracking.

Historical Context

Used by economists to analyze wealth concentration and real estate investment trends.

Key Facts

  • Represents mortgage holdings of ultra-wealthy households
  • Indicates sophisticated real estate investment strategies
  • Reflects high-end property market dynamics

FAQs

Q: What does this series measure?

A: It tracks mortgage assets for households in the 99th to 99.9th wealth percentile. Provides insight into high-net-worth real estate investments.

Q: Why are these mortgage holdings important?

A: They reveal investment patterns of the ultra-wealthy. Indicate sophisticated real estate strategies and wealth concentration.

Q: How often is this data updated?

A: Typically updated through the Federal Reserve's Survey of Consumer Finances, which occurs every three years.

Q: How do these mortgages differ from average homeowner mortgages?

A: These represent larger, more complex real estate investments by ultra-high-net-worth individuals.

Q: Can this data predict real estate market trends?

A: It provides valuable signals about high-end real estate investment strategies and potential market movements.

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Citation

U.S. Federal Reserve, Mortgages Held by the 99th to 99.9th Wealth Percentiles (WFRBL99T999218), retrieved from FRED.