U.S. Stock Holdings Surpass Real Estate in Historic Shift

According to BlockBeats, recent data from KobeissiLetter highlights a significant shift in U.S. household asset allocation, with stocks now comprising a larger portion of net assets than real estate. This marks only the third occurrence of such a trend in the past 65 years. Additionally, corporate stocks and mutual funds are projected to account for approximately 31% of net assets by the second quarter of 2025, setting a new record. This figure has more than doubled since 2008, surpassing the 25% peak during the 2000 internet bubble. In contrast, the proportion of U.S. household real estate assets fell below 30% of total net assets in the second quarter, marking the first time since 2021. This is significantly lower than the 38% peak recorded before the 2006 real estate bubble burst.