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Economy/Home Equity
HousingUpdated with every release

Home Equity & Housing Wealth

From the Fed's quarterly Z.1 Financial Accounts: the market value of owner-occupied real estate split into what households own (owners' equity) and what they owe (home-mortgage debt), quarterly back to 1945. This is the balance sheet behind every housing-crash argument.

Home EquityReleased 2026-06-11covers Q1 2026
$34.9T
from $34.1T

Owners' equity ($B)

Housing value
$48.76T
Equity share
71.6%84th pctile
All-time high $35.1T (2025-04)
All-time low $97.3B (1945-10)
Since 1945
Observations 304

Next release: Sep 10, 2026

Latest reading

As of Q1 2026, Home Equity (Owners' equity ($B)) stands at $34.9T — up from $34.1T the prior reading, below the Q2 2025 record of $35.1T. The equity share is the load-bearing number: in 2007 it had already fallen to ~60% before prices broke, because debt had grown faster than values for a decade. Today's ~72% share — a level last sustained in the 1980s — is why higher rates froze transactions instead of forcing sales. Falling equity share during rising prices is the classic late-cycle warning. Series history runs from 1945 to present.

Sources, methodology & freshnessLast updated 2026-09-04 · Open ↓
Source
Federal Reserve Z.1 via FRED (OEHRENWBSHNO owners' equity + HHMSDODNS home mortgages; value = equity + debt), quarterly
Methodology
Complete quarterly history, charted as released — release-dated readings, no smoothing or adjustment beyond what the chart legend states
Updates
Quarterly, with every releaseLast: 2026-09-04
Maintained & reviewed by Yuriy Matso — methodology shown on the page.
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Full history

Range:

Home equity ($)

Owners' equity ($B)SPY price (right, since 1993)

Total housing value

The gross market value of owner-occupied real estate (equity + mortgage debt) — the full housing stock's worth.

Housing value ($B)SPY price (right, since 1993)

Mortgage debt

Home-mortgage liabilities of households. Note how flat the line went after 2008 — the deleveraging that made the current cycle's balance sheets so resilient.

Mortgage debt ($B)SPY price (right, since 1993)

Equity share %

Owners' equity as a share of housing value — the aggregate loan-to-value mirror. It bottomed near 46% in 2012, deep in the foreclosure era; readings above 70% are generational highs last seen in the 1980s.

Equity share of housing value %SPY price (right, since 1993)
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Methodology & data

Home Equity is sourced from Fed via the Federal Reserve's FRED service (Federal Reserve Z.1 via FRED (OEHRENWBSHNO owners' equity + HHMSDODNS home mortgages; value = equity + debt), quarterly). We pull the complete history, chart it on a quarterly basis, overlay SPY for context, and generate a dated plain-English reading from the latest release — with no smoothing or adjustment beyond what the chart legend states.

Every reading is stamped with its release date, last updated 2026-09-04. Maintained and reviewed by Yuriy Matso; see our methodology for the standards every series on the site is held to.

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Frequently asked questions

What is the Home Equity & Housing Wealth?

From the Fed's quarterly Z.1 Financial Accounts: the market value of owner-occupied real estate split into what households own (owners' equity) and what they owe (home-mortgage debt), quarterly back to 1945. This is the balance sheet behind every housing-crash argument.

How do you read Home Equity?

The equity share is the load-bearing number: in 2007 it had already fallen to ~60% before prices broke, because debt had grown faster than values for a decade. Today's ~72% share — a level last sustained in the 1980s — is why higher rates froze transactions instead of forcing sales. Falling equity share during rising prices is the classic late-cycle warning.

Where does the Home Equity data come from?

Federal Reserve Z.1 via FRED (OEHRENWBSHNO owners' equity + HHMSDODNS home mortgages; value = equity + debt), quarterly. We chart the full history and publish a dated, plain-English reading with every release; the raw series is downloadable as CSV at /data/indicators/home-equity.csv.

How often is Home Equity updated?

Home Equity is a quarterly series from Fed, refreshed here as soon as a new release posts to FRED.