A survey of affluent U.S. households found that 21 percent are likely to increase their investment in real estate within the next three months, according to Phoenix Marketing International, a research and marketing company.

Investment buying sentiment among mass affluent households continued an upward trend that began in August 2005, according to the latest Phoenix Affluent Marketing Service survey. About 42 percent of mass affluent households plan to make net increases to their portfolio in the next three months, up from 38 percent in February 2005.

The survey questioned where mass affluent households that plan to make net portfolio increases are most likely to increase assets: 70 percent are likely to increase positions in retirement accounts; 62 percent in deposit accounts; 46 percent in mutual funds; 42 percent in stocks; 13 percent in fixed income, 11 percent in business investments, 21 percent in real estate and 3 percent in alternative investments.

About 53 percent of mass affluent consumers plan to make no net changes to their portfolios, while just 4 percent say they are likely to make net decreases to their portfolios in the next three months.

“Affluent consumers, a highly risk averse group, are showing signs of confidence in the economy as they move their money back into the stock market,” said David Thompson, vice president of affluent practice at Phoenix Marketing International. “This continued momentum is an excellent opportunity for financial planners to expand and diversify their customers’ portfolios.”

The data is weighted to be representative of affluent households (who have a minimum of $250,000 in investable assets and/or $150,000 in household income) nationally.

The latest survey had 1,100 respondents. The survey focuses on plans to change investment portfolios within the next three months.

Show Comments Hide Comments


Sign up for Inman’s Morning Headlines
What you need to know to start your day with all the latest industry developments
By submitting your email address, you agree to receive marketing emails from Inman.
Thank you for subscribing to Morning Headlines.
Back to top
TOMORROW: Leaders from eXp, Corcoran, RE/MAX, The Agency, and more are speaking virtually at Connect Now. Listen or watch live + receive the replays.Register Now×
Agent Appreciation Sale: Inman Select for only $85.CLAIM OFFER×
Log in
If you created your account with Google or Facebook
Don't have an account?
Forgot your password?
No Problem

Simply enter the email address you used to create your account and click "Reset Password". You will receive additional instructions via email.

Forgot your username? If so please contact customer support at (510) 658-9252

Password Reset Confirmation

Password Reset Instructions have been sent to

Subscribe to The Weekender
Get the week's leading headlines delivered straight to your inbox.
Top headlines from around the real estate industry. Breaking news as it happens.
15 stories covering tech, special reports, video and opinion.
Unique features from hacker profiles to portal watch and video interviews.
Unique features from hacker profiles to portal watch and video interviews.
It looks like you’re already a Select Member!
To subscribe to exclusive newsletters, visit your email preferences in the account settings.
Up-to-the-minute news and interviews in your inbox, ticket discounts for Inman events and more
1-Step CheckoutPay with a credit card
By continuing, you agree to Inman’s Terms of Use and Privacy Policy.

You will be charged . Your subscription will automatically renew for on . For more details on our payment terms and how to cancel, click here.

Interested in a group subscription?
Finish setting up your subscription