The U-Shares Idea

Capital ownership for every American, financed by the same mechanism that built wind and solar.

U-Shares is a market-based architecture for universal capital ownership. Congress authorizes a new class of corporate stock that public companies may issue voluntarily, under a tax-deduction mechanism that has operated in U.S. law since 1960. Every U.S. permanent resident may hold up to $130,000 in original issue value. The shares pay a mandatory five-percent annual dividend. They are marketable, heritable, and transferable.

Read the Framework Download the White Paper (PDF)

Innovative policy infrastructure. No candidate, no campaign, no product. Licensed Creative Commons BY-SA 4.0.

Why a new architecture is needed

Three problems have converged. Each one resists the tools that worked in the twentieth century. Together they require an architectural response, not another redistribution program.

Problem 1

UBI's fiscal impossibility

A universal basic income of $12,000 per year to every American adult costs roughly $3.12 trillion annually — more than total federal income tax revenue. OECD studies have found no fiscally sustainable universal-transfer scenario.

Problem 2

AI-driven displacement of labor income

As automation captures a growing share of economic output, returns flow to capital owners rather than workers. The labor share of U.S. national income has fallen from 65% in 1980 to under 60% today.

Problem 3

Persistent wealth concentration

The median Black family holds $24,100 in wealth. The median white family holds $188,200. This gap emerged from differential access to capital. Income transfers sustain consumption. Capital builds wealth.

How U-Shares works — eleven provisions in five building blocks

The full framework is set out in eleven provisions that form a single coherent architecture. No provision stands alone.

1

A new class of marketable equity

Congress authorizes Class U-Shares. Public corporations may issue them voluntarily, up to twenty percent of paid-in capital. The shares are registered for public-market trading. They are real, marketable, heritable, transferable property.

2

A mandatory dividend, deductible to the issuer

U-Shares pay a five-percent annual dividend on original issue price, inflation-indexed. The dividend is tax-deductible using the same mechanism REITs have operated under since 1960. Net cost to the issuer: 3.95% of issued value per year — a bar most profitable companies already clear.

3

Universal eligibility, progressive effect

Every U.S. permanent resident, including minors, may hold up to $130,000 in original issue value. Three provisions direct the net subsidy toward low-income Americans: a graduated AGI exclusion, a federal tax-credit stack for poverty-level distributions, and a Capital Accumulation Tax on higher earners.

4

Self-financing through existing mechanisms

Tax benefits are transferable under the identical architecture that helped build America's clean-energy industries through the investment tax credit. Gross Treasury cost at full scale: roughly $52 billion annually — about 5% of existing means-tested spending. Modeled offsets make the net fiscal position positive.

5

From income stream to capital base

Accounts permit hardship withdrawals, borrowing against the account for a home or education, and conversion into business equity. This is not a transfer payment spent the day it arrives. It is income this month, a house in five years, a business in ten, an inheritance in forty.

We have published our own failure modes

A proposal that cannot articulate its own failure modes is not serious. U-Shares has been through an internal adversarial review, an external two-reviewer design pass, and a five-persona adversarial panel — three claims sit at contested precisely because that scrutiny worked.

2
Supported
3
Contested
9
Open
0
Retired

Fourteen claims carry the argument, each checked against outside sources on purpose. “Contested” means a credible challenge has been raised and the register parks it there rather than defending it away — that is the design working, not a blemish. Current as of the v1.0.0 tagged release; the register is live and will move as open questions resolve. See the live claims register →

Every claim in the public register ships with the specific test that would disconfirm it — the failure conditions are published, versioned, and open to challenge. A comprehensive adversarial failure audit (April 2026) seeded the register; see the live claims register → for the current, maintained version.

The open research repository

Every claim behind U-Shares, the formulas that produce them, and the code that runs them are published on GitHub — not a PDF appendix, but a working repository anyone can run, challenge, or extend.

The repository holds the claims register, the load-bearing formulas, the model code behind every result, and the open research questions — twenty-six of them, organized by the kind of skeptic each one answers (mechanism design, fiscal, political economy, household finance, adjacent policy). Browse the repository → Tagged release v1.0.0 — cite the tagged version you examined, not just the repository, so critique targets a fixed point, not a moving one.

Latest writing

Research notes, responses to critiques, and updates on the U-Shares framework.

Four ways to engage with this work

Reviewers

Academic economists, constitutional lawyers, and corporate finance scholars. We welcome adversarial engagement — the framework improves when smart critics find its weaknesses.

Pilot Partners

State legislators, B-Corp leaders, and corporations willing to run a voluntary two-year pilot under existing law. No federal legislation required.

Funders

Foundations, philanthropists, and family offices. Priority research tasks are scoped at $50,000 to $100,000 total.

Advocates

Writers, organizers, and policy communicators. All materials are licensed Creative Commons BY-SA. Use them freely.

About

The U-Shares Idea is a small, individually-run research initiative. Its mission is to develop durable, intellectually honest policy infrastructure on topics where ordinary think-tank and university research programs have structural reasons to hesitate — topics that cross conventional disciplinary lines, that demand a long horizon, or that require adversarial self-scrutiny of the researcher's own work.

U-Shares is this initiative's first major public output. The framework has passed through five structured analytical sessions, three drift-remediation audits, and one published failure memo. The validation record is public in full.

What we are not: a political campaign, a financial-product seller, a lobbying organization, or a large institution. We endorse no candidate, no party, no faction. No one on this site is selling you anything.