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Upturn AI SWOT - About
Principal Real Estate Income Closed Fund (PGZ)
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Upturn Advisory Summary
10/24/2025: PGZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 29.64% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 70.09M USD | Price to earnings Ratio 3.18 | 1Y Target Price - |
Price to earnings Ratio 3.18 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 8.96 - 10.56 | Updated Date 06/29/2025 |
52 Weeks Range 8.96 - 10.56 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 12.03% | Basic EPS (TTM) 3.29 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 3.18 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 3.05 |
Enterprise Value - | Price to Sales(TTM) 3.05 | ||
Enterprise Value to Revenue 4.44 | Enterprise Value to EBITDA - | Shares Outstanding 6694110 | Shares Floating - |
Shares Outstanding 6694110 | Shares Floating - | ||
Percent Insiders 0.03 | Percent Institutions 27.53 |
Upturn AI SWOT
Principal Real Estate Income Closed Fund
Company Overview
History and Background
Principal Real Estate Income Fund (NYSE: PGZ) is a closed-end fund. It seeks to provide high current income and, secondarily, capital appreciation by investing in a diversified portfolio of real estate and real estate-related assets. PGZ was incepted in 2013.
Core Business Areas
- Real Estate Debt: Investing in commercial mortgage-backed securities (CMBS), agency mortgage-backed securities (MBS), and other real estate-related debt instruments.
- Real Estate Equities: Investing in real estate investment trusts (REITs) and other real estate-related equities.
- Other Real Estate Assets: Potentially investing in other real estate-related assets, such as private real estate debt.
Leadership and Structure
The fund is managed by Principal Global Investors, LLC. Specific information on key individuals is available in their regulatory filings.
Top Products and Market Share
Key Offerings
- Closed-End Fund: PGZ is a closed-end fund, meaning it raises a fixed amount of capital through an initial public offering (IPO) and then trades on an exchange like a stock. It offers investors exposure to a diversified portfolio of real estate-related assets. Market share data for individual closed-end funds is not directly comparable in the same way as for operating companies; it is more about AUM. Competitors include other real estate focused CEF's such as RQI and LAND.
Market Dynamics
Industry Overview
The closed-end fund industry focused on real estate is influenced by interest rates, economic growth, and real estate market conditions. Rising interest rates can negatively affect real estate valuations and increase borrowing costs.
Positioning
PGZ is positioned as an income-generating investment vehicle providing exposure to a diversified portfolio of real estate-related assets. Its competitive advantage lies in Principal's real estate investment expertise.
Total Addressable Market (TAM)
The total addressable market can be estimated by summing the assets under management of all real estate-focused closed-end funds. PGZ's positioning within this TAM depends on its investment strategy and performance relative to peers.
Upturn SWOT Analysis
Strengths
- Experienced management team at Principal Global Investors
- Diversified portfolio of real estate-related assets
- Potential for high current income
Weaknesses
- Sensitivity to interest rate changes
- Dependence on real estate market conditions
- Potential for discount to net asset value (NAV)
Opportunities
- Growth in the real estate market
- Increasing demand for income-generating investments
- Expansion into new real estate asset classes
Threats
- Economic downturn affecting real estate values
- Rising interest rates increasing borrowing costs
- Increased competition from other investment vehicles
Competitors and Market Share
Key Competitors
- RQI
- LAND
- CLM
Competitive Landscape
PGZ competes with other real estate-focused closed-end funds based on investment strategy, performance, expense ratio, and distribution yield. Each fund has its own advantages and disadvantages based on its specific investment mandate.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is measured by increases in AUM and NAV over time.
Future Projections: Future growth depends on market conditions, investment performance, and Principal's ability to attract and retain capital.
Recent Initiatives: Recent initiatives may include changes in investment strategy or portfolio allocation.
Summary
Principal Real Estate Income Fund provides investors access to real estate through a closed-end fund structure. Its performance is heavily dependent on interest rates and real estate market conditions. PGZ's strengths lie in Principal's expertise and diversified portfolio. Challenges include potential NAV discounts and sensitivity to economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Principal Funds Website
- SEC Filings
- Financial News Outlets
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Principal Real Estate Income Closed Fund
Exchange NYSE | Headquaters Denver, CO, United States | ||
IPO Launch date 2013-06-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.principalcef.com |
Full time employees - | Website https://www.principalcef.com | ||
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.
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