Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Principal Real Estate Income Closed Fund (PGZ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: 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 29.05% | Avg. Invested days 78 | 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 09/16/2025 |
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 (PGZ) is a closed-end fund focused on investments in real estate-related assets. It aims to provide high current income and long-term capital appreciation. Information on the exact founding year is not readily available, but it has been operating for several years, adapting to market cycles within the real estate sector.
Core Business Areas
- Real Estate Investments: PGZ invests in a diverse portfolio of real estate securities, including commercial mortgage-backed securities (CMBS), residential mortgage-backed securities (RMBS), and other real estate-related debt and equity instruments.
Leadership and Structure
The fund is managed by Principal Global Investors, a global asset management firm. The specific leadership within the fund management team would need to be gathered from Principal's investor relations materials.
Top Products and Market Share
Key Offerings
- Closed-End Fund (PGZ): PGZ provides investors exposure to a diversified portfolio of real estate-related assets through a closed-end fund structure. Market share data is not readily available but relates to its performance against similar closed-end funds. Competitors include other closed-end real estate funds managed by firms like BlackRock, Nuveen, and Cohen & Steers.
Market Dynamics
Industry Overview
The real estate investment market is influenced by factors such as interest rates, economic growth, demographic trends, and government policies. The current environment is characterized by uncertainty regarding interest rate levels and their impact on real estate valuations.
Positioning
PGZ is positioned as an income-focused fund offering exposure to real estate debt and equity. Its competitive advantage lies in the expertise of Principal Global Investors in managing real estate assets.
Total Addressable Market (TAM)
The TAM for real estate investment trusts (REITs) and real estate-related securities is in the trillions of dollars. PGZ's positioning within this TAM is limited by its closed-end fund structure and its specific investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio of real estate assets
- Focus on income generation
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit losses in CMBS/RMBS holdings
- Closed-end fund structure can lead to trading at a discount to NAV
Opportunities
- Capitalizing on distressed real estate opportunities
- Expanding investment strategies to include other real estate-related assets
- Increasing investor demand for income-generating investments
Threats
- Rising interest rates
- Economic recession
- Increased competition from other real estate investment vehicles
Competitors and Market Share
Key Competitors
- CLM
- CRF
- RQI
- STK
Competitive Landscape
PGZ competes with other closed-end funds and REITs that invest in real estate-related assets. Its success depends on its ability to generate attractive returns relative to its peers.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the performance of the underlying real estate assets and overall market conditions. Detailed analysis requires reviewing past performance data.
Future Projections: Future growth is subject to analyst estimates, economic forecasts, and the fund's investment strategy.
Recent Initiatives: Specific recent initiatives are unavailable but likely involve adjusting portfolio allocation in response to market changes.
Summary
Principal Real Estate Income Fund offers investors exposure to the real estate market through a closed-end fund structure. The fund's performance is heavily influenced by interest rates and economic conditions. Strengths include an experienced management team and diversified portfolio, but it faces risks from rising rates and potential credit losses. Investors should carefully consider these factors before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Principal Global Investors website
- Financial news outlets
- SEC filings (where available)
- Yahoo Finance
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions. Market share percentages are rough estimates.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.