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Principal Real Estate Income Closed Fund (PGZ)
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Upturn Advisory Summary
07/08/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 15.12% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/08/2025 |
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 real estate investments. It was formed to provide current income and capital appreciation by investing in commercial real estate debt and equity securities.
Core Business Areas
- Commercial Real Estate Debt: Investing in commercial mortgage-backed securities (CMBS), collateralized loan obligations (CLOs), and other debt instruments secured by commercial real estate.
- Commercial Real Estate Equity: Investing in common and preferred equity securities of real estate companies, including REITs.
Leadership and Structure
The fund is managed by Principal Global Investors, a subsidiary of Principal Financial Group. The fund is governed by a board of directors who oversee its investment strategy and operations.
Top Products and Market Share
Key Offerings
- Closed-End Fund Investing in Real Estate Securities: PGZ offers investors a vehicle to gain exposure to the commercial real estate market through a diversified portfolio of debt and equity securities. Market share data is not directly applicable in the same way as for a consumer product or service. Competitors include other real estate closed-end funds and REITs (e.g. RQI, GOF, PSF).
Market Dynamics
Industry Overview
The commercial real estate market is influenced by factors such as interest rates, economic growth, and demographic trends. The closed-end fund industry is affected by investor sentiment, market volatility, and the availability of alternative investment options.
Positioning
PGZ aims to provide a combination of current income and capital appreciation through its diversified portfolio. Its competitive advantage lies in the expertise of Principal Global Investors in managing real estate investments.
Total Addressable Market (TAM)
The TAM consists of the total investment in commercial real estate debt and equity securities, valued in the trillions of dollars. PGZ's position is a niche within this TAM, focusing on a mix of debt and equity through a closed-end fund structure.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Access to Principal Global Investors' research and resources
- Established track record
Weaknesses
- Subject to market volatility
- Reliance on real estate market conditions
- Management fees impact returns
- Closed-end fund structure can lead to trading at a discount to NAV
Opportunities
- Increasing demand for real estate investments
- Rising interest rates can benefit debt investments
- Expansion into new real estate sectors
- Strategic acquisitions of other investment firms
Threats
- Economic downturn
- Rising interest rates negatively impacting real estate values
- Increased competition from other investment vehicles
- Regulatory changes affecting the real estate industry
Competitors and Market Share
Key Competitors
- RQI
- GOF
- PSF
Competitive Landscape
PGZ competes with other closed-end funds and REITs for investor capital. Its competitive advantage depends on its investment strategy, performance, and fees.
Growth Trajectory and Initiatives
Historical Growth: PGZ's growth is tied to the performance of the real estate market and its ability to generate income and capital appreciation. Historical performance is tracked on financial websites.
Future Projections: Future projections depend on market analysts' estimates and forecasts for the real estate sector and closed-end fund industry.
Recent Initiatives: Information on recent strategic initiatives is generally disclosed in company filings and press releases.
Summary
PGZ offers exposure to the real estate market through a closed-end fund structure, aiming for both income and capital appreciation. Its performance hinges on real estate market conditions and the management's expertise. While diversified, it faces risks like market volatility and rising interest rates. Strategic initiatives and effective management are essential for its future success and growth against competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company Filings
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is dynamic and subject to change.
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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