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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is Principal Real Estate Income Closed Fund?
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc.
PGZ · Verdict
Moderate reward · moderate risk
PGZ stands out on volatility and profitability, but watch the balance sheet signal.
Based on 88% data coverage
PGZ · Verdict
What’s working & what to watch
Strengths 3
- Volatility95/100
Top decile vs peers
- Profitability72/100
85% net margin · 0% ROE
- Cash flow66/100
65% free-cash-flow margin
Watchouts 2
- Balance sheet22/100
Net debt/EBITDA 4.6×
- Valuation33/100
Below average
Model-based scoring. For information only — not financial advice.
What is Principal Real Estate Income Closed Fund?
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 company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 69.69M, and a P/E ratio of 13.5x.
Financial Highlights
Investment Breakdown
Analysis
Reward: Moderate (52)The scoring profile indicates limited reward potential at this time, with profitability and growth offering the most support. Risk indicators are moderate, consistent with typical market exposure.
For informational purposes only. Not financial advice.