Principal Real Estate Income Fund

Principal Real Estate Income Fundverified

PGZ

Price:

$10.12

Market Cap:

$67.74M

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 botto...[Read more]

Industry

Asset Management - Income

IPO Date

2013-06-26

Stock Exchange

NYSE

Ticker

PGZ

The Enterprise Value as of December 2025 (TTM) for Principal Real Estate Income Fund (PGZ) is 99.74M

According to Principal Real Estate Income Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 99.74M. This represents a change of 1.54% compared to the average of 98.23M of the last 4 quarters.

Principal Real Estate Income Fund (PGZ) Historical Enterprise Value (quarterly & annually)

How has PGZ Enterprise Value performed in the past?

The mean historical Enterprise Value of Principal Real Estate Income Fund over the last ten years is 141.27M. The current 99.74M Enterprise Value has changed 6.96% with respect to the historical average. Over the past ten years (40 quarters), PGZ's Enterprise Value was at its highest in in the October 2019 quarter at 207.41M. The Enterprise Value was at its lowest in in the April 2018 quarter at 59.96M.

Quarterly (TTM)
Annual

Average

141.27M

Median

134.41M

Minimum

90.57M

Maximum

207.64M

Principal Real Estate Income Fund (PGZ) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Principal Real Estate Income Fund Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 47.34%

Maximum Annual Enterprise Value = 207.64M

Minimum Annual Increase = -49.08%

Minimum Annual Enterprise Value = 90.57M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2024103.63M14.41%
202390.57M-19.88%
2022113.04M-27.43%
2021155.78M47.34%
2020105.73M-49.08%
2019207.64M17.52%
2018176.69M-0.24%

Principal Real Estate Income Fund (PGZ) Average Enterprise Value

How has PGZ Enterprise Value performed in the past?

The current Enterprise Value of Principal Real Estate Income Fund (PGZ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

102.41M

5-year avg

113.75M

10-year avg

141.27M

Principal Real Estate Income Fund (PGZ) Enterprise Value vs. Peers

How is PGZ’s Enterprise Value compared to its peers?

Principal Real Estate Income Fund’s Enterprise Value is greater than The European Equity Fund, Inc. (71.77M), greater than Nuveen Minnesota Quality Municipal Income Fund (72.46M), greater than Voya Asia Pacific High Dividend Equity Income Fund (78.42M), greater than Clough Global Dividend and Income Fund (92.06M), less than ProFunds Consumer Services Ultra Sector Fund (0), greater than Destra Multi-Alternative Fund (89.16M), greater than Nuveen Multi-Market Income Fund (83.57M), less than Chesapeake Growth Fund (0), greater than T. Rowe Price Target Retirement 2010 Fund (0), less than Rational Dynamic Brands Fund (0),

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Frequently asked questions❓

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How does the current Enterprise Value for Principal Real Estate Income Fund (PGZ) compare to its historical average?