PRINCIPAL REAL ESTATE
SEC RegisteredAbout the firm
Principal Real Estate Income Fund (PGZ) is a closed-end fund that seeks to provide high current income, with capital appreciation as a secondary objective, by investing in higher-yielding debt and equity commercial real estate-related investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing in higher-yielding debt and equity commercial real estate-related investments, including U.S. CMBS and global real estate-related securities, with a dynamic investment strategy providing flexibility based on market outlook.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 427 | $113M |
| High Net Worth Individuals | 37 | $74M |
| Investment Companies | 39 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 6 | $591M |
| Charitable Organizations | 39 | $8.7B |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 46 | — |
| Corporations | 5 | $388M |
20 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Public Real Estate Debt / Diversified Public Real Estate - Tier 1 | 0.65% |
| Public Real Estate Debt / Diversified Public Real Estate - Tier 2 | 0.55% |
| Public Real Estate Debt / Diversified Public Real Estate - Tier 3 | 0.50% |
| Public Real Estate Equity - Tier 1 | 0.75% |
| Public Real Estate Equity - Tier 2 | 0.65% |
| Public Real Estate Equity - Tier 3 | 0.55% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PRINCIPAL REAL ESTATE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.