PR
PRINCIPAL REAL ESTATE
SEC RegisteredDES MOINES, IAhttps://principalcef.com800-787-1621
Assets Under Management
$25B+
Employees
477
Office Locations
16 offices
Total Accounts
681
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
Services
Private funds / alternatives
Hedge
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
Patrick Gregory Halter
CHAIRMAN
Inc. Principal Financial Group
100% OWNER
Inc. Principal Financial Services
100% OWNER
Principal Global Investors Holding Company (us) Llc
100% OWNERSHIP
Todd Eugene Everett
CHIEF EXECUTIVE OFFICER
Kamal Bhatia
DIRECTOR
Justin Thomas Lange
CHIEF COMPLIANCE OFFICER
George Djurasovic
GENERAL COUNSEL
Office locations
16 offices in 6 states
IA
DES MOINESHQ
SCHIPHOL
NY
NEW YORK
IL
CHICAGO
FRANKFURT MAIN
LONDON
OR
PORTLAND
PARIS
SINGAPORE
LONDON
MADRID
MILAN
TX
ADDISON
LISBON
SYDNEY
WA
SEATTLE
Regulatory & compliance
CRD number
#109008
SEC Number
801-55618
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
principalcef.comPhone
800-787-1621Find an advisor that fits
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Editorial disclosure
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.