Principal Real Estate Income Fund

Principal Real Estate Income Fundverified

PGZ

Price:

$10.62

Market Cap:

$71.09M

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 November 2024 (TTM) for Principal Real Estate Income Fund (PGZ) is 103.09M

According to Principal Real Estate Income Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 103.09M. This represents a change of 2.14% compared to the average of 100.92M 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 146.65M. The current 103.09M Enterprise Value has changed 6.93% 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

146.65M

Median

155.78M

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
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

119.80M

5-year avg

134.55M

10-year avg

146.65M

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 less than Virtus Convertible & Income 2024 Target Term Fund (179.18M), less than Eaton Vance National Municipal Opportunities Trust (307.11M), greater than Invesco High Income 2024 Target Term Fund (22.93M), less than BlackRock MuniHoldings New York Quality Fund, Inc. (567.88M), greater than Nuveen California Select Tax-Free Income Portfolio (84.50M), less than Invesco Bond Fund (179.79M), less than Invesco Trust for Investment Grade New York Municipals (353.31M), less than BNY Mellon Municipal Income, Inc. (190.51M), less than PIMCO New York Municipal Income Fund (103.50M), less than Invesco Pennsylvania Value Municipal Income Trust (407.96M), less than PIMCO New York Municipal Income Fund II (149.75M), less than Eaton Vance New York Municipal Income Trust (125.59M), greater than PIMCO New York Municipal Income Fund III (59.71M), less than BlackRock New York Municipal Income Trust (434.24M), less than Invesco California Value Municipal Income Trust (831.04M), greater than GAMCO Natural Resources, Gold & Income Trust (94.76M), less than Nuveen Pennsylvania Quality Municipal Income Fund (441.17M), less than Invesco Advantage Municipal Income Trust II (638.96M), less than MFS Investment Grade Municipal Trust (110.18M), less than Federated Hermes Premier Municipal Income Fund (216.13M),

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Frequently asked questions❓

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What is Principal Real Estate Income Fund's Enterprise Value?

What is the highest Enterprise Value for Principal Real Estate Income Fund (PGZ)?

What is the 3-year average Enterprise Value for Principal Real Estate Income Fund (PGZ)?

What is the 5-year average Enterprise Value for Principal Real Estate Income Fund (PGZ)?

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