profit from every $100 of sales.
$0$100
Principal Real Estate Income Fund
$8.83-1.45% today
-14.9% in 1 year
1-year low $8.701-year high $10.51
Trading close to its lowest price of the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2024 to 2025.
0%20% a year
You pay $11.51 for every $1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What Principal Real Estate Income Fund sold, what it kept, and what it did with the cash.
Sales went from -$25.0 million in 2022 to $5.91 million in 2025, with $5.13 million of profit last year.
SalesProfit
Principal Real Estate Income Fund handed back 100% of the cash it generated last year.
$8M
Free cash flow 2025$8M
Bought back its own shares–
Paid as dividends$8M
Cash vs. debt$4,463 vs. $32M
Principal Real Estate Income Fund vs. similar companies
Principal Real Estate Income Fund grows the slowest of these 5 and is priced in the middle for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Principal Real Estate Income Fund | 11.5× · Cheap | ||
 Nuveen AMT-Free Quality Municipal Income Fund | 36.9× · Expensive | ||
 Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 6.9× · Cheap | ||
 Nuveen Preferred & Income Opportunities Fund | 6.7× · Cheap | ||
 PIMCO Corporate & Income Opportunity Fund | 8.6× · Cheap |
AI analysis
An AI analyst reads Principal Real Estate Income Fund's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -25 | -11 | 23 | 6 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| -26 | -12 | 22 | 5 | |
| -3.78 | -1.74 | 3.29 | – | |
| – | – | – | – | |
| – | – | – | – | |
| 103.3% | 107.2% | 95.8% | 86.9% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 130 | 98 | 114 | 110 |
| Cash | 0 | 0 | – | 0 |
| Total debt | 40 | 32 | 32 | 32 |
| Total liabilities | 43 | 33 | 35 | 34 |
| 87 | 66 | 79 | 76 | |
| 7 | 7 | 7 | – | |
| – | – | – | – | |
| -29.6% | -17.9% | 27.8% | 6.8% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 18 | 18 | 8 | 8 | |
| – | – | – | – | |
| 18 | 18 | 8 | 8 | |
| Dividends paid | 8 | 8 | 8 | 8 |
| 0 | 1 | – | – | |
| – | – | – | – |
Valuation
- 11.5×
- –
- –
- 0.9×
- 10.0×
- 7.0×
- –
- 14.3%
- 8.7%
- 12.5%
Profitability
- 53.1%
- 114.5%
- 86.9%
- 114.5%
- 21.7%
- 2.4%
- 6.7%
- 4.7%
- 6.3%
- –
Growth
- −74.3%
- –
- −53.0%
- +0.0%
- −0.4%
Financial health
- 4.6×
- 0.42
- 29.1%
- 7.6×
- –
- –
- 0.06
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 8%of 754
Top 37%of 883
Bottom 1%of 880
Top 15%of 929
12.5%of the share price, paid each year
On $1,000 invested$125a year at today's yield, before tax
+0.0%2020 to 2025
Raised–not every year
Paid per share, each year
$1.74 in 2015 → $1.26 in 2025
How safe it looks
164.3% of its profit
Room to growStretchedMore than it earns: 99.9%
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
3/7Passes 3 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
49No pass
Benjamin Graham
66Pass
Philip Fisher
66Pass
Peter Lynch
99Pass
Joel Greenblatt
50No pass
Charlie Munger
59No pass
Terry Smith
52No pass
Questions about Principal Real Estate Income Fund
Is Principal Real Estate Income Fund a good stock to buy?
A business with weak numbers, and the price looks low. 3 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Principal Real Estate Income Fund AI analysis
What does Principal Real Estate Income Fund do?
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 is in Asset Management - Income.
Does Principal Real Estate Income Fund pay a dividend?
Yes. At today's price the dividend is 12.5% a year, about 164% of its yearly profit. In 2025 it paid out $8.43 million in dividends.
Is Principal Real Estate Income Fund stock halal?
No. Principal Real Estate Income Fund does not pass our halal screen: its main business, interest-based asset management, is not permitted. How we check
How has Principal Real Estate Income Fund stock done over the past year?
Down 14.9% over the past twelve months, to $8.83. It traded between $8.70 and $10.51 and is 16.0% below its high.
Who are Principal Real Estate Income Fund's competitors?
The largest listed companies in the same industry are Nuveen AMT-Free Quality Municipal Income Fund, Eaton Vance Tax-Managed Global Diversified Equity Income Fund, Nuveen Preferred & Income Opportunities Fund and PIMCO Corporate & Income Opportunity Fund. The peers table on this page compares their profit, growth and price with Principal Real Estate Income Fund's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.