Principal Real Estate Income Closed Fund (PGZ)

Principal Real Estate Income Fund (NYSE: PGZ) is a closed-end investment fund listed on the New York Stock Exchange and classified here as a REIT-related security. Managed by ALPS Advisers, Inc. and co-managed by Principal Real Estate Investors, LLC, the fund was formed on August 31, 2012 and is domiciled in the United States. According to its description, the portfolio is built from U.S. public equity and fixed income investments, with emphasis on commercial mortgage-backed securities, real estate investment trusts, and REIT-like entities. The strategy also allows investment in value stocks and the use of financial derivatives, including swaps, futures, forwards, caps, floors, and collars. Its approach combines fundamental research with both top-down and bottom-up analysis, alongside attention to macroeconomic conditions, real estate cycles, valuation trends, and technical indicators.

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