Investing in essential service providers results in unique investment characteristics that can diversify your portfolio across market cycles. The defensive growth profile of the asset class complements equities, fixed income, and private infrastructure.
Our experienced team of infrastructure specialists conduct deep fundamental research to identify infrastructure stocks that are positioned to potentially outperform on a 3–5-year horizon.
The listed infrastructure strategy was founded in 2019 as a new capability within our Principal Real Estate public equity quadrant.
Utilizes the same bottom-up security selection and portfolio construction philosophies our REITs team has relied on for more than two decades.
Kelly Rush, Chief Investment Officer for our real estate securities strategies, provides executive oversight of both our listed infrastructure and real estate securities capabilities.
We build on the long-standing Principal Real Estate commitment to integrate ESG standards into our investment practices, while pursuing positive financial results for our clients.
Our 360° view of global real estate gives us the insight needed to help you identify strategies that can offer compelling performance.
Global Listed Infrastructure
Offers exposure to the global infrastructure market, emphasizing research-driven stock selection as the primary driver of excess returns.
Principal Real Estate is a top 10 global real estate manager with a 360° view of global real estate.
Four quadrant manager
Real estate solutions across public and private equity and debt
Broad market access
United States, Europe, Asia, and Australia.
Responsible approach to investing
Driving positive financial and environmental, social, and governance (ESG) outcomes.
Trusted experience
Over 60 years of real estate investment experience.
Market level expertise
Over 300 tenured investment professionals, providing a deep understanding of local markets.
Multiple risk-return options
Core, Core-Plus, Value-Add, and Opportunistic solutions.
Research-based investing
Fundamental to assessing relative value within and across the real estate quadrants.
Footnotes
Past performance does not guarantee future results. Asset allocation and diversification do not ensure a profit or protect against a loss.
Equity markets are subject to many factors, including economic conditions, government regulations, market sentiment, local and international political events, and environmental and technological issues that may impact return and volatility.
Infrastructure issuers may be subject to regulation by various governmental authorities and may also be affected by governmental regulation of rates charged to customers, operational or other mishaps, tariffs, and changes in tax laws, regulatory policies, and accounting standards. Foreign securities involve special risks, including currency fluctuation and lower liquidity. Some global securities may represent small and medium-sized companies, which may be more susceptible to price volatility than larger companies.
ESG integration is considered across all actively managed asset classes, with the approach determined by each investment group’s process. This information is specific to the strategies managed by the individuals providing this content and various investment teams across Principal may have differing views of this approach.
ESG criteria may present additional advantages or risks and does not protect against market risks or volatility. You should not make any investment assumptions based solely on the information contained herein. There is no assurance that any ESG component in our investing strategy will be successful.
Principal Real Estate is a trade name of Principal Real Estate Investors, LLC, an affiliate of Principal Global Investors.