Home Real estate and private markets investment strategies U.S. Core Private Equity Real Estate

Private equity

U.S. Core Private Equity Real Estate

Investing in diversified, high-quality U.S. commercial real estate across 40+ metropolitan markets, including both traditional and niche property sectors, in a “core” investment strategy.

Strategy differentiators

Research-based allocation framework focused on structural growth drivers such as demographics.

Growth-driven geographic diversification in more than 40 markets across the U.S.

Demonstrated ability to drive operational effectiveness and grow income.

Successful navigation of liability management and favorable cost of debt capital. Relative value equity and debt investors leveraging the scale and depth of Principal Asset Management.

Tenure, consistency, and industry experience of the team.

Why invest in core real estate?

Core real estate offers investors a compelling investment option with the following potential benefits:

Stable income generation

Core properties deliver reliable cash flows through long-term leases with high-quality tenants and consistent occupancy rates.

Lower risk profile

These investments focus on well-maintained, prime-location properties with proven track records and lower leverage levels, reducing exposure to repositioning risks.

Inflation protection

Long-term leases typically include rent escalation clauses and the ability to pass through operating costs to tenants, providing a natural hedge against inflation.

Portfolio diversification

Core real estate offers lower correlation with traditional assets like stocks and bonds, helping reduce overall portfolio volatility.

Capital preservation

High-quality properties in prime locations tend to maintain their value better during market downturns and face lower obsolescence risk due to regular maintenance and high quality construction.

Portfolio management
Principal Real Estate

Our experienced investment teams provide comprehensive, specialized, and sustainable capabilities across all four quadrants of commercial real estate—public equity, private equity, public debt, and private debt—and more recently, infrastructure investing. Whatever real estate strategy or combination of strategies you believe is right for your objectives, we can help.

Darren Kleis
Managing Director - Portfolio Management
32 years of experience
Scott Carson
23 years of experience
20 years of experience
Ross Johnson
Senior Associate
12 years of experience
Bennett, Ellen
Ellen Bennett
Senior Associate
7 years of experience

No information

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Footnotes

As stated by the benchmark for the Strategy, NFI-ODCE, the term Diversified Core Equity style typically reflects lower risk investment strategies utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating properties.

Past performance does not guarantee future results.

Real estate investment options are subject to risks associated with credit, liquidity, interest rate fluctuation, adverse general and local economic conditions, and decreases in real estate values and occupancy rates.

Potential investors should be aware of the many risks inherent to investing in real estate, including: adverse general and local economic conditions that can depress the value of the real estate, capital market pricing volatility, declining rental and occupancy rates, value fluctuations, lack of liquidity or illiquidity, leverage, development and lease-up risk, tenant credit issues, circumstances that can interfere with cash flows from particular commercial properties such as extended vacancies, increases in property taxes and operating expenses and casualty or condemnation losses to the real estate, and changes in zoning laws and other governmental rules, physical and environmental conditions, local, state or national regulatory requirements, and increasing property expenses, all of which can lead to a decline in the value of the real estate, a decline in the income produced by the real estate, and declines in the value or total loss in value of investments in real estate.

Direct investments in real estate are highly illiquid and subject to industry or economic cycles resulting in downturns in demand. Accordingly, there can be no assurance that investments in real estate will be able to be sold in a timely manner and/or on favorable terms.

The Strategy is not suitable for all investors and does not represent a complete investment program. The Strategy is available only to qualified investors who are comfortable with the substantial risks associated with investing. An investment in the Strategy includes the risks inherent in an investment in securities. There can be no assurance that an investment strategy will be successful.

Principal Real Estate is a trade name of Principal Real Estate Investors, LLC, an affiliate of Principal Global Investors.