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Home Real estate for Defined Contribution plans

Explore the potential benefits of adding real estate to your DC plan.

While public real estate and infrastructure have long been available to DC plans, we believe private real estate equity and debt should also be available to all working individuals—not only large defined benefit plans, wealthy families, and high-net worth individuals. That’s why we were the first to offer DC investors the option to invest 100% in core private real estate equity over 40 years ago and are now offering DC investors the opportunity to invest in a private real estate debt strategy within their multi-asset options. Daily valuation and addressing the liquidity needs of DC participants is in our DNA.

Building real estate equity and debt strategies and infrastructure investments into your DC plan can potentially help:

  • Increase diversification

  • Reduce portfolio volatility

  • Generate income

  • Improve participant outcomes

Adding private and public real estate to DC plans

  • Designed specifically for DC plans

    Daily traded environment

    • Strike daily NAV
    • Valuation transparency through documented process that is consistently applied and auditable with oversight by Third Party Valuation Consultant
    • Available on automated trading platforms
  • As an investment sleeve

    Positioned for inclusion

    • Target date funds
    • Real asset funds
    • Income producing funds
    • Inflation protection funds

Explore our featured real estate strategies.

Our 360° view of global real estate gives us the insight needed to help you identify strategies that can offer compelling performance.

U.S. Core Private Equity Real Estate
Deploying a research-based allocation framework with in-depth coverage of more than 40 U.S. metropolitan real estate markets to invest in a diversified pool of high-quality, well-leased U.S. commercial real estate properties, including a long-standing allocation to alternative growing pool of niche property sectors.
U.S. Real Estate Securities
Applying bottom-up stock selection, emphasizing owning quality companies at a reasonable price, and diversifying sources of alpha generation.
Global Real Estate Securities
Offers exposure to the global real estate market, applying bottom-up stock selection, emphasizing owning quality companies at a reasonable price, and diversifying sources of alpha generation.

A broad range of real estate investment solutions.

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—as well as infrastructure investing. Whatever real estate strategy or combination of strategies you believe is right for your objectives, we can help.

  • Private equity

    Core, Value-add, and Opportunistic Strategies

  • Private debt

    Commercial Mortgages and High Yield Debt

  • Public equity

    Listed REIT Securities

  • Public debt

    Commercial Mortgage-Backed Securities

  • Listed infrastructure

    Listed Infrastructure Securities

  • Financing solutions

    Private Debt Origination

Get the latest insights.

Past performance does not guarantee future results.

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