1Source: FactSet, U.S. Bureau of Labor Statistics, CPI ex-food and energy as of 31 December 2022. Listed infrastructure (represented by the MSCI ACWI Utilities Index from 2003 through 2006, a 50/50 blend of MSCI ACWI Utilities Index and the Alerian MLP Index from 2007 through 2015, and the FTSE Global Core Infrastructure 50/50 Index thereafter) delivered average returns of 12.5% in periods of above median U.S. inflation vs. 7.0% delivered by global equities (represented by MSCI All Country World Index).
Past performance does not guarantee future results.
Real estate investment options are subject to some risks inherent in real estate and real estate investment trusts (REITs), such as risks associated with general and local economic conditions. Investing in REITs involves special risks, including interest rate fluctuation, credit risks, and liquidity risks, including interest conditions on real estate values and occupancy rates. International and global investing involves greater risks such as currency fluctuations, political/social instability and differing accounting standards.
Investment guidelines are subject to change.
Not all investment options are available in all jurisdictions. Certain vehicles have not been registered with the United States Securities and Exchange Commission under the United States Securities Act of 1933 and may not be directly or indirectly offered or sold in the United States or to any United States person.
FTSE EPRA/NAREIT Developed NTR Index is designed to represent general trends in eligible real estate equities worldwide. Net Total Return (NTR/NR) includes dividends after the deduction of withholding taxes.
Principal Real Estate is a trade name of Principal Real Estate Investors, LLC, an affiliate of Principal Global Investors.