Principal Real Estate Income Closed Fund (PGZ) — Long-term Investment Intensity
Principal Real Estate Income Closed Fund (PGZ) has a Long-term Investment Intensity of 99.3% as of October 2025. Long-term investments of $109.16 Million represent 99.3% of total assets of $109.90 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check asset resilience ratio of Principal Real Estate Income Closed Fund to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Principal Real Estate Income Closed Fund Long-term Investment Intensity (2017–2025)
This chart shows how Principal Real Estate Income Closed Fund's Long-term Investment Intensity has evolved across 9 annual periods from 2017 to 2025. As of October 2025, the intensity stands at 99.3%, reflecting long-term investments of $109.16 Million against total assets of $109.90 Million USD. For the complete balance sheet picture, see Principal Real Estate Income Closed Fund (PGZ) total assets.
Annual Long-term Investment Intensity for Principal Real Estate Income Closed Fund (2017–2025)
The table below presents the year-by-year Long-term Investment Intensity for Principal Real Estate Income Closed Fund from 2017 to 2025, covering 9 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read PGZ liabilities breakdown for a breakdown of total debt and financial obligations.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 99.3% | $109.16 Million | $109.90 Million | ▼ -0.2 pp |
| 2024 | 99.5% | $113.49 Million | $114.08 Million | ▲ +0.5 pp |
| 2023 | 99.0% | $97.41 Million | $98.40 Million | ▲ +3.5 pp |
| 2022 | 95.5% | $124.62 Million | $130.46 Million | ▼ -4.0 pp |
| 2021 | 99.6% | $170.94 Million | $171.71 Million | ▲ +0.1 pp |
| 2020 | 99.4% | $137.63 Million | $138.40 Million | ▼ -0.2 pp |
| 2019 | 99.6% | $217.42 Million | $218.27 Million | ▲ +0.2 pp |
| 2018 | 99.5% | $194.15 Million | $195.22 Million | ▲ +0.4 pp |
| 2017 | 99.0% | $192.90 Million | $194.76 Million | — |