Data sourced from SEC Form ADV filed August 19, 2026
Overview
Headquarters
Des Moines, IA
Total Firm Assets
$105.6 billion
Average High-Net-Worth Client Portfolio Size
$2.0 million
Stated Minimum Account Size
$25,000,000
Fee Disclosure
Source: PRINCIPAL REAL ESTATE INVESTORS 2026 FORM ADV PART 2A (2026-03-31)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$25,000,000
0.75%
$25,000,001
$50,000,000
0.65%
$50,000,001
and above
0.55%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
Below minimum client size
$5 million
Below minimum client size
$10 million
Below minimum client size
$50 million
$350,000
0.70%
$100 million
$625,000
0.62%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
0.07%
Number of High-Net-Worth Clients
37
Total Client Accounts
681
Discretionary Accounts
624
Non-Discretionary Accounts
57
Services Offered
Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
SEC CRD Number
109008
PRINCIPAL REAL ESTATE INVESTORS 2026 FORM ADV PART 2A (2026-03-31)
(fee schedule source)
· View brochure text
Principal Real Estate's Form ADV discloses 0.75% on the first $25 million, 0.65% on the next $25 million, and 0.55% on assets above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #109008), Principal Real Estate is subject to fiduciary duty under federal law.
Principal Real Estate is headquartered in DES MOINES, IA.
Principal Real Estate serves 37 high-net-worth clients according to their SEC filing dated August 19, 2026. View client details ↓
According to their SEC Form ADV, Principal Real Estate offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
Principal Real Estate manages $105.6 billion in client assets according to their SEC filing dated August 19, 2026.
According to their SEC Form ADV, Principal Real Estate serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓