The Principal Real Estate Income Fund: Sources of March 2025 Distribution
Denver, CO – March 31, 2025
In an effort to keep investors informed, The Principal Real Estate Income Fund (NYSE: PGZ) has announced the sources of the distribution paid on March 31, 2025, amounting to $0.1050 per share. This distribution was made to shareholders of record at the close of business on March 17, 2025, as part of the Fund’s managed distribution plan.
Sources of Distribution
According to the notice sent to shareholders, the distribution consisted of the following:
- Ordinary Income: $0.0450 per share
- Capital Gains: $0.0600 per share
It is important to note that the characterization of distributions may vary from year to year and may be subject to change based on tax regulations and the Fund’s investment experience.
Impact on Individual Investors
As an individual investor, this distribution may have an impact on your tax liability. The Ordinary Income portion is taxed at your ordinary income tax rate, while the Capital Gains portion is taxed at the capital gains tax rate. Be sure to consult with your tax advisor for specific tax implications.
Global Implications
The real estate market, and subsequently the Principal Real Estate Income Fund, is influenced by various global factors. Some of these factors include:
- Interest Rates: Changes in global interest rates can impact the demand for real estate investments.
- Economic Conditions: Economic conditions, both domestically and abroad, can impact the performance of real estate investments.
- Government Policies: Government policies, such as tax incentives or regulations, can impact the real estate market and the Fund’s distributions.
It is essential to monitor these factors and their potential impact on the Principal Real Estate Income Fund and your personal investment portfolio.
Conclusion
The Principal Real Estate Income Fund’s March 2025 distribution of $0.1050 per share, comprised of $0.0450 in Ordinary Income and $0.0600 in Capital Gains, is an essential update for investors. Be sure to consult with your tax advisor regarding the tax implications of this distribution. Additionally, keep an eye on global factors that may influence the real estate market and the Fund’s distributions.
As always, we encourage investors to stay informed and make informed decisions based on their unique financial situations and investment objectives.
