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Real Estate

Data cutoff intraday
All research on Real Estate
Modeled fair value
VNQ · US Real Estate
-0.4Somewhat expensive
507090110130150170190210FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 57.1th percentile of modeled fair value 43% of modeled scenarios put fair value above the market.

Median fair value
97.0
index, market = 100
Upside to median
-3.0%
Last close
$96.38
2026-08-11
Confidence
moderate-high
75/100
Modeled returns

Return distributions, not point forecasts

Percentiles describe the spread of scenario outcomes under the stated method. The width of the range carries as much information as the midpoint.

One year

modeled
P90
+21.0%
P75
+14.0%
Median
+6.5%
P25
+2.0%
P10
-7.0%

76% of modeled scenarios end positive.

Modeled total-return scenario ensemble combining sustainable growth or carry with partial valuation convergence; no recent-price momentum is used.

Three years, annualised

modeled
P90
+10.8%
P75
+8.4%
Median
+6.0%
P25
+3.6%
P10
+1.2%

Three-year annualized scenario ensemble using slower partial valuation normalization and asset-specific growth/carry anchors.

Against the Treasury hurdle

1y Treasury
4.04%
Expected excess
+2.5%
Basis
direct

DGS1 is the preferred current one-year investment-basis hurdle; expected excess is modeled, not guaranteed.

Instruments

6 in this asset class

SymbolValuationFair valueLast close1y modeled
VNQ
US Real Estate
-0.4Somewhat expensive97.0$96.38+6.5%
XLRE
US Real Estate Sector
Unavailable$44.08
REET
Global Real Estate
Unavailable$27.68
REM
Mortgage Real Estate
Unavailable$22.06
SRVR
Data Center and Digital REITs
Unavailable$31.69
REZ
Residential and Specialized REITs
Unavailable$93.03