Skip to content
CXProWealth

Real Estate

Data cutoff intraday
All research on Real Estate
Modeled fair value
VNQ · US Real Estate
-1.0Somewhat expensive
507090110130150FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 66.8th percentile of modeled fair value 28% of modeled scenarios put fair value above the market.

Median fair value
94.5
index, market = 100
Upside to median
-5.5%
Last close
$98.83
2026-08-14
Confidence
moderate-high
79/100
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
+20.9%
P75
+12.1%
Median
+6.0%
P25
-0.5%
P10
-8.3%

75% of modeled scenarios end positive.

Scenario blend of economic-output growth or carry, partial valuation convergence, and asset-specific uncertainty.

Three years, annualised

modeled
P90
+15.0%
P75
+9.9%
Median
+5.9%
P25
+1.7%
P10
-2.7%

Three-year annualized scenario blend using sustainable growth or carry, partial valuation normalization, and asset-specific uncertainty.

Against the Treasury hurdle

1y Treasury
3.97%
Expected excess
+2.0%
Basis
direct

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

Instruments

6 in this asset class

SymbolValuationFair valueLast close1y modeled
VNQ
US Real Estate
-1.0Somewhat expensive94.5$98.83+6.0%
XLRE
US Real Estate Sector
-1.0Somewhat expensive94.5$45.27+6.0%
REET
Global Real Estate
-1.0Somewhat expensive94.5$28.14+6.0%
REM
Mortgage Real Estate
-1.0Somewhat expensive94.5$22.12+6.0%
SRVR
Data Center and Digital REITs
-1.0Somewhat expensive94.5$32.57+6.0%
REZ
Residential and Specialized REITs
-1.0Somewhat expensive94.5$95.41+6.0%