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CXProWealth

Real Estate

Data cutoff intraday
All research on Real Estate
Modeled fair value
VNQ · US Real Estate
-0.7Somewhat expensive
507090110130150170FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 61.9th percentile of modeled fair value 38% of modeled scenarios put fair value above the market.

Median fair value
96.6
index, market = 100
Upside to median
-3.4%
Last close
$97.62
2026-08-18
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

blended
P90
+31.0%
P75
+18.0%
Median
+5.5%
P25
-7.0%
P10
-18.0%

61% of modeled scenarios end positive.

Scenario blend of sustainable economic growth/carry, partial valuation convergence, and asset-specific current valuation anchors.

Three years, annualised

blended
P90
+18.0%
P75
+12.0%
Median
+6.0%
P25
0.0%
P10
-5.0%

Annualized three-year scenario blend with slower valuation convergence and wider macro/fundamental uncertainty.

Against the Treasury hurdle

1y Treasury
4.00%
Expected excess
+1.5%
Basis
direct

Expected excess is a modeled spread versus the current 1Y Treasury investment-basis yield; it is not guaranteed.

Instruments

6 in this asset class

SymbolValuationFair valueLast close1y modeled
VNQ
US Real Estate
-0.7Somewhat expensive96.6$97.62+5.5%
XLRE
US Real Estate Sector
-0.7Somewhat expensive96.6$44.63+5.5%
REET
Global Real Estate
-0.7Somewhat expensive96.6$27.88+5.5%
REM
Mortgage Real Estate
-0.7Somewhat expensive96.6$22.00+5.5%
SRVR
Data Center and Digital REITs
-0.7Somewhat expensive96.6$31.67+5.5%
REZ
Residential and Specialized REITs
-0.7Somewhat expensive96.6$94.40+5.5%