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Real Estate

Data cutoff intraday
All research on Real Estate
Modeled fair value
VNQ · US Real Estate
-0.7Somewhat expensive
6080100120140160FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 61.4th percentile of modeled fair value 39% of modeled scenarios put fair value above the market.

Median fair value
96.0
index, market = 100
Upside to median
-4.0%
Last close
$98.60
2026-08-20
Confidence
high
84/100
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
+13.8%
P75
+9.6%
Median
+4.9%
P25
+2.0%
P10
-2.7%

84% of modeled scenarios end positive.

Scenario model combining sustainable economic return, partial valuation convergence, and asset-specific uncertainty; not a price target.

Three years, annualised

modeled
P90
+8.5%
P75
+7.5%
Median
+6.3%
P25
+5.5%
P10
+4.3%

Three-year annualized scenario model with slower valuation convergence and reduced short-horizon noise.

Against the Treasury hurdle

1y Treasury
4.00%
Expected excess
+0.9%
Basis
direct

DGS1 is the preferred current annual hurdle; expected excess is modeled and not guaranteed.

Instruments

6 in this asset class

SymbolValuationFair valueLast close1y modeled
VNQ
US Real Estate
-0.7Somewhat expensive96.0$98.60+4.9%
XLRE
US Real Estate Sector
-0.7Somewhat expensive96.0$45.08+4.9%
REET
Global Real Estate
-0.7Somewhat expensive96.0$28.08+4.9%
REM
Mortgage Real Estate
-0.7Somewhat expensive96.0$22.07+4.9%
SRVR
Data Center and Digital REITs
-0.7Somewhat expensive96.0$31.66+4.9%
REZ
Residential and Specialized REITs
-0.7Somewhat expensive96.0$95.76+4.9%