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Real Estate

Data cutoff
All research on Real Estate
Modeled fair value
VNQ · US Real Estate
-0.9Somewhat expensive
507090110130FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 64.7th percentile of modeled fair value 35% of modeled scenarios put fair value above the market.

Median fair value
96.5
index, market = 100
Upside to median
-3.5%
Last close
$94.12
2026-09-10
Confidence
moderate-high
66/100
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
+31.2%
P75
+19.6%
Median
+6.8%
P25
-6.0%
P10
-17.6%

64% of modeled scenarios end positive.

Distribution yield (3.3%) plus FFO growth (4.0%, below the recent +12.4% pace) plus 15% partial convergence toward median fair value; dispersion from a 19% annual volatility assumption.

Three years, annualised

modeled
P90
+20.9%
P75
+14.2%
Median
+6.8%
P25
-0.6%
P10
-7.3%

Yield plus 4.0% FFO growth plus 38.6% cumulative partial convergence; volatility scaled by square root of time.

Against the Treasury hurdle

1y Treasury
4.28%
Expected excess
+2.5%
Basis
direct

Modeled 1Y median return minus the 4.28% 1-year Treasury par yield (investment basis); a modeled spread, not a guaranteed excess return.

Instruments

6 in this asset class

SymbolValuationFair valueLast close1y modeled
VNQ
US Real Estate
-0.9Somewhat expensive96.5$94.12+6.8%
REET
Global Real Estate
Unavailable$26.89
REM
Mortgage Real Estate
Unavailable$20.88
REZ
Residential and Specialized REITs
Unavailable$92.00
SRVR
Data Center and Digital REITs
Unavailable$30.03
XLRE
US Real Estate Sector
Unavailable$43.05