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Real Estate

Data cutoff
All research on Real Estate
Modeled fair value
VNQ · US Real Estate
-0.5Somewhat expensive
507090110130150170190FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 58.9th percentile of modeled fair value 34% of modeled scenarios put fair value above the market.

Median fair value
98.6
index, market = 100
Upside to median
-1.4%
Last close
$94.33
2026-09-14
Confidence
moderate-high
72/100
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
+30.2%
P75
+19.2%
Median
+7.1%
P25
-7.7%
P10
-21.1%

63% of modeled scenarios end positive.

Dividend yield 3.3% plus FFO/NOI growth of about 4.0% less about 0.2 pp partial valuation convergence; assumed 20% annual volatility with modest left skew.

Three years, annualised

modeled
P90
+20.1%
P75
+13.8%
Median
+6.8%
P25
-1.8%
P10
-9.5%

Same building blocks annualized over three years with slower FFO growth; volatility scaled by the square root of three with modest left skew.

Against the Treasury hurdle

1y Treasury
4.37%
Expected excess
+2.7%
Basis
direct

Modeled 1-year median return minus the 1-year Treasury par yield; a modeled spread, not a guaranteed excess return.

Instruments

6 in this asset class

SymbolValuationFair valueLast close1y modeled
REET
Global Real Estate
Unavailable$26.82
REM
Mortgage Real Estate
Unavailable$20.67
REZ
Residential and Specialized REITs
Unavailable$92.43
SRVR
Data Center and Digital REITs
Unavailable$29.38
VNQ
US Real Estate
-0.5Somewhat expensive98.6$94.33+7.1%
XLRE
US Real Estate Sector
Unavailable$43.12