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Deal Pack: PGIM Real Estate

Generated Feb 4, 2026v202602041011Enterprise
AUM
$21B
Strategy
Real Estate
HQ
DES MOINES, IA, US
Founded
N/A
Employees
N/A
Ownership
independent

Layer 1: Proprietary Indicators

55
GP Health Score
Moderate
59
Stakeability
Moderate
50
Fund Performance
Moderate
80
Talent Stability
Strong
40
Credit Exposure
Weak
100
Regulatory Breadth
Strong
30
Market Momentum
Weak
40
Growth Trajectory
Weak

Health Score Breakdown

PerformanceTalentCreditRegulatoryMarketGrowth

Component Details

fund performance
50/100Weight: 25%
median irr10
benchmark irr10
fund count with irr23
primary strategyReal Estate
Source: Pension fund performance reports
talent stability
80/100Weight: 20%
current team size107
departed count0
retention ratio1
avg tenure yearsN/A
Source: LinkedIn career histories, team member records
credit health
40/100Weight: 15%
total fair value79180
total parN/A
fair value to par pctN/A
top borrower concentration pct51.6
Source: BDC 10-K/10-Q portfolio filings (SEC)
regulatory compliance
100/100Weight: 10%
unique jurisdictions7
jurisdictionsADGM,Bermuda,Cayman,France,Germany,Luxembourg,UK
active registrations21
total registrations30
Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations
market presence
30/100Weight: 15%
news mentions0
conference appearances0
domain rankN/A
employer ratingN/A
Source: Market intel, conference records, Tranco web rankings, Glassdoor
growth trajectory
40/100Weight: 15%
aum growth pctN/A
recent job postings0
funds currently raising0
total funds58
Source: Data changelog (AUM), hiring signals, fund filings

Layer 2: Synthesis

Executive Summary

  • PGIM Real Estate shows a moderate overall health profile (score: 55/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
  • Median net IRR across 23 tracked funds is 10.0%, compared to a Real Estate benchmark of 10.0%.
  • Registered across 7 jurisdictions with 21 active registrations.

Key Risks

mediumCredit

Credit health concerns: FV/Par at None%

Key Strengths

Regulatory

Diversified regulatory footprint across 7 jurisdictions

Secondary Pricing Estimate

72.8%
Avg NAV Pricing
44.0% to 98.0%
Range
22
Funds Priced
Confidence: medium, high

Peer ComparisonReal Estate | 20 peers in AUM range

Layer 3: Evidence

Fund Performance (50 records)

FundVintageStrategyNet IRRMultipleDPISource
Forthlane Real Assets US Fund, LP2025Real AssetsN/AN/AN/ASEC EDGAR Form D
BIG REAL ESTATE FUND III REIT, LLC2025Real EstateN/AN/AN/ASEC EDGAR Form D
TCI Real Estate Partners Fund IV, LP2023Private Credit10.7%1.14x0.05Pennsylvania PSERS
MC Mirka Co-Invest, LP2022Private EquityN/AN/AN/ASEC EDGAR Form D
PIMCO Commercial Real Estate Debt Fund II Onshore Feeder, L.P.2021Private Credit9.8%1.12x0.26Pennsylvania PSERS
Peak Rock Real Estate Fund I2021N/A9.5%N/AN/ACalifornia State Teachers' Retirement System
PGIM Real Estate Capital VII, SCSp2020Real Estate10.0%1.15x0.44Pennsylvania PSERS
TCI Real Estate Partners Fund III2018Private Credit10.6%1.21x0.89Pennsylvania PSERS
PIMCO Commercial Real Estate Debt Fund, L.P.2018Private Credit8.3%1.28x0.76Pennsylvania PSERS
Ares U.S. Real Estate Fund IX, L.P.2017Real Estate15.8%1.56x1.13Pennsylvania PSERS
Latitude Management Real Estate Capital IV, Inc.2017Private Credit7.5%1.41x0.86Pennsylvania PSERS
Blackstone Real Estate Partners VIII, L.P.2015Real Estate12.6%1.56x1.06Pennsylvania PSERS
Pramerica Real Estate Capital VI, L.P.2015Real Estate-1.0%0.98x0.78Pennsylvania PSERS
Ares U.S. Real Estate Fund VIII, L.P.2013Real Estate17.4%1.74x1.65Pennsylvania PSERS
Ares European Real Estate Fund IV, L.P.2013Real Estate10.8%1.35x1.24Pennsylvania PSERS
Blackstone Real Estate Partners Europe IV, L.P.2013Real Estate9.9%1.36x1.24Pennsylvania PSERS
Paramount Group Real Estate Fund VII, L.P.2013Real Estate4.1%1.12x1.11Pennsylvania PSERS
Blackstone Real Estate Partners VII, L.P.2011Real Estate14.7%1.63x1.54Pennsylvania PSERS
Blackstone Real Estate Partners Europe III, L.P.2008Real Estate10.5%1.46x1.43Pennsylvania PSERS
Blackstone Real Estate Partners VI, L.P.2007Real Estate13.2%2.03x2.03Pennsylvania PSERS

BDC Credit Exposure (10 borrowers)

BorrowerFair ValueParBDCsBDC Names
Real Estate Services$41KN/A2TriplePoint Venture Growth BDC Corp, WhiteHorse Finance Inc
Total Real Estate Services - 5.78 %*$20KN/A1TriplePoint Venture Growth BDC Corp
Total Real Estate Services - 5.17 %*$18KN/A1TriplePoint Venture Growth BDC Corp
Sub-total: Real Estate Technology ( 8.2 %)*N/AN/A1Trinity Capital Inc
EH Real Estate Services, LLCN/AN/A1Stellus Capital Investment Corp
Total Real Estate Services - 0.22 %*N/AN/A1TriplePoint Venture Growth BDC Corp
Total Real Estate Services - 0.34 %*N/AN/A1TriplePoint Venture Growth BDC Corp
Total Real Estate Services - 0.09 %*N/AN/A1TriplePoint Venture Growth BDC Corp
Sub-Total: Real Estate Technology ( 0.1 %)*N/AN/A1Trinity Capital Inc
Sub-total: Real Estate Technology ( 2.0 %)*N/AN/A1Trinity Capital Inc

Regulatory Registrations (30)

RegulatorCountryEntityStatusReference
FCAUKReal Estate LimitedNo longer registered736626
FCAUKInvesco Real Estate LimitedNo longer authorised182428
BaFinGermanyPGIM Real Estate Germany AGUnknown138142
BaFinGermanyPGIM Real Estate Germany AGActiveESMA-17359
BaFinGermanyUBS Real Estate GmbHActiveESMA-5860
AMFFrancePRINCIPAL REAL ESTATEActive20304
AMFFranceOLIFAN REAL ESTATEActive322195
AMFFranceOFI INVEST REAL ESTATEActive24378
CSSFLuxembourgL CATTERTON REAL ESTATEInactiveESMA-AIF-14774
CSSFLuxembourgECE REAL ESTATE PARTNERS S.A R.L.ActiveESMA-AIF-14686
france_rcsFranceKKR REAL ESTATE EUROPE SARLActive915347223
france_rcsFranceKKR REAL ESTATE PARTNERS EUROPE LPActive912943487
france_rcsFranceBC PARTNERS EUROPEAN REAL ESTATE IActive913529947
france_rcsFranceSC TIKEHAU REAL ESTATE VActive948400874
BMABermudaLone Star Real Estate Fund V (Bermuda), L.P.c/o Conyers Corporate Services (Bermuda) LimitedClarendon House2 Church StreetHamiltonHM11Professional Closed Fund
BMABermudaLone Star Real Estate Fund VI, L.P.Clarendon House2 Church StreetHamiltonPembroke HM 11Professional Closed Fund
BMABermudaLone Star Real Estate Fund IV (U.S.), L.P.Corporation Trust Center1209 Orange StreetWilmingtonNew Castle County, Delaware 19801Overseas Fund
BMABermudaLone Star Real Estate Fund V (U.S.), L.P.Corporation Trust Center1209 Orange StreetWilmingtonNew Castle County, Delaware 19801Overseas Fund
BMABermudaLone Star Real Estate Fund VII, L.P.Clarendon House2 Church StreetHamiltonPembroke HM 11Professional Closed Fund
BMABermudaKervis Real Estate Fund IIVia Privata Fratelli Gabba 1AMilan N/AOverseas Fund
SEC-EDGAR-FormDCaymanStarcrest China Real Estate Fund II, L.P.Active021-280173
ADGM-FSRAADGMMoraal Real Estate Fund LPActiveF-0156
ADGM-FSRAADGMX12 Real Estate I (CEIC) ICActiveF-0163
BMABermudaCRISSON & COMPANY REAL ESTATEActive
SEC-EDGAR-FormDCaymanBoyu Real Estate Fund I, L.P.Active021-380069
SEC-EDGAR-FormDCaymanCheyne Real Estate Debt Fund L.P.Active021-207831
SEC-EDGAR-FormDCaymanTCI Real Estate Partners Fund IV LPActive021-482081
SEC-EDGAR-FormDCaymanClearance Real Estate Equity Fund L.P.Active021-139826
SEC-EDGAR-FormDCaymanTCI Real Estate Partners Fund II LtdActive021-264585
SEC-EDGAR-FormDCaymanArkkan China Real Estate Fund SPActive021-445415

Methodology

Weighted composite of 6 dimensions

fund performance: 25% - Median IRR vs strategy benchmark
talent stability: 20% - Team retention ratio + average tenure
credit health: 15% - BDC fair value as % of par + borrower concentration
regulatory compliance: 10% - Number of active registrations, legal filing count
market presence: 15% - News mentions + conference appearances + web traffic rank
growth trajectory: 15% - AUM change + hiring signals + new fund filings
Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak
Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data

Deal Pack generated by GP Stakes Intelligence Platform on Feb 4, 2026. Data version 202602041011.

All scores are computed algorithmically and should be used alongside independent due diligence.

Deal Pack: PGIM Real Estate | GP Stakes