PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:29 AM ET

Sponsor Check › Sponsor group

P

Pepf

One sponsor team, 124 deal companies · Des Moines, IA

Grouped because: 38 shared people, 14 shared management entities, same business address (122 issuers), similar issuer names (86) (automatic match from the filings) · not the same sponsor?

124deal companies
$9.8Breported sold
9,585investors
260Form D filings
2010–2026active
8new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 24, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Pepf is a sponsor group of 124 issuers that PartnerFacts links to one sponsor (shared principal (person on 60+ issuers) at the same address or management entity, same business address, shared people, shared management entity, similar issuer names; automatic match from the filings), filing 260 Form D filings between Feb 2010 and Sep 2026.

What this means One team, 124 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $9.8B to 9,585 investors (latest filing per issuer). Industries as reported: REITS and Finance (82), Pooled Investment Fund (42). Issuers are based in IA (123), IL (1).

What this means $9.8B raised across the group, about $1.02M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Principal Real Estate Investors, LLC (106 issuers, executive officer and promoter, entity), Principal Enhanced Property Fund GP, LLC (68 issuers, executive officer and promoter, entity), Principal Enhanced Property Fund, L.p. (67 issuers, executive officer and promoter, entity), Todd Everett (62 issuers, executive officer and promoter), Brian Sandfort (60 issuers, executive officer and promoter) and 70 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 8 new offerings in the last 12 months; latest filing Sep 24, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: PRINCIPAL REAL ESTATE.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 29 court cases matching the name, 5 bankruptcy cases matching the name listed in Key records below.

What this means 34 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 260 public filings for Pepf and found 13 differences, 8 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Pepf has not run yet — it is joining a line of 54,966 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

29 cases: 10 closed (disposition not in docket feed), 15 dismissed, 3 judgment, 1 open

In Re: Application for Exemption from Electronic Public Access Fees by Emerging Markets Investors Alliance closed
District Court, S.D. New York · No. 1:24-mc-00215 · Filed May 9, 2024 · Closed May 9, 2024
Role of In Re: Application for Exemption from Electronic Public Access Fees by Emerging Markets Investors Alliance: Party · Outcome: Terminated 2024-05-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
In re Application of Fourworld Event Opportunities, LP and Genesis Emerging Markets Investment Company closed
District Court, N.D. California · No. 3:22-mc-80325 · Filed Dec 1, 2022 · Closed Feb 23, 2023 · Nature of suit: Other Statutory Actions · Cause: Civil Miscellaneous Case
Role of In re Application of Fourworld Event Opportunities, LP and Genesis Emerging Markets Investment Company: Party · Outcome: Terminated 2023-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Alger Small Cap Growth Institutional Fund (Alger SICAV) v. WageWorks, Inc. closed
District Court, N.D. California · No. 4:21-cv-01140 · Filed Feb 16, 2021 · Closed Aug 11, 2021 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Alger Small Cap Growth Institutional Fund (Alger SICAV) v. WageWorks, Inc.: Party · Outcome: Terminated 2021-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Contrarian Emerging Markets, L.P. v. The Republic of Ecuador closed
District Court, S.D. New York · No. 1:20-cv-05890 · Filed Jul 29, 2020 · Closed Aug 17, 2020 · Nature of suit: 850 Securities/Commodities · Cause: 15:78j(b)ss Stockholder Suit
Role of Contrarian Emerging Markets, L.P. v. The Republic of Ecuador: Party · Outcome: Terminated 2020-08-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Republic of Kazakhstan v. Black River Emerging Markets Funds Ltd. dismissed
District Court, D. Minnesota · No. 0:18-cv-00413 · Filed Feb 12, 2018 · Closed Feb 15, 2018 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1331 Fed. Question
Role of Republic of Kazakhstan v. Black River Emerging Markets Funds Ltd.: Party · Outcome: Terminated 2018-02-15 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in MN (not the issuer's state)
TIAA-CREF LARGE-CAP GROWTH FUND v. ALLERGAN PLC closed
District Court, D. New Jersey · No. 2:17-cv-11089 · Filed Nov 3, 2017 · Closed Oct 31, 2022 · Nature of suit: Securities/Commodities · Cause: 15:77 Securities Fraud
Role of TIAA-CREF LARGE-CAP GROWTH FUND v. ALLERGAN PLC: Party · Outcome: Terminated 2022-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Marquee of Emerging Markets, Inc. v. Advansoft International, Inc. dismissed
District Court, N.D. Illinois · No. 1:17-cv-04297 · Filed Jun 7, 2017 · Closed May 17, 2018 · Nature of suit: 190 Contract: Other · Cause: 28:1330 Breach of Contract
Role of Marquee of Emerging Markets, Inc. v. Advansoft International, Inc.: Party · Outcome: Terminated 2018-05-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Insparo Emerging Markets Credit Fund v. The Republic of Argentina closed
District Court, S.D. New York · No. 1:16-cv-04086 · Filed Jun 1, 2016 · Closed Aug 15, 2019 · Nature of suit: 190 Contract: Other · Cause: 28:1603 Suit on Loan Agreements
Role of Insparo Emerging Markets Credit Fund v. The Republic of Argentina: Party · Outcome: Terminated 2019-08-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Advanced Media Networks, LLC v. Emerging Markets Communications, LLC closed
District Court, M.D. Florida · No. 8:16-cv-00520 · Filed Mar 3, 2016 · Closed Mar 7, 2016 · Nature of suit: 190 Other contract actions
Role of Advanced Media Networks, LLC v. Emerging Markets Communications, LLC: Party · Outcome: Terminated 2016-03-07 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Spinnaker Global Emerging Markets Fund LTD v. The Republic of Argentina dismissed
District Court, S.D. New York · No. 1:16-cv-01191 · Filed Feb 16, 2016 · Closed May 27, 2016 · Nature of suit: 190 Contract: Other · Cause: 28:1332oc Diversity-Other Contract
Role of Spinnaker Global Emerging Markets Fund LTD v. The Republic of Argentina: Party · Outcome: Terminated 2016-05-27 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Carbures Europe, S.A. v. Emerging Markets Intrinsic Cayman Ltd. dismissed
District Court, S.D. New York · No. 1:15-cv-09199 · Filed Nov 23, 2015 · Closed Nov 24, 2015 · Nature of suit: 190 Contract: Other · Cause: 28:1332oc Diversity-Other Contract
Role of Carbures Europe, S.A. v. Emerging Markets Intrinsic Cayman Ltd.: Party · Outcome: Terminated 2015-11-24 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
WGI Emerging Markets Fund, LLC v. Petroleo Brasileiro S.A. - Petrobras judgment
District Court, S.D. New York · No. 1:15-cv-07568 · Filed Sep 24, 2015 · Closed Oct 10, 2018 · Nature of suit: 850 Securities/Commodities · Cause: 15:78j(b)ss Stockholder Suit
Role of WGI Emerging Markets Fund, LLC v. Petroleo Brasileiro S.A. - Petrobras: Party · Outcome: Terminated 2018-10-10 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Aberdeen Emerging Markets Fund v. Aon Hewitt Investment Consulting, Inc. closed
District Court, S.D. New York · No. 1:15-cv-03860 · Filed May 19, 2015 · Closed Jul 27, 2018 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:78m(a) Securities Exchange Act
Role of Aberdeen Emerging Markets Fund v. Aon Hewitt Investment Consulting, Inc.: Party · Outcome: Terminated 2018-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
AMALGAMATED BANK, as Trustee for the LONGVIEW 600 SMALL CAP INDEX FUND, Derivatively on Behalf of LUMBER LIQUIDATORS HOLDINGS, INC. v. Brock dismissed
District Court, E.D. Virginia · No. 4:15-cv-00030 · Filed Apr 15, 2015 · Closed Nov 17, 2016 · Nature of suit: 160 Stockholders Suits · Cause: 28:1332 Diversity-Breach of Fiduciary Duty
Role of AMALGAMATED BANK, as Trustee for the LONGVIEW 600 SMALL CAP INDEX FUND, Derivatively on Behalf of LUMBER LIQUIDATORS HOLDINGS, INC. v. Brock: Party · Outcome: Terminated 2016-11-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
Dimensional Emerging Markets Value Fund v. Petroleo Brasileiro S.A.- Petrobras dismissed
District Court, S.D. New York · No. 1:15-cv-02165 · Filed Mar 23, 2015 · Closed Dec 13, 2016 · Nature of suit: 850 Securities/Commodities · Cause: 28:1331sv Fed. Question: Securities Violation
Role of Dimensional Emerging Markets Value Fund v. Petroleo Brasileiro S.A.- Petrobras: Party · Outcome: Terminated 2016-12-13 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Everest Capital Emerging Markets Fund, L.P. v. The Republic of Argentina dismissed
District Court, S.D. New York · No. 1:14-cv-10220 · Filed Dec 31, 2014 · Closed Mar 3, 2015 · Nature of suit: 190 Other contract actions
Role of Everest Capital Emerging Markets Fund, L.P. v. The Republic of Argentina: Party · Outcome: Terminated 2015-03-03 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Gramercy Emerging Markets Fund v. Allied Irish Banks, P.L.C. dismissed
District Court, N.D. Illinois · No. 1:11-cv-05948 · Filed Aug 26, 2011 · Closed Dec 13, 2011 · Nature of suit: 160 Contract: Stockholders Suits · Cause: 28:1332 Diversity-Breach of Fiduciary Duty
Role of Gramercy Emerging Markets Fund v. Allied Irish Banks, P.L.C.: Party · Outcome: Terminated 2011-12-13 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Goldstein v. Palo Alto Small Cap Master Fund, L.P. dismissed
District Court, N.D. California · No. 5:11-cv-03066 · Filed Jun 21, 2011 · Closed Sep 30, 2011 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Goldstein v. Palo Alto Small Cap Master Fund, L.P.: Party · Outcome: Terminated 2011-09-30 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Global Emerging Markets North America, Inc. v. Expocarga, S.A. dismissed
District Court, S.D. New York · No. 1:10-cv-00976 · Filed Feb 5, 2010 · Closed Nov 20, 2012 · Nature of suit: 190 Other contract actions
Role of Global Emerging Markets North America, Inc. v. Expocarga, S.A.: Party · Outcome: Terminated 2012-11-20 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
LONG v. EMERGING MARKETS GROUP LTD. dismissed
District Court, E.D. Virginia · No. 1:09-cv-00499 · Filed May 7, 2009 · Closed Aug 10, 2009 · Nature of suit: 190 Other contract actions
Role of LONG v. EMERGING MARKETS GROUP LTD.: Party · Outcome: Terminated 2009-08-10 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
LONG v. EMERGING MARKETS GROUP LTD. closed
District Court, District of Columbia · No. 1:09-cv-00193 · Filed Feb 3, 2009 · Closed Apr 20, 2009 · Nature of suit: 190 Other contract actions
Role of LONG v. EMERGING MARKETS GROUP LTD.: Party · Outcome: Terminated 2009-04-20 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
Gramercy Emerging Markets Fund, LTD. v. The Republic of Argentina closed
District Court, S.D. New York · No. 1:08-cv-01113 · Filed Feb 4, 2008 · Closed Dec 6, 2011 · Nature of suit: 190 Other contract actions
Role of Gramercy Emerging Markets Fund, LTD. v. The Republic of Argentina: Party · Outcome: Terminated 2011-12-06 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
EFund Small-Cap Fund, LP v. Challenger Powerboats, Inc., f/k/a Xtreme Cos, Inc. dismissed
District Court, D. Nevada · No. 3:07-cv-00550 · Filed Nov 14, 2007 · Closed Jan 29, 2008 · Nature of suit: 140 Negotiable instruments
Role of EFund Small-Cap Fund, LP v. Challenger Powerboats, Inc., f/k/a Xtreme Cos, Inc.: Party · Outcome: Terminated 2008-01-29 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NV (not the issuer's state)
PGI Inc v. Wynnefield Partners Small Cap Value LP dismissed
District Court, D. Oregon · No. 6:06-cv-01874 · Filed Dec 29, 2006 · Closed Oct 17, 2007 · Nature of suit: 160 Stockholder's Suits · Cause: 28:1332 Diversity - Stockholders Suits
Role of PGI Inc v. Wynnefield Partners Small Cap Value LP: Party · Outcome: Terminated 2007-10-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
Global Emerging Markets North America, Inc. v. Strategic Capital Group, LLC. judgment
District Court, S.D. New York · No. 1:05-cv-10167 · Filed Dec 2, 2005 · Closed Feb 14, 2006 · Nature of suit: 190 Other contract actions
Role of Global Emerging Markets North America, Inc. v. Strategic Capital Group, LLC.: Party · Outcome: Terminated 2006-02-14 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
VAN ECK EMERGING MARKETS OPPORTUNITY FUND, L.P. v. THE REPUBLIC OF NICARAGUA open
District Court, District of Columbia · No. 1:04-mc-00311 · Filed Jun 18, 2004
Role of VAN ECK EMERGING MARKETS OPPORTUNITY FUND, L.P. v. THE REPUBLIC OF NICARAGUA: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
Schall v. Morgan Stanley Global Emerging Markets, Inc. dismissed
District Court, W.D. Missouri · No. 6:04-cv-03142 · Filed Apr 23, 2004 · Closed Nov 14, 2005 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Schall v. Morgan Stanley Global Emerging Markets, Inc.: Party · Outcome: Terminated 2005-11-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
Frost v. AllianceBernstein Small Cap Value Fund judgment
District Court, D. Maryland · No. 1:04-cv-00592 · Filed Apr 1, 2004 · Closed May 24, 2011 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Frost v. AllianceBernstein Small Cap Value Fund: Party · Outcome: Terminated 2011-05-24 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Arab Banking Corp. v. MG Emerging Markets dismissed
District Court, S.D. New York · No. 1:96-cv-03864 · Filed May 22, 1996 · Closed Jul 25, 1997 · Nature of suit: 190 Other contract actions
Role of Arab Banking Corp. v. MG Emerging Markets: Party · Outcome: Terminated 1997-07-25 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Pepf..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 2 open, 3 closed (disposition not in docket feed)

Emerging Markets Investment Properties, LLC open
United States Bankruptcy Court, S.D. Georgia · No. 24-40817 · Filed Sep 17, 2024
Role of Emerging Markets Investment Properties, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Hage v. Baron Digital Large Cap Fund, LLC open
United States Bankruptcy Court, S.D. New York · No. 24-02282 · Filed Jul 3, 2024 · Nature of suit: 12 Recovery of money/property - 547 preference; 14 Recovery of money/property - other
Role of Hage v. Baron Digital Large Cap Fund, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Palm Small Cap Global Master Fund LP v. Rogers closed
United States Bankruptcy Court, D. New Jersey · No. 21-01210 · Filed Mar 18, 2021 · Closed Nov 19, 2021
Role of Palm Small Cap Global Master Fund LP v. Rogers: Party · Outcome: Case closed 2021-11-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Emerging Markets Communications, LLC closed
United States Bankruptcy Court, D. Delaware · No. 20-11837 · Filed Jul 22, 2020 · Closed Jun 14, 2021
Role of Emerging Markets Communications, LLC: Party · Outcome: Case closed 2021-06-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
RXR 20 Crossways Park North Owner LLC v. Triumph Small Cap Fund, Inc. closed
United States Bankruptcy Court, E.D. New York · No. 8-18-08063 · Filed May 2, 2018 · Closed Jul 23, 2018
Role of RXR 20 Crossways Park North Owner LLC v. Triumph Small Cap Fund, Inc.: Party · Outcome: Case closed 2018-07-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

13 differences found between the filings for Pepf — 8 worth asking about (compared the newest 50 of 260 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jun 1, 2023 – May 31, 2024

Amount sold went down between filings — PRINCIPAL U.S. PROPERTY FUND, L.P.

The Jun 1, 2023 filing says $155,145,000 sold; the May 31, 2024 Form D/A says $106,005,000 sold — $49,140,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jun 1, 2023 ↗Form D/A (later) · May 31, 2024 ↗PRINCIPAL U.S. PROPERTY FUND, L.P. — PartnerFacts page ↗
Sources
Worth asking · May 6, 2025 – May 5, 2026

Investor count went down between filings — PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LP

The May 6, 2025 filing reports 11 investors; the May 5, 2026 Form D/A reports 7 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · May 6, 2025 ↗Form D/A (later) · May 5, 2026 ↗PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LP — PartnerFacts page ↗
Sources
Worth asking · Jul 14, 2023 – Jul 15, 2024

Investor count went down between filings — Principal Real Estate Open-End Debt Fund, L.P.

The Jul 14, 2023 filing reports 12 investors; the Jul 15, 2024 Form D/A reports 10 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Jul 14, 2023 ↗Form D/A (later) · Jul 15, 2024 ↗Principal Real Estate Open-End Debt Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jun 1, 2023 – May 31, 2024

Investor count went down between filings — PRINCIPAL U.S. PROPERTY FUND, L.P.

The Jun 1, 2023 filing reports 8 investors; the May 31, 2024 Form D/A reports 7 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jun 1, 2023 ↗Form D/A (later) · May 31, 2024 ↗PRINCIPAL U.S. PROPERTY FUND, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jun 29, 2015 – Jan 12, 2024

Pepf includes 10 deals that stopped filing before reaching their target

SDC PHX DCGIF REIT PARENT, LLC (last filing Jan 12, 2024; $0 sold of $125,000); SDC DFW VII GARLAND REIT, LLC (last filing Jan 12, 2024; $0 sold of $125,000); SDC CHI II DCGIF BUSSE REIT, LLC (last filing Jan 12, 2024; $0 sold of $125,000); SDC CHI I ELK GROVE REIT, LLC (last filing Jan 12, 2024; $0 sold of $125,000); SDC DFW IX WILMER REIT, LLC (last filing Jan 12, 2024; $0 sold of $125,000); SDC DFW VIII WILMER REIT, LLC (last filing Jan 12, 2024; $0 sold of $125,000); and 4 more. Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

SDC PHX DCGIF REIT PARENT, LLC — PartnerFacts page ↗SDC DFW VII GARLAND REIT, LLC — PartnerFacts page ↗SDC CHI II DCGIF BUSSE REIT, LLC — PartnerFacts page ↗SDC CHI I ELK GROVE REIT, LLC — PartnerFacts page ↗
Sources
Worth asking · Dec 9, 2016 – Sep 24, 2026

11 other issuers file from the same address — 18 member issuers (Principal Real Estate Debt Fund Employees II, LLC; PREDF II REIT, LLC; PREDF III REIT, LLC; …)

The address on file, 711 High Street, Des Moines, IA, is used by 29 issuers in our index across 2 sponsor groups; 11 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Principal Real Estate Debt Fund Employees II, LLC — PartnerFacts page ↗PREDF II REIT, LLC — PartnerFacts page ↗PREDF III REIT, LLC — PartnerFacts page ↗EDGAR filer page · Principal Real Estate Debt Fund Employees II, LLC ↗
Sources
Worth asking · Feb 5, 2010 – May 5, 2026

26 other issuers file from the same address — 104 member issuers (Principal Enhanced Property Fund, L.P.; Real Estate Securities Fund, a series of Principal Global Investors Trust; International Equity Fund, a series of Principal Global Investors Trust; …)

The address on file, 801 Grand Avenue, Des Moines, IA, is used by 130 issuers in our index across 2 sponsor groups; 26 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Principal Enhanced Property Fund, L.P. — PartnerFacts page ↗Real Estate Securities Fund, a series of Principal Global Investors Trust — PartnerFacts page ↗International Equity Fund, a series of Principal Global Investors Trust — PartnerFacts page ↗EDGAR filer page · Principal Enhanced Property Fund, L.P. ↗
Sources
Worth asking · May 18, 2004 – Jan 29, 2026

20 Form Ds were filed more than 15 days after the first sale

Form D filed 1,333 days after the first sale — PRINCIPAL U.S. PROPERTY FUND, L.P. · Form D filed 7,829 days after the first sale — Principal Enhanced Property Fund, L.P. · Form D filed 23 days after the first sale — 941 Arizona REIT I, LLC · Form D filed 23 days after the first sale — PEPF Lending REIT, LLC · Form D filed 23 days after the first sale — PEPF Overture Chapel Hill REIT, LLC · and 15 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jan 26, 2026 ↗PRINCIPAL U.S. PROPERTY FUND, L.P. — PartnerFacts page ↗Form D · Oct 24, 2025 ↗Principal Enhanced Property Fund, L.P. — PartnerFacts page ↗
Sources
Note · May 18, 2004 – May 28, 2025

10 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — PRINCIPAL U.S. PROPERTY FUND, L.P. (latest filing May 28, 2025) · No amendment in the last 12 months on an offering that may still be open — PEPF TUTTLE CROSSING REIT, LLC (latest filing Feb 3, 2025) · No amendment in the last 12 months on an offering that may still be open — PEPF TWO PALMS MEMBER REIT, LLC (latest filing Feb 3, 2025) · No amendment in the last 12 months on an offering that may still be open — PEPF TAYLOR SQUARE REIT, LLC (latest filing Feb 3, 2025) · No amendment in the last 12 months on an offering that may still be open — PEPF OSCEOLA LOGISTICS CENTER REIT, LLC (latest filing Feb 3, 2025) · and 5 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · May 28, 2025 ↗PRINCIPAL U.S. PROPERTY FUND, L.P. — PartnerFacts page ↗Form D · Feb 3, 2025 ↗PEPF TUTTLE CROSSING REIT, LLC — PartnerFacts page ↗
Sources
Note · Jul 19, 2023 – Oct 15, 2024

Principal Data Center Growth & Income Fund GP, LLC is written 2 different ways on the filings

listed as "Principal Data Center Growth & Income Fund GP, LLC" on 2 filings (from Jul 19, 2023), and "Principal Data Center Growth& Income Fund GP, LLC" on the Oct 15, 2024 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jul 19, 2023 ↗Form D · Oct 15, 2024 ↗Principal Data Center Growth & Income Fund GP, LLC — PartnerFacts page ↗
Sources
Note · Feb 5, 2010 – Sep 24, 2026

Member companies were formed in 2 different states

Delaware (122), Cayman Islands (2) — out of 124 member issuers. The odd ones out: Principal Green Property Fund III (Cayman Parallel), LP (Cayman Islands); Principal Data Center Growth & Income Fund (Cayman Parallel), L.P. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Pepf — sponsor group page ↗Principal Green Property Fund III (Cayman Parallel), LP — PartnerFacts page ↗Principal Data Center Growth & Income Fund (Cayman Parallel), L.P. — PartnerFacts page ↗
Sources
Note · Feb 5, 2010 – Sep 24, 2026

Member companies list addresses in 2 different states

IA (123), IL (1).

What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.

Pepf — sponsor group page ↗ENHANCED CMBS FUND, a series of Principal Global Investors Trust — PartnerFacts page ↗
Sources
Note · Mar 10, 2010 – Oct 24, 2025

Issuer used a different name before — Principal Enhanced Property Fund, L.P.

SEC records list prior names for this filer: Principal Enhanced Property Fund L P. The current name on file is "Principal Enhanced Property Fund, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Principal Enhanced Property Fund, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 260 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

93 of 128 offerings report sales commissions totalling $4,665,317; 0 report finder's fees; 1 reports proceeds to related persons totalling $1,425,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 24, 2026 D/A
Principal Real Estate Open-End Debt Fund, L.P.
File 021-486944
$0$0$0
The investment manager is entitled to a management fee, which fee is fully discussed in the confidential offering materials.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
May 5, 2026 D/A
PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LP
File 021-367906
$0 (est.)$0 (est.)$0 (est.)
Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates, will receive incentive fees and management fees as further detailed in the Issuer's offering materials.
PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗EDGAR ↗
Apr 13, 2026 D
PrinCal Principal Member Employees Tranche II, LP
File 021-580146
$0$0$0
The Issuer will pay asset management fees to the Investment Manager as detailed in the Issuer's Amended and Restated Limited Partnership Agreement.
None listed on this filingEDGAR ↗
Mar 17, 2026 D
PCL Fund II, LP
File 021-576767
$0$0$0 (est.)
Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive incentive fees and management fees as detailed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jan 29, 2026 D
PEPF Overture Cary REIT, LLC
File 021-571567
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Jan 29, 2026 D
PEPF Overture Chapel Hill REIT, LLC
File 021-571566
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Jan 29, 2026 D
PEPF Lending REIT, LLC
File 021-571565
$16,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Jan 29, 2026 D
941 Arizona REIT I, LLC
File 021-571564
$12,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Jan 26, 2026 D
PRINCIPAL U.S. PROPERTY FUND, L.P.
File 021-571103
$0$0$0 (est.)
Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive management fees as detailed in the Issuer's offering materials.
PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗EDGAR ↗
Oct 24, 2025 D
Principal Enhanced Property Fund, L.P.
File 021-561931
$0 (est.)$0 (est.)$0 (est.)
Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive incentive fees and management fees as detailed in the Issuer's offering materials.
PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗EDGAR ↗
May 28, 2025 D/A
PRINCIPAL U.S. PROPERTY FUND, L.P.
File 021-447939
$0$0$0 (est.)
Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive management fees as detailed in the Issuer's offering materials.
PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗EDGAR ↗
Feb 3, 2025 D
PEPF OSCEOLA LOGISTICS CENTER REIT, LLC
File 021-537171
$9,500$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Feb 3, 2025 D
PEPF TAYLOR SQUARE REIT, LLC
File 021-537173
$9,500$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Feb 3, 2025 D
PEPF TWO PALMS MEMBER REIT, LLC
File 021-537177
$9,500$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Feb 3, 2025 D
PEPF TUTTLE CROSSING REIT, LLC
File 021-537176
$9,500$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)

A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via LAUREN JANIAN (CRD 7866057 ↗)
EDGAR ↗
Nov 25, 2024 D
Principal Data Center Growth & Income Fund Employees, L.P.
File 021-530418
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2024 D/A
Principal Enhanced Property Fund, L.P.
File 021-66188
$0 (est.)$0 (est.)$0 (est.)
Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive incentive fees and management fees as detailed in the Issuer's offering materials.
PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗EDGAR ↗
Oct 15, 2024 D
Principal Data Center Growth & Income Fund (Cayman Parallel), L.P.
File 021-526862
$0$0$0
The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗
Principal Securities, Inc. BrokerCheck CRD 1137 ↗		EDGAR ↗
Jul 19, 2024 D/A
Principal Data Center Growth & Income Fund, L.P.
File 021-487341
$0$0$0
The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗
Principal Securities, Inc. BrokerCheck CRD 1137 ↗		EDGAR ↗
Jan 26, 2024 D
PEPF CHANTILLY DATA CENTER REIT, LLC
File 021-503559
$12,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC DFW X WILMER REIT, LLC
File 021-502391
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC SA DCGIF REIT PARENT, LLC
File 021-502403
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC DFW VIII WILMER REIT, LLC
File 021-502381
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC DFW IX WILMER REIT, LLC
File 021-502387
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC CHI I ELK GROVE REIT, LLC
File 021-502367
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC CHI II DCGIF BUSSE REIT, LLC
File 021-502371
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC DFW VII GARLAND REIT, LLC
File 021-502375
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2024 D
SDC PHX DCGIF REIT PARENT, LLC
File 021-502395
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 3, 2024 D
Principal Real Estate Open-End Debt Fund REIT, LLC
File 021-501428
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 17, 2023 D
PRINCIPAL U.S. PROPERTY PORTFOLIO REIT I, LLC
File 021-473756
$18,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF HILLVIEW INDUSTRIAL REIT, LLC
File 021-473241
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF BEE CAVE REIT, LLC
File 021-473243
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF SFR OLD SETTLERS MEMBER REIT, LLC
File 021-473244
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF TRIDON REIT MEMBER, LLC
File 021-473245
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF XENTURY CITY REIT LLC
File 021-473247
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF SAN PEDRO REIT, LLC
File 021-473248
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF I-76 COMMERCE CENTER REIT, LLC
File 021-473249
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2023 D
PEPF HUFFMAN STEET REIT, LLC
File 021-473250
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Dec 14, 2022 D
PrinCal Principal Member Employees, LP
File 021-467434
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2022 D
Principal Green Property Fund III, LP
File 021-466495
$0$0$0
The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Dec 5, 2022 D
Principal Green Property Fund III (US Parallel), LP
File 021-466497
$0$0$0
The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Dec 5, 2022 D
Principal Green Property Fund III (Cayman Parallel), LP
File 021-466498
$0$0$0
The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Feb 8, 2022 D
METRO EAST VALLEY PHASE THREE REIT, LLC
File 021-432730
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2022 D
PEPF WEXFORD REIT, LLC
File 021-432727
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2022 D
PEPF WHISPER COMMERCE CENTER WEST REIT, LLC
File 021-432725
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2022 D
PEPF DENTON ICC 35 REIT, LLC
File 021-432728
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2022 D
PEPF LANKERSHIM BOULEVARD REIT, LLC
File 021-432731
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2022 D
PEPF DOWNERS GROVE MULTIFAMILY REIT, LLC
File 021-432734
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2022 D
PEPF SPEEN STREET REIT, LLC
File 021-432729
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2022 D
PEPF 7190 KIERLAND REIT, LLC
File 021-432732
$8,175$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
May 13, 2021 D/A
Principal Digital Real Estate Fund, LP
File 021-384957
$0$0$0
The Issuer pays asset management fees, and financing fees to the Investment Manager, and its affiliates, as detailed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 12, 2021 D
Principal Digital Real Estate Fund Employees, LP
File 021-399060
$0$0$0None listed on this filingEDGAR ↗
May 12, 2021 D
Principal Digital Real Estate Fund (A), LP
File 021-399061
$0$0$0
The Issuer will pay asset management fees and financing fees to the Investment Manager as detailed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jan 19, 2021 D
PRELDF REIT, LLC
File 021-386689
$16,200$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 10, 2020 D
PREDF III REIT, LLC
File 021-360129
$6,250$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)

H&L Equities, LLC BrokerCheck CRD 1137994 ↗
via Charles Mathes (CRD 5980160 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)
EDGAR ↗
Feb 5, 2020 D
PEPF 1760 THIRD AVE REIT, LLC
File 021-359782
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2020 D
PEPF 7160 KIERLAND REIT, LLC
File 021-359784
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2020 D
PEPF 7140 KIERLAND REIT, LLC
File 021-359783
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2020 D
PEPF WALNUT APARTMENTS REIT, LLC
File 021-359788
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2020 D
PEPF RED BLUFF REIT LLC
File 021-359787
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2020 D
PEPF PARADISE REIT, LLC
File 021-359786
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2020 D
PEPF CUMBERLAND SHORES REIT, LLC
File 021-359785
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Aug 26, 2019 D
Principal Real Estate Debt Fund Employees III, LLC
File 021-347400
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2019 D
PRINCIPAL REAL ESTATE PARTICIPATING LOAN FUND, LLC
File 021-332383
$10,200$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2019 D
RALEIGH CITY CENTER REIT, LLC
File 021-332189
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2019 D
METRO EAST VALLEY PHASE II REIT, LLC
File 021-332183
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2019 D
PEPF CARLYLE OVERLOOK REIT, LLC
File 021-332185
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2019 D
PEPF LANGWOOD COMMONS REIT, LLC
File 021-332186
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2019 D
PEPF WAYZATA VENTURE REIT, LLC
File 021-332187
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2019 D
PEPF WESTERLY AT WORLDGATE REIT LLC
File 021-332188
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 5, 2019 D
BELLEVUE RETAIL SOUTH REIT, LLC
File 021-332184
$8,750$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 3, 2019 D
PRINCIPAL STRATEGIC OPPORTUNITY FUND III, LP
File 021-329570
$0$0$0 (est.)
The general partner is entitled to an incentive fee. The investment manager is entitled to an asset management fee. Such fees are fully disclosed in the Issuer's governing documents.
PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗EDGAR ↗
Jun 14, 2018 D/A
Real Estate Securities Fund, a series of Principal Global Investors Trust
File 021-96624
$56,014$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
Jun 14, 2018 D/A
International Property Securities Fund, a series of Principal Global Investors Trust
File 021-138516
$7,325$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
Jun 14, 2018 D/A
International Growth Equity Fund, a series of Principal Global Investors Trust
File 021-96619
$97,102$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
Jun 14, 2018 D/A
International Equity Fund, a series of Principal Global Investors Trust
File 021-96623
$285,584$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
Jun 14, 2018 D/A
High Yield Fixed Income Fund, a series of Principal Global Investors Trust
File 021-96616
$56,981$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
Jun 14, 2018 D/A
Preferred Securities Fund, a series of Principal Global Investors Trust
File 021-207609
$0$0$0Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
Jun 14, 2018 D/A
Ultra Short Enhanced Yield Fund, a series of Principal Global Investors Trust
File 021-222495
$0$0$0Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
May 23, 2018 D
PRINCIPAL REAL ESTATE PARTICIPATING LOAN FUND, LLC
File 021-313069
$0$0$0 (est.)
THE INVESTMENT MANAGER IS ENTITLED TO CERTAIN FEES, WHICH ARE FULLY DISCUSSED IN THE ISSUER'S GOVERNING DOCUMENTS.
None listed on this filingEDGAR ↗
Jan 31, 2018 D
PEPF 100 HALCYON REIT, LLC
File 021-304540
$9,850$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 31, 2018 D
PEPF 100 N ADDISON REIT, LLC
File 021-304543
$9,850$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 31, 2018 D
PEPF SUGARLOAF REIT, LLC
File 021-304548
$9,850$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 31, 2018 D
PEPF MONUMENT III REIT, LLC
File 021-304545
$9,850$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 31, 2018 D
WESTPARK 85 PHASE I REIT, LLC
File 021-304550
$9,850$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 31, 2018 D
PEPF CAPITAL DISTRIBUTION CENTER REIT, LLC
File 021-304544
$9,850$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 31, 2018 D
WESTPARK 85 PHASE II REIT, LLC
File 021-304551
$9,850$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jul 7, 2017 D
STRATEGIC REAL ESTATE EQUITY FUND II, LP
File 021-290187
$0$0$0 (est.)
The investment manager is entitled to an incentive fee, a management fee and a development fee. The incentive fee, management fee and development fee are fully discussed in the Issuer's governing documents.
PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗EDGAR ↗
May 15, 2017 D/A
ENHANCED CMBS FUND, a series of Principal Global Investors Trust
File 021-155721
$0$0$0 (est.)
CUSTOMARY ADVISORY FEES ARE PAID BY THE ISSUER TO THE INVESTMENT MANAGER AS PROVIDED FOR IN THE ISSUER'S OFFERING MATERIALS.
Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗EDGAR ↗
Feb 9, 2017 D
PEPF VARSITY ON CHARLES REIT, LLC
File 021-280387
$10,200$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 9, 2017 D
PEPF TDC REIT, LLC
File 021-280389
$10,200$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 9, 2017 D
PEPF HARTFORD CORNERS REIT, LLC
File 021-280390
$10,200$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 9, 2017 D
PEPF HARMANS ROAD REIT, LLC
File 021-280391
$10,200$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 9, 2017 D
PEPF 100 ST PAUL REIT, LLC
File 021-280392
$10,200$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 31, 2017 D
PREDF II REIT, LLC
File 021-279670
$6,250$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis Johnson (CRD 1020488 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Dec 9, 2016 D
Principal Real Estate Debt Fund Employees II, LLC
File 021-276031
$0$0$0None listed on this filingEDGAR ↗
May 13, 2016 D/A
Value Equity Fund, a series of Principal Global Investors Trust
File 021-96615
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
May 13, 2016 D/A
Small-Cap Growth Equity Fund, a series of Principal Global Investors Trust
File 021-96620
$756,202$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
May 13, 2016 D/A
Small-Cap Equity Fund, a series of Principal Global Investors Trust
File 021-96621
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
May 13, 2016 D/A
Large Cap Growth Equity Fund, a series of Principal Global Investors Trust
File 021-115882
$2,368,327$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering documents.
Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
May 13, 2016 D/A
US Select Equity Fund, a series of Principal Global Investors Trust
File 021-96614
$16,302$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Mangager as provided for in the Issuer's offering materials.
Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
May 13, 2016 D/A
High Quality Fixed Income Fund, a series of Principal Global Investors Trust
File 021-96617
$47,072$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
May 13, 2016 D/A
Emerging Markets Equity Fund, a series of Principal Global Investors Trust
File 021-117091
$275,281$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
May 13, 2016 D/A
Mid Cap Equity Fund, a series of Principal Global Investors Trust
File 021-208187
$5,714 (est.)$0$0Principal Securities, Inc. BrokerCheck CRD 1137 ↗EDGAR ↗
Mar 24, 2016 D
PRINCIPAL GREEN PROPERTY FUND EMPLOYEES II, LLC
File 021-259896
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 1, 2016 D
PEPF SHORTBREAD REIT, LLC
File 021-256445
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
PEPF HINGHAM SHIPYARD REIT, LLC
File 021-256444
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
PEPF COURTS AT SPRING MILL REIT, LLC
File 021-256443
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
ORCHARD PARKWAY PHASE II REIT, LLC
File 021-256442
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
M-LINE TOWER REIT, LLC
File 021-256441
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
3118 W LAKE REIT, LLC
File 021-256437
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
METRO EAST VALLEY REIT, LLC
File 021-256440
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
FRISCO REIT, LLC
File 021-256439
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 1, 2016 D
COLEMAN VILLAGE REIT, LLC
File 021-256438
$9,057$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY A. CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jun 29, 2015 D
PRINCIPAL GREEN PROPERTY FUND II, LP
File 021-242723
$0$0$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO AN INCENTIVE FEE. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE INCENTIVE FEE AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
PRINCOR FINANCIAL SERVICES CORPORATON BrokerCheck CRD 1137 ↗EDGAR ↗
Jun 29, 2015 D
PRINCIPAL GREEN PROPERTY FUND SIDECAR II, LP
File 021-242725
$0$0$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO AN INCENTIVE FEE. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE INCENTIVE FEE AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Feb 2, 2015 D
2101 RIO GRANDE REIT, LLC
File 021-233271
$2,750$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 2, 2015 D
2401 PENN AVENUE REIT, LLC
File 021-233273
$2,750$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 2, 2015 D
LA BRICKYARD REIT, LLC
File 021-233274
$2,750$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 2, 2015 D
ORCHARD PARKWAY REIT, LLC
File 021-233275
$2,750$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 29, 2014 D
PREDF REIT, LLC
File 021-210941
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗EDGAR ↗
Jan 8, 2014 D/A
JUPITER ROAD INDUSTRIAL REIT, LLC
File 021-209447
$2,750$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 8, 2014 D/A
1ST & STEELE CHERRY CREEK INVESTOR REIT, LLC
File 021-209446
$2,750$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 1, 2013 D
TCH NORTHWEST ASSOCIATES PHASE II REIT, LLC
File 021-191257
$2,750$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 23, 2011 D/A
INTERNATIONAL VALUE EQUITY FUND, a series of Principal Global Investors Trust
File 021-115881
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material.
Princor Financial Services Corporation BrokerCheck CRD 1137 ↗EDGAR ↗
Feb 10, 2011 D
ENHANCED CMBS FUND, a series of Principal Global Investors Trust
File 021-155171
$0$0$0
CUSTOMARY ADVISORY FEES ARE PAID BY THE ISSUER TO THE INVESTMENT MANAGER AS PROVIDED FOR IN THE ISSUER'S OFFERING MATERIALS.
PRINCOR FINANCIAL SERVICES CORPORATION BrokerCheck CRD 1137 ↗EDGAR ↗
Oct 4, 2010 D
STRATEGIC REAL ESTATE EQUITY FUND, LP
File 021-148513
$0$0$1,425,000 (est.)
Principal Real Estate Investors, LLC, the Issuer's investment manager, will receive management fees and certain other fees as further detailed in the Issuer's offering materials. The above amount is the estimated fees for the first year.
None listed on this filingEDGAR ↗
Feb 5, 2010 D
Investment Grade CMBS Fund, a series of Principal Global Investors Trust
File 021-138515
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuers offering materials.
Princor Financial Services Corporation BrokerCheck CRD 1137 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 124 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET

0 recorded documents and 0 ownership records matched to Pepf in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 12:55 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 12:55 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 12:55 AM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗RE Real Estate Securities Fund, a series of Principal Global Investors Trustshared people, shared management entity, same business addressDES MOINES, IAPooled Investment Fund9$75,988,593
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2018
EDGAR ↗IE International Equity Fund, a series of Principal Global Investors Trustshared people, shared management entity, same business addressDES MOINES, IAPooled Investment Fund9$213,026,248
offering Indefinite · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2018
EDGAR ↗SC Small-Cap Equity Fund, a series of Principal Global Investors Trustshared people, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund7$8,219,5596No minimum reported2010–2016
EDGAR ↗SC Small-Cap Growth Equity Fund, a series of Principal Global Investors Trustshared people, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund7$213,075,944
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗IG International Growth Equity Fund, a series of Principal Global Investors Trustshared people, shared management entity, same business addressDES MOINES, IAPooled Investment Fund9$144,851,841
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2018
EDGAR ↗HQ High Quality Fixed Income Fund, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund7$138,773,726
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗HY High Yield Fixed Income Fund, a series of Principal Global Investors Trustshared people, shared management entity, same business addressDES MOINES, IAPooled Investment Fund9$36,737,115
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2018
EDGAR ↗VE Value Equity Fund, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund7$37,800,752
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗US US Select Equity Fund, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund7$29,705,213
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗LC Large Cap Growth Equity Fund, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund7$58,017,848
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗IV INTERNATIONAL VALUE EQUITY FUND, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund2$00No minimum reported2010–2011
EDGAR ↗EM Emerging Markets Equity Fund, a series of Principal Global Investors Trustshared people, same business addressDes Moines, IAPooled Investment Fund7$137,389,156
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗IG Investment Grade CMBS Fund, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund1$00No minimum reported2010–2010
EDGAR ↗IP International Property Securities Fund, a series of Principal Global Investors Trustshared people, shared management entity, same business addressDES MOINES, IAPooled Investment Fund9$40,232,874
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2018
EDGAR ↗PE Principal Enhanced Property Fund, L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAPooled Investment Fund16$4,261,528,307
offering Indefinite · similar: $500,000–$16,420,250
206
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2010–2025
EDGAR ↗SR STRATEGIC REAL ESTATE EQUITY FUND, LPshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAPooled Investment Fund1$424,957,5001No minimum reported2010–2010
EDGAR ↗EC ENHANCED CMBS FUND, a series of Principal Global Investors Trustshared people, shared management entityDES MOINES, ILPooled Investment Fund8$70,524,396
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2017
EDGAR ↗TN TCH NORTHWEST ASSOCIATES PHASE II REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$55,000110$5002013–2013
EDGAR ↗PS Preferred Securities Fund, a series of Principal Global Investors Trustshared people, shared management entity, same business addressDES MOINES, IAPooled Investment Fund6$154,092,173
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2018
EDGAR ↗MC Mid Cap Equity Fund, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund4$2,043,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2016
EDGAR ↗JR JUPITER ROAD INDUSTRIAL REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance2$125,000
offering $55,000 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2014–2014
EDGAR ↗1S 1ST & STEELE CHERRY CREEK INVESTOR REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance2$125,000
offering $55,000 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2014–2014
EDGAR ↗PR PREDF REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDes Moines, IAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2014–2014
EDGAR ↗US Ultra Short Enhanced Yield Fund, a series of Principal Global Investors Trustshared people, same business addressDES MOINES, IAPooled Investment Fund5$35,001,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2018
EDGAR ↗OP ORCHARD PARKWAY REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$55,000
offering $55,000 · similar: $125,000–$125,000
110
similar: 124–125
$500
similar: $1,000–$1,000
2015–2015
EDGAR ↗2R 2101 RIO GRANDE REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$55,000
offering $55,000 · similar: $125,000–$125,000
110
similar: 124–125
$500
similar: $1,000–$1,000
2015–2015
EDGAR ↗2P 2401 PENN AVENUE REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$55,000
offering $55,000 · similar: $125,000–$125,000
110
similar: 124–125
$500
similar: $1,000–$1,000
2015–2015
EDGAR ↗LB LA BRICKYARD REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$55,000
offering $55,000 · similar: $125,000–$125,000
110
similar: 124–125
$500
similar: $1,000–$1,000
2015–2015
EDGAR ↗PG PRINCIPAL GREEN PROPERTY FUND II, LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$0
offering $500,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗PG PRINCIPAL GREEN PROPERTY FUND SIDECAR II, LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$0
offering $500,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗PS PEPF SHORTBREAD REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗PH PEPF HINGHAM SHIPYARD REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗PC PEPF COURTS AT SPRING MILL REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗OP ORCHARD PARKWAY PHASE II REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗ML M-LINE TOWER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗ME METRO EAST VALLEY REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗FR FRISCO REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗CV COLEMAN VILLAGE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗3W 3118 W LAKE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$58,000
offering $58,000 · similar: $125,000–$125,000
116
similar: 124–125
$500
similar: $1,000–$1,000
2016–2016
EDGAR ↗PG PRINCIPAL GREEN PROPERTY FUND EMPLOYEES II, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗PR Principal Real Estate Debt Fund Employees II, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗PR PREDF II REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2017–2017
EDGAR ↗PV PEPF VARSITY ON CHARLES REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,000 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2017–2017
EDGAR ↗PT PEPF TDC REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,000 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2017–2017
EDGAR ↗PH PEPF HARTFORD CORNERS REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,000 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2017–2017
EDGAR ↗PH PEPF HARMANS ROAD REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,000 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2017–2017
EDGAR ↗P1 PEPF 100 ST PAUL REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,000 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2017–2017
EDGAR ↗SR STRATEGIC REAL ESTATE EQUITY FUND II, LPshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAPooled Investment Fund1$230,000,000
offering $230,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗P1 PEPF 100 N ADDISON REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2018–2018
EDGAR ↗P1 PEPF 100 HALCYON REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2018–2018
EDGAR ↗PS PEPF SUGARLOAF REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2018–2018
EDGAR ↗PM PEPF MONUMENT III REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2018–2018
EDGAR ↗W8 WESTPARK 85 PHASE I REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2018–2018
EDGAR ↗PC PEPF CAPITAL DISTRIBUTION CENTER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2018–2018
EDGAR ↗W8 WESTPARK 85 PHASE II REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2018–2018
EDGAR ↗PR PRINCIPAL REAL ESTATE PARTICIPATING LOAN FUND, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance2$307,700,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2018–2019
EDGAR ↗PS PRINCIPAL STRATEGIC OPPORTUNITY FUND III, LPshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAPooled Investment Fund1$250,000,000
offering $250,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗RC RALEIGH CITY CENTER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2019–2019
EDGAR ↗ME METRO EAST VALLEY PHASE II REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2019–2019
EDGAR ↗PC PEPF CARLYLE OVERLOOK REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2019–2019
EDGAR ↗PL PEPF LANGWOOD COMMONS REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2019–2019
EDGAR ↗PW PEPF WAYZATA VENTURE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2019–2019
EDGAR ↗PW PEPF WESTERLY AT WORLDGATE REIT LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2019–2019
EDGAR ↗BR BELLEVUE RETAIL SOUTH REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2019–2019
EDGAR ↗PR Principal Real Estate Debt Fund Employees III, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$915,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗P1 PEPF 1760 THIRD AVE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2020–2020
EDGAR ↗P7 PEPF 7160 KIERLAND REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2020–2020
EDGAR ↗P7 PEPF 7140 KIERLAND REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2020–2020
EDGAR ↗PW PEPF WALNUT APARTMENTS REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2020–2020
EDGAR ↗PR PEPF RED BLUFF REIT LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2020–2020
EDGAR ↗PP PEPF PARADISE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2020–2020
EDGAR ↗PC PEPF CUMBERLAND SHORES REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2020–2020
EDGAR ↗PR PREDF III REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗PR PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressDES MOINES, IAPooled Investment Fund7$234,070,000
offering Indefinite · similar: $500,000–$16,420,250
11
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2020–2026
EDGAR ↗PD Principal Digital Real Estate Fund, LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund2$457,450,000
offering Indefinite · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2021
EDGAR ↗PR PRELDF REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressDES MOINES, IAREITS and Finance1$118,000
offering $118,000 · similar: $125,000–$125,000
118
similar: 124–125
$1,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗PD Principal Digital Real Estate Fund Employees, LPshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$6,450,000
offering Indefinite · similar: $155,000–$5,250,000
32
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗PD Principal Digital Real Estate Fund (A), LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$71,667,080
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗ME METRO EAST VALLEY PHASE THREE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗PW PEPF WEXFORD REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗PW PEPF WHISPER COMMERCE CENTER WEST REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗PD PEPF DENTON ICC 35 REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗PL PEPF LANKERSHIM BOULEVARD REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗PD PEPF DOWNERS GROVE MULTIFAMILY REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗PS PEPF SPEEN STREET REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗P7 PEPF 7190 KIERLAND REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2022–2022
EDGAR ↗PU PRINCIPAL U.S. PROPERTY FUND, L.P.shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressDES MOINES, IAPooled Investment Fund5$155,145,000
offering Indefinite · similar: $500,000–$16,420,250
10
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2022–2026
EDGAR ↗PG Principal Green Property Fund III (Cayman Parallel), LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PG Principal Green Property Fund III (US Parallel), LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PG Principal Green Property Fund III, LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PP PrinCal Principal Member Employees, LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$7,700,000
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PH PEPF HILLVIEW INDUSTRIAL REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PS PEPF SAN PEDRO REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PX PEPF XENTURY CITY REIT LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PT PEPF TRIDON REIT MEMBER, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PB PEPF BEE CAVE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PS PEPF SFR OLD SETTLERS MEMBER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PH PEPF HUFFMAN STEET REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PI PEPF I-76 COMMERCE CENTER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2023–2023
EDGAR ↗PU PRINCIPAL U.S. PROPERTY PORTFOLIO REIT I, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressDES MOINES, IAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2023–2023
EDGAR ↗PR Principal Real Estate Open-End Debt Fund, L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund5$356,000,000
offering Indefinite · similar: $500,000–$16,420,250
16
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2023–2026
EDGAR ↗PD Principal Data Center Growth & Income Fund, L.P.shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund2$1,649,720,000
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2024
EDGAR ↗PR Principal Real Estate Open-End Debt Fund REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDes Moines, IAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SD SDC DFW X WILMER REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SS SDC SA DCGIF REIT PARENT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SD SDC DFW VIII WILMER REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SD SDC DFW IX WILMER REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SC SDC CHI I ELK GROVE REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SC SDC CHI II DCGIF BUSSE REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SD SDC DFW VII GARLAND REIT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SP SDC PHX DCGIF REIT PARENT, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$0
offering $125,000 · similar: $125,000–$125,000
0
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗PC PEPF CHANTILLY DATA CENTER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗PD Principal Data Center Growth & Income Fund (Cayman Parallel), L.P.shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesDES MOINES, IAPooled Investment Fund1$750,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗PD Principal Data Center Growth & Income Fund Employees, L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$13,110,000
offering Indefinite · similar: $155,000–$5,250,000
43
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗PO PEPF OSCEOLA LOGISTICS CENTER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,500 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2025–2025
EDGAR ↗PT PEPF TAYLOR SQUARE REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,500 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2025–2025
EDGAR ↗PT PEPF TWO PALMS MEMBER REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,500 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2025–2025
EDGAR ↗PT PEPF TUTTLE CROSSING REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$62,000
offering $62,500 · similar: $125,000–$125,000
124
similar: 124–125
$500
similar: $1,000–$1,000
2025–2025
EDGAR ↗PO PEPF Overture Cary REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$61,500
offering $62,500 · similar: $125,000–$125,000
123
similar: 124–125
$500
similar: $1,000–$1,000
2026–2026
EDGAR ↗PO PEPF Overture Chapel Hill REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$61,500
offering $62,500 · similar: $125,000–$125,000
123
similar: 124–125
$500
similar: $1,000–$1,000
2026–2026
EDGAR ↗PL PEPF Lending REIT, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$122,000
offering $125,000 · similar: $125,000–$125,000
122
similar: 124–125
$1,000
similar: $1,000–$1,000
2026–2026
EDGAR ↗9A 941 Arizona REIT I, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesDES MOINES, IAREITS and Finance1$123,000
offering $125,000 · similar: $125,000–$125,000
123
similar: 124–125
$1,000
similar: $1,000–$1,000
2026–2026
EDGAR ↗PF PCL Fund II, LPshared principal (person on 60+ issuers) at the same address or management entity, same business addressDES MOINES, IAPooled Investment Fund1$300,000,000
offering $300,000,000 · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗PP PrinCal Principal Member Employees Tranche II, LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesDES MOINES, IAPooled Investment Fund1$1,430,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 24, 2026Principal Real Estate Open-End Debt Fund, L.P.D/APooled Investment FundIndefinite$356,000,000
EDGAR ↗May 5, 2026PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPD/APooled Investment FundIndefinite$234,070,000
EDGAR ↗Apr 13, 2026PrinCal Principal Member Employees Tranche II, LPDPooled Investment FundIndefinite$1,430,000
EDGAR ↗Mar 17, 2026PCL Fund II, LPDPooled Investment Fund$300,000,000$300,000,000
EDGAR ↗Jan 29, 2026941 Arizona REIT I, LLCDREITS and Finance$125,000$123,000
EDGAR ↗Jan 29, 2026PEPF Lending REIT, LLCDREITS and Finance$125,000$122,000
EDGAR ↗Jan 29, 2026PEPF Overture Chapel Hill REIT, LLCDREITS and Finance$62,500$61,500
EDGAR ↗Jan 29, 2026PEPF Overture Cary REIT, LLCDREITS and Finance$62,500$61,500
EDGAR ↗Jan 26, 2026PRINCIPAL U.S. PROPERTY FUND, L.P.DPooled Investment FundIndefinite$137,605,000
EDGAR ↗Oct 24, 2025Principal Enhanced Property Fund, L.P.DPooled Investment FundIndefinite$4,261,528,307
EDGAR ↗Sep 24, 2025Principal Real Estate Open-End Debt Fund, L.P.D/APooled Investment FundIndefinite$256,000,000
EDGAR ↗Jul 15, 2025Principal Real Estate Open-End Debt Fund, L.P.D/APooled Investment FundIndefinite$256,000,000
EDGAR ↗May 28, 2025PRINCIPAL U.S. PROPERTY FUND, L.P.D/APooled Investment FundIndefinite$125,005,000
EDGAR ↗May 6, 2025PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPD/APooled Investment FundIndefinite$234,070,000
EDGAR ↗Feb 3, 2025PEPF TUTTLE CROSSING REIT, LLCDREITS and Finance$62,500$62,000
EDGAR ↗Feb 3, 2025PEPF TWO PALMS MEMBER REIT, LLCDREITS and Finance$62,500$62,000
EDGAR ↗Feb 3, 2025PEPF TAYLOR SQUARE REIT, LLCDREITS and Finance$62,500$62,000
EDGAR ↗Feb 3, 2025PEPF OSCEOLA LOGISTICS CENTER REIT, LLCDREITS and Finance$62,500$62,000
EDGAR ↗Nov 25, 2024Principal Data Center Growth & Income Fund Employees, L.P.DPooled Investment FundIndefinite$13,110,000
EDGAR ↗Oct 25, 2024Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$3,609,678,307
EDGAR ↗Oct 15, 2024Principal Data Center Growth & Income Fund (Cayman Parallel), L.P.DPooled Investment FundIndefinite$750,000
EDGAR ↗Jul 19, 2024Principal Data Center Growth & Income Fund, L.P.D/APooled Investment FundIndefinite$1,649,720,000
EDGAR ↗Jul 15, 2024Principal Real Estate Open-End Debt Fund, L.P.D/APooled Investment FundIndefinite$226,000,000
EDGAR ↗May 31, 2024PRINCIPAL U.S. PROPERTY FUND, L.P.D/APooled Investment FundIndefinite$106,005,000
EDGAR ↗May 14, 2024PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPD/APooled Investment FundIndefinite$234,070,000
EDGAR ↗Jan 26, 2024PEPF CHANTILLY DATA CENTER REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 12, 2024SDC PHX DCGIF REIT PARENT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 12, 2024SDC DFW VII GARLAND REIT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 12, 2024SDC CHI II DCGIF BUSSE REIT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 12, 2024SDC CHI I ELK GROVE REIT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 12, 2024SDC DFW IX WILMER REIT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 12, 2024SDC DFW VIII WILMER REIT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 12, 2024SDC SA DCGIF REIT PARENT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 12, 2024SDC DFW X WILMER REIT, LLCDREITS and Finance$125,000$0
EDGAR ↗Jan 3, 2024Principal Real Estate Open-End Debt Fund REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Oct 25, 2023Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$3,403,678,307
EDGAR ↗Jul 19, 2023Principal Data Center Growth & Income Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2023Principal Real Estate Open-End Debt Fund, L.P.DPooled Investment FundIndefinite$226,000,000
EDGAR ↗Jun 1, 2023PRINCIPAL U.S. PROPERTY FUND, L.P.D/APooled Investment FundIndefinite$155,145,000
EDGAR ↗May 18, 2023PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPD/APooled Investment FundIndefinite$228,070,000
EDGAR ↗Feb 17, 2023PRINCIPAL U.S. PROPERTY PORTFOLIO REIT I, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Feb 10, 2023PEPF HUFFMAN STEET REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 10, 2023PEPF I-76 COMMERCE CENTER REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 10, 2023PEPF SAN PEDRO REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 10, 2023PEPF XENTURY CITY REIT LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 10, 2023PEPF TRIDON REIT MEMBER, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 10, 2023PEPF SFR OLD SETTLERS MEMBER REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 10, 2023PEPF BEE CAVE REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 10, 2023PEPF HILLVIEW INDUSTRIAL REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Dec 14, 2022PrinCal Principal Member Employees, LPDPooled Investment FundIndefinite$7,700,000
EDGAR ↗Dec 5, 2022Principal Green Property Fund III (Cayman Parallel), LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 5, 2022Principal Green Property Fund III (US Parallel), LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 5, 2022Principal Green Property Fund III, LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 27, 2022Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$3,403,678,307
EDGAR ↗Jun 2, 2022PRINCIPAL U.S. PROPERTY FUND, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 19, 2022PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPD/APooled Investment FundIndefinite$176,000,000
EDGAR ↗Feb 8, 2022PEPF 7190 KIERLAND REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 8, 2022PEPF SPEEN STREET REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 8, 2022PEPF DOWNERS GROVE MULTIFAMILY REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 8, 2022PEPF LANKERSHIM BOULEVARD REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 8, 2022PEPF DENTON ICC 35 REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 8, 2022PEPF WHISPER COMMERCE CENTER WEST REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 8, 2022PEPF WEXFORD REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 8, 2022METRO EAST VALLEY PHASE THREE REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Oct 27, 2021Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$2,997,153,307
EDGAR ↗May 27, 2021PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPD/APooled Investment FundIndefinite$176,000,000
EDGAR ↗May 13, 2021Principal Digital Real Estate Fund, LPD/APooled Investment FundIndefinite$457,450,000
EDGAR ↗May 12, 2021Principal Digital Real Estate Fund (A), LPDPooled Investment FundIndefinite$71,667,080
EDGAR ↗May 12, 2021Principal Digital Real Estate Fund Employees, LPDPooled Investment FundIndefinite$6,450,000
EDGAR ↗Jan 19, 2021PRELDF REIT, LLCDREITS and Finance$118,000$118,000
EDGAR ↗Dec 31, 2020Principal Digital Real Estate Fund, LPDPooled Investment FundIndefinite$241,000,000
EDGAR ↗Oct 22, 2020Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$2,685,745,582
EDGAR ↗May 29, 2020PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2020PREDF III REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Feb 5, 2020PEPF CUMBERLAND SHORES REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2020PEPF PARADISE REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2020PEPF RED BLUFF REIT LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2020PEPF WALNUT APARTMENTS REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2020PEPF 7140 KIERLAND REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2020PEPF 7160 KIERLAND REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2020PEPF 1760 THIRD AVE REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Oct 30, 2019Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$2,775,380,868
EDGAR ↗Aug 26, 2019Principal Real Estate Debt Fund Employees III, LLCDPooled Investment FundIndefinite$915,000
EDGAR ↗Feb 7, 2019PRINCIPAL REAL ESTATE PARTICIPATING LOAN FUND, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Feb 5, 2019BELLEVUE RETAIL SOUTH REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2019PEPF WESTERLY AT WORLDGATE REIT LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2019PEPF WAYZATA VENTURE REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2019PEPF LANGWOOD COMMONS REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2019PEPF CARLYLE OVERLOOK REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2019METRO EAST VALLEY PHASE II REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Feb 5, 2019RALEIGH CITY CENTER REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jan 3, 2019PRINCIPAL STRATEGIC OPPORTUNITY FUND III, LPDPooled Investment Fund$250,000,000$250,000,000
EDGAR ↗Jun 14, 2018Ultra Short Enhanced Yield Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$35,001,000
EDGAR ↗Jun 14, 2018Preferred Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$154,092,173
EDGAR ↗Jun 14, 2018International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$40,232,874
EDGAR ↗Jun 14, 2018High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$36,737,115
EDGAR ↗Jun 14, 2018International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗Jun 14, 2018International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$213,026,248
EDGAR ↗Jun 14, 2018Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$75,988,593
EDGAR ↗May 23, 2018PRINCIPAL REAL ESTATE PARTICIPATING LOAN FUND, LLCDPooled Investment Fund$307,700,000$307,700,000
EDGAR ↗Mar 6, 2018Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$2,374,412,442
EDGAR ↗Jan 31, 2018WESTPARK 85 PHASE II REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jan 31, 2018PEPF CAPITAL DISTRIBUTION CENTER REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jan 31, 2018WESTPARK 85 PHASE I REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jan 31, 2018PEPF MONUMENT III REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jan 31, 2018PEPF SUGARLOAF REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jan 31, 2018PEPF 100 N ADDISON REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jan 31, 2018PEPF 100 HALCYON REIT, LLCDREITS and Finance$62,500$62,500
EDGAR ↗Jul 7, 2017STRATEGIC REAL ESTATE EQUITY FUND II, LPDPooled Investment Fund$230,000,000$230,000,000
EDGAR ↗May 15, 2017ENHANCED CMBS FUND, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$70,524,396
EDGAR ↗May 15, 2017International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$213,026,248
EDGAR ↗May 15, 2017International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$35,681,774
EDGAR ↗May 15, 2017Preferred Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$118,812,173
EDGAR ↗May 15, 2017Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$71,439,693
EDGAR ↗May 15, 2017High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$36,585,115
EDGAR ↗May 15, 2017International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗May 15, 2017Ultra Short Enhanced Yield Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$35,001,000
EDGAR ↗Mar 6, 2017Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$2,074,636,829
EDGAR ↗Feb 9, 2017PEPF 100 ST PAUL REIT, LLCDREITS and Finance$62,000$62,000
EDGAR ↗Feb 9, 2017PEPF HARMANS ROAD REIT, LLCDREITS and Finance$62,000$62,000
EDGAR ↗Feb 9, 2017PEPF HARTFORD CORNERS REIT, LLCDREITS and Finance$62,000$62,000
EDGAR ↗Feb 9, 2017PEPF TDC REIT, LLCDREITS and Finance$62,000$62,000
EDGAR ↗Feb 9, 2017PEPF VARSITY ON CHARLES REIT, LLCDREITS and Finance$62,000$62,000
EDGAR ↗Jan 31, 2017PREDF II REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 9, 2016Principal Real Estate Debt Fund Employees II, LLCDPooled Investment FundIndefinite$0
EDGAR ↗May 13, 2016Emerging Markets Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$137,389,156
EDGAR ↗May 13, 2016ENHANCED CMBS FUND, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$65,661,681
EDGAR ↗May 13, 2016High Quality Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$138,773,726
EDGAR ↗May 13, 2016International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$213,026,248
EDGAR ↗May 13, 2016International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗May 13, 2016International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$26,576,056
EDGAR ↗May 13, 2016Mid Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$2,043,000
EDGAR ↗May 13, 2016Large Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$58,017,848
EDGAR ↗May 13, 2016Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$6,173,087
EDGAR ↗May 13, 2016Small-Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$8,219,559
EDGAR ↗May 13, 2016Small-Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$213,075,944
EDGAR ↗May 13, 2016Ultra Short Enhanced Yield Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$35,001,000
EDGAR ↗May 13, 2016US Select Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$29,705,213
EDGAR ↗May 13, 2016Value Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$37,800,752
EDGAR ↗May 13, 2016High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$36,585,115
EDGAR ↗May 13, 2016Preferred Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$77,937,173
EDGAR ↗Mar 24, 2016PRINCIPAL GREEN PROPERTY FUND EMPLOYEES II, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Mar 4, 2016Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$1,878,057,525
EDGAR ↗Feb 1, 2016COLEMAN VILLAGE REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 2016FRISCO REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 2016METRO EAST VALLEY REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 20163118 W LAKE REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 2016M-LINE TOWER REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 2016ORCHARD PARKWAY PHASE II REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 2016PEPF COURTS AT SPRING MILL REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 2016PEPF HINGHAM SHIPYARD REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Feb 1, 2016PEPF SHORTBREAD REIT, LLCDREITS and Finance$58,000$58,000
EDGAR ↗Jun 29, 2015PRINCIPAL GREEN PROPERTY FUND SIDECAR II, LPDPooled Investment Fund$500,000,000$0
EDGAR ↗Jun 29, 2015PRINCIPAL GREEN PROPERTY FUND II, LPDPooled Investment Fund$500,000,000$0
EDGAR ↗May 5, 2015Ultra Short Enhanced Yield Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$35,001,000
EDGAR ↗May 5, 2015Value Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$37,800,752
EDGAR ↗May 5, 2015US Select Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$29,705,213
EDGAR ↗May 5, 2015Small-Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$3,900,000
EDGAR ↗May 5, 2015Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$29,466,037
EDGAR ↗May 5, 2015Large Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$58,016,848
EDGAR ↗May 5, 2015International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗May 5, 2015Emerging Markets Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$137,389,156
EDGAR ↗Apr 29, 2015High Quality Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$138,545,726
EDGAR ↗Apr 29, 2015Small-Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$197,879,944
EDGAR ↗Apr 29, 2015Preferred Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$28,605,173
EDGAR ↗Apr 29, 2015Mid Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$2,043,000
EDGAR ↗Apr 29, 2015International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$24,647,056
EDGAR ↗Apr 29, 2015International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$212,957,748
EDGAR ↗Apr 29, 2015High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$36,585,115
EDGAR ↗Apr 29, 2015ENHANCED CMBS FUND, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$59,561,893
EDGAR ↗Mar 5, 2015Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$1,735,157,525
EDGAR ↗Feb 2, 2015ORCHARD PARKWAY REIT, LLCDREITS and Finance$55,000$55,000
EDGAR ↗Feb 2, 2015LA BRICKYARD REIT, LLCDREITS and Finance$55,000$55,000
EDGAR ↗Feb 2, 20152401 PENN AVENUE REIT, LLCDREITS and Finance$55,000$55,000
EDGAR ↗Feb 2, 20152101 RIO GRANDE REIT, LLCDREITS and Finance$55,000$55,000
EDGAR ↗Dec 18, 2014ENHANCED CMBS FUND, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$59,561,893
EDGAR ↗Dec 18, 2014Large Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$58,016,848
EDGAR ↗Dec 18, 2014Value Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$37,800,752
EDGAR ↗Dec 18, 2014US Select Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$29,705,213
EDGAR ↗Dec 18, 2014International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$19,281,306
EDGAR ↗Dec 18, 2014International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗Dec 18, 2014Emerging Markets Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$137,389,156
EDGAR ↗Dec 18, 2014Small-Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$3,900,000
EDGAR ↗Dec 18, 2014Mid Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$2,043,000
EDGAR ↗Dec 18, 2014Preferred Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$13,311,173
EDGAR ↗Aug 7, 2014Ultra Short Enhanced Yield Fund, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$35,001,000
EDGAR ↗Mar 6, 2014Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$1,021,269,488
EDGAR ↗Feb 24, 2014Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$29,466,037
EDGAR ↗Feb 24, 2014High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$30,739,115
EDGAR ↗Feb 24, 2014Small-Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$197,700,944
EDGAR ↗Feb 24, 2014High Quality Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$135,285,726
EDGAR ↗Feb 21, 2014International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$175,812,102
EDGAR ↗Jan 29, 2014PREDF REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 8, 20141ST & STEELE CHERRY CREEK INVESTOR REIT, LLCD/AREITS and Finance$55,000$55,000
EDGAR ↗Jan 8, 2014JUPITER ROAD INDUSTRIAL REIT, LLCD/AREITS and Finance$55,000$55,000
EDGAR ↗Jan 7, 20141ST & STEELE CHERRY CREEK INVESTOR REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 7, 2014JUPITER ROAD INDUSTRIAL REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 18, 2013Mid Cap Equity Fund, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$1,367,220
EDGAR ↗Dec 9, 2013Preferred Securities Fund, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$9,834,755
EDGAR ↗Mar 8, 2013Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$1,059,291,850
EDGAR ↗Feb 22, 2013Value Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$37,800,752
EDGAR ↗Feb 22, 2013US Select Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$29,705,213
EDGAR ↗Feb 22, 2013Small-Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$3,900,000
EDGAR ↗Feb 22, 2013Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$19,398,941
EDGAR ↗Feb 22, 2013International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$1,411,306
EDGAR ↗Feb 22, 2013International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗Feb 22, 2013Large Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$58,016,848
EDGAR ↗Feb 22, 2013Small-Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$135,900,944
EDGAR ↗Feb 22, 2013International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$175,812,102
EDGAR ↗Feb 22, 2013High Quality Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$121,932,930
EDGAR ↗Feb 22, 2013High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$17,973,341
EDGAR ↗Feb 22, 2013ENHANCED CMBS FUND, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$59,561,893
EDGAR ↗Feb 22, 2013Emerging Markets Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$137,389,156
EDGAR ↗Feb 1, 2013TCH NORTHWEST ASSOCIATES PHASE II REIT, LLCDREITS and Finance$55,000$55,000
EDGAR ↗Mar 9, 2012Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$1,082,842,795
EDGAR ↗Mar 1, 2012Value Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$37,800,752
EDGAR ↗Mar 1, 2012US Select Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$29,705,213
EDGAR ↗Mar 1, 2012Small-Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$110,029,944
EDGAR ↗Mar 1, 2012Small-Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$3,900,000
EDGAR ↗Mar 1, 2012Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$19,398,941
EDGAR ↗Mar 1, 2012Large Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$58,016,848
EDGAR ↗Mar 1, 2012International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$1,411,306
EDGAR ↗Mar 1, 2012International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗Mar 1, 2012International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$171,709,764
EDGAR ↗Mar 1, 2012High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$17,973,341
EDGAR ↗Mar 1, 2012High Quality Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$72,118,825
EDGAR ↗Mar 1, 2012ENHANCED CMBS FUND, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$59,561,893
EDGAR ↗Mar 1, 2012Emerging Markets Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$137,389,156
EDGAR ↗Apr 12, 2011International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$174,933,145
EDGAR ↗Mar 10, 2011Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$1,053,873,137
EDGAR ↗Feb 23, 2011Value Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$33,650,752
EDGAR ↗Feb 23, 2011Small-Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$39,148,185
EDGAR ↗Feb 23, 2011Small-Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$1,500,000
EDGAR ↗Feb 23, 2011Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$16,458,941
EDGAR ↗Feb 23, 2011Large Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$53,866,848
EDGAR ↗Feb 23, 2011US Select Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$24,305,213
EDGAR ↗Feb 23, 2011INTERNATIONAL VALUE EQUITY FUND, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$0
EDGAR ↗Feb 23, 2011International Property Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$1,411,306
EDGAR ↗Feb 23, 2011International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$144,851,841
EDGAR ↗Feb 23, 2011High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$15,573,341
EDGAR ↗Feb 23, 2011High Quality Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$64,218,825
EDGAR ↗Feb 23, 2011ENHANCED CMBS FUND, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$0
EDGAR ↗Feb 22, 2011Emerging Markets Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$137,306,156
EDGAR ↗Feb 10, 2011ENHANCED CMBS FUND, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$0
EDGAR ↗Oct 4, 2010STRATEGIC REAL ESTATE EQUITY FUND, LPDPooled Investment FundIndefinite$424,957,500
EDGAR ↗Mar 10, 2010Principal Enhanced Property Fund, L.P.D/APooled Investment FundIndefinite$1,012,004,757
EDGAR ↗Feb 5, 2010Emerging Markets Equity Fund, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$129,976,278
EDGAR ↗Feb 5, 2010High Quality Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$62,576,217
EDGAR ↗Feb 5, 2010High Yield Fixed Income Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$14,500,000
EDGAR ↗Feb 5, 2010International Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$165,109,764
EDGAR ↗Feb 5, 2010International Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$143,851,841
EDGAR ↗Feb 5, 2010International Property Securities Fund, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$1,104,306
EDGAR ↗Feb 5, 2010INTERNATIONAL VALUE EQUITY FUND, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$0
EDGAR ↗Feb 5, 2010Investment Grade CMBS Fund, a series of Principal Global Investors TrustDPooled Investment FundIndefinite$0
EDGAR ↗Feb 5, 2010US Select Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$23,579,280
EDGAR ↗Feb 5, 2010Large Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$49,866,848
EDGAR ↗Feb 5, 2010Real Estate Securities Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$16,458,941
EDGAR ↗Feb 5, 2010Small-Cap Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$5,818,559
EDGAR ↗Feb 5, 2010Small-Cap Growth Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$1,500,000
EDGAR ↗Feb 5, 2010Value Equity Fund, a series of Principal Global Investors TrustD/APooled Investment FundIndefinite$33,650,031

Activity: 8 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 24, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2010–2011), REITS and Finance (2013), Pooled Investment Fund (2013), REITS and Finance (2014), Pooled Investment Fund (2014), REITS and Finance (2015), Pooled Investment Fund (2015), REITS and Finance (2016), Pooled Investment Fund (2016), REITS and Finance (2017), Pooled Investment Fund (2017), REITS and Finance (2018), Pooled Investment Fund (2018–2019), REITS and Finance (2019), Pooled Investment Fund (2019), REITS and Finance (2020), Pooled Investment Fund (2020), REITS and Finance (2021), Pooled Investment Fund (2021), REITS and Finance (2022), Pooled Investment Fund (2022), REITS and Finance (2023), Pooled Investment Fund (2023), REITS and Finance (2024), Pooled Investment Fund (2024), REITS and Finance (2025), Pooled Investment Fund (2025–2026), REITS and Finance (2026). Latest offering: Pooled Investment Fund (2026; most recent Apr 13, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
PR PRINCIPAL REAL ESTATE INVESTORS, LLC entityPromoter, Executive Officer106Mar 10, 2010 → Sep 24, 2026
PE PRINCIPAL ENHANCED PROPERTY FUND GP, LLC entityExecutive Officer, Promoter68Mar 10, 2010 → Jan 29, 2026
PE PRINCIPAL ENHANCED PROPERTY FUND, L.P. entityPromoter, Executive Officer67Feb 1, 2013 → Jan 29, 2026
TE TODD EVERETTExecutive Officer, Promoter62Feb 1, 2016 → Jan 29, 2026
JB JOHN BERGExecutive Officer, Promoter60Feb 1, 2016 → Jan 29, 2026
RV RODNEY VOGELExecutive Officer, Promoter60Feb 1, 2016 → Jan 29, 2026
BS BRIAN SANDFORTExecutive Officer, Promoter60Feb 1, 2016 → Jan 29, 2026
IK INDRANEEL KARLEKARExecutive Officer, Promoter53Feb 1, 2016 → Feb 10, 2023
CD CHRIS DUEYExecutive Officer51Feb 9, 2017 → Jan 29, 2026
TW TODD WHITEExecutive Officer46Jan 31, 2018 → Jan 29, 2026
PH Patrick Gregory HalterExecutive Officer, Director, Promoter46Feb 5, 2010 → Feb 5, 2019
BC BRETT CASSABAUMDirector, Executive Officer, Promoter35Jan 7, 2014 → Feb 5, 2020
JD JAY B. DAVISExecutive Officer, Promoter35Feb 1, 2016 → Feb 5, 2020
DH DOUGLAS HARPERExecutive Officer, Promoter34Feb 1, 2016 → Feb 5, 2020
MF MICHELLE FANGExecutive Officer29Feb 5, 2019 → Feb 10, 2023
SH SARA HOFFMANExecutive Officer25Feb 8, 2022 → Jan 29, 2026
CU CARA UNDERWOODExecutive Officer25Feb 8, 2022 → Jan 29, 2026
DB David Michael BlakeExecutive Officer, Director18Feb 5, 2010 → Jun 14, 2018
JH Jill HittnerExecutive Officer, Director18Feb 5, 2010 → Jun 14, 2018
KS Karen Elizabeth ShaffExecutive Officer, Director18Feb 5, 2010 → Jun 14, 2018
JM James Patrick McCaughanExecutive Officer, Director18Feb 5, 2010 → Jun 14, 2018
BM Barbara McKenzieExecutive Officer, Director18Feb 5, 2010 → Jun 14, 2018
JH Jeffrey HillerExecutive Officer18Feb 5, 2010 → May 13, 2016
LZ Larry Donald ZimplemanDirector18Feb 5, 2010 → May 5, 2015
RM Randall Craig MundtExecutive Officer, Director17Feb 5, 2010 → May 5, 2015
DH Daniel HoustonDirector16May 13, 2016 → Jun 14, 2018
MS Minoo Seraji-SpellerbergExecutive Officer15Feb 5, 2010 → Mar 1, 2012
TD Timothy Mark DunbarDirector14Feb 5, 2010 → Feb 5, 2010
RW R. TODD WHITEExecutive Officer, Promoter13Feb 1, 2016 → Feb 9, 2017
SH SANDRA HEILMANExecutive Officer9Jan 26, 2024 → Jan 29, 2026
EK ERIN KERRExecutive Officer9Jan 26, 2024 → Jan 29, 2026
DC DEVIN CHENExecutive Officer8Feb 3, 2025 → Jan 29, 2026
AD Andrew DonohueExecutive Officer8May 15, 2017 → Jun 14, 2018
MB Michael BeerExecutive Officer, Director8May 15, 2017 → Jun 14, 2018
MP MICHAEL PRINCIPAL GLOBAL INVESTORS entityPromoter5May 15, 2017 → Jun 14, 2018
RH RICH HILLExecutive Officer4Jan 29, 2026 → Jan 29, 2026
PG Principal Green Property Fund III GP, LLC entityPromoter3Dec 5, 2022 → Dec 5, 2022
PR PRINCIPAL REAL ESTATE LIQUID DEBT FUND GP, LLC entityPromoter2Jan 19, 2021 → May 5, 2026
PP PrinCal Principal Member Employees GP, LLC entityPromoter2Dec 14, 2022 → Apr 13, 2026
PU PRINCIPAL U.S. PROPERTY GP, LLC entityPromoter2Jun 2, 2022 → Jan 26, 2026
PT PEPF TAYLOR AND TUTTLE MEMBER, LLC entityPromoter2Feb 3, 2025 → Feb 3, 2025
TA TAYLOR AND TUTTLE HOLDINGS, LLC entityPromoter2Feb 3, 2025 → Feb 3, 2025
PD Principal Data Center Growth & Income Fund GP, LLC entityPromoter2Jul 19, 2023 → Oct 15, 2024
PD Principal Digital Real Estate Fund GP, LLC entityPromoter2Dec 31, 2020 → May 13, 2021
MC MARGIE CUSTISExecutive Officer2May 29, 2020 → Jan 19, 2021
CD Christopher DueyExecutive Officer2May 29, 2020 → Jan 19, 2021
MP MARC PETERSONExecutive Officer2May 29, 2020 → Jan 19, 2021
JH JASON HAIGHExecutive Officer2May 29, 2020 → Jan 19, 2021
SC SCOTT CARSONExecutive Officer2May 29, 2020 → Jan 19, 2021
EP Elizabeth Principal Global Investors entityPromoter2May 15, 2017 → Jun 14, 2018
PG PRINCIPAL GREEN PROPERTY FUND II GP, LLC entityExecutive Officer, Promoter2Jun 29, 2015 → Jun 29, 2015
NS NIKKI SPENCEDirector2Jan 7, 2014 → Jan 8, 2014
PR Principal Real Estate Open-End Debt Fund GP, LLC entityPromoter1Jul 14, 2023 → Sep 24, 2026
PF PCL FUND II GP, LLC entityExecutive Officer, Promoter1Mar 17, 2026 → Mar 17, 2026
P9 PEPF 941 ARIZONA MEMBER, LLC entityPromoter1Jan 29, 2026 → Jan 29, 2026
9A 941 ARIZONA JV, LLC entityPromoter1Jan 29, 2026 → Jan 29, 2026
PD Principal Data Center Growth & Income Fund Employees GP, LLC entityPromoter1Nov 25, 2024 → Nov 25, 2024
PR Principal Real Estate Open-End Debt Fund Intermediary Holdco, LP entityPromoter1Jan 3, 2024 → Jan 3, 2024
PU PRINCIPAL U.S. PROPERTY PORTFOLIO, L.P. entityPromoter1Feb 17, 2023 → Feb 17, 2023
PD Principal Digital Real Estate Fund Employees GP, LLC entityPromoter1May 12, 2021 → May 12, 2021

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 124 issuers checked; each issuer page has its own record) has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

PRINCIPAL REAL ESTATE (legal name: PRINCIPAL REAL ESTATE INVESTORS, LLC) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Nov 4, 1999 · SEC file 801-55618 · Main office: DES MOINES, IA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $105,646,930,594 as reported on Form ADV filed Aug 19, 2026 (Item 5.F(2)(c)) · 681 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.principalcef.com ↗

Item 11 disclosure questions as answered on Form ADV filed Aug 19, 2026: 2 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (1 disclosure reported) — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • Yes (1 disclosure reported) — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser legal name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 9:54 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Pepf as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Pepf's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #56,350 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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