CBRE Global Real Estate Income vs Nuveen Select Tax-Free Income Portfolio
CBRE Global Real Estate Income vs Nuveen Select Tax-Free Income Portfolio. This page compares business models, financial performance and market context between the two entities in a neutral, accessible way. Content is for informational purposes only and does not constitute advice. Educational content, not financial advice.
CBRE Global Real Estate Income vs Nuveen Select Tax-Free Income Portfolio. This page compares business models, financial performance and market context between the two entities in a neutral, accessibl...
Investment Analysis
Pros
- CBRE Global Real Estate Income Fund offers a high current income with an annualized distribution rate around 14.6-16.6%, supported by monthly payouts.
- The fund is globally diversified across various real estate sectors, including office, retail, industrial, and healthcare, mitigating regional and sector risks.
- CBRE Group's strong underlying performance, with significant revenue and net income growth in 2025, supports the fund’s stability and income generation.
Considerations
- A large portion of distributions (around 88%) comes from return of capital, which may impact the sustainability of income over the long term.
- The fund has a relatively high beta of approximately 1.44, indicating higher sensitivity to market fluctuations compared to typical fixed income investments.
- The price and net asset value have shown volatility with a 1-year total return negative at about -10%, indicating capital depreciation risk.
Pros
- Nuveen Select Tax-Free Income Portfolio primarily invests in investment-grade municipal securities, providing tax-exempt income potential.
- The fund maintains a low beta of around 0.35, reflecting lower market risk and a defensive profile suitable for risk-averse investors.
- It offers a stable dividend yield near 4.5%, supported by its investment in high-grade municipal bonds rated BBB or higher.
Considerations
- The fund trades at a high price-to-earnings ratio above 70, suggesting that valuations may be elevated relative to underlying earnings.
- Recent technical and market analyses suggest a weak near-term performance outlook, leading to downgrades in its trading sentiment.
- Limited growth prospects are evident given the fund’s fixed income focus and absence of leverage, which restricts capital appreciation potential.
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