TIAA-CREF Real Estate Securities Fund Retail Class (TCREX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerTIAA-CREF Real Estate Securities Fund Retail Class (TCREX) trades at $18.43. TIAA-CREF Real Estate Securities Fund Retail Class (TCREX) focuses on investing in real estate-related securities. Sector: Real estate.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for TCREX: TCREX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
TIAA-CREF Real Estate Securities Fund Retail Class (TCREX) Real Estate Portfolio & Strategy
TIAA-CREF Real Estate Securities Fund Retail Class (TCREX) is a real estate-focused mutual fund, investing primarily in companies engaged in the real estate industry. With a market capitalization of $2.52 billion, the fund offers exposure to real estate securities, including foreign issuers, while maintaining a beta of 1.09.
What Is the Investment Thesis for TCREX?
TCREX presents a notable research candidate for investors seeking exposure to the real estate sector through a diversified fund. The fund's strategy of investing at least 80% of its assets in real estate-related securities provides focused exposure to the industry. The ability to invest up to 15% in foreign real estate securities offers diversification benefits. With a beta of 1.09, the fund exhibits market-correlated volatility. Key value drivers include the performance of the underlying real estate companies and the overall health of the real estate market. Ongoing catalysts include potential interest rate cuts by the Federal Reserve, which could boost real estate valuations. Potential risks include economic downturns that could negatively impact the real estate sector.
Based on FMP financials and quantitative analysis
TCREX Key Highlights
The fund invests at least 80% of its assets in securities of companies that are principally engaged in or related to the real estate industry.
- Up to 15% of the fund's assets may be invested in real estate securities of foreign issuers, providing international exposure.
- The fund may allocate up to 20% of its assets to equity and debt securities of issuers not directly engaged in the real estate industry, enhancing diversification.
- The fund's market capitalization is $2.52 billion, indicating a substantial asset base.
- The fund has a beta of 1.09, suggesting a volatility level similar to the overall market.
Who Are TCREX's Competitors?
TCREX is benchmarked below against 6 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FARCX Nuveen Real Estate Securities Fund Class I | $15.08 | +0.80% | $727M | — |
| MGLAX MFS Global Real Estate Fund Class A | $16.35 | +0.80% | $1.96B | — |
| NBRFX Neuberger Berman Real Estate Fund Trust Class | $14.11 | +1.07% | $559M | — |
| PJEZX PGIM US Real Estate Fund Class Z | $17.14 | +0.76% | $162M | — |
| PURZX PGIM Global Real Estate Fund Class Z | $21.16 | +0.67% | $2.14B | — |
| BEEP Mobile Infrastructure Corporation | $2.85 | -0.70% | $117M | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TCREX's Key Strengths?
Diversified portfolio of real estate securities.
- Experienced management team with real estate expertise.
- Access to both domestic and foreign real estate markets.
- Established track record of performance.
What Are TCREX's Weaknesses?
Subject to market volatility and economic cycles.
- Performance may be affected by interest rate changes.
- Reliance on the performance of underlying real estate companies.
- Management fees can reduce overall returns.
What Are the Key Risks for TCREX?
Economic downturns that could negatively impact the real estate sector.
- Rising interest rates that could increase borrowing costs and reduce property values.
- Changes in government regulations that could affect the profitability of real estate investments.
- Market volatility and fluctuations in real estate security prices.
- Competition from other real estate funds and investment options.
What Are TCREX's Competitive Advantages?
- Diversification: TCREX offers investors a diversified portfolio of real estate securities, reducing risk compared to investing in individual properties.
- Professional Management: The fund is managed by experienced investment professionals with expertise in the real estate market.
- Accessibility: TCREX provides easy access to the real estate market for investors who may not have the capital or expertise to invest directly in properties.
- Liquidity: Shares of the fund can be bought and sold on the open market, providing investors with liquidity.
What Does TCREX Do?
TIAA-CREF Real Estate Securities Fund Retail Class (TCREX) is a mutual fund managed by Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF). The fund's primary investment objective is to seek long-term capital appreciation by investing in the securities of companies principally engaged in or related to the real estate industry. This includes companies that own significant real estate assets, such as Real Estate Investment Trusts (REITs), real estate operating companies (REOCs), and other firms involved in property development, management, and financing. The fund invests at least 80% of its total assets in real estate securities. It has the flexibility to invest up to 15% of its assets in real estate securities of foreign issuers, providing exposure to international real estate markets. Additionally, the fund may allocate up to 20% of its assets to equity and debt securities of issuers that are not directly engaged in the real estate industry, allowing for diversification and potential enhancement of returns. TCREX aims to provide investors with a convenient and diversified way to participate in the real estate market without directly owning physical properties.
What Products and Services Does TCREX Offer?
- Invests primarily in securities of companies engaged in the real estate industry.
- Focuses on companies owning significant real estate assets.
- May invest in Real Estate Investment Trusts (REITs).
- Can invest in real estate operating companies (REOCs).
- May allocate assets to property development and management firms.
- Offers exposure to real estate financing companies.
- Invests up to 15% of assets in foreign real estate securities.
- May allocate up to 20% of assets to non-real estate related securities.
How Does TCREX Make Money?
- The fund generates revenue through capital appreciation of its investments in real estate securities.
- It also earns income from dividends and interest payments received from its holdings.
- The fund charges management fees to investors based on a percentage of assets under management.
What Industry Does TCREX Operate In?
TCREX operates within the real estate industry, which encompasses a wide range of activities, including property development, management, and investment. The real estate market is influenced by factors such as interest rates, economic growth, and demographic trends. The competitive landscape includes other real estate mutual funds, REITs, and direct property investments. TCREX offers investors a diversified approach to accessing the real estate market, differentiating itself through its focus on real estate securities and its ability to invest in both domestic and foreign markets.
Who Are TCREX's Key Customers?
- Retail investors seeking exposure to the real estate market.
- Institutional investors looking for diversified real estate investments.
- Retirement savers seeking long-term capital appreciation.
- Individuals seeking a convenient way to invest in real estate without direct property ownership.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 50 |
| 2026-08-31 | 50 |
| 2026-09-08 | 50 |
| 2026-09-16 | 50 |
| 2026-09-24 | 50 |
| 2026-10-04 | 50 |
| 2026-10-06 | 50 |
What changed?
The score has stayed at 50.
Over the same 30 days the stock moved -6.4%.
TCREX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio of real estate securities.
- Experienced management team with real estate expertise.
- Access to both domestic and foreign real estate markets.
- Established track record of performance.
Bear Case
- Subject to market volatility and economic cycles.
- Performance may be affected by interest rate changes.
- Reliance on the performance of underlying real estate companies.
- Management fees can reduce overall returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TCREX Latest News
No recent news available for TCREX.
TCREX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TCREX.
Price Targets
Wall Street price target analysis for TCREX.
TCREX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TCREX; grades run from A+ (80-100) to F (below 30).
TCREX Real Estate Stock FAQ
What are the main risks for TCREX?
The main risks for TCREX include economic downturns, which can negatively impact the real estate sector and reduce property values. Rising interest rates can also pose a risk, as they can increase borrowing costs and make real estate investments less attractive.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and should not be considered investment advice.
- Investors should conduct their own research and consult with a financial advisor before making any investment decisions.