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Real Estate

Baron Real Estate Income Fund Institutional Shares(BRIIX)

Live Price

Offline

$19.55

+1.03% today

1Y Change

+16.14%

Window

Jun 30, 2025 โ†’ Jun 22, 2026

Market Cap
$260.00M
Revenue Growth
0.0%
EPS Growth
0.0%
Dividend Yield
0.0%

Coverage: 240 bars ยท Jun 30, 2025 โ†’ Jun 22, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Baron Real Estate Income Fund Institutional Shares (BRIIX) is a Real Estate stock with a market cap of $260.00M. The stock last traded around $19.55 and up 16.1% across the available one-year price window (Jun 30, 2025 โ†’ Jun 22, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines BRIIX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Real Estate peers on this page.

Benchmark Edge

BRIIX vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

Relative Read

Mixed setup vs SPY

BRIIX is 4.34 pts behind over the shared 1Y window.

BRIIX had 1.20 pts shallower max drawdown than SPY.

BRIIX beat SPY in 1 of 2 calendar years shown and trailed in 1.

BRIIX

+16.14%

Normalized return

SPY

+20.48%

S&P 500

Excess Return

-4.34 pts

Relative to SPY

BRIIX Max Drawdown

-7.93%

Trailing 1Y

SPY Max Drawdown

-9.13%

Trailing 1Y

BRIIXSPY

Calendar-Year Returns

Uses the longest available daily history for BRIIX and SPY.

YearBRIIXSPYExcessLeader
2026+10.55%+6.71%+3.84 ptsBRIIX
2025+5.12%+11.19%-6.08 ptsSPY

BRIIX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Quarterly

Dividend Yield

No active yield

Trailing 12M Payout

$0.18

Last Payout

$0.06
Ex: Mar 24, 2026 ยท Pay: Mar 25, 2026
Ex-DateRecordPayDividendAdjFrequency
Mar 24, 2026Mar 23, 2026Mar 25, 2026$0.06$0.06Quarterly
Dec 16, 2025Dec 15, 2025Dec 17, 2025$0.05$0.05Quarterly
Sep 23, 2025Sep 22, 2025Sep 24, 2025$0.07$0.07Quarterly
Jun 24, 2025Jun 23, 2025Jun 25, 2025$0.09$0.09Quarterly
Mar 25, 2025Mar 24, 2025Mar 26, 2025$0.08$0.08Quarterly
Dec 17, 2024Dec 16, 2024Dec 18, 2024$0.05$0.05Quarterly
Sep 24, 2024Sep 23, 2024Sep 25, 2024$0.05$0.05Quarterly
Jun 25, 2024Jun 24, 2024Jun 26, 2024$0.06$0.06Quarterly
Mar 26, 2024Mar 25, 2024Mar 27, 2024$0.08$0.08Quarterly
Dec 21, 2023Dec 20, 2023Dec 22, 2023$0.04$0.04Quarterly
Sep 26, 2023Sep 25, 2023Sep 27, 2023$0.06$0.06Quarterly
Jun 27, 2023Jun 26, 2023Jun 28, 2023$0.09$0.09Quarterly
Mar 28, 2023Mar 27, 2023Mar 29, 2023$0.08$0.08Quarterly
Dec 27, 2022Dec 23, 2022Dec 28, 2022$0.02$0.02Quarterly
Sep 27, 2022Sep 26, 2022Sep 28, 2022$0.16$0.16Quarterly
Jun 28, 2022Jun 27, 2022Jun 29, 2022$0.04$0.04Quarterly
Mar 29, 2022Mar 28, 2022Mar 30, 2022$0.03$0.03Quarterly
Dec 28, 2021Dec 27, 2021Dec 29, 2021$0.13$0.13Quarterly
Sep 23, 2021Sep 22, 2021Sep 24, 2021$0.05$0.05Quarterly
Jun 24, 2021Jun 23, 2021Jun 25, 2021$0.04$0.04Quarterly
Mar 25, 2021Mar 24, 2021Mar 26, 2021$0.04$0.04Quarterly
Dec 22, 2020Dec 21, 2020Dec 23, 2020$0.03$0.03Quarterly
Sep 24, 2020Sep 23, 2020Sep 25, 2020$0.02$0.02Quarterly
Jun 25, 2020Jun 24, 2020Jun 26, 2020$0.03$0.03Quarterly
Mar 26, 2020Mar 25, 2020Mar 27, 2020$0.03$0.03Quarterly
Dec 19, 2019Dec 18, 2019Dec 20, 2019$0.03$0.03Quarterly
Sep 27, 2019Sep 26, 2019Sep 30, 2019$0.03$0.03Quarterly
Jun 27, 2019โ€”โ€”$0.04$0.04Quarterly
Mar 26, 2019Mar 25, 2019Mar 27, 2019$0.03$0.03Quarterly
Dec 27, 2018Dec 26, 2018Dec 28, 2018$0.02$0.02Quarterly
Sep 25, 2018Sep 24, 2018Sep 26, 2018$0.14$0.14Quarterly
Jun 27, 2018Jun 26, 2018Jun 28, 2018$0.05$0.05Quarterly
Apr 18, 2018Apr 17, 2018Apr 19, 2018$0.05$0.05Quarterly
No upcoming dividends in the next 90 days

Next Step

Go deeper on income quality

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