TIAA REAL ESTATE ACCOUNT 8-K

What Happened TIAA Real Estate Account filed an 8-K on May 7, 2026 reporting results of operations and financial condition (Item 2.02) and furnishing a Quarterly Performance Analysis (Exhibit 99.1) for the quarter ended March 31, 2026. The Analysis presents the Account's "Adjusted Total Return," which modifies historical performance so it can be compared to the NCREIF Fund Index – Open End Diversified Core Equity (NFI-ODCE).

Key Details

• Filing date: May 7, 2026; Analysis covers quarter ended March 31, 2026 (Exhibit 99.1).
• The Analysis compares the Account’s adjusted performance to the NFI-ODCE benchmark.
• Adjustments produce an "Adjusted Total Return" intended for investor comparison only — they do not reflect the actual returns experienced by holders of interests in the Account.
• The Account intends to prepare similar comparison materials periodically to reflect the most recent available data.

Why It Matters This filing gives investors a standardized, benchmarked view of the Account’s quarterly performance versus a widely used real estate index (NFI-ODCE), making peer comparisons easier. However, investors should note the adjusted figures are for comparison purposes only and are not the actual returns paid to holders; for true account returns, refer to official account statements and the full Exhibit 99.1.