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BBRE - ETF AI Analysis

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BBRE

JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE)

Rating:70Outperform
Price Target:
BBRE, the JPMorgan BetaBuilders MSCI U.S. REIT ETF, earns a solid overall rating thanks to large positions in high-quality real estate names like Welltower and Prologis, which show strong financial performance, strategic growth, and generally stable trends. The fund also benefits from holdings such as Equinix and Public Storage that have robust growth prospects, though several stocks, including Iron Mountain, face issues like high leverage, bearish technical signals, or rich valuations. The main risk factor is that the ETF is concentrated in U.S. REITs, so sector-specific challenges like interest-rate sensitivity, valuation pressures, and leverage across real estate companies can weigh on performance.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading REIT Holdings
Several of the largest real estate holdings, including data center and storage REITs, have delivered strong year-to-date performance that supports the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
High Sector Concentration
Almost all of the ETF is invested in real estate, so it is heavily exposed to downturns in that single sector.
U.S.-Only Market Exposure
With nearly all assets in U.S. companies, the fund offers little geographic diversification outside the United States.
Top Holdings Are Large Weights
A few REITs make up a significant portion of the portfolio, which increases the impact that problems at those individual companies could have on the ETF.

BBRE vs. SPDR S&P 500 ETF (SPY)

BBRE Summary

BBRE is an ETF from JPMorgan that follows the MSCI US REIT Custom Capped Index, giving you broad exposure to U.S. real estate through a basket of Real Estate Investment Trusts (REITs). It owns companies that run properties like apartments, warehouses, data centers, malls, and storage facilities. Well-known holdings include Prologis and Simon Property. An investor might choose BBRE to add real estate to their portfolio for diversification and potential income from dividends. A key risk is that real estate values and REIT prices can go up and down with interest rates and the overall market.
How much will it cost me?The JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE) has an expense ratio of 0.11%, meaning you’ll pay $1.10 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?BBRE's performance could benefit from a strong U.S. economy and rising demand for real estate, particularly in sectors like industrial and residential properties, which are supported by top holdings like Prologis and Welltower. However, higher interest rates or economic slowdowns could negatively impact REITs by increasing borrowing costs and reducing property values, which may affect the ETF's returns. Regulatory changes or shifts in consumer behavior could also influence the real estate market and the ETF's future performance.

BBRE Top 10 Holdings

BBRE is riding a wave of strength from a handful of heavyweight REITs, with Welltower and Prologis setting the pace as steady leaders in healthcare and industrial real estate. Data-focused names like Digital Realty, Equinix, and Iron Mountain are sprinting ahead, giving the fund a tech-flavored twist within the REIT world. Retail giant Simon Property and storage plays like Public Storage add support, while Ventas looks more mixed and occasionally loses steam. Overall, this is a U.S.-only, real estate–heavy ETF, concentrated in a few big, fast-moving landlords.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower10.24%$112.12M$145.90B40.94%
77
Outperform
Prologis9.85%$107.79M$135.79B37.71%
76
Outperform
Digital Realty4.71%$51.60M$68.72B30.08%
69
Neutral
Equinix4.63%$50.72M$109.99B36.48%
73
Outperform
Simon Property4.51%$49.41M$66.16B30.38%
70
Outperform
Realty Income4.25%$46.49M$59.75B12.12%
70
Outperform
Public Storage3.92%$42.86M$54.56B5.80%
73
Outperform
Iron Mountain2.87%$31.41M$34.54B36.10%
55
Neutral
Ventas2.84%$31.12M$40.38B21.22%
68
Neutral
Extra Space Storage2.49%$27.23M$31.48B0.56%
66
Neutral

BBRE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
99.54
Positive
100DMA
96.61
Positive
200DMA
94.40
Positive
Market Momentum
MACD
1.48
Negative
RSI
62.05
Neutral
STOCH
55.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 99.89, equal to the 50-day MA of 99.54, and equal to the 200-day MA of 94.40, indicating a bullish trend. The MACD of 1.48 indicates Negative momentum. The RSI at 62.05 is Neutral, neither overbought nor oversold. The STOCH value of 55.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBRE.

BBRE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.11B0.11%
70
Outperform
$9.77B0.07%
69
Neutral
$8.00B0.08%
69
Neutral
$3.72B0.08%
70
Neutral
$2.08B0.32%
70
Neutral
$1.82B0.25%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
102.79
14.46
16.37%
SCHH
Schwab U.S. REIT ETF
XLRE
Real Estate Select Sector SPDR Fund
USRT
iShares Core U.S. REIT ETF
ICF
iShares Cohen & Steers REIT ETF
RWR
SPDR Dow Jones REIT ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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