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BYRE - ETF AI Analysis

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BYRE

Principal Real Estate Active Opportunities ETF (BYRE)

Rating:65Neutral
Price Target:
BYRE, the Principal Real Estate Active Opportunities ETF, earns a solid rating largely because many of its biggest positions—like Equinix, Welltower, Prologis, and Gaming and Leisure Properties—show strong financial performance, supportive earnings calls, and generally stable or attractive outlooks in their real estate niches. However, weaker names such as Crown Castle, which faces declining revenue, negative profitability, and high leverage, along with holdings like Iron Mountain that carry significant debt and valuation concerns, weigh on the fund, and investors should note the key risk that the ETF is concentrated in real estate-related companies rather than being broadly diversified across sectors.
Positive Factors
Generally Positive Recent Performance
The ETF has delivered modest gains so far this year and over the past month, showing some positive momentum despite a weak recent quarter.
Strong Contribution from Several Top Holdings
Many of the largest positions, including storage and data-focused REITs, have shown strong year-to-date performance, helping support the fund’s overall returns.
Global Real Estate Exposure
While mostly invested in U.S. real estate, the fund also holds smaller positions in countries like France, Singapore, and Australia, adding a bit of international diversification.
Negative Factors
High Sector Concentration in Real Estate
With nearly all assets in the real estate sector, the ETF is heavily exposed to property market cycles, interest rates, and sector-specific risks.
Meaningful Weight in a Weak Top Holding
One of the larger positions has shown weak year-to-date performance, which can drag on the fund if that stock continues to struggle.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of staying with investors.

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

BYRE Summary

Principal Real Estate Active Opportunities ETF (BYRE) is an actively managed fund that focuses on real estate companies, mainly in the U.S. It does not track a set index, but instead lets managers pick a mix of property types, such as healthcare, storage, and data centers. Well-known holdings include American Tower and Equinix. Someone might invest in BYRE to seek income and growth from real estate while spreading money across many property businesses instead of buying a single building or stock. A key risk is that it is heavily tied to the real estate market, which can rise and fall with interest rates and the economy.
How much will it cost me?The Principal Real Estate Active Opportunities ETF (BYRE) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, allowing professional managers to make dynamic investment decisions in the real estate sector.
What would affect this ETF?The BYRE ETF, with its focus on U.S. real estate, could benefit from trends like rising demand for residential and commercial properties or favorable interest rate cuts that make borrowing cheaper for real estate companies. However, it may face challenges from higher interest rates, economic slowdowns, or regulatory changes impacting property development and management. The ETF's reliance on top holdings like American Tower and Ventas means its performance could also be influenced by company-specific factors in the real estate sector.

BYRE Top 10 Holdings

BYRE is firmly planted in U.S. real estate, with performance leaning heavily on a few big names. Data-center giant Equinix and storage-and-data play Iron Mountain have been rising, giving the fund a solid tech-tilted real estate backbone. Healthcare REITs like Welltower and Ventas are steadier contributors, adding a defensive, income-oriented feel. On the flip side, Crown Castle has been dragging the fund, and Prologis plus Extra Space Storage have shown more mixed, recently lagging action. Overall, it’s a concentrated bet on specialized, infrastructure-like real estate rather than traditional landlords.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Equinix8.17%$1.93M$94.24B14.92%
73
Outperform
Welltower8.03%$1.89M$136.72B33.73%
77
Outperform
American Tower7.01%$1.65M$82.40B-18.24%
71
Outperform
Sabra Healthcare REIT5.80%$1.37M$4.94B13.50%
77
Outperform
Crown Castle4.81%$1.13M$35.91B-22.59%
45
Neutral
Prologis4.72%$1.11M$121.78B18.07%
76
Outperform
Ventas4.72%$1.11M$40.13B23.41%
68
Neutral
Iron Mountain4.46%$1.05M$29.47B13.79%
55
Neutral
Extra Space Storage4.22%$994.67K$28.73B-9.42%
66
Neutral
Gaming and Leisure4.19%$988.46K$13.04B-8.29%
72
Outperform

BYRE Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
25.73
Negative
100DMA
25.16
Negative
200DMA
25.04
Negative
Market Momentum
MACD
-0.06
Positive
RSI
30.91
Neutral
STOCH
15.00
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BYRE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.27, equal to the 50-day MA of 25.73, and equal to the 200-day MA of 25.04, indicating a bearish trend. The MACD of -0.06 indicates Positive momentum. The RSI at 30.91 is Neutral, neither overbought nor oversold. The STOCH value of 15.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BYRE.

BYRE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$23.69M0.60%
65
Neutral
$48.95M0.35%
70
Neutral
$48.65M0.75%
66
Neutral
$47.78M0.68%
70
Outperform
$9.95M0.99%
69
Neutral
$3.73M0.65%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BYRE
Principal Real Estate Active Opportunities ETF
24.96
0.07
0.28%
PSR
Invesco Active U.S. Real Estate Fund
SRHR
SRH REIT Covered Call ETF
REIT
ALPS Active REIT ETF
RNTY
YieldMax Target 12 Real Estate Option Income ETF
JRE
Janus Henderson U.S. Real Estate 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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