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BYRE - ETF AI Analysis

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BYRE

Principal Real Estate Active Opportunities ETF (BYRE)

Rating:64Neutral
Price Target:
BYRE, the Principal Real Estate Active Opportunities ETF, has a solid overall rating, reflecting a portfolio led by strong real estate names like Welltower and Prologis, which benefit from healthy financial performance, strategic growth plans, and generally stable technical trends. Sabra Healthcare REIT also supports the fund’s quality with robust cash flow, growth in its healthcare portfolio, and a high dividend yield, though weaker holdings such as Crown Castle, with declining revenue and high leverage, and Iron Mountain, with significant debt and signs of overvaluation, weigh on the rating. The main risk for investors is that several holdings show signs of high leverage and potential overvaluation, which could make the fund more sensitive to financial or interest rate stress in the real estate sector.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating positive momentum in its strategy.
Leading Real Estate Holdings
Several of the largest positions, such as Welltower, Equinix, Ventas, Prologis, Sabra Healthcare REIT, Iron Mountain, and Extra Space Storage, have delivered strong year-to-date results that support the fund’s overall performance.
Global Real Estate Exposure
While most assets are in the U.S., the fund also invests in real estate companies across multiple countries, adding some international diversification.
Negative Factors
High Sector Concentration
With the vast majority of assets in real estate, the ETF is heavily exposed to downturns in the property market and related economic conditions.
Mixed Performance Among Top Holdings
Some major positions like American Tower, Crown Castle, and Gaming and Leisure have shown weak or negative year-to-date performance, which can drag on overall returns.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the gross return is eaten up by fees.

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

BYRE Summary

BYRE is the Principal Real Estate Active Opportunities ETF, focused on real estate companies rather than following a traditional stock index. It mainly invests in U.S. real estate businesses across areas like healthcare facilities, data centers, cell towers, warehouses, and storage. Well-known holdings include Equinix and American Tower. Investors might consider BYRE for income and diversification, since real estate can offer rent-based cash flows and behave differently from regular stocks. However, it is heavily tied to the real estate market, so its value can go up or down with property prices, interest rates, and economic conditions.
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 leaning hard into U.S. real estate, with healthcare-focused REITs like Welltower, Ventas, and Sabra acting as the main engines of recent gains as demand for senior housing and care facilities stays strong. Industrial and logistics exposure through Prologis adds a steady backbone, while data-center giant Equinix and Iron Mountain bring a digital infrastructure twist that’s been mostly rising, if a bit choppy. On the flip side, tower REITs American Tower and especially Crown Castle are dragging the fund, showing weaker momentum and reminding investors that not all real estate is on the same footing.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower8.33%$2.35M$171.94B44.90%
77
Outperform
Equinix7.85%$2.22M$102.06B26.47%
73
Outperform
American Tower6.20%$1.75M$79.90B-14.12%
71
Outperform
Ventas4.77%$1.35M$48.83B46.99%
68
Neutral
Sabra Healthcare REIT4.63%$1.31M$5.61B22.77%
77
Outperform
Prologis4.43%$1.25M$140.06B34.09%
76
Outperform
Crown Castle4.42%$1.25M$32.27B-26.06%
45
Neutral
Gaming and Leisure3.87%$1.09M$12.99B0.61%
72
Outperform
Iron Mountain3.71%$1.05M$37.40B23.28%
55
Neutral
Extra Space Storage3.70%$1.04M$33.59B2.35%
66
Neutral

BYRE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.33
Positive
100DMA
26.64
Positive
200DMA
25.66
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BYRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.68, equal to the 50-day MA of 27.33, and equal to the 200-day MA of 25.66, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BYRE.

BYRE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$28.18M0.60%
64
Neutral
$61.57M0.35%
70
Outperform
$58.51M0.68%
69
Neutral
$55.35M0.75%
65
Neutral
$8.84M0.99%
70
Outperform
$4.32M0.65%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BYRE
Principal Real Estate Active Opportunities ETF
27.90
3.64
15.00%
PSR
Invesco Active U.S. Real Estate Fund
REIT
ALPS Active REIT ETF
SRHR
SRH REIT Covered Call 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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