CRED - ETF AI Analysis

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Columbia Research Enhanced Real Estate ETF (CRED)

Rating:66Neutral

Price Target:―

The Columbia Research Enhanced Real Estate ETF (CRED) has a solid overall rating, driven by strong contributions from holdings like Equinix (EQIX) and Public Storage (PSA), which benefit from robust financial performance and strategic growth initiatives. However, the ETF's rating is somewhat held back by weaker holdings such as Crown Castle (CCI), which faces challenges like declining revenue and high leverage. A key risk for this ETF is its concentration in the real estate sector, which may expose it to market-specific volatility.

Positive Factors

Low Expense Ratio

The ETF charges a relatively low expense ratio, making it cost-effective for investors.

Strong Holdings Performance

Several top holdings, like Crown Castle and Ventas, have shown strong year-to-date gains, supporting the fund’s returns.

Focused Sector Exposure

The ETF’s concentration in real estate provides targeted exposure to a sector with potential for steady income and growth.

Negative Factors

Underperforming Holdings

Some key holdings, like Equinix and AvalonBay, have lagged in performance, which could drag down overall returns.

High Geographic Concentration

The ETF is heavily concentrated in U.S. markets, offering limited diversification across global regions.

Weak Recent Performance

The ETF has shown negative returns over the past month, three months, and year-to-date, signaling potential challenges in the real estate sector.

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

AUM3.00M

RegionNorth America

Expense Ratio0.33%

Beta0.44

IssuerColumbia

Inception DateApr 26, 2023

Dividend Yield5.51%

Asset ClassEquity

Index TrackedBeta Advantage Research Enhanced REIT Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume179

30 Day Avg. Volume213

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

23.40

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering69

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

CRED Summary

The Columbia Research Enhanced Real Estate ETF (CRED) is an investment fund that focuses on Real Estate Investment Trusts (REITs), which are companies owning or managing real estate properties like office buildings, shopping centers, and storage facilities. Some well-known companies in this ETF include American Tower and Equinix. Investors might consider CRED for steady income through dividends and potential growth from the real estate market. However, since it is heavily focused on real estate, its performance can be impacted by changes in the real estate market, such as interest rate fluctuations or economic downturns.

How much will it cost me?The Columbia Research Enhanced Real Estate ETF (CRED) has an expense ratio of 0.33%, meaning you’ll pay $3.30 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on specialized real estate investments to enhance returns. The higher cost reflects the research and strategy involved in selecting its portfolio.

What would affect this ETF?The Columbia Research Enhanced Real Estate ETF (CRED) could benefit from a strong U.S. real estate market, driven by economic growth, increased demand for commercial and residential properties, and stable dividend income from REITs like American Tower and Equinix. However, rising interest rates or regulatory changes affecting REITs could negatively impact property values and borrowing costs, potentially reducing returns for investors. The ETF’s heavy focus on U.S. real estate makes it sensitive to domestic economic conditions and sector-specific trends.

CRED Top 10 Holdings

The Columbia Research Enhanced Real Estate ETF (CRED) is heavily concentrated in U.S. REITs, with a clear focus on the real estate sector. Simon Property Group is a bright spot, steadily rising thanks to strong earnings and a solid dividend yield. However, American Tower and Digital Realty are dragging the fund, with both facing bearish trends and operational challenges. Equinix also struggles with valuation concerns despite its growth potential. Overall, the fund’s performance is mixed, with stability in some holdings offset by headwinds in others, reflecting the broader challenges in the real estate market.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
SPG	Simon Property	8.87%	$265.42K	$61.28B	9.13%	70 Outperform
AMT	American Tower	8.72%	$260.91K	$82.59B	-3.00%	71 Outperform
EQIX	Equinix	7.88%	$235.86K	$74.95B	-19.03%	73 Outperform
PSA	Public Storage	6.75%	$202.01K	$45.74B	-12.56%	73 Outperform
CCI	Crown Castle	6.44%	$192.63K	$38.44B	-2.52%	45 Neutral
DLR	Digital Realty	5.43%	$162.45K	$53.25B	-12.98%	69 Neutral
VICI	VICI Properties	4.22%	$126.19K	$30.07B	-2.80%	73 Outperform
VTR	Ventas	3.64%	$108.84K	$38.32B	35.20%	68 Neutral
AVB	AvalonBay	2.85%	$85.19K	$25.94B	-17.17%	74 Outperform
IRM	Iron Mountain	2.41%	$72.23K	$24.24B	-21.70%	55 Neutral

CRED Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

20.21

Negative

100DMA

20.43

Negative

200DMA

20.47

Negative

Market Momentum

MACD

-0.07

Negative

RSI

48.78

Neutral

STOCH

16.58

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CRED, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 19.97, equal to the 50-day MA of 20.21, and equal to the 200-day MA of 20.47, indicating a neutral trend. The MACD of -0.07 indicates Negative momentum. The RSI at 48.78 is Neutral, neither overbought nor oversold. The STOCH value of 16.58 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CRED.

CRED Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
CRED	―	―	$3.00M	0.33%	―
SRHR	―	―	$47.90M	0.75%	―
NURE	―	―	$30.73M	0.36%	―
RDOG	―	―	$8.91M	0.35%	―
HAUS	―	―	$8.85M	0.60%	―
AREA	―	―	$7.36M	0.50%	―

Performance Comparison

CRED

Columbia Research Enhanced Real Estate ETF

20.00

-0.33

-1.62%

SRHR

SRH REIT Covered Call ETF

―

NURE

Nuveen Short-Term REIT ETF

―

RDOG

ALPS REIT Dividend Dogs ETF

―

HAUS

Home Appreciation U.S. REIT ETF

―

AREA

Harbor AlphaEdge Next Generation REITs 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.

Disclaimer

This 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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