CRED - ETF AI Analysis

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Columbia Research Enhanced Real Estate ETF (CRED)

Rating:68Neutral

Price Target:―

CRED, the Columbia Research Enhanced Real Estate ETF, has a solid overall rating driven mainly by strong, diversified real estate leaders like American Tower, Equinix, Public Storage, and VICI Properties, which show healthy financial performance, positive earnings commentary, and supportive dividends. However, weaker names such as Crown Castle and Iron Mountain, which face issues like high leverage, operational challenges, and bearish technical trends, weigh on the fund’s score. The main risk factor is the ETF’s focus on real estate, where several holdings show high debt levels and valuation concerns, making the fund sensitive to interest rates and sector-specific headwinds.

Positive Factors

Strong Recent Monthly Performance

The ETF has shown solid gains over the past month, indicating improving short-term momentum.

Several Strong Top Holdings

A number of the largest positions, such as Public Storage and Iron Mountain, have delivered strong year-to-date gains that support the fund’s overall results.

Focused Real Estate Exposure

Concentrating almost entirely on U.S. real estate gives investors a targeted way to benefit when this sector performs well.

Negative Factors

Sector Concentration Risk

With nearly all assets in real estate, the fund is highly sensitive to downturns in this single sector.

U.S.-Only Geographic Exposure

Almost all holdings are in the United States, offering little diversification across global markets.

Mixed Performance Among Top Holdings

Some major positions, such as Simon Property, Crown Castle, and AvalonBay, have shown weaker year-to-date performance, which can drag on the ETF’s returns.

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

AUM3.08M

RegionNorth America

Expense Ratio0.33%

Beta0.43

IssuerColumbia

Inception DateApr 26, 2023

Dividend Yield5.18%

Asset ClassEquity

Index TrackedBeta Advantage Research Enhanced REIT Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume325

30 Day Avg. Volume295

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

23.08

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 a fund that invests mainly in U.S. real estate investment trusts (REITs), following the Beta Advantage Research Enhanced REIT Index. These are companies that own or operate properties like cell towers, shopping malls, data centers, and storage facilities. Well-known holdings include American Tower and Simon Property. Someone might invest in CRED to get diversified exposure to many types of real estate and potential income from dividends. A key risk is that it is heavily concentrated in real estate, so its value can rise or fall sharply with the property market and interest rates.

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

This ETF is a pure U.S. REIT play, and its story is being written by a handful of big, specialized landlords. Tower and data‑center names like American Tower and Equinix have been rising lately, helping to pull the fund forward, while Digital Realty and VICI are adding steady, if sometimes choppy, support. Public Storage and Iron Mountain have been standouts in the near term, giving the portfolio an extra lift. The main drag comes from Crown Castle and AvalonBay, where weaker trends are quietly putting a brake on overall momentum.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
SPG	Simon Property	9.10%	$284.63K	$64.09B	4.59%	70 Outperform
EQIX	Equinix	8.46%	$264.61K	$84.12B	-8.28%	73 Outperform
AMT	American Tower	8.17%	$255.53K	$83.57B	-8.57%	71 Outperform
PSA	Public Storage	7.16%	$224.15K	$51.29B	-3.74%	73 Outperform
DLR	Digital Realty	5.80%	$181.40K	$59.26B	4.44%	69 Neutral
CCI	Crown Castle	5.69%	$178.02K	$36.82B	-7.56%	45 Neutral
VICI	VICI Properties	4.16%	$130.14K	$31.26B	-2.45%	73 Outperform
VTR	Ventas	3.64%	$113.84K	$40.81B	38.05%	68 Neutral
IRM	Iron Mountain	2.72%	$85.15K	$29.35B	-5.50%	55 Neutral
AVB	AvalonBay	2.61%	$81.53K	$25.12B	-20.36%	74 Outperform

CRED Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

20.25

Positive

100DMA

20.36

Positive

200DMA

20.52

Positive

Market Momentum

MACD

0.21

Negative

RSI

68.99

Neutral

STOCH

99.80

Negative

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 20.60, equal to the 50-day MA of 20.25, and equal to the 200-day MA of 20.52, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 68.99 is Neutral, neither overbought nor oversold. The STOCH value of 99.80 is Negative, 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	―	―	$3.08M	0.33%	―
SRHR	―	―	$49.97M	0.75%	―
NURE	―	―	$31.90M	0.36%	―
RDOG	―	―	$10.49M	0.35%	―
HAUS	―	―	$9.07M	0.60%	―
TSRS	―	―	$3.96M	0.65%	―

Performance Comparison

CRED

Columbia Research Enhanced Real Estate ETF

21.26

0.71

3.45%

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

―

TSRS

Truth Social American Red State 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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