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CRED - ETF AI Analysis
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Columbia Research Enhanced Real Estate ETF (CRED)
Rating:68Neutral
Price Target:―
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%
Beta0.41
IssuerColumbia
Inception DateApr 26, 2023
Dividend Yield5.09%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced REIT Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume89
30 Day Avg. Volume192
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
23.66Price 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
CRED is a pure U.S. real estate play, and its story right now is all about specialized REITs rather than Main Street malls. Data‑center giants like Equinix and Digital Realty are doing the heavy lifting, with rising share prices that reflect strong demand for digital infrastructure. Public Storage and VICI are also pulling their weight, keeping returns steady with resilient cash flows. On the flip side, Crown Castle and AvalonBay are dragging the fund a bit, as tower and apartment names see more mixed, stop‑and‑go performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Equinix | 9.12% | $302.34K | $92.84B | 13.76% | 73 Outperform | |
| Simon Property | 8.74% | $289.62K | $62.66B | 16.66% | 70 Outperform | |
| American Tower | 8.59% | $284.67K | $86.99B | -12.40% | 71 Outperform | |
| Public Storage | 7.32% | $242.70K | $53.79B | -2.27% | 73 Outperform | |
| Crown Castle | 6.05% | $200.62K | $39.13B | -8.92% | 45 Neutral | |
| Digital Realty | 5.82% | $193.03K | $61.73B | 23.36% | 69 Neutral | |
| VICI Properties | 4.08% | $135.25K | $31.53B | -9.62% | 73 Outperform | |
| Ventas | 3.61% | $119.63K | $41.93B | 27.70% | 68 Neutral | |
| Iron Mountain | 2.89% | $95.87K | $31.70B | 28.46% | 55 Neutral | |
| AvalonBay | 2.52% | $83.53K | $24.75B | -18.33% | 74 Outperform |
CRED Technical Analysis
Neutral
―
Price Trends
20.89
Positive
20.56
Positive
20.63
Positive
Market Momentum
0.29
Positive
55.09
Neutral
27.80
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CRED, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 21.71, equal to the 50-day MA of 20.89, and equal to the 200-day MA of 20.63, indicating a neutral trend. The MACD of 0.29 indicates Positive momentum. The RSI at 55.09 is Neutral, neither overbought nor oversold. The STOCH value of 27.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CRED.
CRED Peer Comparison
Comparison Results
Performance Comparison
CRED
Columbia Research Enhanced Real Estate ETF
21.65
1.06
5.15%
SRHR
SRH REIT Covered Call ETF
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NURE
Nuveen Short-Term REIT ETF
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RDOG
ALPS REIT Dividend Dogs ETF
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HAUS
Home Appreciation U.S. REIT ETF
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TSRS
Truth Social American Red State REITs ETF
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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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