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HAUS

Home Appreciation U.S. REIT ETF (HAUS)

Rating:62Neutral
Price Target:
$20.42
The ETF HAUS, focused on U.S. REITs, has a balanced rating that reflects both strengths and challenges among its holdings. Public Storage (PSA) stands out as a key contributor, with robust revenue growth and strategic expansion efforts driving positive sentiment. However, weaker holdings like Independence Realty (IRT), which faces profitability challenges and limited momentum, may have held back the fund’s overall rating. A potential risk is the ETF's concentration in the real estate sector, which could expose it to market-specific fluctuations.
Positive Factors
Strong Performance from Key Holdings
Top holdings like Ventas and Elme Communities have shown positive year-to-date performance, supporting the ETF’s overall returns.
Focused Sector Exposure
The ETF’s concentration in the real estate sector allows investors to target a specific industry with growth potential.
Reasonable Expense Ratio
The ETF’s expense ratio is moderate compared to many specialized funds, making it relatively cost-effective for investors.
Negative Factors
Underperforming Holdings
Several top holdings, including Independence Realty and UDR, have experienced weak year-to-date performance, dragging down the fund.
High Sector Concentration
With nearly all assets in the real estate sector, the ETF is highly exposed to risks specific to this industry.
Limited Geographic Diversification
The ETF is heavily focused on U.S.-based companies, offering little exposure to international markets.

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

HAUS Summary

The Home Appreciation U.S. REIT ETF (HAUS) is an investment fund focused on Real Estate Investment Trusts (REITs), which are companies that own or manage income-producing properties like apartments, storage facilities, and commercial buildings. It includes well-known companies such as Extra Space Storage and Public Storage. HAUS is designed for investors who want exposure to the U.S. real estate market, offering potential growth and steady dividend income. However, since it focuses heavily on real estate, its performance can be affected by changes in the property market or economic conditions.
How much will it cost me?The HAUS ETF 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 it’s actively managed, focusing on specialized U.S. real estate investments rather than tracking a broad index. The higher cost reflects the fund’s targeted approach and management expertise in selecting REITs with growth potential.
What would affect this ETF?The HAUS ETF, focused on U.S. REITs, could benefit from strong demand for residential and commercial properties, driven by economic growth and population trends. However, rising interest rates or regulatory changes in the real estate sector may negatively impact REIT valuations and dividend yields. Its exposure to the U.S. market ensures stability but also ties its performance closely to domestic economic conditions.

HAUS Top 10 Holdings

The HAUS ETF is heavily concentrated in U.S. real estate, with REITs like Public Storage and Ventas driving steady performance thanks to strong financial results and strategic growth initiatives. Ventas, in particular, is rising as its robust earnings and guidance boost investor confidence. However, names like American Homes and Invitation Homes are dragging the fund, with bearish trends and valuation concerns weighing on their outlook. The fund’s focus on residential and commercial properties provides a thematic tilt, but mixed results across holdings highlight the challenges of navigating the real estate market’s shifting dynamics.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Extra Space Storage4.60%$366.33K$33.30B-11.29%
71
Outperform
Public Storage4.50%$358.15K$53.03B-10.78%
76
Outperform
American Homes4.39%$350.01K$12.37B-12.60%
74
Outperform
Centerspace4.39%$349.67K$1.06B-15.12%
65
Neutral
Equity Lifestyle4.37%$347.94K$12.32B-12.00%
69
Neutral
Ventas4.33%$344.84K$32.80B10.52%
70
Outperform
Veris Residential4.33%$344.75K$1.41B-12.31%
58
Neutral
Camden Property4.32%$343.76K$14.87B-12.25%
67
Neutral
Invitation Homes4.31%$343.00K$17.70B-13.94%
68
Neutral
Umh4.31%$342.91K$1.25B-22.45%
65
Neutral

HAUS Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
17.69
Negative
100DMA
17.79
Negative
200DMA
18.03
Negative
Market Momentum
MACD
-0.02
Negative
RSI
42.73
Neutral
STOCH
55.47
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAUS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 17.52, equal to the 50-day MA of 17.69, and equal to the 200-day MA of 18.03, indicating a bearish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 42.73 is Neutral, neither overbought nor oversold. The STOCH value of 55.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HAUS.

HAUS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.96M0.60%
62
Neutral
$52.62M0.55%
70
Outperform
$49.66M0.75%
68
Neutral
$45.83M0.68%
71
Outperform
$3.46M0.90%
58
Neutral
$1.56M0.59%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HAUS
Home Appreciation U.S. REIT ETF
17.41
-1.39
-7.39%
PSR
Invesco Active U.S. Real Estate Fund
SRHR
SRH REIT Covered Call ETF
REIT
ALPS Active REIT ETF
DVDN
Kingsbarn Dividend Opportunity ETF
REAI
Tidal Etf Trust Intelligent 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.

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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