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HAUS - ETF AI Analysis

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HAUS

Home Appreciation U.S. REIT ETF (HAUS)

Rating:61Neutral
Price Target:
$18.00
The Home Appreciation U.S. REIT ETF (HAUS) has a balanced rating, reflecting a mix of strengths and challenges among its holdings. Welltower (WELL) stands out as a key contributor with strong financial performance and strategic initiatives in the healthcare REIT sector, though valuation concerns slightly temper its impact. On the other hand, Independence Realty (IRT) and Elme Communities (ELME) have weaker scores due to profitability challenges and valuation concerns, which may have held back the ETF’s overall rating. Investors should note the ETF’s concentration in the REIT sector, which could pose risks if market conditions for real estate weaken.
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 a focus on REITs spanning residential, commercial, and healthcare properties. Diversified Healthcare Trust is leading the charge with rising momentum and a standout dividend yield, while Welltower’s strong performance in senior housing adds to the fund’s growth story. On the flip side, Independence Realty and UMH are lagging, weighed down by valuation concerns and weak technical trends. Overall, the fund’s positioning leans toward steady income and growth, but mixed results from some holdings suggest a cautious outlook for near-term performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Ventas5.01%$416.69K$38.13B24.69%
68
Neutral
Centerspace5.01%$416.64K$1.18B-9.51%
65
Neutral
Welltower4.87%$405.43K$137.22B44.97%
72
Outperform
Independence Realty4.52%$375.91K$4.15B-22.11%
55
Neutral
Diversified Healthcare Trust4.51%$374.95K$1.12B91.70%
56
Neutral
Equity Lifestyle4.48%$373.07K$12.66B-11.18%
73
Outperform
Umh4.46%$371.25K$1.30B-20.74%
70
Outperform
Elme Communities4.42%$367.79K$1.50B5.07%
54
Neutral
Veris Residential4.40%$366.24K$1.42B-17.74%
68
Neutral
Camden Property4.35%$361.91K$14.85B-14.38%
60
Neutral

HAUS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
17.20
Positive
100DMA
17.31
Positive
200DMA
17.60
Positive
Market Momentum
MACD
0.08
Negative
RSI
61.37
Neutral
STOCH
37.12
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 17.22, equal to the 50-day MA of 17.20, and equal to the 200-day MA of 17.60, indicating a bullish trend. The MACD of 0.08 indicates Negative momentum. The RSI at 61.37 is Neutral, neither overbought nor oversold. The STOCH value of 37.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAUS.

HAUS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$8.67M0.60%
61
Neutral
$50.76M0.55%
68
Neutral
$47.66M0.75%
65
Neutral
$44.95M0.68%
69
Neutral
$3.26M0.90%
54
Neutral
$2.32M0.59%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HAUS
Home Appreciation U.S. REIT ETF
17.62
-1.47
-7.70%
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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