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HAUS - ETF AI Analysis

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HAUS

Home Appreciation U.S. REIT ETF (HAUS)

Rating:63Neutral
Price Target:
HAUS, the Home Appreciation U.S. REIT ETF, has a solid overall rating driven mainly by high-quality real estate names like Welltower and Camden Property, which benefit from strong financial performance, strategic growth plans, and healthy cash flow. Other holdings such as Equity Lifestyle and Essex Property also support the fund with solid fundamentals, though several positions show bearish technical trends or valuation concerns, which slightly hold back the ETF’s rating. The main risk factor is that many holdings face similar issues of high valuations and weak technical momentum within the same U.S. real estate sector, increasing sensitivity to shifts in property markets and interest rates.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the year and in recent months, indicating positive momentum in its portfolio of real estate holdings.
Beneficial Top Holding Contributors
Several of the largest positions, such as Diversified Healthcare Trust and Extra Space Storage, have delivered strong year-to-date results that support the fund’s overall performance.
Targeted U.S. Real Estate Exposure
The fund focuses almost entirely on U.S. real estate, giving investors a straightforward way to invest in the domestic property market.
Negative Factors
High Sector Concentration
With nearly all assets in the real estate sector, the ETF is heavily exposed to downturns in property markets and related economic conditions.
Mixed Performance Among Top Holdings
Some key positions, including Elme Communities and Essex Property, have shown weak year-to-date performance, which can drag on overall returns.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the investment return is used to cover fees.

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

HAUS Summary

The Home Appreciation U.S. REIT ETF (HAUS) is a real estate fund that invests in U.S. Real Estate Investment Trusts (REITs) instead of following a traditional stock index. These are companies that own or manage income-producing properties like apartments, storage facilities, and healthcare buildings. Well-known holdings include Extra Space Storage and Invitation Homes. Someone might invest in HAUS to get both potential growth in U.S. property values and regular dividend income in one investment. 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 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

HAUS is a pure U.S. real estate play, heavily tilted toward residential and specialty REITs, so housing and property trends are really steering the ship. Diversified Healthcare Trust and Extra Space Storage have been rising lately, helping to pull the fund forward, while Elme Communities has been a noticeable drag as it works through profitability and restructuring issues. Names like Ventas and UDR are more steady hands on the wheel, offering modest gains without much drama. Overall, performance hinges on a concentrated group of U.S. property owners and operators.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Diversified Healthcare Trust4.81%$423.83K$1.46B127.65%
58
Neutral
Equity Lifestyle4.60%$405.69K$13.13B-0.61%
70
Outperform
Ventas4.53%$398.78K$37.41B27.72%
68
Neutral
Veris Residential4.50%$396.84K$1.44B-4.22%
63
Neutral
Equity Residential4.50%$396.51K$24.00B-12.30%
70
Outperform
Sun Communities4.46%$393.30K$15.82B1.23%
66
Neutral
UDR4.45%$391.61K$19.94B-10.92%
64
Neutral
Welltower4.41%$388.31K$127.30B30.44%
77
Outperform
Camden Property4.39%$386.94K$15.34B-6.50%
73
Outperform
Public Storage4.38%$385.49K$50.62B-4.52%
73
Outperform

HAUS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
17.71
Positive
100DMA
17.46
Positive
200DMA
17.51
Positive
Market Momentum
MACD
<0.01
Positive
RSI
52.20
Neutral
STOCH
56.94
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 17.88, equal to the 50-day MA of 17.71, and equal to the 200-day MA of 17.51, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 52.20 is Neutral, neither overbought nor oversold. The STOCH value of 56.94 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
$8.81M0.60%
$48.53M0.75%
$46.64M0.55%
$44.84M0.68%
$3.10M0.90%
$986.97K0.59%
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HAUS
Home Appreciation U.S. REIT ETF
17.86
-0.18
-1.00%
SRHR
SRH REIT Covered Call ETF
PSR
Invesco Active U.S. Real Estate Fund
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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