HAUS - ETF AI Analysis

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Home Appreciation U.S. REIT ETF (HAUS)

Rating:62Neutral

Price Target:―

HAUS, the Home Appreciation U.S. REIT ETF, has a solid overall rating driven mainly by strong, well-diversified real estate holdings like Welltower, Public Storage, Equity Lifestyle, and Equity Residential, which show healthy financial performance, supportive earnings calls, and generally stable or growing businesses. However, some holdings such as Diversified Healthcare Trust and Veris Residential face leverage, cash flow, or technical challenges, which temper the fund’s overall appeal. The main risk factor is that the ETF is concentrated in U.S. real estate sectors like senior housing, residential, and storage, so it is sensitive to property market and interest rate conditions.

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)

AUM8.98M

RegionNorth America

Expense Ratio0.60%

Beta0.44

IssuerArmada ETF Advisors

Inception DateFeb 28, 2022

Dividend Yield4.4%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,574

30 Day Avg. Volume4,779

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

19.94

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering24

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

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 essentially a pure play on U.S. real estate, with a heavy tilt toward healthcare, residential, and storage REITs that are doing most of the heavy lifting. Welltower, Ventas, and Diversified Healthcare Trust are rising on renewed optimism around senior housing and healthcare properties, giving the fund a healthy backbone. Public Storage and Extra Space Storage add momentum from the self-storage boom, while Equity Residential and UDR look more mixed, occasionally losing steam as apartment fundamentals wobble. Overall, performance is driven by a concentrated group of U.S.-focused property owners.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
DHC	Diversified Healthcare Trust	5.96%	$534.83K	$1.75B	173.86%	58 Neutral
VRE	Veris Residential	5.50%	$493.56K	$1.76B	16.91%	63 Neutral
VTR	Ventas	4.93%	$442.46K	$42.10B	29.41%	68 Neutral
ELS	Equity Lifestyle	4.79%	$430.01K	$13.60B	1.25%	70 Outperform
WELL	Welltower	4.75%	$427.04K	$145.01B	40.57%	77 Outperform
SUI	Sun Communities	4.63%	$416.20K	$16.56B	4.92%	66 Neutral
PSA	Public Storage	4.57%	$410.58K	$52.25B	-0.14%	73 Outperform
ESS	Essex Property	4.34%	$389.64K	$16.66B	-15.27%	69 Neutral
EQR	Equity Residential	4.31%	$386.75K	$22.65B	-12.98%	70 Outperform
EXR	Extra Space Storage	4.30%	$385.78K	$31.18B	-2.50%	66 Neutral

HAUS Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

18.07

Negative

100DMA

17.74

Positive

200DMA

17.58

Positive

Market Momentum

MACD

>-0.01

Positive

RSI

38.53

Neutral

STOCH

6.24

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 18.31, equal to the 50-day MA of 18.07, and equal to the 200-day MA of 17.58, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 38.53 is Neutral, neither overbought nor oversold. The STOCH value of 6.24 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HAUS.

HAUS Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
HAUS	―	―	$8.98M	0.60%	62 Neutral
PSR	―	―	$49.08M	0.35%	69 Neutral
SRHR	―	―	$49.06M	0.75%	66 Neutral
REIT	―	―	$48.31M	0.68%	70 Outperform
DVDN	―	―	$2.94M	0.90%	59 Neutral
REAI	―	―	$1.02M	0.59%	67 Neutral

Performance Comparison

HAUS

Home Appreciation U.S. REIT ETF

17.85

-0.54

-2.94%

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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