IFGL - ETF AI Analysis

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iShares International Developed Real Estate ETF (IFGL)

Rating:60Neutral

Price Target:―

IFGL, the iShares International Developed Real Estate ETF, has a solid but not outstanding overall rating, reflecting a mix of strong and more cautious real estate holdings across developed markets. Higher-quality names like Mitsui Fudosan, Mitsubishi Estate, Sun Hung Kai Properties, Sumitomo Realty, and Segro support the fund’s rating with strong financial performance and generally positive momentum, while weaker or more challenged holdings such as Goodman Group and Vonovia, which face bearish technical trends, leverage, or cash flow concerns, prevent the fund from scoring higher. The main risk factor is its concentration in the real estate sector, where issues like high leverage and market downturns can affect several holdings at the same time.

Positive Factors

Broad International Diversification

The fund spreads its investments across many developed countries, which helps reduce the impact if any single market struggles.

Improving Recent Performance

The ETF has shown positive returns over the past month and quarter, suggesting some recent momentum in its holdings.

Multiple Strong Real Estate Names

Several of the top holdings, especially in Japan and Hong Kong, have delivered solid gains this year, supporting the fund’s overall results.

Negative Factors

High Sector Concentration in Real Estate

With the vast majority of assets in real estate, the fund is heavily exposed to downturns in global property markets.

Mixed Performance Among Top Holdings

Some of the largest positions, including companies in Australia, Germany, and France, have been weak this year, which can drag on returns.

Above-Average Expense Ratio

The fund’s fee is on the higher side for an ETF, which slightly reduces the net return that investors take home over time.

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

AUM93.05M

RegionDeveloped Markets

Expense Ratio0.48%

Beta0.42

IssueriShares

Inception DateNov 12, 2007

Dividend Yield3.4%

Asset ClassEquity

Index TrackedFTSE EPRA Nareit Developed x US

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume18,360

30 Day Avg. Volume13,532

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

28.13

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering243

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IFGL Summary

The iShares International Developed Real Estate ETF (IFGL) tracks the FTSE EPRA Nareit Developed ex US Index, giving you access to real estate companies in developed countries outside the U.S., such as Japan, Australia, and the UK. It holds well-known property groups like Goodman Group and Mitsubishi Estate, which own, develop, or manage offices, malls, warehouses, and other buildings. Someone might invest in IFGL to diversify beyond U.S. stocks and add global real estate income and growth potential. A key risk is that real estate values and this ETF’s price can rise or fall with global property markets and interest rates.

How much will it cost me?The iShares International Developed Real Estate ETF (IFGL) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is passively managed but focuses on a niche sector—international real estate—which requires specialized tracking and exposure to diverse markets.

What would affect this ETF?The iShares International Developed Real Estate ETF (IFGL) could benefit from global urbanization trends and infrastructure development in developed markets outside the U.S., as well as potential growth in demand for commercial and residential properties. However, it may face challenges from rising interest rates, which can increase borrowing costs for real estate companies, and economic slowdowns in key regions like Japan, Germany, and Hong Kong, where its top holdings are concentrated.

IFGL Top 10 Holdings

IFGL is a pure play on developed-market real estate outside the U.S., and its story is being written mostly in Japan, Australia, and Hong Kong. Japanese giants like Mitsui Fudosan and Mitsubishi Estate are doing the heavy lifting, with steady-to-rising trends that help support the fund. Sun Hung Kai is another bright spot, adding a strong tailwind from Hong Kong. On the flip side, Goodman Group looks a bit tired after earlier strength, while Europe’s Vonovia and Unibail Rodamco Westfield are dragging their feet, tempering overall momentum.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GMG	Goodman Group	5.40%	$5.00M	AU$61.96B	-6.72%	54 Neutral
8801	Mitsui Fudosan Co	4.67%	$4.33M	¥5.96T	41.76%	78 Outperform
8802	Mitsubishi Estate Company	4.61%	$4.27M	¥6.00T	126.48%	71 Outperform
0016	Sun Hung Kai Properties	3.04%	$2.82M	HK$386.85B	64.63%	74 Outperform
VNA	Vonovia	2.86%	$2.65M	€22.33B	-11.62%	56 Neutral
8830	Sumitomo Realty & Development Co	2.77%	$2.57M	¥4.78T	93.24%	76 Outperform
SGRO	Segro plc (REIT)	1.86%	$1.72M	£10.66B	8.59%	75 Outperform
URW	Unibail Rodamco Westfield	1.84%	$1.70M	€14.20B	20.72%	62 Neutral
SCG	Scentre Group	1.76%	$1.63M	AU$19.43B	43.88%	70 Outperform
SPSN	Swiss Prime Site AG	1.76%	$1.63M	CHF11.10B	51.05%	62 Neutral

IFGL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

23.53

Positive

100DMA

23.08

Positive

200DMA

22.48

Positive

Market Momentum

MACD

0.47

Negative

RSI

75.74

Negative

STOCH

91.84

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IFGL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.31, equal to the 50-day MA of 23.53, and equal to the 200-day MA of 22.48, indicating a bullish trend. The MACD of 0.47 indicates Negative momentum. The RSI at 75.74 is Negative, neither overbought nor oversold. The STOCH value of 91.84 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IFGL.

IFGL Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IFGL	―	―	$93.05M	0.48%	―
PABD	―	―	$307.75M	0.12%	―
LCTD	―	―	$245.05M	0.22%	―
FEDM	―	―	$80.44M	0.12%	―
ERET	―	―	$10.38M	0.30%	―
RITA	―	―	$8.74M	0.50%	―

Performance Comparison

IFGL

iShares International Developed Real Estate ETF

25.24

5.96

30.91%

PABD

iShares Paris-Aligned Climate MSCI World ex USA ETF

―

LCTD

BlackRock World ex U.S. Carbon Transition Readiness ETF

―

FEDM

FlexShares ESG & Climate Developed Markets ex-US Core Index Fund ETF

―

ERET

iShares Environmentally Aware Real Estate ETF

―

RITA

ETFB Green SRI REITs 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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