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IYRI - ETF AI Analysis

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IYRI

NEOS Real Estate High Income ETF (IYRI)

Rating:69Neutral
Price Target:
IYRI, the NEOS Real Estate High Income ETF, earns a solid overall rating largely because its biggest positions in Welltower and Prologis are backed by strong financial performance, positive earnings calls, and clear growth strategies in key real estate segments. Additional holdings like Equinix and Public Storage further support the fund with robust revenue growth and strategic expansion, though several names face risks such as high valuations, bearish technical trends, and elevated leverage. The main risk for this ETF is its concentration in real estate, where overvaluation concerns and debt levels across multiple holdings could weigh on future returns if market conditions worsen.
Positive Factors
Strong Recent Performance
The ETF has shown positive returns over the past month, three months, and year to date, indicating solid recent momentum.
Leading Real Estate Holdings
Several of the largest positions, including major real estate and data-center companies, have delivered strong gains that support the fund’s overall performance.
Meaningful Fund Size
With a sizable asset base, the ETF appears established enough to offer reasonable trading liquidity for everyday investors.
Negative Factors
High Sector Concentration
Almost all of the portfolio is invested in real estate, so the fund is heavily exposed to downturns in that single sector.
U.S.-Only Geographic Exposure
The ETF is effectively fully invested in U.S. assets, offering little diversification across different countries or regions.
Above-Average Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.

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

IYRI Summary

The NEOS Real Estate High Income ETF (IYRI) is a fund that focuses on U.S. real estate, mainly through real estate investment trusts (REITs). It does not track a specific index, but instead picks a mix of property-related companies to aim for high income. Well-known holdings include Prologis, which owns warehouses and logistics centers, and Simon Property Group, which owns shopping malls. Someone might invest in IYRI to seek steady dividend income and add real estate diversification to their portfolio. A key risk is that it is heavily tied to the real estate market, which can rise and fall with interest rates and the economy.
How much will it cost me?The NEOS Real Estate High Income ETF (Ticker: IYRI) has an expense ratio of 0.68%, which means you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on maximizing income through a curated portfolio of real estate investments.
What would affect this ETF?The NEOS Real Estate High Income ETF (IYRI) could benefit from a strong U.S. economy and rising demand for real estate assets, which may drive higher rental income and property values for its holdings like Welltower and Prologis. However, rising interest rates or regulatory changes in the real estate sector could negatively impact REITs and reduce their profitability, potentially affecting the ETF's performance. Investors should also consider the impact of broader economic conditions, such as inflation, on the real estate market.

IYRI Top 10 Holdings

IYRI is a U.S.-focused real estate ETF where a few big REITs do most of the heavy lifting. Healthcare and logistics giants Welltower and Prologis are steadily rising, helping anchor returns, while data-center names Equinix and Digital Realty have been standout performers, giving the fund a high-tech real estate twist. Traditional retail exposure via Simon Property and steady payer Realty Income adds income ballast. On the flip side, tower REITs like American Tower and Crown Castle are lagging, acting as a mild brake on an otherwise upward-trending, sector-concentrated portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower10.02%$25.79M$146.25B40.89%
77
Outperform
Prologis9.58%$24.65M$135.56B35.52%
76
Outperform
Equinix5.43%$13.98M$109.35B29.02%
73
Outperform
Digital Realty4.88%$12.57M$68.72B22.44%
69
Neutral
Simon Property4.63%$11.91M$65.35B26.99%
70
Outperform
Realty Income4.29%$11.04M$59.05B9.63%
70
Outperform
American Tower4.24%$10.92M$83.11B-17.04%
71
Outperform
Public Storage3.71%$9.55M$54.12B4.58%
73
Outperform
CBRE Group3.35%$8.62M$43.42B20.48%
70
Outperform
Crown Castle2.91%$7.50M$37.68B-17.32%
45
Neutral

IYRI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
48.44
Positive
100DMA
47.97
Positive
200DMA
47.41
Positive
Market Momentum
MACD
0.41
Negative
RSI
61.32
Neutral
STOCH
23.66
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYRI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 48.63, equal to the 50-day MA of 48.44, and equal to the 200-day MA of 47.41, indicating a bullish trend. The MACD of 0.41 indicates Negative momentum. The RSI at 61.32 is Neutral, neither overbought nor oversold. The STOCH value of 23.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYRI.

IYRI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$257.36M0.68%
69
Neutral
$772.21M0.18%
74
Outperform
$666.64M0.65%
72
Outperform
$480.20M0.50%
68
Neutral
$259.15M0.75%
69
Neutral
$243.15M0.51%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IYRI
NEOS Real Estate High Income ETF
49.35
4.71
10.55%
IETC
iShares Evolved US Technology ETF
GTOP
Goldman Sachs Technology Opportunities ETF
JPRE
JPMorgan Realty Income ETF
RSHO
Tema American Reshoring ETF
PINK
Simplify Health Care 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.
DisclaimerThis 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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