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LPRE - ETF AI Analysis

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LPRE

Long Pond Real Estate Select ETF (LPRE)

Rating:63Neutral
Price Target:
LPRE, the Long Pond Real Estate Select ETF, appears to be a solid but not top-tier fund, reflecting a mix of strong real estate names and some holdings with notable risks. Higher-quality positions like Agree Realty, Equity Lifestyle, and Unite Group support the rating through strong financial performance, solid occupancy or growth, and attractive dividends or valuations, while weaker spots such as Hilton Grand Vacations and some overvalued or bearish-trending holdings temper the overall picture. The main risk is the fund’s focus on real estate-related companies, which can be sensitive to leverage, interest rates, and periods of bearish market momentum across the sector.
Positive Factors
Solid Recent Performance
The ETF has delivered strong gains so far this year and over the past three months, showing positive momentum.
Strong Contributors Among Top Holdings
Several major positions, such as Janus Living and Agree Realty, have posted strong year-to-date gains that help support overall returns.
Global Real Estate Exposure
While most assets are in U.S. companies, the fund also holds real estate names in the UK and France, adding some international diversification.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high, which means more of the returns are eaten up by fees compared with many other ETFs.
Sector Concentration in Real Estate
A large majority of the portfolio is in real estate and related areas, making the ETF sensitive to downturns in that sector.
Several Weak Top Holdings
Some of the largest positions, including Independence Realty, SBA Communications, Unite Group, Accor, and Churchill Downs, have shown weak or negative performance this year, which can drag on the fund.

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

LPRE Summary

The Long Pond Real Estate Select ETF (LPRE) is an actively managed fund that focuses on real estate companies around the world, with most of its investments in the United States. It does not track a fixed index; instead, managers pick a select group of real estate and related businesses they believe can grow over time. Well-known holdings include Equity Lifestyle and UDR. Someone might invest in LPRE to add real estate exposure and diversify beyond regular stocks and bonds. However, this ETF is heavily tied to the real estate market, so its value can go up and down with property prices and interest rates.
How much will it cost me?The Long Pond Real Estate Select ETF (LPRE) has an expense ratio of 1.0%, meaning you’ll pay $10 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and strategic decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Long Pond Real Estate Select ETF (LPRE) could benefit from global economic growth and increased demand for real estate, especially in sectors like residential and logistics, which are represented by top holdings such as Independence Realty and Prologis. However, rising interest rates or economic slowdowns could negatively impact real estate valuations and consumer spending, affecting holdings like Hyatt Hotels and Taylor Morrison. Regulatory changes in key geographic markets could also influence the ETF's performance.

LPRE Top 10 Holdings

LPRE is leaning heavily into real estate, with a global flavor but a clear U.S. core, and a few key names steering the ship. Equity Lifestyle and Agree Realty have been steady climbers, helping to prop up returns, while UDR and Janus Living add more fuel with recently rising momentum. On the flip side, DR Horton and SBA Communications have been lagging, acting like a bit of an anchor on performance, and Churchill Downs hasn’t helped either. Overall, the fund is concentrated in property-focused plays, with only light exposure beyond real estate.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Equity Lifestyle8.37%$14.04M$13.23B15.44%
70
Outperform
SBA Communications8.05%$13.52M$18.55B-17.93%
67
Neutral
DR Horton8.04%$13.49M$42.28B2.69%
66
Neutral
Independence Realty7.93%$13.31M$4.03B-1.40%
60
Neutral
UDR7.50%$12.58M$20.48B-0.18%
64
Neutral
Janus Living, Inc. Class A6.53%$10.96M$9.12B
Hilton Grand Vacations6.15%$10.32M$4.14B1.26%
60
Neutral
Churchill Downs5.08%$8.53M$6.22B-19.59%
73
Outperform
Agree Realty4.83%$8.11M$9.74B10.27%
75
Outperform
Unite Group plc4.66%$7.81M£2.82B-29.26%
72
Outperform

LPRE Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
29.74
Positive
100DMA
28.47
Positive
200DMA
27.42
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LPRE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 30.20, equal to the 50-day MA of 29.74, and equal to the 200-day MA of 27.42, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LPRE.

LPRE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$167.91M1.00%
63
Neutral
$887.84M0.17%
66
Neutral
$734.74M0.75%
71
Outperform
$558.67M0.95%
67
Neutral
$553.87M0.45%
65
Neutral
$512.58M0.70%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LPRE
Long Pond Real Estate Select ETF
29.96
4.90
19.55%
AVRE
Avantis Real Estate ETF
VOLT
Tema Electrification ETF
EIPX
FT Energy Income Partners Strategy ETF
VGSR
Vert Global Sustainable Real Estate ETF
CSRE
Cohen & Steers Real Estate Active 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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