LPRE - ETF AI Analysis
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Long Pond Real Estate Select ETF (LPRE)
Rating:67Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains so far this year and over the last few months, indicating positive recent momentum.
Focused Real Estate Exposure
Most of the fund is invested in real estate and related areas, giving investors targeted exposure to that sector.
Developed-Market Diversification
While the ETF is mainly U.S.-based, it also holds positions in the UK and France, adding some international diversification.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns.
Concentrated Sector Risk
Heavy weighting in real estate and consumer cyclical stocks means the ETF could be hit hard if those areas weaken.
Several Weak Top Holdings
A number of the largest positions have been lagging this year, which could drag on future performance if the trend continues.
LPRE vs. SPDR S&P 500 ETF (SPY)
AUM146.14M
RegionGlobal
Expense Ratio1.00%
Beta0.63
IssuerLong Pond
Inception DateApr 04, 2025
Dividend Yield1.21%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume27,931
30 Day Avg. Volume26,764
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
31.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LPRE Summary
The Long Pond Real Estate Select ETF (LPRE) is an actively managed fund that focuses on real estate companies, mainly in the U.S. but also in the UK and France. It does not track a set index; instead, managers pick real estate-related businesses they believe can grow over time. Top holdings include well-known names like Hyatt Hotels and American Tower. Someone might invest in LPRE to get targeted exposure to real estate for potential long-term growth and diversification away from regular stocks. A key risk is that it is concentrated in real estate, so it can rise or fall sharply with that sector.
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 firmly anchored in global real estate, with a tilt toward residential and specialty property names rather than broad market giants. Hyatt Hotels and Accor are among the brighter spots, with hotel and travel demand giving them a bit of lift, while Invitation Homes is also rising as single-family rentals stay in demand. On the flip side, apartment-focused names like AvalonBay and UDR are still lagging, acting as a mild brake on returns. With all major holdings tied to property markets worldwide, the fund’s fortunes are closely hitched to the real estate cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AvalonBay | 7.02% | $10.20M | $23.98B | -16.22% | 74 Outperform | |
| Independence Realty | 6.77% | $9.82M | $3.81B | -19.36% | 60 Neutral | |
| Unite Group plc | 6.55% | $9.50M | £2.47B | -46.20% | 72 Outperform | |
| Healthpeak Properties | 6.01% | $8.72M | $11.70B | -7.85% | 58 Neutral | |
| Equity Lifestyle | 5.71% | $8.28M | $12.68B | 0.36% | 70 Outperform | |
| Hyatt Hotels | 5.59% | $8.11M | $15.47B | 45.65% | 56 Neutral | |
| American Tower | 5.44% | $7.89M | $83.11B | -15.47% | 71 Outperform | |
| Invitation Homes | 5.38% | $7.81M | $16.26B | -19.69% | 69 Neutral | |
| Accor SA | 4.85% | $7.04M | €10.14B | -0.02% | 72 Outperform | |
| UDR | 3.91% | $5.68M | $18.28B | -15.81% | 64 Neutral |
LPRE Technical Analysis
Positive
―
Price Trends
27.35
Positive
27.05
Positive
26.40
Positive
Market Momentum
0.33
Negative
56.28
Neutral
31.32
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LPRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.36, equal to the 50-day MA of 27.35, and equal to the 200-day MA of 26.40, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 56.28 is Neutral, neither overbought nor oversold. The STOCH value of 31.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LPRE.
LPRE Peer Comparison
Comparison Results
Performance Comparison
LPRE
Long Pond Real Estate Select ETF
27.82
4.14
17.48%
AVRE
Avantis Real Estate ETF
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VOLT
Tema Electrification ETF
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EIPX
FT Energy Income Partners Strategy ETF
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VGSR
Vert Global Sustainable Real Estate ETF
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CSRE
Cohen & Steers Real Estate Active ETF
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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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