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LPRE - ETF AI Analysis
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Long Pond Real Estate Select ETF (LPRE)
Rating:68Neutral
Price Target:―
Positive Factors
Broad Real Estate Focus
The ETF is mainly invested in real estate companies, giving targeted exposure to a sector that can benefit from steady rental income and property values.
Strong Performance From Key Holdings
Several of the largest positions, especially in storage and healthcare real estate, have shown strong gains so far this year, helping support the fund’s overall results.
Global but U.S.-Led Exposure
Most assets are in U.S. companies with some exposure to the UK and France, offering a mix of domestic focus with a small international diversification benefit.
Negative Factors
High Expense Ratio
The fund’s fees are relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Sector Concentration Risk
With the vast majority of assets in real estate and a smaller slice in consumer cyclical names, the ETF is heavily exposed to downturns in these specific areas of the economy.
Meaningful Single-Stock Weights
A handful of holdings make up a large portion of the portfolio, so weak performance in any of these names could have an outsized impact on the fund.
LPRE vs. SPDR S&P 500 ETF (SPY)
AUM136.31M
RegionGlobal
Expense Ratio1.00%
Beta0.48
IssuerLong Pond
Inception DateApr 04, 2025
Dividend Yield0.9%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,106
30 Day Avg. Volume25,591
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
31.60Price 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. Instead of tracking an index, managers hand-pick real estate businesses they believe can grow over time. Its holdings include well-known names like Prologis and Extra Space Storage, which own warehouses and storage facilities. Someone might invest in LPRE to add real estate exposure and diversification to their portfolio without buying property directly. A key risk is that it is concentrated in real estate, so its price 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 clear tilt toward U.S. REITs and a dash of international exposure through names like the U.K.-listed Unite Group. Recent strength from Agree Realty, Equity Lifestyle, and Extra Space Storage has been doing the heavy lifting, helping the fund ride a steadier path despite rate jitters. On the flip side, apartment-focused players like Independence Realty and AvalonBay have been lagging, acting as a bit of a brake. Overall, performance is driven by a concentrated mix of income-oriented, property-heavy names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Agree Realty | 9.17% | $12.31M | $9.73B | 5.50% | 75 Outperform | |
| Independence Realty | 7.12% | $9.55M | $3.97B | -22.81% | 60 Neutral | |
| Unite Group plc | 6.79% | $9.11M | £2.59B | -39.94% | 72 Outperform | |
| Healthpeak Properties | 6.50% | $8.72M | $12.40B | -15.72% | 58 Neutral | |
| Equity Lifestyle | 5.79% | $7.76M | $13.53B | -1.63% | 70 Outperform | |
| UDR | 5.78% | $7.75M | $19.66B | -15.95% | 64 Neutral | |
| Accor SA | 5.12% | $6.87M | €9.96B | -8.80% | 72 Outperform | |
| AvalonBay | 4.75% | $6.37M | $24.75B | -18.33% | 74 Outperform | |
| Mid-America Apartment | 4.53% | $6.08M | $15.84B | -21.04% | 71 Outperform | |
| Invitation Homes | 4.24% | $5.69M | $15.83B | -24.20% | 69 Neutral |
LPRE Technical Analysis
Neutral
―
Price Trends
27.52
Positive
26.71
Positive
26.12
Positive
Market Momentum
0.13
Positive
43.77
Neutral
36.73
Neutral
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 28.20, equal to the 50-day MA of 27.52, and equal to the 200-day MA of 26.12, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 43.77 is Neutral, neither overbought nor oversold. The STOCH value of 36.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LPRE.
LPRE Peer Comparison
Comparison Results
Performance Comparison
LPRE
Long Pond Real Estate Select ETF
27.64
5.53
25.01%
AVRE
Avantis Real Estate ETF
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―
―
EIPX
FT Energy Income Partners Strategy ETF
―
―
―
VGSR
Vert Global Sustainable Real Estate ETF
―
―
―
DFNL
Davis Select Financial Etf
―
―
―
CSRE
Cohen & Steers Real Estate Active ETF
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―
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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.
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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