tiprankstipranks
Advertisement

NETL - ETF AI Analysis

Compare

Top Page

NETL

NETLease Corporate Real Estate ETF (NETL)

Rating:70Outperform
Price Target:
NETL’s rating suggests it is a generally solid real estate ETF, supported by strong core holdings like NNN REIT and Getty Realty, which benefit from healthy financial performance, attractive dividends, and proactive growth strategies. Other major positions such as VICI Properties and Agree Realty also add strength through positive earnings and investment activity, though concerns like high valuations, bearish technical signals, and sector-specific risks (including exposure to markets like Las Vegas and leverage or debt issues at some holdings such as Global Net Lease) slightly weigh on the overall score. The main risk factor is that many holdings share similar real estate and interest-rate sensitivities, so sector-wide downturns or funding pressures could affect the fund as a whole.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its strategy.
Top Holdings Showing Broad Strength
Most of the largest real estate holdings have delivered steady to strong year-to-date results, helping support the fund’s overall returns.
Focused Net-Lease Real Estate Exposure
By concentrating on net-lease real estate companies, the ETF offers targeted access to a specific property niche that many broad real estate funds do not emphasize.
Negative Factors
High Sector Concentration
Nearly all assets are in the real estate sector, so the fund is heavily exposed to downturns in property markets and interest-rate-sensitive stocks.
Limited Geographic Diversification
With almost all holdings in U.S. companies, the ETF provides little international diversification and is closely tied to the U.S. economy.
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.

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

NETL Summary

NETL is an exchange-traded fund that follows the Colterpoint Net Lease Real Estate Index, focusing on U.S. companies that own commercial properties rented out under long-term “net lease” agreements. These are often steady, rent-paying properties like stores, warehouses, and casinos. Well-known holdings include Realty Income and VICI Properties. Investors might consider NETL for diversification and potential regular income from real estate without having to buy properties directly. However, it can go up and down with the real estate market and may be hurt by rising interest rates or weak demand for commercial space.
How much will it cost me?The NETLease Corporate Real Estate ETF (NETL) has an expense ratio of 0.60%, which means you’ll pay $6 per year for every $1,000 you invest. This is slightly higher than the average for ETFs because it is a specialized fund that focuses on a niche area of real estate, requiring more active management. However, this cost may be worth it for investors seeking targeted exposure to net lease real estate.
What would affect this ETF?The NETLease Corporate Real Estate ETF (NETL) could benefit from stable demand for net lease properties, which are known for predictable income streams and resilience during economic uncertainty. However, rising interest rates or a slowdown in the U.S. real estate market could negatively impact property values and investor sentiment, especially given its heavy exposure to U.S.-based holdings like Realty Income and W. P. Carey Inc. Regulatory changes affecting commercial real estate or tenant industries could also pose risks.

NETL Top 10 Holdings

NETL is a pure play on U.S. net-lease real estate, with performance driven by a tight cluster of large REITs rather than a broad market mix. W. P. Carey and NNN REIT have been steady climbers, helping pull the fund higher, while Innovative Industrial Properties and Getty Realty are the real pace-setters, adding extra spark with stronger recent gains. On the flip side, giants like Realty Income and Agree Realty have been losing a bit of steam, acting as mild brakes rather than outright drags on this income-focused, sector-concentrated ETF.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
NNN REIT8.08%$4.27M$8.86B9.33%
78
Outperform
W. P. Carey Inc.8.04%$4.25M$17.09B21.11%
70
Neutral
VICI Properties7.39%$3.90M$30.49B-11.21%
73
Outperform
Agree Realty7.38%$3.90M$9.11B1.02%
75
Outperform
Realty Income7.34%$3.88M$58.49B8.28%
70
Outperform
Innovative Industrial Properties4.63%$2.45M$1.74B5.68%
69
Neutral
Broadstone Net Lease4.28%$2.26M$4.04B30.71%
61
Neutral
LXP Industrial Trust4.21%$2.23M$3.13B24.07%
73
Outperform
Getty Realty4.02%$2.12M$2.02B15.51%
78
Outperform
Global Net Lease3.96%$2.09M$2.00B27.74%
62
Neutral

NETL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.19
Positive
100DMA
25.74
Positive
200DMA
24.68
Positive
Market Momentum
MACD
0.16
Negative
RSI
55.16
Neutral
STOCH
76.10
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NETL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.35, equal to the 50-day MA of 26.19, and equal to the 200-day MA of 24.68, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 55.16 is Neutral, neither overbought nor oversold. The STOCH value of 76.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NETL.

NETL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$52.82M0.60%
70
Outperform
$58.22M0.35%
70
Neutral
$53.84M0.68%
69
Neutral
$25.79M0.60%
64
Neutral
$25.47M0.53%
69
Neutral
$5.02M0.99%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NETL
NETLease Corporate Real Estate ETF
26.61
3.53
15.29%
PSR
Invesco Active U.S. Real Estate Fund
REIT
ALPS Active REIT ETF
BYRE
Principal Real Estate Active Opportunities ETF
PPTY
US Diversified Real Estate ETF
RNTY
YieldMax Target 12 Real Estate Option Income 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: ―
Table of Contents
Advertisement