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REAI - ETF AI Analysis

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REAI

Tidal Etf Trust Intelligent Real Estate Etf (REAI)

Rating:65Neutral
Price Target:
REAI’s rating suggests it is a solid but not top-tier real estate ETF, supported by strong performers like Prologis and Keppel DC REIT, which benefit from robust financial results, growth, and generally supportive technical trends. Large positions in data-focused names such as Equinix and Digital Realty also help, though concerns about high valuations, leverage, and some bearish or overbought technical signals limit the upside. Weaker holdings like Crown Castle, with declining revenue and high debt, along with broader risks from overvaluation and leverage across several holdings, are key factors that hold the fund’s overall rating back.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered a solid gain so far this year, showing that its strategy has recently been working well for investors.
Leading Real Estate and Infrastructure Holdings
Several of the largest positions, including data center and industrial real estate companies, have shown strong or steady performance, helping support the fund’s overall returns.
Global Real Estate Exposure
Holdings across the U.S., Singapore, and the UK provide some international diversification within the real estate space, reducing reliance on a single country’s property market.
Negative Factors
High Sector Concentration in Real Estate
With the vast majority of assets in real estate, the fund is heavily exposed to downturns in that single sector.
Top Holdings Are Tightly Concentrated
A small group of companies makes up a large share of the portfolio, increasing the impact that any one stock’s weakness can have on the ETF.
Relatively High Expense Ratio for an ETF
The fund charges a higher ongoing fee than many broad-market ETFs, which can modestly reduce net returns over time.

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

REAI Summary

REAI is an exchange-traded fund (ETF) that focuses on real estate, mainly through Real Estate Investment Trusts (REITs), rather than tracking a traditional index. It invests in companies that own data centers, cell towers, warehouses, and other properties, with most holdings in the U.S. but some in Singapore and the UK. Well-known companies in the fund include Equinix and American Tower. Someone might invest in REAI for income from dividends and to add real estate diversification without buying property directly. A key risk is that real estate values and REIT prices can go up and down with interest rates and the broader market.
How much will it cost me?The expense ratio for the Tidal ETF Trust Intelligent Real Estate ETF (REAI) is 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on a specialized niche in the real estate sector. Active management typically involves higher costs due to the research and strategy required.
What would affect this ETF?The REAI ETF, focused on U.S. REITs, could benefit from positive trends in the real estate sector, such as increased demand for industrial and data center properties, which align with top holdings like Equinix and Digital Realty. However, rising interest rates or economic slowdowns could negatively impact REITs by increasing borrowing costs and reducing property values. Investors should also consider potential regulatory changes affecting the real estate market.

REAI Top 10 Holdings

REAI is essentially a bet on digital and industrial real estate, with data-center giants Equinix and Digital Realty doing much of the heavy lifting as their shares keep rising on solid growth and upbeat outlooks. Keppel DC REIT adds another bright spot, giving the fund a global flavor even though most holdings are U.S.-based. On the flip side, Crown Castle and several industrial names like Stag Industrial and First Industrial have been lagging, acting as a bit of a brake on performance rather than a growth engine.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Equinix9.86%$100.75K$101.23B32.62%
73
Outperform
Digital Realty9.72%$99.31K$64.90B30.17%
69
Neutral
Digital Core REIT8.19%$83.67K$660.97M10.87%
71
Outperform
SBA Communications5.12%$52.27K$23.11B2.08%
67
Neutral
Iron Mountain5.03%$51.35K$32.54B31.08%
55
Neutral
American Tower4.81%$49.15K$83.56B-15.91%
71
Outperform
Keppel DC REIT4.66%$47.55KS$5.62B43.67%
76
Outperform
Prologis4.49%$45.89K$130.88B42.56%
76
Outperform
Stag Industrial4.46%$45.56K$7.29B21.34%
75
Outperform
Crown Castle4.45%$45.50K$37.63B-10.74%
45
Neutral

REAI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
20.21
Positive
100DMA
19.58
Positive
200DMA
19.48
Positive
Market Momentum
MACD
0.04
Negative
RSI
64.59
Neutral
STOCH
99.95
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REAI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 19.82, equal to the 50-day MA of 20.21, and equal to the 200-day MA of 19.48, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 64.59 is Neutral, neither overbought nor oversold. The STOCH value of 99.95 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REAI.

REAI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.03M0.59%
65
Neutral
$48.79M0.75%
65
Neutral
$48.35M0.35%
70
Neutral
$48.01M0.68%
71
Outperform
$8.92M0.60%
62
Neutral
$3.05M0.90%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
REAI
Tidal Etf Trust Intelligent Real Estate Etf
20.65
3.10
17.66%
SRHR
SRH REIT Covered Call ETF
PSR
Invesco Active U.S. Real Estate Fund
REIT
ALPS Active REIT ETF
HAUS
Home Appreciation U.S. REIT ETF
DVDN
Kingsbarn Dividend Opportunity 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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