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REET - ETF AI Analysis
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iShares Global REIT ETF (REET)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Welltower and Prologis, have shown strong year-to-date performance, supporting the ETF's overall returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it a cost-effective choice for investors.
Global Diversification
The ETF provides exposure to real estate markets across multiple countries, reducing reliance on a single geographic region.
Negative Factors
Sector Concentration
The ETF is heavily concentrated in the real estate sector, which may limit its ability to perform well during downturns in this industry.
Underperforming Holdings
Some top holdings, such as Equinix and Digital Realty, have experienced weak year-to-date performance, which could drag on overall returns.
High U.S. Exposure
Over 70% of the ETF's assets are invested in U.S. companies, making it vulnerable to domestic market fluctuations.
REET vs. SPDR S&P 500 ETF (SPY)
AUM4.00B
RegionGlobal
Expense Ratio0.14%
Beta0.52
IssueriShares
Inception DateJul 08, 2014
Dividend Yield3.75%
Asset ClassEquity
Index TrackedFTSE EPRA Nareit Global REITs
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,964,076
30 Day Avg. Volume1,626,266
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
28.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering282
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REET Summary
The iShares Global REIT ETF (ticker: REET) is an investment fund that focuses on real estate investment trusts (REITs) from around the world. It includes companies like Prologis and Welltower, which own and manage properties such as warehouses, healthcare facilities, and shopping centers. This ETF is a good option for investors looking to diversify their portfolio with exposure to global real estate, which can provide stable income and potential long-term growth. However, new investors should be aware that its performance can fluctuate with the real estate market, which is influenced by factors like interest rates and economic conditions.
How much will it cost me?The iShares Global REIT ETF (REET) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active management.
What would affect this ETF?The iShares Global REIT ETF (REET) could benefit from increased demand for real estate investments as global economies recover and urbanization continues, driving growth in residential, commercial, and industrial properties. However, rising interest rates or economic slowdowns could negatively impact REITs by increasing borrowing costs and reducing property values, which may affect the ETF's performance. Additionally, regulatory changes in key markets or shifts in consumer behavior could influence the profitability of top holdings like Welltower and Prologis.
REET Top 10 Holdings
The iShares Global REIT ETF (REET) is heavily anchored in the real estate sector, with a global mix of holdings that reflect the diverse opportunities in this space. Welltower and Ventas are rising stars, benefiting from strong performance in senior housing and healthcare-focused properties, which have bolstered the fund’s returns. However, laggards like Goodman Group and Public Storage are dragging the ETF, with bearish momentum and valuation concerns weighing on their outlook. The fund’s concentration in real estate provides steady income potential, but mixed performance among top holdings highlights the sector’s challenges and opportunities.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.31% | $331.90M | $139.46B | 52.95% | 72 Outperform | |
| Prologis | 7.28% | $290.90M | $122.60B | 10.76% | 79 Outperform | |
| Equinix | 4.36% | $174.31M | $71.42B | -24.52% | 69 Neutral | |
| Simon Property | 3.65% | $145.90M | $59.47B | 0.85% | 74 Outperform | |
| Digital Realty | 3.21% | $128.31M | $53.76B | -18.09% | 70 Outperform | |
| Realty Income | 3.16% | $126.34M | $52.89B | 2.62% | 72 Outperform | |
| Public Storage | 2.61% | $104.17M | $47.93B | -18.72% | 68 Neutral | |
| Goodman Group | 2.36% | $94.24M | AU$61.10B | -25.68% | 54 Neutral | |
| Ventas | 2.22% | $88.58M | $38.54B | 27.58% | 68 Neutral | |
| VICI Properties | 1.84% | $73.44M | $30.41B | -10.11% | 73 Outperform |
REET Technical Analysis
Positive
―
Price Trends
25.39
Positive
25.15
Positive
24.56
Positive
Market Momentum
<0.01
Negative
51.47
Neutral
76.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REET, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.29, equal to the 50-day MA of 25.39, and equal to the 200-day MA of 24.56, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 51.47 is Neutral, neither overbought nor oversold. The STOCH value of 76.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REET.
REET Peer Comparison
Comparison Results
Performance Comparison
REET
iShares Global REIT ETF
25.39
0.60
2.42%
IGF
iShares Global Infrastructure ETF
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―
―
BAI
iShares A.I. Innovation and Tech Active ETF
―
―
―
ARKK
Ark Innovation Etf
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―
―
DFGR
Dimensional Global Real Estate ETF
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―
―
RWO
SPDR Dow Jones Global Real Estate 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.
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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