REET - ETF AI Analysis
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iShares Global REIT ETF (REET)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, quarter, and year-to-date, indicating positive recent momentum.
Leading REIT Holdings
Several of the largest positions, including data center and healthcare REITs, have delivered strong year-to-date results that support the fund’s overall performance.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of the returns generated by its holdings.
Negative Factors
High Sector Concentration
With almost all assets in real estate, the ETF is heavily exposed to downturns in the property and REIT market.
U.S.-Heavy Geographic Exposure
A large majority of the portfolio is invested in U.S. real estate, which reduces the benefits of global diversification and ties results closely to the U.S. market.
Reliance on a Few Large Positions
The top holdings make up a significant share of the fund, so weak performance from any of these major REITs could noticeably affect returns.
REET vs. SPDR S&P 500 ETF (SPY)
AUM4.79B
RegionGlobal
Expense Ratio0.14%
Beta0.55
IssueriShares
Inception DateJul 08, 2014
Dividend Yield3.37%
Asset ClassEquity
Index TrackedFTSE EPRA Nareit Global REITs
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,961,459
30 Day Avg. Volume2,284,550
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
29.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering281
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REET Summary
REET is the iShares Global REIT ETF, which follows the FTSE EPRA Nareit Global REITs index and focuses on real estate investment trusts around the world. It owns companies that hold properties like apartments, shopping centers, warehouses, and data centers. Well-known holdings include Prologis and Simon Property Group. Investors might consider REET if they want simple, built-in diversification in global real estate and the potential for income from property rents. A key risk is that it is heavily tied to the real estate market, so its value can go up or down with changes in property prices, interest rates, and the economy.
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
REET is leaning heavily on a trio of rising stars: data‑center landlords Equinix and Digital Realty, plus logistics giant Prologis, all of which have been powering the fund as demand for digital infrastructure and warehouses stays hot. Healthcare-focused Welltower and steady payer Realty Income add a more defensive backbone, while mall owner Simon Property has been more of a slow-and-steady contributor than a sprinting leader. With almost everything tied to real estate and a mix of U.S. and international names like Australia’s Goodman Group, this ETF is a pure global REIT play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.16% | $386.62M | $146.25B | 40.89% | 77 Outperform | |
| Prologis | 7.34% | $347.75M | $135.56B | 35.52% | 76 Outperform | |
| Equinix | 6.02% | $285.17M | $109.35B | 29.02% | 73 Outperform | |
| Digital Realty | 3.82% | $180.87M | $68.72B | 22.44% | 69 Neutral | |
| Simon Property | 3.69% | $174.61M | $65.35B | 26.99% | 70 Outperform | |
| Realty Income | 3.25% | $153.84M | $59.05B | 9.63% | 70 Outperform | |
| Public Storage | 2.73% | $129.18M | $54.12B | 4.58% | 73 Outperform | |
| Goodman Group | 2.36% | $111.80M | AU$59.59B | 16.16% | 54 Neutral | |
| Ventas | 2.24% | $106.18M | $40.71B | 23.65% | 68 Neutral | |
| Iron Mountain | 1.87% | $88.56M | $34.52B | 27.44% | 55 Neutral |
REET Technical Analysis
Positive
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Price Trends
26.33
Positive
25.84
Positive
25.26
Positive
Market Momentum
0.33
Negative
62.23
Neutral
52.63
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 26.80, equal to the 50-day MA of 26.33, and equal to the 200-day MA of 25.26, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 62.23 is Neutral, neither overbought nor oversold. The STOCH value of 52.63 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
27.27
3.61
15.26%
GRID
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
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ARKK
Ark Innovation Etf
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DFGR
Dimensional Global Real Estate ETF
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DTCR
Global X Data Center Reits & Digital Infrastructure 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.
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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