REET - ETF AI Analysis

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iShares Global REIT ETF (REET)

Rating:66Neutral

Price Target:―

REET, the iShares Global REIT ETF, has a solid overall rating driven mainly by large positions in high-quality real estate names like Welltower and Prologis, which benefit from strong financial performance, strategic growth plans, and supportive earnings calls. However, some holdings such as Goodman Group and others with bearish technical trends or high valuations introduce risk, and the fund’s focus on real estate means investors are exposed to sector-specific pressures like interest-rate sensitivity and property-market cycles.

Positive Factors

Strong Top REIT Holdings

Several of the largest positions, including storage and data-center REITs, have shown solid gains this year, helping support the fund’s overall results.

Global Real Estate Exposure

Holdings across the U.S., Australia, Japan, the UK, and other countries give investors access to a broad mix of global property markets rather than just one region.

Low Expense Ratio

The fund’s relatively low fee means less of your return is eaten up by costs compared with many specialized real estate funds.

Negative Factors

Heavy U.S. Concentration

Despite being global, the ETF is dominated by U.S. holdings, so performance is still heavily tied to the U.S. real estate market.

Single-Sector Focus

With almost all assets in real estate, the fund can be more sensitive to property market downturns, interest rate changes, and sector-specific risks.

Mixed Recent Performance

While year-to-date and one-month returns are positive, the recent three-month period has been weak, showing that returns can be uneven over shorter time frames.

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

AUM4.57B

RegionGlobal

Expense Ratio0.14%

Beta0.51

IssueriShares

Inception DateJul 08, 2014

Dividend Yield3.47%

Asset ClassEquity

Index TrackedFTSE EPRA Nareit Global REITs

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,279,941

30 Day Avg. Volume1,613,387

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

28.48

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering284

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

REET Summary

The iShares Global REIT ETF (REET) tracks the FTSE EPRA Nareit Global REITs index and invests in real estate investment trusts (REITs) around the world. These are companies that own things like apartments, shopping centers, warehouses, and data centers. Well-known holdings include Prologis and Simon Property Group. Investors might consider REET if they want broad, global real estate exposure and the potential for steady income from property-related businesses. A key risk is that it is heavily tied to the real estate market, so its value can rise or fall with property prices, 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

REET is leaning heavily into real estate, with U.S.-listed REITs setting the tone and a dash of global exposure from names like Australia’s Goodman Group. Industrial giant Prologis and healthcare-focused Welltower are helping to pull the fund higher, while data-center players Equinix and Digital Realty have been more mixed, occasionally losing their footing after earlier strength. Income favorite Realty Income and storage leaders Public Storage and Extra Space Storage are rising and quietly doing the heavy lifting, while mall owner Simon Property and Goodman Group are more of a stabilizing, if somewhat slower, presence.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WELL	Welltower	7.82%	$356.82M	$135.38B	37.55%	77 Outperform
PLD	Prologis	7.34%	$335.00M	$130.54B	12.74%	76 Outperform
EQIX	Equinix	4.83%	$220.52M	$84.22B	-9.10%	73 Outperform
SPG	Simon Property	3.67%	$167.54M	$64.17B	6.61%	70 Outperform
DLR	Digital Realty	3.41%	$155.80M	$59.13B	3.90%	69 Neutral
O	Realty Income	3.33%	$151.98M	$58.04B	16.02%	70 Outperform
PSA	Public Storage	2.63%	$120.03M	$50.69B	-5.39%	73 Outperform
GMG	Goodman Group	2.51%	$114.44M	AU$62.90B	-11.31%	54 Neutral
VTR	Ventas	2.23%	$101.93M	$40.25B	38.91%	68 Neutral
VICI	VICI Properties	1.79%	$81.66M	$31.06B	-3.13%	73 Outperform

REET Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

25.23

Positive

100DMA

25.11

Positive

200DMA

24.65

Positive

Market Momentum

MACD

0.25

Negative

RSI

72.36

Negative

STOCH

94.13

Negative

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 25.66, equal to the 50-day MA of 25.23, and equal to the 200-day MA of 24.65, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 72.36 is Negative, neither overbought nor oversold. The STOCH value of 94.13 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REET.

REET Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
REET	―	―	$4.57B	0.14%	―
CIBR	―	―	$9.98B	0.58%	―
IGF	―	―	$9.66B	0.39%	―
DFGR	―	―	$3.20B	0.22%	―
RWO	―	―	$1.17B	0.50%	―
DTCR	―	―	$1.04B	0.50%	―

Performance Comparison

REET

iShares Global REIT ETF

26.40

2.79

11.82%

CIBR

First Trust NASDAQ Cybersecurity ETF

―

IGF

iShares Global Infrastructure ETF

―

DFGR

Dimensional Global Real Estate ETF

―

RWO

SPDR Dow Jones Global Real Estate ETF

―

DTCR

Global X Data Center Reits & Digital Infrastructure 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.

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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