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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 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)
AUM4.75B
RegionGlobal
Expense Ratio0.14%
Beta0.50
IssueriShares
Inception DateJul 08, 2014
Dividend Yield3.44%
Asset ClassEquity
Index TrackedFTSE EPRA Nareit Global REITs
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,778,859
30 Day Avg. Volume1,481,134
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
29.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering283
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 riding a wave of strength from a handful of heavyweight REITs, with Welltower and Ventas leading the charge in senior housing while Prologis powers ahead on the back of resilient logistics demand. Data-center names like Equinix and Digital Realty add a tech-flavored twist to this real estate mix, helping performance rather than holding it back. Realty Income and Public Storage are more steady workhorses than sprinters. Overall, the fund is firmly anchored in global real estate, but its biggest drivers are still U.S.-listed REITs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.06% | $382.05M | $143.07B | 37.64% | 77 Outperform | |
| Prologis | 7.32% | $347.38M | $131.14B | 14.59% | 76 Outperform | |
| Equinix | 5.36% | $254.38M | $93.64B | 9.30% | 73 Outperform | |
| Simon Property | 3.73% | $176.75M | $65.63B | 15.18% | 70 Outperform | |
| Digital Realty | 3.56% | $168.77M | $61.76B | 21.11% | 69 Neutral | |
| Realty Income | 3.42% | $162.33M | $60.42B | 13.03% | 70 Outperform | |
| Public Storage | 2.78% | $131.83M | $53.87B | -0.48% | 73 Outperform | |
| Ventas | 2.30% | $109.10M | $41.32B | 25.51% | 68 Neutral | |
| Goodman Group | 2.18% | $103.57M | AU$56.82B | -2.56% | 54 Neutral | |
| VICI Properties | 1.81% | $85.76M | $31.73B | -7.13% | 73 Outperform |
REET Technical Analysis
Neutral
―
Price Trends
25.96
Positive
25.45
Positive
24.94
Positive
Market Momentum
0.31
Positive
52.03
Neutral
37.80
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REET, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.87, equal to the 50-day MA of 25.96, and equal to the 200-day MA of 24.94, indicating a neutral trend. The MACD of 0.31 indicates Positive momentum. The RSI at 52.03 is Neutral, neither overbought nor oversold. The STOCH value of 37.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for REET.
REET Peer Comparison
Comparison Results
Performance Comparison
REET
iShares Global REIT ETF
26.67
2.90
12.20%
CIBR
First Trust NASDAQ Cybersecurity ETF
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BAI
iShares A.I. Innovation and Tech Active 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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DTCR
Global X Data Center Reits & Digital Infrastructure 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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