REIT - ETF AI Analysis
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ALPS Active REIT ETF (REIT)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Year-to-Date Performance
The ETF has delivered positive year-to-date returns, showing it has held up reasonably well so far this year.
Strong Leading REIT Holdings
Several of the largest positions, including major data center, logistics, and income-focused REITs, have shown generally strong performance, helping support the fund’s results.
Focused Real Estate Exposure
The fund offers targeted exposure to U.S. real estate companies, which can be useful for investors looking to add a dedicated property and income-oriented sleeve to their portfolio.
Negative Factors
High Sector Concentration
Almost all assets are invested in the real estate sector, so the ETF is heavily exposed to downturns or policy changes that hurt property markets.
Limited Geographic Diversification
With nearly all holdings in U.S. companies, the fund offers little protection if the U.S. real estate market struggles compared with other regions.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the gross return is eaten up by fees over time.
REIT vs. SPDR S&P 500 ETF (SPY)
AUM46.51M
RegionNorth America
Expense Ratio0.68%
Beta0.52
IssuerALPS
Inception DateFeb 25, 2021
Dividend Yield2.96%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,396
30 Day Avg. Volume9,017
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
31.08Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering29
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REIT Summary
The ALPS Active REIT ETF (ticker: REIT) is a real estate–focused fund that invests mainly in U.S. Real Estate Investment Trusts (REITs). It does not track a fixed index; instead, managers actively pick and adjust holdings. The ETF owns companies that run data centers, warehouses, apartments, malls, and other properties, including well-known names like Equinix and Prologis. Someone might invest for potential income from rents and diversification away from regular stocks and bonds. A key risk is that it is heavily tied to the real estate market, which can rise and fall with interest rates and the economy.
How much will it cost me?The ALPS Active REIT ETF has an expense ratio of 0.68%, which means you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed, allowing professionals to make dynamic decisions to optimize the portfolio based on market trends.
What would affect this ETF?The ALPS Active REIT ETF could benefit from strong demand for real estate in the U.S., particularly in sectors like data centers and industrial properties, which are represented by top holdings such as Equinix and Prologis. However, rising interest rates or economic downturns could negatively impact the real estate sector by increasing borrowing costs and reducing property values, which may affect the ETF's performance. Active management may help mitigate risks by adjusting the portfolio to align with market conditions.
REIT Top 10 Holdings
This ETF is a pure U.S. real estate play, and its story right now is all about a tug-of-war within REITs. Data-center giants Equinix and Digital Realty are doing the heavy lifting, with rising prices powered by demand for digital infrastructure. Healthcare names like Welltower and Sabra are holding up reasonably well, adding some steady income tone to the mix. On the other side, industrial leader Prologis and retail-focused Simon Property have been lagging, so a handful of big, tech-leaning REITs are carrying much of the fund’s momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Equinix | 11.08% | $5.03M | $97.86B | 19.77% | 73 Outperform | |
| Welltower | 10.44% | $4.74M | $138.76B | 29.90% | 77 Outperform | |
| Prologis | 9.20% | $4.18M | $126.84B | 18.68% | 76 Outperform | |
| Digital Realty | 4.79% | $2.18M | $62.01B | 21.37% | 69 Neutral | |
| Simon Property | 4.24% | $1.93M | $61.12B | 10.37% | 70 Outperform | |
| Sabra Healthcare REIT | 3.54% | $1.61M | $4.91B | 12.27% | 77 Outperform | |
| Public Storage | 3.47% | $1.58M | $48.48B | -6.97% | 73 Outperform | |
| Essex Property | 3.42% | $1.55M | $16.21B | -20.87% | 69 Neutral | |
| CareTrust REIT | 3.31% | $1.51M | $8.29B | 30.05% | 80 Outperform | |
| VICI Properties | 3.25% | $1.48M | $29.35B | -14.69% | 73 Outperform |
REIT Technical Analysis
Positive
―
Price Trends
27.76
Positive
27.00
Positive
26.50
Positive
Market Momentum
-0.19
Positive
52.95
Neutral
69.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REIT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.68, equal to the 50-day MA of 27.76, and equal to the 200-day MA of 26.50, indicating a bullish trend. The MACD of -0.19 indicates Positive momentum. The RSI at 52.95 is Neutral, neither overbought nor oversold. The STOCH value of 69.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REIT.
REIT Peer Comparison
Comparison Results
Performance Comparison
REIT
ALPS Active REIT ETF
27.82
3.22
13.09%
PSR
Invesco Active U.S. Real Estate Fund
―
―
―
SRHR
SRH REIT Covered Call ETF
―
―
―
BYRE
Principal Real Estate Active Opportunities ETF
―
―
―
RNTY
YieldMax Target 12 Real Estate Option Income ETF
―
―
―
JRE
Janus Henderson U.S. 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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