REIT - ETF AI Analysis
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ALPS Active REIT ETF (REIT)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, supported by solid short-term performance over the past few months.
Leading REIT Holdings
Many of the largest positions, such as Welltower, Prologis, and Equinix, have shown strong year-to-date performance, helping drive the fund’s returns.
Focused Real Estate Exposure
The fund’s heavy allocation to real estate companies gives investors targeted exposure to the REIT sector, which can provide income and diversification versus traditional stocks.
Negative Factors
High Sector Concentration
With almost all assets in real estate, the ETF is heavily exposed to the ups and downs of a single sector, increasing risk if that area weakens.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. real estate market faces challenges.
Above-Average Expense Ratio
The ETF’s expense ratio is relatively high for an ETF, which means more of the fund’s returns are used to cover fees instead of going to investors.
REIT vs. SPDR S&P 500 ETF (SPY)
AUM57.62M
RegionNorth America
Expense Ratio0.68%
Beta0.47
IssuerALPS
Inception DateFeb 25, 2021
Dividend Yield2.64%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,021
30 Day Avg. Volume9,796
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
32.79Price 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 fund that invests mainly in U.S. Real Estate Investment Trusts (REITs). It doesn’t track a fixed index; instead, managers actively choose a mix of companies that own properties like apartments, warehouses, shopping centers, and data centers. Well-known holdings include Prologis and Public Storage. Someone might invest in this ETF to add real estate exposure and potential income from rent-based businesses, while still having the convenience of a stock-like ETF. A key risk is that it is heavily tied to the real estate market, so its value can rise or fall with property prices and interest rates.
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 fund is a pure play on U.S. real estate, and it leans heavily on a few big names to do the heavy lifting. Data-center giant Equinix and logistics powerhouse Prologis are steady climbers, helping drive returns alongside a rising cast of retail and storage names like Simon Property and Public Storage. On the more aggressive side, Macerich and Host Hotels have been sprinting higher, adding extra juice but also volatility. Offsetting that strength, health-care and residential players like Welltower and CareTrust have been more mixed lately, occasionally tapping the brakes on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 10.18% | $5.87M | $172.98B | 53.07% | 77 Outperform | |
| Prologis | 8.91% | $5.14M | $137.76B | 32.26% | 76 Outperform | |
| Equinix | 7.91% | $4.56M | $101.46B | 30.90% | 73 Outperform | |
| Simon Property | 5.08% | $2.93M | $73.36B | 36.52% | 70 Outperform | |
| Macerich | 4.67% | $2.69M | $7.48B | 43.42% | 55 Neutral | |
| Essex Property | 4.33% | $2.50M | $19.47B | 2.01% | 69 Neutral | |
| Equity Lifestyle | 3.94% | $2.27M | $13.12B | 10.22% | 70 Outperform | |
| Public Storage | 3.55% | $2.05M | $58.12B | 9.64% | 73 Outperform | |
| Sabra Healthcare REIT | 3.42% | $1.97M | $5.54B | 19.92% | 77 Outperform | |
| Terreno Realty | 3.31% | $1.91M | $7.77B | 25.91% | 75 Outperform |
REIT Technical Analysis
Positive
―
Price Trends
30.21
Positive
29.30
Positive
27.86
Positive
Market Momentum
0.33
Negative
59.88
Neutral
72.58
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 30.87, equal to the 50-day MA of 30.21, and equal to the 200-day MA of 27.86, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 59.88 is Neutral, neither overbought nor oversold. The STOCH value of 72.58 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
31.26
5.70
22.30%
PSR
Invesco Active U.S. Real Estate Fund
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―
―
SRHR
SRH REIT Covered Call ETF
―
―
―
BYRE
Principal Real Estate Active Opportunities ETF
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―
―
RNTY
YieldMax Target 12 Real Estate Option Income ETF
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―
―
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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