REIT - ETF AI Analysis
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ALPS Active REIT ETF (REIT)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the last few months, showing solid recent momentum.
Leading REIT Holdings
Several of the largest positions, including major data center, industrial, and healthcare REITs, have shown strong year-to-date performance that supports the fund’s returns.
Focused U.S. Real Estate Exposure
The fund is heavily invested in U.S. real estate companies, giving investors targeted exposure to a single, familiar market.
Negative Factors
High Sector Concentration
With almost all assets in the real estate sector, the ETF is very sensitive to downturns in property markets and interest rate changes.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, offering little protection if the U.S. real estate market weakens.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can gradually reduce investors’ net returns over time.
REIT vs. SPDR S&P 500 ETF (SPY)
AUM50.03M
RegionNorth America
Expense Ratio0.68%
Beta0.52
IssuerALPS
Inception DateFeb 25, 2021
Dividend Yield2.81%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,136
30 Day Avg. Volume8,318
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
31.93Price 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 (REIT) is a real estate fund that invests mainly in U.S. Real Estate Investment Trusts (REITs). These are companies that own income-producing properties like data centers, warehouses, apartments, shopping centers, and healthcare facilities. Top holdings include well-known names such as Equinix and Prologis. Because it is actively managed and focused on real estate, 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, so its value can rise or fall with property prices, 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 handful of heavyweight REITs. Data-center giants Equinix and Digital Realty are doing the heavy lifting, rising on enthusiasm around digital infrastructure and cloud demand. Industrial leader Prologis and healthcare-focused Welltower are also pulling their weight, keeping overall momentum positive. On the softer side, Essex Property has been more mixed, as coastal apartment markets face headwinds. Overall, the fund is concentrated in a few large, growth-tilted REITs rather than spread thin across the sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Equinix | 11.17% | $5.58M | $109.35B | 32.29% | 73 Outperform | |
| Prologis | 9.28% | $4.63M | $135.56B | 38.99% | 76 Outperform | |
| Welltower | 9.15% | $4.57M | $146.25B | 42.04% | 77 Outperform | |
| Digital Realty | 5.00% | $2.50M | $68.72B | 25.09% | 69 Neutral | |
| Simon Property | 4.33% | $2.16M | $65.35B | 28.40% | 70 Outperform | |
| Essex Property | 4.01% | $2.00M | $17.03B | -7.31% | 69 Neutral | |
| Public Storage | 3.69% | $1.84M | $54.12B | 5.97% | 73 Outperform | |
| Sabra Healthcare REIT | 3.32% | $1.66M | $5.07B | 15.33% | 77 Outperform | |
| VICI Properties | 3.18% | $1.59M | $30.38B | -11.79% | 73 Outperform | |
| Host Hotels & Resorts | 3.18% | $1.59M | $14.37B | 50.58% | 77 Outperform |
REIT Technical Analysis
Positive
―
Price Trends
28.38
Positive
27.42
Positive
26.74
Positive
Market Momentum
0.44
Negative
63.14
Neutral
48.94
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 28.59, equal to the 50-day MA of 28.38, and equal to the 200-day MA of 26.74, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 63.14 is Neutral, neither overbought nor oversold. The STOCH value of 48.94 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
29.29
3.78
14.82%
PSR
Invesco Active U.S. Real Estate Fund
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SRHR
SRH REIT Covered Call ETF
―
―
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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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