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REIT - ETF AI Analysis
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ALPS Active REIT ETF (REIT)
Rating:70Outperform
Price Target:
$29.00
Positive Factors
Strong Holdings Performance
Several top holdings, like Welltower and Prologis, have delivered steady gains, supporting the ETF’s overall performance.
Focused Sector Exposure
The ETF’s concentration in real estate provides targeted exposure to a sector with potential for stable income and growth.
Improved Short-Term Performance
Recent one-month and three-month returns show positive momentum, which may appeal to investors seeking near-term gains.
Negative Factors
High Geographic Concentration
With nearly all assets invested in U.S. companies, the ETF lacks diversification across global markets.
Underperforming Key Holding
Equinix, the largest position, has seen weak performance year-to-date, which could drag on overall returns.
Above-Average Expense Ratio
The ETF’s expense ratio is higher than many passive funds, which may reduce net returns for investors over time.
REIT vs. SPDR S&P 500 ETF (SPY)
AUM45.05M
RegionNorth America
Expense Ratio0.68%
Beta0.54
IssuerALPS
Inception DateFeb 24, 2021
Dividend Yield3.11%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,475
30 Day Avg. Volume13,102
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
30.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REIT Summary
The ALPS Active REIT ETF (Ticker: REIT) is an investment fund that focuses on Real Estate Investment Trusts (REITs), which are companies owning income-generating properties like commercial buildings, residential complexes, and industrial facilities. It includes well-known companies such as Equinix and Welltower, offering exposure to the real estate sector in the U.S. Investors might consider this ETF for its potential to provide steady income and diversification through real estate assets. However, it’s important to note that the ETF’s performance is closely tied to the real estate market, which can be affected by economic conditions and interest rate changes.
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
The ALPS Active REIT ETF is heavily concentrated in the U.S. real estate sector, with standout performers like Prologis and Welltower driving gains thanks to strong leasing activity and strategic investments. First Industrial Realty also adds momentum with robust rental growth. However, Digital Realty and Essex Property are holding the fund back, as both face valuation concerns and declining cash flow growth. With its focus on income-generating properties, the ETF offers a steady foundation, but its reliance on a few key names underscores the importance of sector-specific dynamics in shaping performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 9.66% | $4.34M | $135.39B | 43.50% | 72 Outperform | |
| Equinix | 9.45% | $4.25M | $76.28B | -15.58% | 79 Outperform | |
| Prologis | 8.31% | $3.73M | $117.46B | 8.08% | 79 Outperform | |
| Ventas | 5.84% | $2.62M | $38.02B | 24.30% | 68 Neutral | |
| First Industrial Realty | 4.46% | $2.01M | $7.60B | 5.38% | 68 Neutral | |
| Digital Realty | 4.43% | $1.99M | $54.17B | -14.76% | 70 Outperform | |
| Simon Property | 4.35% | $1.96M | $59.09B | 0.56% | 74 Outperform | |
| Essex Property | 3.68% | $1.65M | $16.82B | -15.97% | 72 Outperform | |
| VICI Properties | 3.68% | $1.65M | $32.20B | -8.22% | 73 Outperform | |
| Extra Space Storage | 3.35% | $1.51M | $28.93B | -21.25% | 66 Neutral |
REIT Technical Analysis
Negative
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Price Trends
26.64
Negative
26.41
Negative
26.39
Negative
Market Momentum
-0.06
Positive
41.57
Neutral
11.63
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REIT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.65, equal to the 50-day MA of 26.64, and equal to the 200-day MA of 26.39, indicating a bearish trend. The MACD of -0.06 indicates Positive momentum. The RSI at 41.57 is Neutral, neither overbought nor oversold. The STOCH value of 11.63 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for REIT.
REIT Peer Comparison
Comparison Results
Performance Comparison
REIT
ALPS Active REIT ETF
26.23
-1.61
-5.78%
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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JRE
Janus Henderson U.S. Real Estate ETF
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RNTY
YieldMax Target 12 Real Estate Option Income 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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