BLDG - ETF AI Analysis
Top Page
Cambria Global Real Estate ETF (BLDG)
The Cambria Global Real Estate ETF (BLDG) has a mixed overall rating, reflecting both strong and weaker holdings. CareTrust REIT (CTRE) and Welltower (WELL) stand out as key contributors to the fund’s rating due to their robust financial performance, strategic growth initiatives, and stable momentum. However, weaker holdings like City Office REIT (CIO) and Orion Office REIT (ONL), which face financial instability and bearish momentum, have likely held back the ETF’s rating. A potential risk factor is the concentration in the real estate sector, which may expose the fund to market-specific challenges.
BLDG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 50.41M
- Region
- Global
- Expense Ratio
- 0.59%
- Beta
- 0.43
- Issuer
- Cambria
- Inception Date
- Sep 24, 2020
- Dividend Yield
- 5.71%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BLDG Summary
The Cambria Global Real Estate ETF (Ticker: BLDG) focuses on real estate investments worldwide, including commercial, residential, and industrial properties. It offers exposure to a diverse range of markets, with most holdings in the U.S. and smaller allocations in countries like Japan and Canada. Some of its top holdings include Welltower, which specializes in healthcare real estate, and Rexford Industrial Realty, which focuses on industrial properties. Investors might consider this ETF for portfolio diversification and the potential for steady income and growth from real estate assets. However, it’s important to note that the fund’s performance can be impacted by fluctuations in the global real estate market.
How much will it cost me?
The Cambria Global Real Estate ETF (Ticker: BLDG) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on a specific sector like global real estate rather than tracking a broad market index. The higher cost reflects the specialized strategy and expertise involved in managing this fund.
What would affect this ETF?
The Cambria Global Real Estate ETF (BLDG) could benefit from global economic growth and increasing demand for real estate, particularly in commercial and industrial sectors. However, rising interest rates or economic slowdowns could negatively impact property values and rental income, which are key drivers for the ETF’s performance. Additionally, regulatory changes in major markets or geopolitical tensions might pose risks to its global exposure.
BLDG Top 10 Holdings
The Cambria Global Real Estate ETF (BLDG) is heavily concentrated in the real estate sector, with holdings spanning diverse property types and geographies. Welltower is a standout performer, riding strong momentum from its senior housing initiatives, while LXP Industrial Trust is also rising steadily thanks to robust dividends and strategic growth. On the flip side, Omega Healthcare is lagging slightly, weighed down by valuation concerns and regulatory risks. With its global exposure and focus on tangible assets, BLDG offers a balanced mix of rising stars and steady players, though some names face headwinds.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CIO | City Office REIT | ― | ― | ― | ― | 49Neutral |
 CTRE | CareTrust REIT | 1.24% | $623.08K | $8.47B | 3.58% | 80Outperform |
 WELL | Welltower | ― | ― | ― | ― | 77Outperform |
 LXP | LXP Industrial Trust | 1.32% | $667.85K | $3.60B | 25.92% | 73Outperform |
 OHI | Omega Healthcare | 1.29% | $648.84K | $13.80B | 10.96% | 76Outperform |
 ONL | Orion Office REIT | 1.01% | $510.75K | $111.81M | -20.00% | 51Neutral |
 TSE:GRT.UN | Granite Real Estate | 1.34% | $673.71K | CAD 5.31B | 8.41% | 73Outperform |
 DRH | Diamondrock | 1.47% | $738.91K | $2.76B | 76.79% | 65Neutral |
BLDG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLDG, the sentiment is Negative. The current price of 24.96 is below the 20-day moving average (MA) of 24.99, below the 50-day MA of 25.77, and below the 200-day MA of 25.52, indicating a bearish trend. The MACD of -0.27 indicates Negative momentum. The RSI at 43.86 is Neutral, neither overbought nor oversold. The STOCH value of 57.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BLDG.
BLDG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BLDG | $24.96 | $25.00(0.16% Upside) | $50.41M | 0.59% | 53Neutral |
 NBET | $41.16 | $47.19(14.64% Upside) | $53.37M | 0.65% | 69Neutral |
 FMED | $31.75 | $42.48(33.80% Upside) | $50.16M | 0.50% | 59Neutral |
 BCFN | $22.48 | $26.19(16.52% Upside) | $46.02M | 0.80% | 71Outperform |
 TEK | $37.03 | $50.29(35.81% Upside) | $40.13M | 0.75% | 59Neutral |
 FPRO | $23.75 | $28.25(18.93% Upside) | $14.62M | 0.57% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BLDG | Cambria Global Real Estate ETF | 24.96 | 0.86 | 3.55% | |
| NBET | Neuberger Berman Energy Transition & Infrastructure Etf | 41.16 | 9.87 | 31.54% | |
| FMED | Fidelity Disruptive Medicine ETF | 31.75 | 5.31 | 20.07% | |
| BCFN | Baron Financials ETF | 22.48 | -2.33 | -9.40% | |
| TEK | iShares Technology Opportunities Active ETF | 37.03 | 5.93 | 19.05% | |
| FPRO | Fidelity Real Estate Investment ETF | 23.75 | 1.23 | 5.47% |
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.