LPRE - ETF AI Analysis
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Long Pond Real Estate Select ETF (LPRE)
Rating:63Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has delivered strong gains so far this year and over the past three months, showing positive momentum.
Strong Contributors Among Top Holdings
Several major positions, such as Janus Living and Agree Realty, have posted strong year-to-date gains that help support overall returns.
Global Real Estate Exposure
While most assets are in U.S. companies, the fund also holds real estate names in the UK and France, adding some international diversification.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high, which means more of the returns are eaten up by fees compared with many other ETFs.
Sector Concentration in Real Estate
A large majority of the portfolio is in real estate and related areas, making the ETF sensitive to downturns in that sector.
Several Weak Top Holdings
Some of the largest positions, including Independence Realty, SBA Communications, Unite Group, Accor, and Churchill Downs, have shown weak or negative performance this year, which can drag on the fund.
LPRE vs. SPDR S&P 500 ETF (SPY)
AUM176.38M
RegionGlobal
Expense Ratio1.00%
Beta0.54
IssuerLong Pond
Inception DateApr 04, 2025
Dividend Yield1.81%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume27,841
30 Day Avg. Volume26,900
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
34.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LPRE Summary
The Long Pond Real Estate Select ETF (LPRE) is an actively managed fund that focuses on real estate companies around the world, with most of its investments in the United States. It does not track a fixed index; instead, managers pick a select group of real estate and related businesses they believe can grow over time. Well-known holdings include Equity Lifestyle and UDR. Someone might invest in LPRE to add real estate exposure and diversify beyond regular stocks and bonds. However, this ETF is heavily tied to the real estate market, so its value can go up and down with property prices and interest rates.
How much will it cost me?The Long Pond Real Estate Select ETF (LPRE) has an expense ratio of 1.0%, meaning you’ll pay $10 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and strategic decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Long Pond Real Estate Select ETF (LPRE) could benefit from global economic growth and increased demand for real estate, especially in sectors like residential and logistics, which are represented by top holdings such as Independence Realty and Prologis. However, rising interest rates or economic slowdowns could negatively impact real estate valuations and consumer spending, affecting holdings like Hyatt Hotels and Taylor Morrison. Regulatory changes in key geographic markets could also influence the ETF's performance.
LPRE Top 10 Holdings
LPRE is very much a real-estate story, with U.S.-focused names setting the tone and a few global plays like France’s Accor adding some international flavor. Janus Living has been a bright spot, quietly rising and helping to offset weakness elsewhere. By contrast, Hilton Grand Vacations and Agree Realty have been lagging lately, acting like a bit of a headwind. Residential and lifestyle names such as Equity Lifestyle and UDR are more mixed, leaving the fund leaning on a handful of winners in an otherwise choppy property market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Hyatt Hotels | 7.77% | $13.63M | $15.39B | 13.68% | 56 Neutral | |
| Equity Lifestyle | 7.70% | $13.52M | $12.05B | -2.29% | 70 Outperform | |
| DR Horton | 7.48% | $13.13M | $38.57B | -22.48% | 66 Neutral | |
| UDR | 6.43% | $11.29M | $18.34B | -8.47% | 64 Neutral | |
| Mid-America Apartment | 6.24% | $10.94M | $14.84B | -12.24% | 71 Outperform | |
| Hilton Grand Vacations | 5.86% | $10.28M | $3.07B | -12.70% | 60 Neutral | |
| Agree Realty | 4.99% | $8.76M | $8.86B | -2.56% | 75 Outperform | |
| Janus Living, Inc. Class A | 4.91% | $8.62M | $9.52B | ― | ― | |
| Hilton Worldwide Holdings | 4.91% | $8.62M | $68.91B | 11.45% | 67 Neutral | |
| SBA Communications | 4.89% | $8.58M | $19.68B | -7.25% | 67 Neutral |
LPRE Technical Analysis
Negative
―
Price Trends
29.68
Negative
29.37
Negative
28.08
Negative
Market Momentum
-0.49
Positive
27.42
Positive
11.55
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LPRE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.17, equal to the 50-day MA of 29.68, and equal to the 200-day MA of 28.08, indicating a bearish trend. The MACD of -0.49 indicates Positive momentum. The RSI at 27.42 is Positive, neither overbought nor oversold. The STOCH value of 11.55 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LPRE.
LPRE Peer Comparison
Comparison Results
Performance Comparison
LPRE
Long Pond Real Estate Select ETF
27.80
2.20
8.59%
AVRE
Avantis Real Estate ETF
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VOLT
Tema Electrification ETF
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EIPX
FT Energy Income Partners Strategy ETF
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CSRE
Cohen & Steers Real Estate Active ETF
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VGSR
Vert Global Sustainable 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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