LPRE - ETF AI Analysis
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Long Pond Real Estate Select ETF (LPRE)
LPRE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 181.95M
- Region
- Global
- Expense Ratio
- 1.00%
- Beta
- 0.52
- Issuer
- Long Pond
- Inception Date
- Apr 04, 2025
- Dividend Yield
- 1.81%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
LPRE Summary
The Long Pond Real Estate Select ETF (LPRE) is an actively managed fund that focuses on real estate-related companies, mainly in the United States, rather than tracking a fixed index. It invests in a mix of property owners, landlords, and travel and lodging businesses, including well-known names like Hyatt Hotels and Prologis. Someone might consider this ETF to add targeted real estate exposure to their portfolio, which can offer income potential and diversification away from traditional stocks. However, because it is concentrated in real estate and consumer-related businesses, its value can go up and down sharply with changes in the property market and the broader economy.
How much will it cost me?
This ETF has an expense ratio of 1.00%, which means you’ll pay about $10 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting and adjusting real estate holdings rather than simply tracking an index.
What would affect this ETF?
LPRE could benefit if global real estate markets stay healthy, travel and leisure demand remains strong for holdings like Hyatt and Hilton Grand Vacations, and if interest rates stabilize or fall, making property financing cheaper and supporting higher real estate values. On the negative side, rising interest rates, economic slowdowns that hurt consumer spending and tourism, or regulatory changes affecting housing and commercial property could weigh on the fund’s globally focused real estate and consumer cyclical companies.
LPRE Top 10 Holdings
LPRE is a real estate-heavy ETF with a strong tilt toward U.S. property names, and a splash of travel and leisure through Hyatt Hotels, which has been one of the few bright spots lately. SBA Communications and UDR are also showing steadier, more resilient trends, helping to cushion the portfolio. On the flip side, apartment and housing plays like Independence Realty, Mid-America Apartment, and Hilton Grand Vacations have been lagging, acting like a weight on returns. Overall, the fund is concentrated in real estate, with performance hinging on how these U.S. landlords and operators navigate a choppy market.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 IRT | Independence Realty | 7.57% | $13.83M | $3.56B | -6.66% | 60Neutral |
 ELS | Equity Lifestyle | 7.58% | $13.84M | $11.87B | -2.83% | 70Outperform |
 H | Hyatt Hotels | 6.54% | $11.95M | $17.02B | 28.48% | 56Neutral |
 HGV | Hilton Grand Vacations | 6.52% | $11.91M | $2.91B | -6.74% | 60Neutral |
 ADC | Agree Realty | 5.92% | $10.81M | $8.73B | -7.96% | 75Outperform |
 MAA | MAA | 5.87% | $10.71M | $13.93B | -9.01% | 71Outperform |
 SBAC | SBA Communications | 4.35% | $7.95M | $19.85B | -2.09% | 67Neutral |
 UDR | UDR | 5.00% | $9.14M | $19.33B | 5.62% | 64Neutral |
 PLD | Prologis | 4.90% | $8.94M | $124.09B | 3.02% | 76Outperform |
 INVH | Invitation Homes | 4.68% | $8.54M | $15.30B | -6.51% | 69Neutral |
LPRE Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LPRE, the sentiment is Positive. The current price of 28.36 is above the 20-day moving average (MA) of 27.60, above the 50-day MA of 28.04, and above the 200-day MA of 28.27, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 57.61 is Neutral, neither overbought nor oversold. The STOCH value of 71.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LPRE.
LPRE Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LPRE | $28.36 | $30.00(5.78% Upside) | $181.95M | 1.00% | 64Neutral |
 AVRE | $46.06 | $52.11(13.13% Upside) | $882.47M | 0.17% | 66Neutral |
 CSRE | $28.12 | $31.85(13.26% Upside) | $669.68M | 0.70% | 68Neutral |
 EIPX | $34.28 | $37.55(9.53% Upside) | $612.49M | 0.95% | 67Neutral |
 TTEQ | $38.50 | $55.22(43.43% Upside) | $499.16M | 0.63% | 65Neutral |
 VGSR | $10.95 | $12.48(14.01% Upside) | $495.36M | 0.45% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LPRE | Long Pond Real Estate Select ETF | 28.36 | 3.35 | 13.38% | |
| AVRE | Avantis Real Estate ETF | 46.06 | 3.45 | 8.10% | |
| CSRE | Cohen & Steers Real Estate Active ETF | 28.12 | 3.10 | 12.39% | |
| EIPX | FT Energy Income Partners Strategy ETF | 34.28 | 8.87 | 34.91% | |
| TTEQ | T. Rowe Price Technology ETF | 38.50 | 4.08 | 11.84% | |
| VGSR | Vert Global Sustainable Real Estate ETF | 10.95 | 0.83 | 8.20% |
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.