NURE - ETF AI Analysis
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Nuveen Short-Term REIT ETF (NURE)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Top Holdings Performing Well
Many of the largest positions, especially in names like Ryman and Host Hotels & Resorts, have shown strong year-to-date performance, helping support the fund’s returns.
Focused Short-Term REIT Exposure
By concentrating on short-term real estate investment trusts, the ETF offers targeted exposure for investors who want a specific slice of the real estate market.
Negative Factors
High Sector Concentration
Almost all of the fund is invested in real estate, so a downturn in this single sector could significantly hurt performance.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, which means it does not benefit from diversification across different countries or regions.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, so fees may eat into returns compared with some cheaper ETFs.
NURE vs. SPDR S&P 500 ETF (SPY)
AUM33.10M
RegionNorth America
Expense Ratio0.36%
Beta0.47
IssuerNuveen
Inception DateDec 19, 2016
Dividend Yield4.4%
Asset ClassEquity
Index TrackedDow Jones U.S. Select Short-Term REIT Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,275
30 Day Avg. Volume3,227
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
35.21Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NURE Summary
NURE is an exchange-traded fund (ETF) that focuses on U.S. real estate companies, specifically REITs (Real Estate Investment Trusts) with shorter lease terms. It follows the Dow Jones U.S. Select Short-Term REIT Index and holds well-known names like Equity Residential and AvalonBay, which own apartments and other rental properties. Investors might consider NURE to add real estate exposure and diversification to their portfolio, with the potential to benefit from rents that can adjust more quickly to the economy. However, because it is concentrated in real estate, its value can go up and down with the property market and interest rates.
How much will it cost me?The Nuveen Short-Term REIT ETF (NURE) has an expense ratio of 0.36%, which means you’ll pay $3.60 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is a specialized fund focusing on actively managed short-term REITs, which require more research and management compared to broad market index funds.
What would affect this ETF?The Nuveen Short-Term REIT ETF (NURE) could benefit from rising rental demand in the U.S. and economic growth, as its focus on short-term lease REITs allows for quicker rent adjustments to market conditions. However, it may face challenges from rising interest rates, which can increase borrowing costs for real estate companies, and economic slowdowns that could reduce demand for rental properties. Its heavy exposure to the U.S. real estate sector and top holdings like Public Storage and Extra Space Storage make it sensitive to changes in the domestic housing and rental markets.
NURE Top 10 Holdings
NURE is essentially a pure play on U.S. real estate, with residential and specialty REITs steering the ship. Ryman has been a standout, giving the fund a lift with rising hospitality-focused performance, while Public Storage and CubeSmart add steady, income-oriented exposure even as their momentum has recently cooled. Single-family rental names like American Homes and Invitation Homes are quietly pulling their weight, helping offset lagging moves from UDR and some softer short-term trends across the group. With most bets clustered in U.S. property names, this ETF lives and dies by the real estate cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Vivmark Residential | 10.83% | $3.58M | $48.74B | -2.90% | 70 Outperform | |
| Ryman | 5.91% | $1.95M | $8.18B | 24.33% | 66 Neutral | |
| Public Storage | 5.23% | $1.73M | $55.06B | 3.71% | 73 Outperform | |
| Essex Property | 5.16% | $1.70M | $18.03B | 1.92% | 69 Neutral | |
| Cubesmart | 5.15% | $1.70M | $8.98B | -3.71% | 68 Neutral | |
| Equity Lifestyle | 5.12% | $1.69M | $12.21B | 0.44% | 70 Outperform | |
| American Homes | 5.11% | $1.69M | $11.29B | -5.71% | 70 Outperform | |
| Invitation Homes | 4.96% | $1.64M | $16.07B | -8.20% | 69 Neutral | |
| Extra Space Storage | 4.94% | $1.63M | $30.10B | -4.71% | 66 Neutral | |
| Host Hotels & Resorts | 4.92% | $1.62M | $14.91B | 24.20% | 77 Outperform |
NURE Technical Analysis
Negative
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Price Trends
31.83
Negative
31.37
Negative
29.64
Positive
Market Momentum
-0.50
Positive
28.14
Positive
13.26
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NURE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 31.06, equal to the 50-day MA of 31.83, and equal to the 200-day MA of 29.64, indicating a neutral trend. The MACD of -0.50 indicates Positive momentum. The RSI at 28.14 is Positive, neither overbought nor oversold. The STOCH value of 13.26 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NURE.
NURE Peer Comparison
Comparison Results
Performance Comparison
NURE
Nuveen Short-Term REIT ETF
29.88
1.89
6.75%
SRHR
SRH REIT Covered Call ETF
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RDOG
ALPS REIT Dividend Dogs ETF
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HAUS
Home Appreciation U.S. REIT ETF
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DESK
VanEck Office and Commercial REIT ETF
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DVDN
Kingsbarn Dividend Opportunity 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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