NURE - ETF AI Analysis
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Nuveen Short-Term REIT ETF (NURE)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading REIT Holdings With Strong Results
Several of the largest real estate holdings, such as Host Hotels & Resorts and Public Storage, have delivered strong year-to-date performance, helping support the fund’s returns.
Focused Real Estate Exposure
The fund’s concentration in real estate makes it a targeted way to gain exposure to income-producing property companies through REITs.
Negative Factors
High Sector Concentration
With almost all assets in the real estate sector, the ETF is heavily exposed to downturns in property markets and interest-rate-sensitive REITs.
Mixed Performance Among Top Holdings
Several major positions, including Invitation Homes, American Homes, and others, have shown weak year-to-date performance, which can drag on overall returns.
Higher Expense Ratio for a Niche ETF
The fund’s expense ratio is on the higher side for an ETF, meaning more of the returns are used to cover fees instead of going to investors.
NURE vs. SPDR S&P 500 ETF (SPY)
AUM35.29M
RegionNorth America
Expense Ratio0.36%
Beta0.52
IssuerNuveen
Inception DateDec 19, 2016
Dividend Yield4.27%
Asset ClassEquity
Index TrackedDow Jones U.S. Select Short-Term REIT Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,618
30 Day Avg. Volume4,452
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
33.04Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NURE Summary
NURE is an ETF that follows the Dow Jones U.S. Select Short-Term REIT Index, focusing on U.S. real estate investment trusts (REITs) with shorter lease terms. It mainly holds companies that own apartments, homes, hotels, and storage facilities, such as Public Storage and Equity Residential. Investors might consider NURE to add real estate exposure and diversification to their portfolio, with the potential to adjust more quickly to changing rent and interest rate conditions. However, it is heavily concentrated in the real estate sector, so its price can rise or fall sharply with changes in property values 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 very much a pure-play U.S. real estate story, with the fund leaning heavily into short-term lease REITs like Host Hotels & Resorts and Ryman, both of which have been rising and helping power recent gains. On the residential side, Invitation Homes and Equity Residential are also climbing, giving the ETF a steady backbone in rental housing. American Homes 4 Rent and Public Storage, while still generally positive, show more mixed signals and occasional lagging stretches, reminding investors that even this nimble, short-lease strategy can hit a few speed bumps.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Host Hotels & Resorts | 5.73% | $2.04M | $16.67B | 63.53% | 77 Outperform | |
| Ryman | 5.69% | $2.03M | $7.66B | 29.37% | 66 Neutral | |
| Invitation Homes | 5.20% | $1.85M | $17.49B | -11.51% | 69 Neutral | |
| American Homes | 5.09% | $1.81M | $11.90B | -8.54% | 70 Outperform | |
| Essex Property | 5.01% | $1.78M | $18.64B | -0.25% | 69 Neutral | |
| Camden Property | 4.99% | $1.77M | $15.47B | -0.98% | 73 Outperform | |
| Equity Residential | 4.94% | $1.76M | $24.97B | -2.24% | 70 Outperform | |
| UDR | 4.82% | $1.72M | $20.53B | -4.44% | 64 Neutral | |
| AvalonBay | 4.81% | $1.71M | $26.16B | -9.29% | 74 Outperform | |
| Public Storage | 4.80% | $1.71M | $57.00B | 10.51% | 73 Outperform |
NURE Technical Analysis
Positive
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Price Trends
29.97
Positive
29.12
Positive
28.44
Positive
Market Momentum
0.63
Negative
74.06
Negative
86.86
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NURE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.98, equal to the 50-day MA of 29.97, and equal to the 200-day MA of 28.44, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 74.06 is Negative, neither overbought nor oversold. The STOCH value of 86.86 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NURE.
NURE Peer Comparison
Comparison Results
Performance Comparison
NURE
Nuveen Short-Term REIT ETF
32.30
3.69
12.90%
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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CRED
Columbia Research Enhanced Real Estate ETF
―
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DESK
VanEck Office and Commercial REIT 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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