REET - ETF AI Analysis
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iShares Global REIT ETF (REET)
REET, the iShares Global REIT ETF, has a generally solid rating driven mainly by large positions in stronger real estate names like Welltower and Prologis, which benefit from strong financial performance, strategic growth plans, and supportive earnings calls. The fund’s overall score is held back somewhat by weaker contributors such as Goodman Group, where bearish price trends, revenue and cash flow challenges, and a relatively expensive valuation weigh on its impact. A key risk for REET is its concentration in real estate, meaning the fund is sensitive to sector-specific issues like property values, interest rates, and financing conditions.
REET vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.87B
- Region
- Global
- Expense Ratio
- 0.14%
- Beta
- 0.46
- Issuer
- iShares
- Inception Date
- Jul 08, 2014
- Dividend Yield
- 3.45%
- Asset Class
- Equity
- Index Tracked
- FTSE EPRA Nareit Global REITs
REET Summary
REET is the iShares Global REIT ETF, which follows the FTSE EPRA Nareit Global REITs index and focuses on real estate investment trusts around the world. It mainly holds property companies in the U.S. and other countries, including well-known names like Prologis and Simon Property. These firms own things like warehouses, shopping centers, apartments, and data centers. Investors might choose REET for diversification and potential steady income from rent-based businesses. However, because it is heavily tied to real estate, its price can go up and down with property values, interest rates, and the overall market.
How much will it cost me?
This ETF has an annual expense ratio of 0.14%, which means you’ll pay about $1.40 per year for every $1,000 invested. That’s lower than the average ETF cost because REET is a passively managed fund that tracks a real estate index rather than paying managers to pick individual stocks.
What would affect this ETF?
Future performance of REET will likely be helped by stable or falling interest rates, steady global economic growth, and strong demand for property types tied to its major holdings, such as healthcare facilities, warehouses, data centers, and shopping centers. On the other hand, rising interest rates, weak real estate markets in key regions, pressure on retail and office properties, or new regulations affecting REITs and global property ownership could weigh on returns.
REET Top 10 Holdings
REET is essentially a global real estate play, but its story right now is being written by a handful of big U.S. REITs. Welltower and Ventas, both focused on senior housing and healthcare, have been losing steam lately and are tugging on returns, while logistics giant Prologis has been more mixed, struggling in recent months. On the brighter side, data-center landlords Equinix and Digital Realty are rising, giving the fund a tech-flavored boost within real estate. With most heavyweights U.S.-based and sector exposure tightly focused on REITs, performance hinges on a few dominant names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 9.87% | $478.94M | $179.74B | 30.49% | 77Outperform |
 PLD | Prologis | 6.71% | $325.57M | $123.10B | 2.39% | 76Outperform |
 EQIX | Equinix | 5.57% | $270.12M | $100.25B | 23.60% | 73Outperform |
 SPG | Simon Property | 4.07% | $197.68M | $73.91B | 26.38% | 70Outperform |
 DLR | Digital Realty | 3.60% | $174.87M | $65.90B | 3.47% | 69Neutral |
 PSA | Public Storage | 3.16% | $153.53M | $63.05B | 23.18% | 73Outperform |
 O | Realty Income | 3.08% | $149.22M | $56.15B | 4.81% | 70Outperform |
 VMRK | Vivmark Residential | 2.78% | $134.93M | $50.69B | 11.60% | 70Outperform |
 VTR | Ventas | 2.53% | $122.81M | $47.94B | 18.41% | 68Neutral |
 AU:GMG | Goodman Group | 2.13% | $103.38M | AUD 57.20B | -9.35% | 54Neutral |
REET Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REET, the sentiment is Positive. The current price of 26.95 is above the 20-day moving average (MA) of 26.25, above the 50-day MA of 26.32, and above the 200-day MA of 26.62, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 60.38 is Neutral, neither overbought nor oversold. The STOCH value of 76.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REET.
REET Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| REET | $26.95 | $29.00(7.61% Upside) | $4.87B | 0.14% | 66Neutral |
 IXN | $123.58 | $178.24(44.23% Upside) | $7.82B | 0.37% | 66Neutral |
 GUNR | $52.28 | $59.96(14.70% Upside) | $6.90B | 0.46% | 60Neutral |
 DFGR | $28.56 | $31.47(10.19% Upside) | $4.01B | 0.22% | 66Neutral |
 DTCR | $24.87 | $34.34(38.09% Upside) | $1.90B | 0.50% | 63Neutral |
 RWO | $48.71 | $53.43(9.68% Upside) | $1.28B | 0.50% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| REET | iShares Global REIT ETF | 26.95 | 2.16 | 8.72% | |
| IXN | iShares Global Tech ETF | 123.58 | 17.29 | 16.27% | |
| GUNR | FlexShares Morningstar Global Upstream Natural Resources Index Fund | 52.28 | 8.66 | 19.87% | |
| DFGR | Dimensional Global Real Estate ETF | 28.56 | 2.18 | 8.26% | |
| DTCR | Global X Data Center Reits & Digital Infrastructure Etf | 24.87 | 3.09 | 14.19% | |
| RWO | SPDR Dow Jones Global Real Estate ETF | 48.71 | 4.15 | 9.32% |
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.