REET - ETF AI Analysis
Top Page
iShares Global REIT ETF (REET)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over recent months, showing positive momentum in its real estate holdings.
Leading REIT Holdings
Many of the largest positions, such as Welltower, Equinix, and Iron Mountain, have shown strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the income and growth from its real estate investments can stay in investors’ pockets.
Negative Factors
Heavy U.S. Concentration
With most of its assets in U.S. real estate, the ETF is heavily tied to the health of the American property market and economy.
Sector Concentration Risk
Because the fund is almost entirely invested in real estate, it can be more sensitive to property market downturns, interest rate changes, and sector-specific shocks.
Mixed Performance Among Top Holdings
While many top holdings have done well, at least one major position has shown weak performance, which can partially offset gains from stronger names.
REET vs. SPDR S&P 500 ETF (SPY)
AUM5.12B
RegionGlobal
Expense Ratio0.14%
Beta0.49
IssueriShares
Inception DateJul 08, 2014
Dividend Yield3.27%
Asset ClassEquity
Index TrackedFTSE EPRA Nareit Global REITs
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,880,792
30 Day Avg. Volume2,483,147
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
31.23Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering285
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 companies own things like apartments, shopping centers, warehouses, and data centers. An investor might choose REET to add global real estate exposure and potential income from rent-based dividends to their portfolio. A key risk is that real estate values and this ETF’s price can go up and down with interest rates and the broader market.
How much will it cost me?The iShares Global REIT ETF (REET) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active management.
What would affect this ETF?The iShares Global REIT ETF (REET) could benefit from increased demand for real estate investments as global economies recover and urbanization continues, driving growth in residential, commercial, and industrial properties. However, rising interest rates or economic slowdowns could negatively impact REITs by increasing borrowing costs and reducing property values, which may affect the ETF's performance. Additionally, regulatory changes in key markets or shifts in consumer behavior could influence the profitability of top holdings like Welltower and Prologis.
REET Top 10 Holdings
REET is leaning heavily on a few powerhouse REITs, with U.S. names setting the tone. Healthcare-focused landlords like Welltower and Ventas are rising and helping drive the fund, while logistics giant Prologis and data-center players Equinix and Digital Realty keep the growth story humming along. Iron Mountain has been another quiet engine, adding momentum despite its heavier debt load. On the flip side, Australia’s Goodman Group has been losing steam, slightly dragging performance. Overall, this is a real-estate-first, mostly U.S.-centric portfolio with a tech-tinged twist through data centers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.81% | $451.51M | $168.97B | 38.11% | 77 Outperform | |
| Prologis | 7.19% | $368.06M | $137.67B | 37.01% | 76 Outperform | |
| Equinix | 5.43% | $278.34M | $100.57B | 32.51% | 73 Outperform | |
| Simon Property | 3.92% | $200.65M | $74.38B | 39.78% | 70 Outperform | |
| Digital Realty | 3.70% | $189.61M | $69.75B | 10.59% | 69 Neutral | |
| Realty Income | 3.17% | $162.32M | $59.56B | 10.50% | 70 Outperform | |
| Public Storage | 2.93% | $150.01M | $60.45B | 16.15% | 73 Outperform | |
| Ventas | 2.35% | $120.55M | $49.03B | 33.06% | 68 Neutral | |
| Goodman Group | 2.24% | $114.62M | AU$60.87B | -1.34% | 54 Neutral | |
| Iron Mountain | 1.96% | $100.48M | $36.39B | 30.93% | 55 Neutral |
REET Technical Analysis
Positive
―
Price Trends
27.79
Positive
27.05
Positive
26.14
Positive
Market Momentum
0.19
Positive
53.98
Neutral
26.49
Neutral
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 undefined is equal to the 20-day moving average (MA) of 28.37, equal to the 50-day MA of 27.79, and equal to the 200-day MA of 26.14, indicating a bullish trend. The MACD of 0.19 indicates Positive momentum. The RSI at 53.98 is Neutral, neither overbought nor oversold. The STOCH value of 26.49 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
Performance Comparison
REET
iShares Global REIT ETF
28.09
4.13
17.24%
IXN
iShares Global Tech ETF
―
―
―
COPX
Global X Copper Miners ETF
―
―
―
DFGR
Dimensional Global Real Estate ETF
―
―
―
DTCR
Global X Data Center Reits & Digital Infrastructure Etf
―
―
―
RWO
SPDR Dow Jones Global Real Estate ETF
―
―
―
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: ―
Table of Contents