REIT - ETF AI Analysis
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ALPS Active REIT ETF (REIT)
REIT (ALPS Active REIT ETF) has a solid overall rating driven mainly by strong, well-diversified real estate holdings like Welltower, Prologis, Host Hotels & Resorts, and Terreno Realty, which show healthy financial performance and supportive growth trends. However, weaker names such as Macerich, with profitability issues and high leverage, slightly weigh on the fund’s quality. The main risk factor is valuation and momentum: several key holdings appear potentially overvalued and show signs of bearish or mixed technical trends, which could increase volatility.
REIT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 55.57M
- Region
- North America
- Expense Ratio
- 0.68%
- Beta
- 0.44
- Issuer
- ALPS
- Inception Date
- Feb 25, 2021
- Dividend Yield
- 3.01%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
REIT Summary
The ALPS Active REIT ETF focuses on real estate investment trusts (REITs), giving you exposure to a wide mix of income-producing properties in the U.S., such as apartments, shopping centers, warehouses, and healthcare facilities. It doesn’t track a fixed index; instead, managers actively choose holdings to try to benefit from trends in the real estate market. Well-known companies in the fund include Prologis and Equinix. Someone might invest for potential income and diversification away from regular stocks. A key risk is that real estate values and rental income can go up and down with the economy and interest rates.
How much will it cost me?
This ETF has an expense ratio of 0.68%, which means you’ll pay about $6.80 per year for every $1,000 invested. That’s higher than the average cost for ETFs because it’s actively managed, with professionals selecting and adjusting the REIT holdings rather than simply tracking an index.
What would affect this ETF?
This U.S.-focused real estate ETF could benefit if interest rates fall or stabilize, making borrowing cheaper for its REIT holdings like Welltower, Equinix, and Prologis and supporting demand for commercial, industrial, and residential properties. On the other hand, higher interest rates, weaker economic growth, or pressure on retail and office real estate could hurt property values and rental income, and changes in real estate or tax regulations could also negatively impact returns.
REIT Top 10 Holdings
This ETF is a pure play on U.S. real estate, with performance largely steered by a few heavyweight REITs. Welltower and Sabra Healthcare are helping drive returns as healthcare-focused names stay relatively resilient, while Equinix adds a tech-flavored boost from its data center footprint, even if its momentum has cooled lately. On the other side, industrial giant Prologis and retail-focused Simon Property have been lagging, acting like a mild headwind. Overall, the fund is concentrated in property types tied to healthcare, logistics, and retail, all within North America.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 10.34% | $5.75M | $172.10B | 29.70% | 77Outperform |
 EQIX | Equinix | 9.94% | $5.53M | $100.34B | 21.67% | 73Outperform |
 PLD | Prologis | 8.46% | $4.70M | $124.09B | 3.02% | 76Outperform |
 SPG | Simon Property | 4.96% | $2.76M | $70.46B | 25.61% | 70Outperform |
 ESS | Essex Property | 4.22% | $2.34M | $17.57B | 5.75% | 69Neutral |
 MAC | Macerich | 4.22% | $2.34M | $7.17B | 43.85% | 55Neutral |
 WPC | W. P. Carey Inc. | 4.02% | $2.24M | $14.75B | -1.78% | 70Neutral |
 ELS | Equity Lifestyle | 3.78% | $2.10M | $11.87B | -2.83% | 70Outperform |
 HST | Host Hotels & Resorts | 3.77% | $2.09M | $17.33B | 57.34% | 77Outperform |
 TRNO | Terreno Realty | 3.32% | $1.84M | $7.14B | 12.01% | 75Outperform |
REIT Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REIT, the sentiment is Positive. The current price of 28.95 is above the 20-day moving average (MA) of 28.51, below the 50-day MA of 29.04, and above the 200-day MA of 28.91, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 53.59 is Neutral, neither overbought nor oversold. The STOCH value of 67.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REIT.
REIT Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| REIT | $28.95 | $31.00(7.10% Upside) | $55.57M | 0.68% | 68Neutral |
 PSR | $100.76 | $114.79(13.93% Upside) | $57.50M | 0.35% | 69Neutral |
 SRHR | $55.10 | $62.76(13.91% Upside) | $49.99M | 0.75% | 65Neutral |
 BYRE | $26.56 | $30.38(14.39% Upside) | $27.14M | 0.60% | 63Neutral |
 RNTY | $47.50 | $53.70(13.06% Upside) | $4.75M | 0.99% | 70Neutral |
 TRUR | $24.42 | $27.54(12.76% Upside) | $243.74K | 0.17% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| REIT | ALPS Active REIT ETF | 28.95 | 3.27 | 12.76% | |
| PSR | Invesco Active U.S. Real Estate Fund | 100.76 | 12.47 | 14.12% | |
| SRHR | SRH REIT Covered Call ETF | 55.10 | 5.24 | 10.51% | |
| BYRE | Principal Real Estate Active Opportunities ETF | 26.56 | 2.30 | 9.49% | |
| RNTY | YieldMax Target 12 Real Estate Option Income ETF | 47.50 | 3.67 | 8.37% | |
| TRUR | VanEck Real Estate TruSector ETF | 24.42 | -0.30 | -1.23% |
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.