REZ - ETF AI Analysis
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iShares Residential and Multisector Real Estate ETF (REZ)
REZ, the iShares Residential and Multisector Real Estate ETF, earns a solid overall rating driven largely by its heavy exposure to Welltower and meaningful positions in Omega Healthcare and Public Storage, all of which show strong financial performance, strategic growth plans, and generally supportive technical or earnings trends. However, several other key holdings like Equity Residential, Extra Space Storage, and Sun Communities face bearish technical trends, valuation concerns, or operational and regional challenges, which temper the fund’s rating. The main risk factor is its concentration in a specific slice of real estate—particularly senior housing, storage, and residential names—making the ETF sensitive to sector-specific and regulatory pressures.
REZ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 804.62M
- Region
- North America
- Expense Ratio
- 0.48%
- Beta
- 0.37
- Issuer
- iShares
- Inception Date
- May 01, 2007
- Dividend Yield
- 2.11%
- Asset Class
- Equity
- Index Tracked
- FTSE Nareit All Residential Capped Index
REZ Summary
REZ is the iShares Residential and Multisector Real Estate ETF, which tracks the FTSE Nareit All Residential Capped Index. It invests mainly in U.S. real estate investment trusts (REITs) that own apartments, storage units, senior housing, and other housing-related properties. Well-known holdings include Public Storage and Welltower. Someone might invest in REZ to add real estate exposure to their portfolio, aiming for a mix of potential income and long-term growth tied to housing demand. A key risk is that real estate values and rents can rise and fall, so the ETF’s price can move up and down with the property market and interest rates.
How much will it cost me?
REZ has an expense ratio of 0.48%, which means you’ll pay about $4.80 per year for every $1,000 invested. This cost is a bit higher than the average stock index ETF because REZ is a more specialized, sector-focused fund that targets residential and multisector real estate companies.
What would affect this ETF?
Future returns for REZ will be helped if U.S. housing demand stays strong, rents remain resilient, and healthcare and storage real estate continue to grow, which would benefit its major holdings like Welltower, Public Storage, and other residential REITs. On the downside, higher interest rates, a weak U.S. economy, or tighter real estate regulations could hurt property values and rental income, putting pressure on this U.S.-focused real estate ETF.
REZ Top 10 Holdings
REZ is heavily tilted toward U.S. real estate, with a big bet on senior housing and storage REITs driving the story. Welltower sits in the captain’s chair: it’s been rising this year, giving the fund a solid backbone despite some recent softness. Public Storage and Extra Space Storage add momentum, with storage demand keeping them relatively steady to rising. On the flip side, names like Mid-America Apartment and Sun Communities have been lagging, as apartment and manufactured housing markets face pressure, slightly dragging on an otherwise resilient, income-focused real estate mix.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 22.91% | $187.56M | $172.10B | 32.02% | 77Outperform |
 PSA | Public Storage | 8.65% | $70.79M | $60.68B | 19.63% | 73Outperform |
 VMRK | Vivmark Residential | 7.31% | $59.84M | $47.90B | 4.68% | 70Outperform |
 VTR | Ventas | 6.85% | $56.03M | $45.81B | 17.52% | 68Neutral |
 EXR | Extra Space Storage | 5.07% | $41.52M | $33.39B | 16.80% | 66Neutral |
 ESS | Essex Property | 4.15% | $34.01M | $17.57B | 5.48% | 69Neutral |
 INVH | Invitation Homes | 3.89% | $31.87M | $15.30B | -4.58% | 69Neutral |
 OHI | Omega Healthcare | 3.49% | $28.53M | $14.24B | 11.82% | 76Outperform |
 SUI | Sun Communities | 3.45% | $28.21M | $13.52B | -7.73% | 66Neutral |
 MAA | MAA | 3.35% | $27.41M | $13.93B | -7.71% | 71Outperform |
REZ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REZ, the sentiment is Positive. The current price of 92.46 is above the 20-day moving average (MA) of 89.44, above the 50-day MA of 90.63, and above the 200-day MA of 89.73, indicating a bullish trend. The MACD of 0.32 indicates Negative momentum. The RSI at 59.46 is Neutral, neither overbought nor oversold. The STOCH value of 75.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REZ.
REZ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| REZ | $92.46 | $100.00(8.15% Upside) | $804.62M | 0.48% | 70Neutral |
 RSPH | $39.90 | $42.63(6.83% Upside) | $982.80M | 0.40% | 71Outperform |
 JPRE | $51.97 | $58.65(12.85% Upside) | $464.95M | 0.50% | 67Neutral |
 IYRI | $47.01 | $53.08(12.91% Upside) | $303.47M | 0.68% | 69Neutral |
 KBWY | $16.70 | $19.48(16.62% Upside) | $283.93M | 0.35% | 60Neutral |
 FRI | $30.85 | $34.38(11.46% Upside) | $201.28M | 0.50% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| REZ | iShares Residential and Multisector Real Estate ETF | 92.46 | 11.71 | 14.50% | |
| RSPH | Invesco S&P 500 Equal Weight Health Care ETF | 39.90 | 9.70 | 32.12% | |
| JPRE | JPMorgan Realty Income ETF | 51.97 | 5.94 | 12.90% | |
| IYRI | NEOS Real Estate High Income ETF | 47.01 | 2.71 | 6.11% | |
| KBWY | Invesco KBW Premium Yield Equity REIT ETF | 16.70 | 3.00 | 21.92% | |
| FRI | First Trust S&P REIT Index Fund | 30.84 | 3.93 | 14.59% |
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.