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Upturn AI SWOT - About
Avantis Real Estate ETF (AVRE)
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Upturn Advisory Summary
10/20/2025: AVRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.26% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.09 | 52 Weeks Range 37.38 - 46.54 | Updated Date 06/29/2025 |
52 Weeks Range 37.38 - 46.54 | Updated Date 06/29/2025 |
Upturn AI SWOT
Avantis Real Estate ETF
ETF Overview
Overview
The Avantis Real Estate ETF (AVRE) seeks to provide long-term capital appreciation by investing primarily in a broad portfolio of real estate securities of U.S. companies. The ETF employs a value-oriented investment approach, focusing on companies with strong balance sheets and profitability.
Reputation and Reliability
Avantis Investors is known for its systematic, value-oriented investment strategies and is backed by a reputable parent company. The firm is relatively new but has a growing reputation.
Management Expertise
The management team has extensive experience in quantitative and value investing, which is a key factor in the ETF's investment approach.
Investment Objective
Goal
To provide long-term capital appreciation by investing in real estate securities.
Investment Approach and Strategy
Strategy: The ETF does not strictly track an index but uses a quantitative, value-oriented approach to select real estate securities.
Composition The ETF holds a diversified portfolio of real estate securities, primarily consisting of REITs (Real Estate Investment Trusts).
Market Position
Market Share: AVRE holds a small but growing market share within the real estate ETF sector.
Total Net Assets (AUM): 355110000
Competitors
Key Competitors
- VNQ
- SCHH
- REM
- IYR
- XLRE
Competitive Landscape
The real estate ETF industry is dominated by large, established players like VNQ and SCHH. AVRE differentiates itself through its quantitative, value-oriented approach. While this strategy has the potential to outperform in certain market environments, it may lag during periods of growth stock dominance. AVRE's lower expense ratio compared to some competitors gives it a cost advantage.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial data providers.
Benchmark Comparison: The ETF's performance is compared to broad real estate market benchmarks such as the MSCI US REIT Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is moderate, which might affect trade execution for larger orders.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity for smaller trades.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and real estate market conditions significantly impact the performance of AVRE.
Growth Trajectory
The ETF's growth is dependent on its ability to attract assets through strong performance and its appeal to value-oriented investors; No changes to strategy and holdings currently.
Moat and Competitive Advantages
Competitive Edge
AVRE's competitive advantage lies in its systematic, value-oriented investment strategy, which seeks to identify undervalued real estate securities. The ETF also benefits from Avantis's reputation for employing disciplined quantitative techniques. This approach differentiates it from more passively managed real estate ETFs. This may lead to outperformance in specific market environments where value stocks are favored.
Risk Analysis
Volatility
Volatility will depend on broader market conditions as well as any individual holding risks.
Market Risk
The ETF is subject to market risk, including fluctuations in real estate values, interest rate risk, and economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation through real estate securities and who aligns with a value-oriented investment approach.
Market Risk
This ETF is best suited for long-term investors who understand the risks associated with real estate investments.
Summary
Avantis Real Estate ETF (AVRE) provides access to real estate sector with a value-oriented approach. It distinguishes itself by using a systematic, value-driven methodology for selecting REITs. It may be more suitable for investors seeking targeted real estate exposure and comfortable with value-driven strategies. With moderate liquidity and a low expense ratio, AVRE could be a valuable addition to a diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may vary slightly depending on the source and calculation method. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Avantis Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in a diverse group of real estate securities globally, in particular real estate investment trusts (REITs) and REIT-like entities, across a variety of property sectors. Under normal market conditions, it will invest at least 80% of its assets in securities issued by REITs and other companies engaged in the real estate industry (collectively, real estate securities). The manager may also engage in securities lending and invest the fund's collateral in eligible securities, such as a government money market fund.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.