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Avantis Real Estate ETF (AVRE)



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Upturn Advisory Summary
03/27/2025: AVRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -2.54% | Avg. Invested days 41 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 38706 | Beta 1.09 | 52 Weeks Range 37.29 - 46.96 | Updated Date 03/27/2025 |
52 Weeks Range 37.29 - 46.96 | Updated Date 03/27/2025 |
Upturn AI SWOT
Avantis Real Estate ETF
ETF Overview
Overview
The Avantis Real Estate ETF (AVRE) provides exposure to U.S. real estate companies, focusing on long-term capital appreciation. It uses a market-cap weighted approach while emphasizing companies with high profitability and value characteristics.
Reputation and Reliability
Avantis Investors is a relatively new but respected player in the ETF market, known for its factor-based investing approach. They are a subsidiary of American Century Investments.
Management Expertise
The management team at Avantis Investors has extensive experience in quantitative investing and portfolio management, leveraging a research-driven approach.
Investment Objective
Goal
The ETF aims to provide long-term capital appreciation by investing in a broad portfolio of U.S. real estate companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but follows a market-cap weighted approach with tilts towards companies exhibiting value and profitability characteristics.
Composition The ETF primarily holds common stocks of U.S. real estate investment trusts (REITs) and other real estate-related companies.
Market Position
Market Share: AVRE has a moderate market share within the real estate ETF sector.
Total Net Assets (AUM): 342500000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- Real Estate Select Sector SPDR Fund (XLRE)
- iShares Core U.S. REIT ETF (USRT)
Competitive Landscape
The real estate ETF market is highly competitive, dominated by large, established funds. AVRE differentiates itself through its factor-based investment approach, targeting value and profitability, which could potentially lead to outperformance but also introduces tracking error relative to market-cap weighted peers. Competitors have more established track records and larger AUM, providing greater liquidity.
Financial Performance
Historical Performance: Historical performance data is available from the ETF's inception. Specific performance figures should be obtained from reliable financial sources.
Benchmark Comparison: Performance should be compared to a broad real estate market index or its peers to assess its relative performance.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for most investors, though it's lower than the larger competitors. The higher the trading volume, the easier to buy and sell the fund's shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity, but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Interest rates, economic growth, and real estate market conditions significantly impact the ETF's performance. Changes in fiscal policy can also have an affect.
Growth Trajectory
The ETF's growth depends on its ability to attract assets through strong performance and effective marketing, aligning with investor preferences for factor-based strategies.
Moat and Competitive Advantages
Competitive Edge
AVRE distinguishes itself by employing a factor-based investment strategy, specifically targeting real estate companies with high profitability and value characteristics. This approach aims to enhance returns over the long term compared to traditional market-cap weighted real estate ETFs. This targeted strategy differentiates it from broader real estate funds. While its AUM is lower, its distinct approach could attract investors seeking a more refined real estate investment strategy.
Risk Analysis
Volatility
Real estate investments can be sensitive to interest rate changes and economic cycles, so AVRE's volatility should be assessed relative to broader market benchmarks and its peer group.
Market Risk
The ETF is exposed to risks specific to the real estate sector, including property market fluctuations, vacancy rates, and regulatory changes.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to the U.S. real estate market with a focus on value and profitability factors. It is suited for those who understand a quantitative strategy and the risks of investing in REITs.
Market Risk
The ETF is suitable for long-term investors seeking capital appreciation, though it may also appeal to active traders looking for targeted real estate exposure.
Summary
The Avantis Real Estate ETF (AVRE) offers exposure to U.S. real estate companies through a factor-based approach emphasizing value and profitability. While its AUM and market share are smaller compared to established competitors, its differentiated investment strategy may appeal to investors seeking potentially higher returns. The fund is subject to market and sector-specific risks, and its performance is influenced by interest rates and economic conditions. AVRE is appropriate for long-term investors with an understanding of quantitative investing and REITs. The ETF is considered a long term growth stock.
Similar Companies
- VNQ
- XLRE
- USRT
- REM
- IYR
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own due diligence and risk tolerance. Market data is subject to change.
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.