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Upturn AI SWOT - About
Avantis Real Estate ETF (AVRE)
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Upturn Advisory Summary
09/15/2025: 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 1.84% | Avg. Invested days 42 | 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 09/15/2025 |
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) aims to provide long-term capital appreciation by investing in a broad range of U.S. real estate companies, focusing on smaller capitalization and value-oriented stocks.
Reputation and Reliability
Avantis Investors is a relatively new but well-regarded asset management firm known for its systematic and value-oriented investment approach.
Management Expertise
The management team has extensive experience in quantitative investing and real estate markets.
Investment Objective
Goal
To provide long-term capital appreciation by investing in U.S. real estate companies.
Investment Approach and Strategy
Strategy: The ETF seeks to outperform traditional real estate indexes by focusing on companies with smaller market capitalizations and value characteristics.
Composition Primarily invests in equity securities of U.S. real estate investment trusts (REITs) and other real estate-related companies.
Market Position
Market Share: AVRE holds a relatively small market share compared to larger, more established real estate ETFs.
Total Net Assets (AUM): 268589166
Competitors
Key Competitors
- VNQ
- REM
- IYR
Competitive Landscape
The real estate ETF market is dominated by a few large players. AVRE differentiates itself by targeting smaller, value-oriented real estate companies, which may offer higher growth potential but also carries more risk. VNQ and IYR are broad market ETFs with very large AUM and thus very liquid, making them more attractive for some investors.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources. 1-year return: 15.76%, 3-year return: 0.17%, 5-year return: N/A.
Benchmark Comparison: Compare AVRE's performance against a relevant real estate index, such as the MSCI US IMI Real Estate Index, to assess its effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is moderately active, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth influence the performance of real estate companies. Growth prospects are dependent on interest rates and real estate demand.
Growth Trajectory
The ETF's growth trajectory depends on the success of its investment strategy and market conditions.
Moat and Competitive Advantages
Competitive Edge
AVRE's competitive edge lies in its focus on smaller capitalization and value-oriented real estate companies, which may offer higher potential returns. Its systematic investment approach and low expense ratio also contribute to its attractiveness. The strategy may outperform traditional market-cap weighted REIT indexes over the long run. This targeted approach differentiates it from broader, more diversified real estate ETFs.
Risk Analysis
Volatility
Assess AVRE's historical volatility using metrics such as standard deviation and beta.
Market Risk
The ETF is exposed to market risk associated with fluctuations in the real estate sector and broader economic conditions.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a higher risk tolerance and interest in value investing in the real estate sector.
Market Risk
Best suited for long-term investors seeking exposure to the real estate sector with a value-oriented approach.
Summary
Avantis Real Estate ETF (AVRE) provides targeted exposure to U.S. real estate companies, with a focus on smaller capitalization and value-oriented stocks. Its low expense ratio and systematic investment approach make it an attractive option for investors seeking long-term capital appreciation in the real estate sector. While it may carry more risk than broad-market ETFs, its value focus could lead to outperformance. Consider the risk tolerance and investment goals of investors who are considering to invest. Compared to its peers, AVRE has a very small market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors website
- ETF.com
- Morningstar
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your own research and consultation with a financial advisor. Market share data as of the last date available.
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.
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