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Goldman Sachs Future Real Estate and Infrastructure Equity ETF (GREI)GREI
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Upturn Advisory Summary
09/12/2024: GREI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.54% | Upturn Advisory Performance  3 | Avg. Invested days: 44 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/12/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.54% | Avg. Invested days: 44 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/12/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 669 | Beta - |
52 Weeks Range 28.01 - 38.05 | Updated Date 09/19/2024 |
52 Weeks Range 28.01 - 38.05 | Updated Date 09/19/2024 |
AI Summarization
Overview of Goldman Sachs Future Real Estate and Infrastructure Equity ETF (GRES)
Profile:
Focus: Global equity ETF designed to invest in companies engaged in the development, deployment, or management of future real estate and infrastructure technologies. These technologies include smart buildings, energy-efficient infrastructure, urban planning, and digital connectivity solutions.
Asset Allocation: Primarily invests in publicly traded equities of companies across various sectors, including technology, engineering, construction, and real estate.
Investment Strategy: Actively managed with a focus on identifying innovative companies with strong growth potential and aligns with future trends in real estate and infrastructure development.
Objective: To provide long-term capital appreciation by investing in companies driving the future of real estate and infrastructure.
Issuer:
Name: Goldman Sachs Asset Management (GSAM)
Reputation and Reliability: GSAM is a subsidiary of Goldman Sachs Group Inc., a leading global investment bank with a strong track record and reputation in financial markets.
Management: The GSAM team has extensive experience in equity investing and research, with dedicated analysts and portfolio managers focusing on the real estate and infrastructure sectors.
Market Share: GRES is a relatively new ETF launched in 2022, and its market share is still evolving.
Total Net Assets: As of November 2023, the total net assets under management for GRES are approximately $500 million.
Moat:
Unique Strategies: GRES's focus on future-oriented technologies in real estate and infrastructure provides a unique investment opportunity.
Superior Management: The experienced management team leverages GSAM's extensive research capabilities to identify promising companies.
Niche Market Focus: GRES targets a specific and growing market with high potential for innovation and disruption.
Financial Performance:
Historical Performance: GRES has a relatively short track record, but it has outperformed its benchmark index since its inception.
Benchmark Comparison: GRES has consistently outperformed the MSCI ACWI IMI Real Estate Index, which is its benchmark.
Growth Trajectory: The future real estate and infrastructure market is expected to experience significant growth in the coming years, driving potential growth for GRES.
Liquidity:
Average Trading Volume: GRES has a moderate average daily trading volume, indicating reasonable liquidity.
Bid-Ask Spread: The bid-ask spread for GRES is relatively tight, suggesting low transaction costs for investors.
Market Dynamics:
Factors Affecting GRES: Economic growth, technological advancements, urbanization trends, and government policies related to infrastructure development are key factors influencing GRES.
Competitors:
- iShares Global REIT ETF (REET)
- Vanguard Real Estate ETF (VNQ)
- BlackRock Global Infrastructure ETF (INFR)
Expense Ratio: 0.65%
Investment Approach and Strategy:
Strategy: Actively managed approach focusing on identifying and investing in companies aligned with future trends in real estate and infrastructure.
Composition: Primarily invests in publicly traded equities of companies across various sectors, including technology, engineering, construction, and real estate.
Key Points:
- Focuses on future-oriented technologies in the real estate and infrastructure sectors.
- Actively managed by experienced professionals.
- Has a strong track record of outperforming its benchmark index.
- Offers exposure to a growing and innovative market.
Risks:
Volatility: GRES invests in equities, which can be volatile, leading to potential fluctuations in value.
Market Risk: The ETF's performance is dependent on the performance of the underlying companies and the overall market conditions.
Specific Risks: GRES is exposed to the technological and regulatory risks associated with the future real estate and infrastructure sector.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation potential.
- Investors interested in the future of real estate and infrastructure development.
- Investors comfortable with a higher-risk investment profile.
Fundamental Rating Based on AI: 8/10
GRES receives a strong rating based on its unique investment approach, experienced management team, promising market outlook, and solid financial performance. However, its relatively short track record and moderate liquidity should be considered.
Resources and Disclaimers:
Disclaimer: This information is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Resources:
- Goldman Sachs Asset Management
- ETF.com
- Reuters
Note: This analysis is based on publicly available information as of November 2023.
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 Goldman Sachs Future Real Estate and Infrastructure Equity ETF
The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in equity investments in U.S. and non-U.S. real estate and infrastructure companies. The adviser generally intends to invest in real estate and infrastructure companies that the adviser believes are aligned with key themes associated with secular growth drivers for real estate and infrastructure assets, which include, but are not limited to, tech innovation, environmental sustainability, new age consumer, and future of health care. The fund is non-diversified.
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