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Upturn AI SWOT - About
iREIT - MarketVector Quality REIT Index ETF (IRET)
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Upturn Advisory Summary
03/27/2025: IRET (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.94% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1139 | Beta 1.04 | 52 Weeks Range 17.98 - 22.65 | Updated Date 03/27/2025 |
52 Weeks Range 17.98 - 22.65 | Updated Date 03/27/2025 |
Upturn AI SWOT
iREIT - MarketVector Quality REIT Index ETF
ETF Overview
Overview
The iREIT - MarketVector Quality REIT Index ETF (ticker: IRQ) seeks to replicate the performance of the MarketVector Quality REIT Index, focusing on high-quality REITs in the US market. It aims to provide exposure to REITs with strong fundamentals, emphasizing profitability, stability, and dividend growth.
Reputation and Reliability
VanEck is a well-established ETF provider with a solid track record of managing various investment products.
Management Expertise
VanEck has a team of experienced portfolio managers and analysts specializing in real estate investments.
Investment Objective
Goal
To replicate the performance of the MarketVector Quality REIT Index.
Investment Approach and Strategy
Strategy: Tracks a specific index focused on quality REITs.
Composition Primarily holds common stocks of real estate investment trusts (REITs).
Market Position
Market Share: Insufficient data to provide an accurate market share estimate.
Total Net Assets (AUM): 68619588
Competitors
Key Competitors
- VNQ
- SCHH
- REM
- IYR
Competitive Landscape
The REIT ETF market is competitive, dominated by larger, more established funds like VNQ and SCHH. IRQ differentiates itself by focusing on 'quality' REITs. However, its smaller size and AUM may present challenges in competing with larger funds that offer higher liquidity and potentially lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is unavailable in this response.
Benchmark Comparison: Benchmark comparison data is unavailable in this response.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
Average trading volume is moderate, suggesting sufficient liquidity for most investors.
Bid-Ask Spread
Bid-ask spreads are generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and occupancy rates in commercial real estate significantly impact IRQ's performance.
Growth Trajectory
Growth trajectory is dependent on broader real estate market trends and investor demand for quality REITs. Changes to strategy and holdings are disclosed periodically in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
IRQ's competitive advantage lies in its quality-focused approach, selecting REITs based on profitability, stability, and dividend growth. This focus may appeal to investors seeking higher-quality REIT exposure compared to broader market REIT ETFs. By focusing on financial health and dividend sustainability, it could offer a less volatile experience during economic downturns. The emphasis on quality can lead to improved long-term risk-adjusted returns, attracting investors looking for a more stable income stream.
Risk Analysis
Volatility
Historical volatility data is unavailable in this response.
Market Risk
IRQ is subject to market risk, including interest rate risk, economic downturns, and changes in real estate valuations.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to high-quality REITs for income and long-term capital appreciation.
Market Risk
IRQ is suitable for long-term investors seeking a potentially less volatile REIT investment compared to broad market REIT ETFs.
Summary
The iREIT - MarketVector Quality REIT Index ETF offers exposure to a portfolio of REITs selected for their quality characteristics. It focuses on companies with strong fundamentals and sustainable dividend payments. Its quality tilt differentiates it from broader REIT ETFs, potentially offering a more stable investment during market fluctuations. While its AUM is smaller compared to leading competitors, the focus on quality can be appealing to investors seeking long-term income and capital appreciation from the real estate sector.
Similar Companies
- VNQ
- SCHH
- REM
- IYR
- RWR
- XLRE
Sources and Disclaimers
Data Sources:
- VanEck
- MarketVector
- Various Financial Data Providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 iREIT - MarketVector Quality REIT Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a rules-based index and construction of the index begins with the selection of investments from an initial universe of U.S.-listed equity REITs that comprise the iREIT® Equity REIT-100 universe. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of REITs.
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