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Upturn AI Summary
Tidal ETF Trust - Intelligent Real Estate ETF(REAI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for REAI
10/01/2026: REAI (1-star) is currently NOT-A-BUY. Pass it for now.
Tidal ETF Trust's Intelligent Real Estate ETF (REAI) is an actively managed fund that utilizes a quantitative approach to select US real estate securities with the goal of outperforming traditional passive indices. Its primary strengths include a disciplined, rule-based process and potential for alpha, though it faces competition from much larger, low-cost passive ETFs. The fund is best suited for long-term investors looking to gain targeted real estate exposure while seeking to avoid the constraints of market-cap weighting. Key risks include sensitivity to interest rate fluctuations, sector-specific concentration, and higher management costs compared to passive alternatives. Investors should monitor the fund’s expense ratio and performance relative to benchmark indices like VNQ.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Real estate is generally income-focused, but the active strategy aims for capital appreciation that may appeal to growth-oriented investors. |
| Momentum investor | Strong fit while signal remains positive | The fund's quantitative strategy incorporates momentum factors, making it a potential fit when the sector's trend is upward. |
| Value investor | Strong fit | The selection process often favors undervalued REITs, aligning well with value-oriented investment philosophies. |
| Dividend/Income investor | Strong fit | As a real estate-focused vehicle, the fund inherently provides exposure to the dividend yields typically associated with REITs. |
| Low-risk investor | Weak fit | Concentration in the real estate sector and the risks inherent in active management make this less suitable for highly conservative portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is bullish on US real estate and believes in the efficacy of active, quantitative stock selection over passive market-cap weighting.
Suitability
REAI is best suited for long-term investors seeking real estate exposure as part of a diversified portfolio rather than for active, short-term day trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate securities often experience significant price swings driven by interest rate news and economic cycles. |
| Market risk | Medium / high | The fund is subject to the general performance of the US real estate market and broader financial sector sentiment. |
| Concentration | Medium | The focus on real estate limits diversification across other asset classes like equities or bonds. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds require consistent outperformance to justify the cost. |
| Liquidity | Medium | Lower trading volume relative to major ETFs may lead to increased transaction costs during periods of market stress. |
| Business/sector quality | Medium | Specific property sector headwinds, such as commercial office vacancies, can significantly impact underlying security performance. |
Risk Analysis
Volatility
REAI exhibits moderate to high volatility consistent with the inherent sensitivities of REITs to interest rates and economic cycle changes.
Market Risk
The fund faces significant exposure to the US real estate sector, including risks related to property valuation, vacancy rates, and legislative impacts on rental markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Equity REITs (Diversified, Residential, Industrial, Retail, Data Centers) | 95 | The fund provides diversified exposure to various property types through a basket of professionally managed real estate companies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash position is maintained to manage daily liquidity and rebalancing needs. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 0.86% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.02M |
| Issuer | Armada ETF |
| Expense Ratio | 0% |
| Distribution Yield | 1.79% |
| Inception | Jun 12, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +15.97% |
| 1 Year | +9.92% |
| 3 Year | +8.77% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.29% |
| 3Y Volatility | 17.51% |
| 3Y Sharpe Ratio | 0.15 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 44.17% |
| Small Cap | 30.10% |
| Large Cap | 14.32% |
| Micro Cap | 3.74% |
Top Sectors
| Sector | Weight |
|---|---|
| Real Estate | 98.10% |
| Technology | 1.90% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 25.81x |
| Portfolio P/B | 1.65x |
| Portfolio P/S | 7.1x |
Top Holdings
| Holding | Weight |
|---|---|
| Equinix | 10.04% |
| Digital Realty Trust | 9.51% |
| DIGITAL CORE REIT | 7.56% |
| Segro | 5.36% |
| Iron Mountain | 5.35% |
Upturn AI Summary
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.
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