Tidal ETF Trust - Intelligent Real Estate ETF (REAI)

Overview

The Intelligent Real Estate ETF seeks long-term capital appreciation by investing in companies that own, develop, operate, or service real estate assets. It uses an intelligent, rules-based approach to select companies within the real estate sector, aiming to outperform traditional real estate indices.

Reputation and Reliability

Tidal ETF Trust is a relatively newer issuer, focusing on providing innovative ETF solutions. Their reputation is still developing, but they are known for offering niche and thematic ETFs.

Management Expertise

The management team brings experience in ETF structuring and investment management. Specific details on individual managers would require deeper research into Tidal ETF Trust's team.

Goal

To seek long-term capital appreciation by investing in real estate companies.

Investment Approach and Strategy

Strategy: The ETF uses an active, rules-based strategy to select companies within the real estate sector.

Composition The ETF primarily holds stocks of publicly traded companies involved in the real estate industry, including REITs and real estate service providers.

Market Share: Data for exact market share is unavailable without live market data access.

Total Net Assets (AUM): Data for exact AUM is unavailable without live market data access.

Key Competitors

• VNQ
• REM
• IYR
• SCHH
• XLRE

Competitive Landscape

The ETF market is highly competitive, with established players like Vanguard (VNQ) and iShares (IYR) dominating. Intelligent Real Estate ETF differentiates itself with its active, rules-based selection approach. The advantage of active management is the potential to outperform the broader index, but that also introduces higher management fees and the risk of underperformance. Competitors tend to be passively managed, offering lower fees but mirroring the index performance.

Historical Performance: Historical performance data is unavailable without live market data access.

Benchmark Comparison: Benchmark comparison data is unavailable without live market data access.

Expense Ratio: The expense ratio data is unavailable without live market data access.

Average Trading Volume

Average trading volume will depend on the ETF's popularity and is unavailable without live market data access.

Bid-Ask Spread

The bid-ask spread varies with market conditions and trading volume and is unavailable without live market data access.

Market Environment Factors

Economic indicators such as interest rates, GDP growth, and inflation rates significantly impact the real estate sector. Additionally, sector-specific factors like housing demand, commercial property values, and REIT performance influence the ETF's performance.

Growth Trajectory

The growth trajectory depends on the ETF's ability to attract assets and consistently outperform its benchmark through its selection process. Any changes to its rules-based strategy or holdings selection process would be critical.

Competitive Edge

The Intelligent Real Estate ETF seeks a competitive advantage through its active, rules-based selection strategy, which aims to identify undervalued or high-growth real estate companies. Unlike passive ETFs that simply track an index, this ETF can potentially outperform by dynamically adjusting its holdings based on market conditions and company fundamentals. However, the success of this strategy depends on the effectiveness of the rules it uses and the skill of the investment team. This may appeal to investors who seek more active management within the real estate sector.

Volatility

Volatility depends on the underlying asset volatility and is unavailable without live market data access.

Market Risk

The ETF is exposed to risks inherent in the real estate market, including interest rate risk, property value fluctuations, and economic downturns. Changes in government regulations, zoning laws, and demographic trends can also impact the performance of real estate companies.

Ideal Investor Profile

The ideal investor is one seeking exposure to the real estate market with the potential for higher returns through active management. This ETF may appeal to investors comfortable with higher risk in exchange for the potential for outperformance.

Market Risk

This ETF is suitable for long-term investors willing to take on moderate to high risk and who believe in active management within the real estate sector. It is not designed for passive index followers.

The Intelligent Real Estate ETF offers exposure to the real estate market through an active, rules-based selection process. Its objective is to outperform traditional real estate indices by dynamically adjusting its holdings. This ETF appeals to investors who believe in active management and seek potentially higher returns in the real estate sector, although past performance is not indicative of future results. However, the ETF's performance depends on the success of its selection strategy and is subject to market risks associated with real estate investments.

Data Sources:

• ETF.com
• Morningstar
• Company Fact Sheet

Disclaimers:

The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on your own research and consultation with a qualified financial advisor. Market share data and financial performance figures are estimates and may not reflect real-time data.