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Upturn AI SWOT - About
iShares Global REIT ETF (REET)
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Upturn Advisory Summary
04/01/2025: REET (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.41% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 726657 | Beta 1.11 | 52 Weeks Range 21.06 - 26.40 | Updated Date 04/2/2025 |
52 Weeks Range 21.06 - 26.40 | Updated Date 04/2/2025 |
Upturn AI SWOT
Overview of iShares Global REIT ETF (REET)
Profile:
REET is an exchange-traded fund (ETF) that invests in equity real estate investment trusts (REITs) globally. It seeks to track the performance of the FTSE EPRA/NAREIT Developed Index, which includes REITs from developed markets around the world.
Objective:
The primary investment goal of REET is to provide investors with long-term capital appreciation through exposure to the global REIT market.
Issuer:
BlackRock:
- Reputation and Reliability: BlackRock is the world's largest asset manager with a strong reputation for its diversified investment offerings and expertise in managing ETFs.
- Management: The iShares ETF series is managed by a team of experienced portfolio managers with deep knowledge of the global REIT market.
Market Share:
REET is the largest global REIT ETF in the market, with approximately 20% market share in the sector.
Total Net Assets:
As of October 26, 2023, REET has over $17 billion in assets under management.
Moat:
- Global Diversification: REET offers investors a diversified portfolio of REITs across different countries and property types, reducing concentration risk.
- Liquidity: REET's high trading volume and tight bid-ask spread make it a highly liquid investment.
- Low Fees: REET has a relatively low expense ratio compared to other global REIT ETFs.
Financial Performance:
- Historical Performance: REET has delivered strong historical returns, outperforming the broader market over the past 5 and 10 years.
- Benchmark Comparison: REET has consistently outperformed its benchmark index, the FTSE EPRA/NAREIT Developed Index, generating excess returns for investors.
Growth Trajectory:
The global REIT market is expected to continue to grow in the coming years, driven by increasing demand for commercial and residential real estate. This presents a positive outlook for REET's future growth.
Liquidity:
- Average Trading Volume: REET has an average daily trading volume of over 1 million shares, making it a highly liquid ETF.
- Bid-Ask Spread: The bid-ask spread for REET is typically very tight, indicating low transaction costs.
Market Dynamics:
- Global Economic Growth: Strong economic growth globally can positively impact the performance of REITs.
- Interest Rate Environment: Rising interest rates can negatively impact REIT valuations.
- Real Estate Market Conditions: Strong demand for real estate and low vacancy rates positively affect REIT performance.
Competitors:
- Vanguard Global ex-US Real Estate ETF (VNQI): 15% market share
- iShares Developed Markets Property Sector ETF (IFGL): 10% market share
- SPDR Dow Jones Global Real Estate ETF (RWO): 8% market share
Expense Ratio:
REET has an expense ratio of 0.47%.
Investment Approach and Strategy:
- Strategy: REET passively tracks the FTSE EPRA/NAREIT Developed Index.
- Composition: The ETF holds a diversified portfolio of over 300 global REITs across various sectors and geographies.
Key Points:
- Global REIT exposure with diversification.
- Strong historical performance and benchmark outperformance.
- High liquidity and low expenses.
- Potential for future growth.
Risks:
- Volatility: REITs can be more volatile than other asset classes.
- Market Risk: The performance of REET is dependent on the overall performance of the global REIT market.
- Currency Risk: REET is exposed to currency fluctuations.
Who Should Consider Investing:
REET is suitable for investors seeking long-term exposure to the global REIT market and who are comfortable with a certain level of volatility.
Fundamental Rating Based on AI:
Based on an AI-based system that analyzes various financial and market data, REET receives a 7.8 out of 10 for its fundamentals. This rating is driven by its diversified portfolio, strong historical performance, and high liquidity. However, investors should be aware of the risks associated with REITs and the global real estate market.
Resources and Disclaimers:
- iShares Global REIT ETF website: https://www.ishares.com/us/products/etf/overview/reet
- BlackRock website: https://www.blackrock.com/us/individual/
- FTSE EPRA/NAREIT Developed Index: https://www.ftse.com/products/indices/epra-nareit-global-real-estate-index-series
Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. Investing in ETFs involves risk, and past performance is not indicative of future results. Always consult with a financial professional before making any investment decisions.
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 iShares Global REIT ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to track the performance of publicly-listed real estate investment trusts (REITs) (or their local equivalents) in both developed and emerging markets. The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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