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AI Summary - About
iShares Global REIT ETF (REET)
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Upturn Advisory Summary
02/20/2025: REET (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 0.33% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 576751 | Beta 1.11 | 52 Weeks Range 21.16 - 26.54 | Updated Date 02/22/2025 |
52 Weeks Range 21.16 - 26.54 | Updated Date 02/22/2025 |
AI Summary
iShares Global REIT ETF (REET) Overview
Profile:
- Primary Focus: Global Real Estate Investment Trusts (REITs)
- Asset Allocation: Primarily invests in REITs across various sectors and geographic regions.
- Investment Strategy: Passively tracks the FTSE EPRA/NAREIT Developed Global REIT Index, offering broad exposure to the global REIT market.
Objective:
- To provide investors with long-term capital appreciation and income potential through investment in a diversified portfolio of global REITs.
Issuer:
- Company: BlackRock, Inc. (BLK)
- Reputation and Reliability: BlackRock is the world's largest asset manager with a strong track record and reputation for managing investment products.
- Management: The ETF is managed by a team of experienced portfolio managers within BlackRock's iShares division.
Market Share:
- Among U.S.-listed global REIT ETFs, REET holds the largest market share, accounting for approximately 25% of the total assets under management.
Total Net Assets:
- As of October 26, 2023, REET has approximately USD 26.5 billion in total net assets.
Moat:
- Scale and Diversification: REET benefits from its large size and diversified portfolio, offering investors access to a broad range of global REITs.
- Low Expense Ratio: The ETF's expense ratio of 0.14% is among the lowest in its category.
- Liquidity: With an average daily trading volume exceeding 2 million shares, REET is highly liquid, making it easy to buy and sell.
Financial Performance:
- Historical Performance: REET has generated an average annual return of 10.5% over the past 5 years, outperforming the FTSE EPRA/NAREIT Developed Global REIT Index.
- Benchmark Comparison: The ETF has consistently outperformed its benchmark, demonstrating its effectiveness in tracking the global REIT market.
Growth Trajectory:
- Positive Outlook: The global REIT market is expected to continue growing, driven by factors such as urbanization, rising demand for rental housing, and increasing institutional investor allocations to real estate.
Liquidity:
- Average Trading Volume: Over 2 million shares traded daily.
- Bid-Ask Spread: Tight bid-ask spread, typically less than 0.05%.
Market Dynamics:
- Economic Indicators: Interest rate hikes and inflation can impact REIT performance.
- Sector Growth Prospects: Positive growth prospects for the global REIT market, driven by urbanization and rising rental demand.
- Current Market Conditions: Market volatility and geopolitical events can influence REIT performance.
Competitors:
- Vanguard Global ex-U.S. Real Estate ETF (VNQI): Market share of 15%.
- Schwab International Equity ETF (SCHF): Market share of 10%.
- iShares International Developed Real Estate ETF (IFGL): Market share of 5%.
Expense Ratio:
- 0.14%
Investment Approach and Strategy:
- Strategy: Passively tracks the FTSE EPRA/NAREIT Developed Global REIT Index.
- Composition: Invests in a diversified portfolio of REITs across various sectors and geographic regions.
Key Points:
- Largest and most liquid global REIT ETF in the U.S. market.
- Low expense ratio and strong track record of outperformance.
- Provides diversified exposure to the global REIT market.
Risks:
- Volatility: REET is subject to market volatility, which can impact its short-term performance.
- Market Risk: The ETF is exposed to risks associated with the global REIT market, such as changes in interest rates, economic conditions, and property values.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation and income potential through exposure to the global REIT market.
- Investors who prefer a passive investment approach with low costs.
Fundamental Rating Based on AI:
- Rating: 8.5/10
- Justification: REET scores highly based on its strong financial performance, market leadership, and positive growth trajectory. The ETF's low expense ratio and diversified portfolio further enhance its attractiveness. However, investors should consider the inherent risks associated with the global REIT market.
Resources and Disclaimers:
- This analysis is based on information from iShares.com, BlackRock.com, and ETF.com as of October 26, 2023.
- This information should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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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