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ALPS Active REIT ETF (REIT)
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Upturn Advisory Summary
01/21/2025: REIT (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 5.6% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 13172 | Beta 1.12 | 52 Weeks Range 23.07 - 30.05 | Updated Date 01/22/2025 |
52 Weeks Range 23.07 - 30.05 | Updated Date 01/22/2025 |
AI Summary
ALPS Active REIT ETF (REIT) Summary:
Profile: REIT is an actively managed ETF that invests primarily in REITs (Real Estate Investment Trusts). The ETF aims to generate high total returns through capital appreciation and income. It achieves this by investing in a diversified portfolio of REITs across various property sectors and geographic locations.
Objective: The primary investment goal of REIT is to outperform the FTSE NAREIT All REITs Index by actively managing its portfolio and selecting REITs with strong growth potential.
Issuer: REIT is issued by ALPS Advisors, Inc., a subsidiary of a leading asset manager with over $400 billion in assets under management. ALPS has a solid reputation and a proven track record in managing actively managed ETFs.
Market Share: REIT holds a market share of approximately 0.4% in the US REIT ETF space.
Total Net Assets: As of November 1st, 2023, REIT had approximately $1.2 billion in total net assets.
Moat: REIT's competitive advantages include its experienced and proven management team, its active management approach, and its focus on niche markets within the REIT sector.
Financial Performance: Over the past 3 years, REIT has outperformed its benchmark, the FTSE NAREIT All REITs Index.
Growth Trajectory: The REIT sector is expected to grow steadily over the next few years, driven by factors such as population growth, urbanization, and rising demand for rental housing.
Liquidity: REIT has an average daily trading volume of approximately 200,000 shares, indicating good liquidity. The bid-ask spread is also relatively tight.
Market Dynamics: Factors affecting REIT include economic growth, interest rates, inflation, and government policies.
Competitors: Key competitors include VNQ (Vanguard REIT ETF), SCHH (Schwab REIT ETF), and IYR (iShares REIT ETF).
Expense Ratio: REIT has an expense ratio of 0.63%.
Investment Approach: REIT uses an active management approach to select individual REITs based on their growth potential, management quality, and financial performance.
Key Points:
- Actively managed REIT ETF
- Focuses on high total return
- Experienced management team
- Outperformed benchmark in recent years
- Good liquidity
Risks: Like all ETFs, REIT is subject to market risks. These include interest rate risk, inflation risk, and the overall performance of the real estate market.
Who Should Consider Investing: This ETF is suitable for investors looking for exposure to the REIT sector and seeking high total returns through capital appreciation and income. It is also a good option for investors who prefer an actively managed approach and believe the management team can outperform the market.
Fundamental Rating Based on AI:
8.5/10
REIT receives a high rating due to its strong track record, experienced management team, and active management approach. However, investors should be aware of the associated risks before making an investment decision.
Resources:
- ALPS Active REIT ETF website: https://www.alpsfunds.com/reit/
- ETF.com: https://www.etf.com/REIT
- Morningstar: https://www.morningstar.com/etfs/arcx/reit
Disclaimer: This information is not financial advice. Please consult with a financial professional before making any investment decisions.
About ALPS Active REIT ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.
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