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Upturn AI SWOT - About
iShares Residential and Multisector Real Estate ETF (REZ)
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Upturn Advisory Summary
04/01/2025: REZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -9.27% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
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) 77319 | Beta 0.99 | 52 Weeks Range 66.47 - 90.06 | Updated Date 04/2/2025 |
52 Weeks Range 66.47 - 90.06 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Residential and Multisector Real Estate ETF
ETF Overview
Overview
The iShares Residential and Multisector Real Estate ETF (REZ) seeks to track the investment results of an index composed of U.S. equities in the residential and multisector real estate sectors. The fund invests in real estate investment trusts (REITs) and real estate operating companies (REOCs).
Reputation and Reliability
BlackRock is a well-established and reputable asset manager with a strong track record in the ETF market.
Management Expertise
BlackRock has extensive expertise in managing real estate-focused investment products.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. equities in the residential and multisector real estate sectors.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the FTSE Nareit All Residential Capped Index.
Composition The ETF primarily holds stocks of residential and multisector REITs and REOCs.
Market Position
Market Share: REZ has a notable market share within the specialized residential and multisector real estate ETF category.
Total Net Assets (AUM): 293388568
Competitors
Key Competitors
- REM
- IYR
- VNQ
Competitive Landscape
The ETF industry for real estate is competitive. REZ offers a targeted exposure to residential and multisector REITs, while competitors like VNQ provide broader real estate market coverage. REZ's specialization could be an advantage for investors seeking focused exposure, but it may also result in higher volatility compared to more diversified REIT ETFs.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers for accurate information.
Benchmark Comparison: The ETF's performance should be compared to the FTSE Nareit All Residential Capped Index.
Expense Ratio: 0.48
Liquidity
Average Trading Volume
The ETF's liquidity is reasonably good, with an average trading volume that allows for relatively easy buying and selling.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, housing market trends, and population growth can influence the performance of REZ. Specific factors affecting the residential and multisector real estate sectors, such as rental rates and occupancy levels, also play a role.
Growth Trajectory
The growth trajectory of REZ is tied to the performance of the residential and multisector real estate markets and the broader economic environment; changes to strategy and holdings should be observed periodically.
Moat and Competitive Advantages
Competitive Edge
REZ's competitive advantage lies in its targeted exposure to the residential and multisector real estate sectors, providing investors with a focused approach to investing in this specific area. BlackRock's established reputation and expertise in the ETF market also contribute to its appeal. This specialized focus can differentiate it from broader real estate ETFs. The ETF's focus allows investors to target a specific segment of the real estate market, potentially capturing unique growth opportunities and diversification benefits.
Risk Analysis
Volatility
REZ's volatility can be moderate to high, reflecting the sensitivity of real estate investments to economic conditions and interest rate changes.
Market Risk
Market risk includes fluctuations in property values, changes in interest rates, and shifts in the demand for rental housing and commercial real estate. Specific risks related to the residential and multisector segments, such as regulatory changes or economic downturns, also need to be considered.
Investor Profile
Ideal Investor Profile
The ideal investor profile for REZ includes those seeking targeted exposure to the residential and multisector real estate markets, potentially for income generation or diversification purposes.
Market Risk
REZ may be suitable for long-term investors seeking income and capital appreciation or active traders looking to capitalize on short-term market movements in the real estate sector.
Summary
The iShares Residential and Multisector Real Estate ETF (REZ) offers targeted exposure to the residential and multisector real estate segments, focusing on REITs and REOCs. BlackRock's management and specialization can provide a competitive edge, but investors should be aware of the market risks associated with real estate investments. It's suitable for investors seeking income or targeted real estate exposure. Understanding the specific factors influencing the residential and multisector markets is crucial for evaluating its potential performance.
Similar Companies
IYR
iShares U.S. Real Estate ETF
IYR
iShares U.S. Real Estate ETF
RWR
SPDR® Dow Jones REIT ETF
RWR
SPDR® Dow Jones REIT ETF
SCHH
Schwab U.S. REIT ETF
SCHH
Schwab U.S. REIT ETF
VNQ
Vanguard Real Estate Index Fund ETF Shares
VNQ
Vanguard Real Estate Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
- FTSE Russell
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances.
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 Residential and Multisector Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in 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. The underlying index measures the performance of the residential apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.
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