Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
ProShares Ultra Real Estate (URE)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: URE (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 -6.24% | Avg. Invested days 33 | 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) 3389 | Beta 2.08 | 52 Weeks Range 48.48 - 77.31 | Updated Date 04/2/2025 |
52 Weeks Range 48.48 - 77.31 | Updated Date 04/2/2025 |
Upturn AI SWOT
ProShares Ultra Real Estate
ETF Overview
Overview
ProShares Ultra Real Estate (URE) seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Real Estate Index. It offers leveraged exposure to US real estate equities, focusing on companies involved in real estate management, development, and investment.
Reputation and Reliability
ProShares is a well-established issuer known for its leveraged and inverse ETFs. They have a strong track record in managing complex investment products.
Management Expertise
ProShares has a dedicated team of portfolio managers and analysts with expertise in managing leveraged ETFs and understanding market dynamics.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Real Estate Index.
Investment Approach and Strategy
Strategy: URE employs a leveraged strategy aiming for 2x the daily performance of its underlying index. This is achieved using financial instruments such as swap agreements and futures contracts.
Composition The ETF invests in financial instruments that provide leveraged exposure to the companies included in the Dow Jones U.S. Real Estate Index.
Market Position
Market Share: URE's market share is smaller compared to non-leveraged real estate ETFs.
Total Net Assets (AUM): 73990000
Competitors
Key Competitors
- VNQ
- XLRE
- REM
Competitive Landscape
The real estate ETF market is dominated by broad-based, non-leveraged ETFs like VNQ and XLRE. URE offers a leveraged play, attracting investors seeking higher potential returns (and risks). Competitors offer diversified exposure, while URE's leverage can magnify both gains and losses. Leveraged ETFs come with daily decay and tracking error.
Financial Performance
Historical Performance: Historical performance is highly dependent on the performance of the underlying index, amplified by the 2x leverage. Performance can be volatile.
Benchmark Comparison: The ETF aims to provide 2x the daily performance of the Dow Jones U.S. Real Estate Index. Deviations can occur due to fees, expenses, and the impact of daily compounding in a volatile market.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
URE's average trading volume can vary but is generally moderate, affecting the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread can fluctuate based on market conditions, representing the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept.
Market Dynamics
Market Environment Factors
URE's performance is influenced by interest rates, economic growth, real estate market conditions, and investor sentiment towards the real estate sector.
Growth Trajectory
URE's growth depends on investor appetite for leveraged real estate exposure and the overall performance of the real estate market. Strategy changes are less likely as it is designed to provide 2x the daily return.
Moat and Competitive Advantages
Competitive Edge
URE's main advantage is its leveraged exposure, which can appeal to investors seeking amplified returns. Its focus on daily performance is also a unique characteristic. The ETFu2019s competitive edge lies in providing a specific investment strategy - leveraged real estate exposure. However, the daily rebalancing can lead to decay over longer time periods in fluctuating markets, diminishing its competitive advantage compared to traditional real estate ETFs.
Risk Analysis
Volatility
URE is inherently more volatile than non-leveraged real estate ETFs due to its 2x leverage. Daily compounding can significantly affect returns over longer periods.
Market Risk
URE is subject to market risk associated with the real estate sector, including interest rate risk, economic downturns, and changes in property values. Leverage amplifies these risks.
Investor Profile
Ideal Investor Profile
URE is suitable for sophisticated investors with a high-risk tolerance who understand the risks associated with leveraged ETFs and have a short-term investment horizon.
Market Risk
URE is best suited for active traders seeking to capitalize on short-term movements in the real estate market. It is not suitable for long-term investors due to the effects of compounding and the potential for significant losses.
Summary
ProShares Ultra Real Estate (URE) is a leveraged ETF seeking to deliver twice the daily performance of the Dow Jones U.S. Real Estate Index. Its 2x leverage can amplify both gains and losses, making it a high-risk investment. It is suitable for short-term, active traders who understand the complexities of leveraged ETFs. Due to the daily reset and potential for volatility decay, it's not recommended for buy-and-hold investors. The fund's performance is highly dependent on real estate market trends and its leveraged strategy.
Similar Companies
DRN
Direxion Daily Real Estate Bull 3X Shares
DRN
Direxion Daily Real Estate Bull 3X Shares
IYR
iShares U.S. Real Estate ETF
IYR
iShares U.S. Real Estate ETF
SCHH
Schwab U.S. REIT ETF
SCHH
Schwab U.S. REIT ETF
Sources and Disclaimers
Data Sources:
- ProShares Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Leveraged ETFs are complex instruments and involve a high degree of risk. Past performance is not indicative of future results.
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 ProShares Ultra Real Estate
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in financial instruments that the advisors believe, in combination, should produce daily returns consistent with the Daily Target. The index is constructed and maintained by S&P Dow Jones Indices LLC. The index represents the real estate sector of the S&P 500 Index. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.