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Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF (BYRE)
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Upturn Advisory Summary
12/08/2025: BYRE (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.
Analysis of Past Performance
Type ETF | Historic Profit -2.96% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/08/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.05 | 52 Weeks Range 22.09 - 26.86 | Updated Date 06/29/2025 |
52 Weeks Range 22.09 - 26.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
ETF Overview
Overview
The Principal Real Estate Active Opportunities ETF (BYRE) is an actively managed fund focused on investing in real estate securities, including REITs, aiming to generate capital appreciation and income.
Reputation and Reliability
Principal is a well-established asset manager with a long history in the financial services industry, known for offering diverse investment solutions.
Management Expertise
The management team possesses experience in real estate investments, leveraging both fundamental and quantitative analysis to identify attractive opportunities.
Investment Objective
Goal
Seeks capital appreciation and income by actively investing in a portfolio of real estate securities.
Investment Approach and Strategy
Strategy: Actively managed, seeking to outperform a passive real estate benchmark through security selection and sector allocation.
Composition Primarily holds real estate investment trusts (REITs) and other real estate-related equities.
Market Position
Market Share: BYRE holds a relatively small market share compared to larger, more established real estate ETFs.
Total Net Assets (AUM): 28030000
Competitors
Key Competitors
- VNQ
- REM
- IYR
- XLRE
Competitive Landscape
The real estate ETF market is highly competitive, dominated by passively managed, broad-based funds like VNQ. BYRE differentiates itself through active management, but faces the challenge of consistently outperforming these established benchmarks. Its smaller size may limit liquidity and increase tracking error.
Financial Performance
Historical Performance: Historical performance data should be accessed from reliable financial sources and is time-sensitive. Analyze the performance over 1yr, 3yr, 5yr and 10yr period.
Benchmark Comparison: Performance relative to the MSCI US REIT Index or similar benchmarks needs to be evaluated to determine the value added by active management.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume indicates how easily shares can be bought or sold without significantly affecting the price.
Bid-Ask Spread
The bid-ask spread reflects 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
Interest rate changes, economic growth, inflation, and demographic trends all influence the performance of real estate investments. Property values can be greatly affected by a combination of all these factors.
Growth Trajectory
Growth depends on the fund's ability to attract assets and generate alpha through active management and may change over time as the market evolves.
Moat and Competitive Advantages
Competitive Edge
BYRE's active management approach is the main competitive advantage, as they seek to generate superior risk-adjusted returns compared to passive REIT ETFs. The managers have a flexibility to adapt to changing market conditions. The potential to generate returns through security selection is a significant benefit for investors seeking returns above the broad market. The fund's small size allows it to invest in less liquid securities.
Risk Analysis
Volatility
Historical volatility can be measured by standard deviation of returns, and should be benchmarked against its peers.
Market Risk
Real estate investments are subject to market risk, including fluctuations in property values, interest rate risk, and changes in economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking actively managed real estate exposure with a focus on capital appreciation and income, and is comfortable with the higher expense ratio associated with active management.
Market Risk
Suitable for investors seeking long-term capital appreciation and income, with a willingness to accept higher fees in exchange for the potential of outperformance.
Summary
BYRE is an actively managed real estate ETF that aims to outperform passive benchmarks through strategic security selection and sector allocation. While its active management provides the potential for higher returns, it also comes with a higher expense ratio. Investors should carefully weigh the potential benefits of active management against the cost and its ability to consistently outperform its benchmark over time. Its smaller size compared to passive ETFs might affect liquidity.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Principal Funds Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor 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 Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. It invests primarily in equity securities of U.S. companies, including those of small companies. The fund is non-diversified.
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.