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Upturn AI SWOT - About
Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF (BYRE)
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Upturn Advisory Summary
08/14/2025: 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 -1.29% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 ETF that seeks to generate current income and long-term capital appreciation by investing in a portfolio of publicly traded real estate securities, including REITs, and other real estate-related investments. The ETF focuses on identifying undervalued opportunities within the real estate sector through active management.
Reputation and Reliability
Principal Funds is a well-established asset manager with a long history and a solid reputation in the investment industry.
Management Expertise
The management team has extensive experience in real estate investing and active portfolio management.
Investment Objective
Goal
To seek current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: BYRE is actively managed and does not track a specific index. It aims to outperform the broader real estate market by identifying undervalued opportunities.
Composition The ETF primarily holds publicly traded real estate securities, including REITs (Real Estate Investment Trusts), and other real estate-related investments.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 13110000
Competitors
Key Competitors
- VNQ
- REM
- IYR
Competitive Landscape
The real estate ETF market is highly competitive, with several large, passively managed ETFs dominating the space. BYRE's active management approach differentiates it from passive competitors, but its higher expense ratio can be a disadvantage. BYRE offers the potential for outperformance but at a higher cost and risk compared to its competitors.
Financial Performance
Historical Performance: Historical performance data requires subscription access. Please use a financial data provider to access the data.
Benchmark Comparison: Benchmark comparison requires subscription access. Please use a financial data provider to access the data.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume for BYRE is relatively low, which may affect order execution and increase transaction costs.
Bid-Ask Spread
The bid-ask spread for BYRE can vary depending on market conditions, but it is generally wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic factors like interest rates, inflation, and overall economic growth can significantly impact the real estate sector and, therefore, BYRE's performance.
Growth Trajectory
BYRE's growth trajectory depends on its ability to consistently identify and capitalize on undervalued opportunities within the real estate market. Changes in investment strategy and holdings are actively managed by the fund managers.
Moat and Competitive Advantages
Competitive Edge
BYRE's active management strategy is a key differentiator, allowing it to potentially outperform passively managed real estate ETFs. The fund's focus on identifying undervalued opportunities and its ability to adjust its holdings based on market conditions provide a competitive edge. The expertise of the management team in real estate investing is another advantage. However, its higher expense ratio could be a disadvantage compared to its competitors.
Risk Analysis
Volatility
BYRE's volatility is dependent on the fluctuations of the real estate market and the specific holdings within the fund.
Market Risk
Market risk includes the potential for declines in the value of real estate securities due to economic downturns, rising interest rates, and other factors affecting the real estate market.
Investor Profile
Ideal Investor Profile
The ideal investor for BYRE is someone seeking income and long-term capital appreciation from the real estate sector, and who is comfortable with the higher risk and potential reward associated with active management.
Market Risk
BYRE is more suitable for investors with a long-term investment horizon and a tolerance for moderate risk. It is not ideal for passive index followers seeking broad market exposure at a low cost.
Summary
The Principal Real Estate Active Opportunities ETF (BYRE) offers investors access to the real estate market through an actively managed strategy. While the ETF aims to outperform passively managed competitors by identifying undervalued opportunities, it also carries a higher expense ratio and risk profile. BYRE is suitable for investors seeking income and long-term capital appreciation from the real estate sector who are comfortable with active management. Investors should carefully consider their risk tolerance and investment objectives before investing in BYRE.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Principal Funds Website
- Financial Data Providers (FactSet, Bloomberg, Reuters)
- ETF.com
- Seeking Alpha
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data can be delayed and is estimated based on available information.
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.