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Upturn AI Summary
iShares U.S. Real Estate ETF(IYR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IYR
09/25/2026: IYR (1-star) is currently NOT-A-BUY. Pass it for now.
The iShares U.S. Real Estate ETF (IYR) provides broad, liquid exposure to U.S. real estate companies, primarily REITs, through a passive indexing strategy. Its primary strengths are high trading liquidity and a long-standing track record, making it a staple for both income-focused investors and active traders. Investors use IYR to gain exposure to property market yield and sector-specific growth, though it remains vulnerable to interest rate hikes and shifts in commercial real estate demand. The fund best suits those seeking diversification within the real estate sector who understand the cyclical nature of the assets and the impact of the interest rate environment on REIT valuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While REITs can offer growth through property appreciation, they are primarily income-generating and sensitive to economic cycles. |
| Momentum investor | Strong fit while signal remains positive | IYR's high liquidity makes it an attractive vehicle for traders reacting to macro-economic momentum shifts. |
| Value investor | Mixed fit | REIT valuations depend heavily on interest rate projections and capitalization rates, which may present value opportunities during market corrections. |
| Dividend/Income investor | Strong fit | REITs are tax-advantaged structures required to distribute the majority of their income, making them a staple for dividend-focused portfolios. |
| Low-risk investor | Weak fit | Real estate is a cyclical, sector-specific investment that carries significant market and interest rate volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-oriented individual or institutional entity looking for exposure to the U.S. property market, who is comfortable with cyclical sector risk.
Suitability
IYR is well-suited for long-term income seekers and tactical traders who benefit from its liquidity; it is less suitable for conservative investors seeking capital preservation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate prices fluctuate based on interest rates and general economic sentiment. |
| Market risk | Medium / high | The sector is sensitive to macro-economic cycles, particularly changes in commercial property demand. |
| Concentration | Medium | While broad, the fund is limited to a single sector, reducing diversification compared to total market funds. |
| Tracking/expense | Low | The fund generally tracks its index well, though its expense ratio is higher than some passive alternatives. |
| Liquidity | Low | IYR is one of the most liquid real estate ETFs, minimizing the risk of difficult trade execution. |
| Business/sector quality | Medium | The quality of holdings is tied to management's ability to maintain high occupancy and navigate financing risks. |
Risk Analysis
Volatility
IYR is characterized by moderate-to-high historical volatility, typical of real estate equities, especially during periods of interest rate fluctuations.
Market Risk
The fund is exposed to systemic risks affecting property markets, such as changing occupancy rates, economic recessions, and the cost of debt financing.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Specialized REITs (Data Centers, Towers, Infrastructure) | 35 | These REITs offer exposure to the digital economy and infrastructure demand, often providing growth potential beyond traditional property types. |
| Sector | Residential and Retail REITs | 30 | This segment provides income exposure to housing and consumer-facing retail properties, sensitive to demographic and economic shifts. |
| Sector | Industrial and Office REITs | 25 | These holdings track the supply and demand dynamics of logistics, warehousing, and commercial office space. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Small liquidity buffers are held to manage fund inflows, outflows, and operational requirements. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -3.44% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $4.15B |
| Issuer | iShares |
| Expense Ratio | 0.4% |
| Distribution Yield | 2.21% |
| Inception | Jun 12, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +4.49% |
| 1 Year | +3.59% |
| 3 Year | +9.54% |
| 5 Year | +0.93% |
| 10 Year | +4.67% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.7% |
| 3Y Volatility | 16.61% |
| 3Y Sharpe Ratio | 0.33 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 50.51% |
| Small Cap | 24.68% |
| Large Cap | 24.32% |
Top Sectors
| Sector | Weight |
|---|---|
| Real Estate | 99.55% |
| Communication Services | 0.45% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 30.13x |
| Portfolio P/B | 2.51x |
| Portfolio P/S | 5.02x |
| Holdings Turnover | 8.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Welltower | 10.22% |
| Prologis | 9.34% |
| Equinix | 4.77% |
| Digital Realty Trust | 4.62% |
| Simon Property Group | 4.57% |
Upturn AI Summary
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.
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