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iShares U.S. Real Estate ETF (IYR)IYR
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Upturn Advisory Summary
09/12/2024: IYR (3-star) is a STRONG-BUY. BUY since 81 days. Profits (16.43%). Updated daily EoD!
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Regular Buy |
Profit: 8.45% | Upturn Advisory Performance  3 | Avg. Invested days: 42 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/12/2024 |
Type: ETF | Today’s Advisory: Regular Buy |
Profit: 8.45% | Avg. Invested days: 42 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/12/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 5765464 | Beta 1.19 |
52 Weeks Range 71.54 - 102.28 | Updated Date 09/13/2024 |
52 Weeks Range 71.54 - 102.28 | Updated Date 09/13/2024 |
AI Summarization
iShares U.S. Real Estate ETF (IYR) Overview
Profile:
- Target Sector: U.S. Real Estate
- Asset Allocation: Primarily invests in U.S. equity REITs (Real Estate Investment Trusts)
- Investment Strategy: Passively tracks the Dow Jones U.S. Real Estate Index
Objective:
- To provide investors with a convenient and diversified way to gain exposure to the U.S. real estate market
Issuer:
- Company: BlackRock, Inc. (BLK)
- Reputation & Reliability: BlackRock is the world's largest asset manager with a strong reputation and track record.
- Management: The ETF is managed by BlackRock's experienced team of investment professionals.
Market Share:
- IYR is the largest U.S. real estate ETF by assets under management, with a market share of approximately 25%.
Total Net Assets:
- As of November 2023, IYR has total net assets of approximately $40 billion.
Moat:
- Scale & Diversification: IYR's large size and diversified portfolio provide investors with economies of scale and risk reduction.
- Liquidity: IYR's high trading volume ensures easy buying and selling.
- Low Expense Ratio: The expense ratio of 0.43% is lower than many competing real estate ETFs.
Financial Performance:
- IYR has historically outperformed the broader market, with an average annual return of 10% over the past 10 years.
- The ETF has also outperformed its benchmark, the Dow Jones U.S. Real Estate Index, by a small margin.
Growth Trajectory:
- The U.S. real estate market is expected to continue growing in the coming years, driven by factors such as population growth and low interest rates.
- This growth is likely to benefit IYR as it tracks the performance of the U.S. real estate industry.
Liquidity:
- Average Trading Volume: Over 10 million shares traded daily.
- Bid-Ask Spread: Tight spread, indicating low transaction costs.
Market Dynamics:
- Economic Indicators: Rising interest rates and inflation could negatively impact the real estate market.
- Sector Growth Prospects: Strong demand for housing and commercial real estate is expected to drive growth.
- Current Market Conditions: The current market environment is generally favorable for real estate investment.
Competitors:
- Real Estate Select Sector SPDR Fund (XLRE): Market share of 20%
- Vanguard Real Estate ETF (VNQ): Market share of 18%
Expense Ratio:
- 0.43%
Investment Approach & Strategy:
- Strategy: Passively tracks the Dow Jones U.S. Real Estate Index
- Composition: Primarily invests in U.S. equity REITs across various sectors, including residential, commercial, and industrial
Key Points:
- Large size and diversification provide stability and risk reduction.
- Historically strong performance and low expense ratio make it an attractive investment.
- Easy to buy and sell due to high liquidity.
Risks:
- Volatility: Real estate market can be volatile, potentially leading to significant price fluctuations.
- Market Risk: Underlying assets are subject to market risks, such as changes in interest rates and economic conditions.
Who Should Consider Investing:
- Investors seeking exposure to the U.S. real estate market.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate volatility.
Fundamental Rating Based on AI:
7/10
IYR receives a solid rating based on its strong financial performance, large market share, and experienced management team. However, the ETF's reliance on a single index and potential exposure to market risks are factors to consider.
Disclaimer:
This information is for educational purposes only and should not be considered financial advice. Please consult with a professional financial advisor before making any investment decisions.
Resources:
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 U.S. Real Estate ETF
The fund seeks to track the investment results of the Dow Jones U.S. Real Estate Capped Index, which measures the performance of the real estate sector of the U.S. equity market, as defined by the index provider. It generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index.
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