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Upturn AI SWOT - About
U.S. Diversified Real Estate (PPTY)
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Upturn Advisory Summary
10/24/2025: PPTY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -1.78% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 26.64 - 34.56 | Updated Date 06/30/2025 |
52 Weeks Range 26.64 - 34.56 | Updated Date 06/30/2025 |
Upturn AI SWOT
U.S. Diversified Real Estate
ETF Overview
Overview
U.S. Diversified Real Estate ETFs offer exposure to a broad range of publicly traded real estate companies and Real Estate Investment Trusts (REITs), providing investors with a diversified way to participate in the real estate market. The target sector is typically a mix of residential, commercial, and industrial real estate. Asset allocation focuses on equity securities of real estate-related companies. The investment strategy generally involves tracking a benchmark index or employing active management to select and weight holdings.
Reputation and Reliability
The issuer's reputation and reliability vary depending on the specific ETF provider. Established issuers with a long track record are generally considered more reliable.
Management Expertise
Management expertise depends on the issuer. Look for fund managers with experience in real estate and investment management.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of a specific U.S. diversified real estate market index.
Investment Approach and Strategy
Strategy: These ETFs typically aim to track a specific index representing the broad U.S. real estate market.
Composition The ETFs predominantly hold stocks of real estate companies and REITs, covering various sub-sectors of the real estate market.
Market Position
Market Share: Market share varies considerably by ETF, depending on factors such as AUM, expense ratio, and tracking error.
Total Net Assets (AUM): AUM can range from a few million to several billion dollars, depending on the ETF's popularity and performance.
Competitors
Key Competitors
- VNQ
- REM
- IYR
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar U.S. diversified real estate ETFs. Advantages can include lower expense ratios, tighter tracking error, or specialized sub-sector exposure. Disadvantages may include lower AUM, higher expense ratios, or less diversified holdings.
Financial Performance
Historical Performance: Historical performance varies based on the specific ETF and the time period. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to its benchmark index to assess its tracking efficiency.
Expense Ratio: Expense ratios typically range from 0.08% to 0.50%.
Liquidity
Average Trading Volume
Average trading volume varies, with larger ETFs generally exhibiting higher liquidity.
Bid-Ask Spread
Bid-ask spreads are typically tight for larger, more liquid ETFs, reflecting lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, inflation, and real estate market cycles significantly influence these ETFs.
Growth Trajectory
Growth trends depend on the overall health of the real estate market and investor appetite for real estate exposure. Strategic changes depend on the macroeconomics, market sentiment and ETF manager outlook.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages may stem from lower expense ratios, superior tracking of the benchmark index, or a unique approach to real estate sector allocation. Some ETFs may focus on specific sub-sectors, such as residential or commercial real estate, offering targeted exposure. Superior management and operational efficiency can also contribute to a competitive edge. A well-defined investment strategy and a disciplined approach to portfolio construction can set an ETF apart.
Risk Analysis
Volatility
Volatility tends to be moderate, reflecting the inherent volatility of the real estate market.
Market Risk
Market risk includes fluctuations in real estate values, interest rate risk, and economic downturns that can impact rental income and occupancy rates.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking diversified exposure to the U.S. real estate market and are comfortable with moderate volatility.
Market Risk
This ETF is suitable for long-term investors seeking income and potential capital appreciation from real estate.
Summary
U.S. Diversified Real Estate ETFs offer a convenient and diversified way to invest in the U.S. real estate market. These ETFs are suitable for long-term investors seeking income and capital appreciation. They track a broad index of REITs and real estate companies. Key considerations include expense ratios, tracking error, and liquidity. Investors should carefully evaluate their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Financial news sources
- Investment research reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. 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 U.S. Diversified Real Estate
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in real estate companies principally traded on a U.S. exchange. The index uses a rules-based methodology to provide diversified exposure to the liquid U.S. real estate market.
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.