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Upturn AI SWOT - About
U.S. Diversified Real Estate (PPTY)
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Upturn Advisory Summary
08/14/2025: PPTY (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 -2.48% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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
A U.S. Diversified Real Estate ETF aims to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of publicly traded real estate securities in the United States. It offers diversified exposure to various real estate sectors and companies, employing a passive or active management strategy.
Reputation and Reliability
The issuer's reputation varies depending on the specific ETF. Established issuers are generally considered reliable.
Management Expertise
Management expertise depends on the specific issuer. Assess the team's track record in managing similar funds.
Investment Objective
Goal
To track the performance of a specified index of U.S. real estate companies or to achieve capital appreciation through strategic investments in the real estate sector.
Investment Approach and Strategy
Strategy: The strategy is typically to track a real estate index or actively manage a portfolio of real estate securities.
Composition The ETF holds stocks of REITs (Real Estate Investment Trusts) and other companies involved in real estate development, management, and investment.
Market Position
Market Share: Depends on the specific ETF chosen. Market share varies significantly between different ETFs in the U.S. Diversified Real Estate sector.
Total Net Assets (AUM): AUM varies widely depending on the specific ETF, ranging from a few million to several billion dollars.
Competitors
Key Competitors
- VNQ
- REM
- IYR
Competitive Landscape
The U.S. Diversified Real Estate ETF market is highly competitive, with a few large players dominating the sector. Smaller ETFs need to differentiate through specialized sector focuses or lower expense ratios. VNQ has advantage as a larger ETF due to higher liquidity and recognition.
Financial Performance
Historical Performance: Historical performance varies based on the specific ETF and the time period analyzed.
Benchmark Comparison: The ETF's performance should be compared to the underlying index it aims to track to evaluate its tracking efficiency.
Expense Ratio: Expense ratios typically range from 0.1% to 0.5%.
Liquidity
Average Trading Volume
Average trading volume depends on the ETF, with larger ETFs generally having higher trading volumes and better liquidity.
Bid-Ask Spread
Bid-ask spreads vary depending on the ETF's liquidity and trading activity; smaller, less liquid ETFs tend to have wider spreads.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and real estate market trends all significantly impact U.S. Diversified Real Estate ETFs.
Growth Trajectory
Growth patterns depend on the overall performance of the real estate market and investor sentiment toward REITs and real estate-related investments. Changing investment strategies and holdings may change over time in actively managed ETFs.
Moat and Competitive Advantages
Competitive Edge
A U.S. Diversified Real Estate ETF can have competitive advantages through low expense ratios, superior tracking of its benchmark index, or a unique investment strategy that provides diversification across various sub-sectors of the real estate market. Furthermore, expertise in sector selection, especially in actively managed ETFs, and a well-defined methodology are significant competitive advantages. Finally, the strength of its brand and reputation can enhance an ETF's appeal to investors, thus improving its market share over time.
Risk Analysis
Volatility
Volatility is tied to the real estate market's overall performance and sensitivity to economic factors like interest rate changes.
Market Risk
Specific risks include fluctuations in real estate values, interest rate risk, changes in regulations, and economic downturns that impact rental income and occupancy rates.
Investor Profile
Ideal Investor Profile
Investors seeking diversification within their portfolio, exposure to the real estate market, and potential income through dividends from REITs.
Market Risk
Suitable for long-term investors and those seeking passive income through dividends.
Summary
A U.S. Diversified Real Estate ETF offers exposure to the real estate market, primarily through REITs. The ETF's performance is linked to the overall health of the real estate sector and economic conditions. Investors should consider factors like expense ratio, tracking error, and dividend yield before investing. Due to the influence of interest rates on REIT values, it is recommended to be diversified, and to consider this ETF as a single component of a more diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
- YCharts
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data is subject to change.
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.
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