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iShares Global REIT ETF (REET)

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Upturn Advisory Summary
10/31/2025: REET (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 10.58% | Avg. Invested days 45 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 20.80 - 26.21 | Updated Date 06/29/2025 |
52 Weeks Range 20.80 - 26.21 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global REIT ETF
ETF Overview
Overview
The iShares Global REIT ETF (REET) seeks to track the investment results of an index composed of global real estate investment trusts (REITs). It provides exposure to publicly traded real estate companies and REITs worldwide, offering diversification across different geographic regions and property sectors. The ETF is passively managed, aiming to replicate the performance of its underlying index.
Reputation and Reliability
iShares, a BlackRock company, is a well-established and reputable ETF provider known for its diverse range of investment products and reliable tracking of indices.
Management Expertise
BlackRock has extensive expertise in managing ETFs, with a large team of professionals dedicated to portfolio management, research, and trading. They have a proven track record in the ETF industry.
Investment Objective
Goal
To track the investment results of an index composed of global real estate investment trusts (REITs).
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the FTSE EPRA/NAREIT Global REITs Index.
Composition The ETF primarily holds stocks of publicly traded REITs and real estate companies across various geographic regions.
Market Position
Market Share: Details regarding REET's market share are unavailable at this time.
Total Net Assets (AUM): 2290000000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- Schwab US REIT ETF (SCHH)
- Real Estate Select Sector SPDR Fund (XLRE)
Competitive Landscape
The REIT ETF industry is competitive, with several major players offering similar exposure to real estate. REET's main advantages include its global diversification. However, its expense ratio might be slightly higher than some of its domestic-focused competitors, such as VNQ and SCHH. XLRE focuses exclusively on US REITs.
Financial Performance
Historical Performance: Historical performance data is unavailable for a precise numerical representation.
Benchmark Comparison: Benchmark comparison requires specific performance data that is not available.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
The ETF's liquidity is generally good, reflected in its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and real estate market conditions significantly affect REIT performance. Global economic growth, inflation expectations, and currency fluctuations play a role.
Growth Trajectory
Growth trends depend on global real estate market performance. Changes in strategy and holdings are regularly disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
REET's primary advantage is its global diversification, providing access to REITs and real estate companies in various countries. This diversification reduces exposure to regional economic downturns and offers opportunities in different markets. The ETF benefits from iShares' brand recognition and established track record in the ETF industry. It provides a simple and efficient way for investors to gain exposure to the global real estate market.
Risk Analysis
Volatility
Historical volatility data is unavailable for a precise numerical representation.
Market Risk
The ETF is subject to market risk, specifically related to the performance of the real estate sector and global economic conditions. Changes in interest rates can significantly impact REIT valuations. Currency risk is also present due to its international holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking diversification into the global real estate market, looking for income generation (through dividends), and comfortable with moderate risk.
Market Risk
REET is best suited for long-term investors seeking income and diversification. It can also be used by active traders for tactical allocation within their portfolios.
Summary
iShares Global REIT ETF (REET) provides exposure to a diversified portfolio of global REITs, offering income and potential capital appreciation. The ETF is passively managed by iShares, a reputable provider. It is suitable for long-term investors seeking global real estate exposure but is subject to market risk and currency fluctuations. The expense ratio is competitive for a globally diversified fund.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 Global REIT ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to track the performance of publicly-listed real estate investment trusts (REITs) (or their local equivalents) in both developed and emerging markets. The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

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.
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