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Upturn AI SWOT - About
iShares Global REIT ETF (REET)
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Upturn Advisory Summary
07/30/2025: REET (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.98% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/30/2025 |
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 real estate investment trusts (REITs) in developed and emerging markets globally. It provides exposure to publicly traded REITs and real estate operating companies.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience in managing index-tracking and real estate-related investment products.
Investment Objective
Goal
To track the investment results of an index composed of real estate investment trusts (REITs) in developed and emerging markets globally.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' management approach, attempting to replicate the performance of its underlying index, the FTSE EPRA/NAREIT Global REIT Index.
Composition The ETF primarily holds stocks of publicly traded REITs and real estate companies.
Market Position
Market Share: REET holds a notable market share within the global REIT ETF sector.
Total Net Assets (AUM): 2430000000
Competitors
Key Competitors
- VNQ
- REM
- XLRE
- IYR
Competitive Landscape
The global REIT ETF market is competitive, with several established players. REET offers global diversification, while competitors like VNQ focus primarily on the US market. REET's expense ratio is higher than some of its peers, a potential disadvantage. REET's global scope is a significant advantage for investors seeking diversification.
Financial Performance
Historical Performance: Historical performance can be visualized using time series data; precise values should be sourced from financial data providers.
Benchmark Comparison: Performance can be benchmarked against the FTSE EPRA/NAREIT Global REIT Index, available via financial data sources.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
REET generally exhibits moderate liquidity, facilitating relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate levels, and real estate market cycles all influence REIT performance. Global macroeconomic conditions and currency fluctuations also impact the ETF.
Growth Trajectory
Growth depends on global real estate market trends, interest rates and investor sentiment towards REITs; there might be strategy adjustments to remain competitive.
Moat and Competitive Advantages
Competitive Edge
REET benefits from BlackRock's established brand and expertise in ETF management. Its global diversification provides investors with exposure to REITs across different geographies and economies. This reduces the concentration risk associated with single-country REIT ETFs. However, higher expense ratio and the fluctuations in the global market and currency exchange remain as challenges for investors. REET's competitive advantage lies in being able to capture the global REIT market which offers great diversity and the brand reputation of BlackRock.
Risk Analysis
Volatility
REET's volatility is influenced by real estate market fluctuations, interest rate sensitivity, and currency exchange rate risk.
Market Risk
Specific risks include real estate market downturns, interest rate hikes, and currency devaluation in the countries where REITs are held.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking global real estate exposure for diversification purposes, who understands the risks associated with REITs and currency fluctuations.
Market Risk
REET is suitable for long-term investors seeking diversification and income through REITs. It may not be ideal for active traders due to its relative lack of volatility compared to more specialized ETFs.
Summary
The iShares Global REIT ETF (REET) offers investors a diversified exposure to real estate investment trusts across global markets. It tracks the FTSE EPRA/NAREIT Global REIT Index using a passive management approach, providing access to publicly traded REITs. With BlackRock's expertise, it represents a solid option for long-term investors seeking international real estate exposure. REET's performance is highly affected by the fluctuations in the global market as well as currency changes and interest rates. Despite the strengths it has to offer, its higher expense ratio, compared to its competitors, and volatility may deter certain investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own research and risk tolerance. Past performance is not indicative of future results. Market share data is approximate and 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 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.