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ALPS Active REIT ETF (REIT)
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Upturn Advisory Summary
11/05/2025: REIT (1-star) is a SELL. SELL since 1 days. Simulated Profits (-0.67%). Updated daily EoD!
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 4.01% | Avg. Invested days 42 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 23.22 - 29.59 | Updated Date 06/29/2025 |
52 Weeks Range 23.22 - 29.59 | Updated Date 06/29/2025 |
Upturn AI SWOT
ALPS Active REIT ETF
ETF Overview
Overview
The ALPS Active REIT ETF (REIT) is an actively managed fund that seeks capital appreciation by investing primarily in REITs and other real estate industry companies.
Reputation and Reliability
ALPS Advisors is a well-established ETF provider with a track record of creating and managing various investment products.
Management Expertise
The management team leverages its experience in real estate and active management to select investments.
Investment Objective
Goal
Seeks capital appreciation by actively investing in REITs and other real estate-related companies.
Investment Approach and Strategy
Strategy: Actively managed portfolio investing primarily in REITs. The managers select investments they believe have the potential for capital appreciation.
Composition Primarily invested in real estate investment trusts (REITs) across various sub-sectors, such as healthcare, industrial, and residential.
Market Position
Market Share: Difficult to define precisely due to varying definitions of the active REIT ETF market, but generally holds a smaller segment compared to broad index-tracking REIT ETFs.
Total Net Assets (AUM): 70643635.56
Competitors
Key Competitors
- VNQ
- REM
- IYR
- SCHH
Competitive Landscape
The REIT ETF market is dominated by passively managed, index-tracking funds. REIT's active management aims to outperform these indexes, offering potential for higher returns but also carrying increased risk. The competition is fierce, with cost and index tracking being major factors.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites (e.g., Morningstar, Bloomberg).
Benchmark Comparison: Performance should be compared to a relevant REIT index such as the MSCI US REIT Index.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume of REIT can be obtained from financial websites; it represents the number of shares traded in a day.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept; it can be found on financial websites.
Market Dynamics
Market Environment Factors
Economic indicators (interest rates, GDP growth), property market trends, and regulatory changes significantly impact REIT performance.
Growth Trajectory
Growth depends on the active management's success in stock selection and overall market conditions affecting the real estate sector.
Moat and Competitive Advantages
Competitive Edge
REIT differentiates itself through active management, which aims to identify undervalued REITs and capitalize on market inefficiencies. This approach offers the potential for outperformance compared to passive strategies. The team uses in-depth research to identify high-quality REITs. However, active management also comes with higher expense ratios and the risk of underperformance.
Risk Analysis
Volatility
REIT's volatility can be assessed by analyzing its historical price fluctuations and beta. Higher volatility suggests greater price swings.
Market Risk
REIT is subject to risks associated with the real estate market, including changes in interest rates, property values, and economic conditions.
Investor Profile
Ideal Investor Profile
Investors seeking capital appreciation from the real estate sector and willing to accept the risks associated with active management.
Market Risk
Suitable for investors seeking long-term capital appreciation and diversification within the real estate sector, and those comfortable with active management risks.
Summary
The ALPS Active REIT ETF offers exposure to the REIT sector through active management. Its success depends on the management team's ability to select investments that outperform the broader market. While the ETF offers potential for higher returns, it also carries higher fees and the risk of underperformance. Investors should consider their risk tolerance and investment goals before investing. REIT's active management attempts to provide alpha while acknowledging the associated risks.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ALPS Advisors
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified 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 ALPS Active REIT ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.
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.