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Upturn AI SWOT - About
ALPS Active REIT ETF (REIT)
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Upturn Advisory Summary
09/16/2025: REIT (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 4.34% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 to generate current income and long-term capital appreciation by investing primarily in real estate investment trusts (REITs). The fund's strategy involves identifying REITs with attractive risk-adjusted return potential based on fundamental analysis and market conditions.
Reputation and Reliability
ALPS Advisors is a well-regarded ETF provider known for its innovative and specialized investment strategies.
Management Expertise
The management team has considerable experience in REIT investing and portfolio management.
Investment Objective
Goal
Seeks current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed portfolio of REITs.
Composition Primarily invests in REITs.
Market Position
Market Share: Data unavailable due to the actively managed nature and varying market dynamics.
Total Net Assets (AUM): 40252440
Competitors
Key Competitors
- VNQ
- IYR
- REM
Competitive Landscape
The REIT ETF market is highly competitive, dominated by passively managed, broad-market REIT ETFs like VNQ and IYR. REIT offers active management as a differentiator but faces the challenge of outperforming established, low-cost index funds. A potential advantage is the ability to adapt to market conditions more quickly than passive funds. The active expense ratio is its primary disadvantage.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: Benchmark comparison requires specification of a suitable REIT index.
Expense Ratio: 0.48
Liquidity
Average Trading Volume
Average trading volume reflects the number of shares traded daily and will need to be sourced. It shows how easily this ETF can be bought and sold.
Bid-Ask Spread
The bid-ask spread needs to be sourced from real-time market data; this shows how much more you will potentially have to pay to buy the ETF than sell it.
Market Dynamics
Market Environment Factors
REIT performance is influenced by interest rates, economic growth, and property market conditions. Lower interest rates and a strong economy generally benefit REITs.
Growth Trajectory
Growth depends on the fund's ability to select outperforming REITs and adapt to changing market conditions. Actively managed funds may change strategy based on the economy.
Moat and Competitive Advantages
Competitive Edge
REIT's competitive edge lies in its active management strategy, potentially allowing it to outperform passive REIT ETFs. The fund's management aims to identify undervalued REITs and adjust the portfolio based on market conditions. This active approach differentiates it from passively managed index funds. A focused approach targeting specific sub-sectors within the REIT market could be another advantage.
Risk Analysis
Volatility
REIT volatility depends on the underlying REIT holdings and market conditions. Requires historical price data for assessment.
Market Risk
REITs are subject to market risk, including interest rate risk, economic risk, and property-specific risks. Changes in these factors can negatively impact REIT values.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking current income and long-term capital appreciation through REIT investments.
Market Risk
May be suitable for long-term investors seeking active management in the REIT sector, but less suitable for passive index followers.
Summary
The ALPS Active REIT ETF (REIT) is an actively managed fund that seeks to generate current income and capital appreciation by investing in REITs. Its active management is both a strength and a potential weakness, as it may or may not outperform passive REIT ETFs. The ETF is subject to market risks associated with REIT investments. It is suitable for investors seeking active management in the REIT sector and comfort with higher expense ratios. The expense ratio is higher than many competing ETFs which are passively managed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ALPS Advisors website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made in consultation with a qualified financial advisor.
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.