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iShares Residential and Multisector Real Estate ETF (REZ)
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Upturn Advisory Summary
11/24/2025: REZ (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 -12.19% | Avg. Invested days 31 | 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 11/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 72.77 - 89.49 | Updated Date 06/29/2025 |
52 Weeks Range 72.77 - 89.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Residential and Multisector Real Estate ETF
ETF Overview
Overview
The iShares Residential and Multisector Real Estate ETF (REZ) seeks to track the investment results of an index composed of U.S. residential and commercial real estate equities. It offers exposure to companies involved in the ownership, management, and development of residential, retail, and diversified REITs.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer with a long track record in the market.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive expertise in managing investment funds, including real estate ETFs.
Investment Objective
Goal
The ETF aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE NAREIT All Residential Capped Index.
Investment Approach and Strategy
Strategy: The ETF tracks the FTSE NAREIT All Residential Capped Index.
Composition The ETF primarily holds stocks of companies involved in residential and multisector real estate, including REITs.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 317195472
Competitors
Key Competitors
- VNQ
- REM
- IYR
Competitive Landscape
The ETF market is competitive. REZ competes with larger, more diversified REIT ETFs like VNQ and IYR, but offers more targeted exposure. REM offers more focus on mortgage REITs while REZ includes residential REITs, retail REITs, and diversified REITs. This focus could offer better returns but also potentially expose to greater risks. Its smaller AUM can lead to wider bid-ask spread compared to larger peers.
Financial Performance
Historical Performance: Performance data unavailable in a structured format.
Benchmark Comparison: Benchmark data unavailable in a structured format.
Expense Ratio: 0.0048
Liquidity
Average Trading Volume
The ETF's average trading volume can be used to assess liquidity.
Bid-Ask Spread
The ETF's bid-ask spread helps understand the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, housing market trends, and retail sector performance impact the ETF's performance.
Growth Trajectory
Growth trends depend on underlying sector and market conditions, with potential shifts in holdings based on index rebalancing.
Moat and Competitive Advantages
Competitive Edge
REZ's advantage is its focused exposure to residential and multisector real estate, offering investors a targeted approach within the real estate market. It allows investors to fine-tune their real estate exposure, overweighting specific segments. The iShares brand and BlackRock's expertise also contribute to its competitive edge. However, its focus can lead to higher volatility and greater sector risk relative to more diversified REIT ETFs.
Risk Analysis
Volatility
The ETF's volatility is tied to the performance of the residential and multisector real estate sectors, influenced by interest rate sensitivity and cyclical trends.
Market Risk
The ETF is exposed to risks specific to real estate, including changes in property values, interest rate hikes, and regulatory developments.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking targeted exposure to the U.S. residential and multisector real estate market.
Market Risk
The ETF is best suited for long-term investors with a specific interest in real estate, who are comfortable with sector-specific risks.
Summary
The iShares Residential and Multisector Real Estate ETF offers focused exposure to the U.S. residential and multisector real estate market. While it provides targeted exposure, it also carries sector-specific risks and potential volatility. The expense ratio is low and is managed by the well-known BlackRock iShares. It caters to investors seeking a specific real estate segment within a broader portfolio, offering a potential advantage when compared to larger, more diversified competitors, although liquidity and market share might be a disadvantage.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
Disclaimers:
Data is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share data may not be readily available for all ETFs.
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 Residential and Multisector Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in 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. The underlying index measures the performance of the residential apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.
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