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Upturn AI SWOT - About
iShares Residential and Multisector Real Estate ETF (REZ)
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Upturn Advisory Summary
09/15/2025: 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 -10.35% | 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 09/15/2025 |
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 diversified REITs. It provides exposure to companies that own and operate residential, healthcare, and self-storage real estate.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being one of the largest asset managers globally with a long track record.
Management Expertise
BlackRock has significant expertise in managing ETFs, with a specialized team focused on real estate and sector-specific ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. residential and diversified REITs.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the investment results of the FTSE Nareit All Residential Capped Index.
Composition The ETF holds a portfolio of stocks of companies within the residential and diversified REIT sectors.
Market Position
Market Share: REZ holds a significant, though not dominant, market share within the specific residential and multisector REIT ETF category.
Total Net Assets (AUM): 303940000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR)
Competitive Landscape
The ETF market for REITs is competitive. XLRE and VNQ are broad-based REIT ETFs that provide comprehensive real estate exposure. REZ offers a more focused approach on residential and multisector REITs, which can be advantageous for investors seeking targeted exposure. However, its smaller size and focused approach can lead to lower liquidity than its competitors.
Financial Performance
Historical Performance: Historical performance depends on market conditions and the underlying assets held by the ETF. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance is expected to closely track the FTSE Nareit All Residential Capped Index.
Expense Ratio: 0.48
Liquidity
Average Trading Volume
The average trading volume indicates reasonable, but not extremely high, liquidity for REZ.
Bid-Ask Spread
The bid-ask spread is typically tight for REZ, reflecting its generally good tradability.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, housing market trends, and inflation significantly affect the performance of REZ.
Growth Trajectory
The growth trajectory of REZ depends on the demand for residential and diversified REITs, which is influenced by demographic trends, urbanization, and economic growth.
Moat and Competitive Advantages
Competitive Edge
REZ provides a focused investment approach on residential and multisector REITs, differentiating it from broader REIT ETFs. Its affiliation with iShares provides brand recognition and access to a large investor base. REZ targets a niche market of real estate, appealing to investors with specific sector views. However, this also makes it more susceptible to risks within that specific market segment.
Risk Analysis
Volatility
REZ's volatility is likely to be correlated with the real estate market, and may be higher than broader market ETFs.
Market Risk
The specific risks associated with REZ's underlying assets include interest rate risk, housing market risk, and regulatory changes affecting the real estate sector.
Investor Profile
Ideal Investor Profile
The ideal investor profile for REZ is someone seeking targeted exposure to the residential and multisector real estate market.
Market Risk
REZ is suitable for long-term investors with a specific interest in the real estate sector, but active traders may also find it useful for tactical allocations.
Summary
The iShares Residential and Multisector Real Estate ETF (REZ) offers targeted exposure to residential and diversified REITs in the U.S. market. Its performance is closely tied to the underlying index it tracks and the overall health of the housing and real estate sectors. REZ may suit investors who believe in long-term growth of these particular REIT segments and have an understanding of the associated risks and market dynamics. While BlackRock has good reputation, REZu2019s market share is less than many broader real-estate ETFs, but that offers focus. Overall, it is a niche ETF offering a narrower focus than the overall real-estate ETF industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
- BlackRock.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. 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 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.
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.