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Upturn AI SWOT - About
iShares Residential and Multisector Real Estate ETF (REZ)
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Upturn Advisory Summary
07/29/2025: 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 -7.17% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/29/2025 |
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. equities in the residential and multisector real estate segments. It offers targeted exposure to real estate companies involved in residential and multisector properties.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and proven track record.
Management Expertise
BlackRock has a highly experienced management team with extensive expertise in ETFs and real estate investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the residential and multisector real estate segments.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the FTSE Nareit All Residential Capped Index.
Composition The ETF primarily holds stocks of companies involved in the ownership, management, and development of residential and multisector real estate properties.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 368779824
Competitors
Key Competitors
- VNQ
- REM
- IYR
Competitive Landscape
The ETF industry is highly competitive with several large players offering similar real estate ETFs. REZ competes with broad market real estate ETFs like VNQ, which offer more diversified exposure, and mortgage REIT ETFs like REM. REZ's niche focus on residential and multisector real estate can be an advantage for investors seeking targeted exposure, but it also increases concentration risk. Competitor (IYR) is another potential substitute with similar fund strategy and investment holdings.
Financial Performance
Historical Performance: Historical performance data unavailable in this context.
Benchmark Comparison: Benchmark comparison data unavailable in this context.
Expense Ratio: 0.48
Liquidity
Average Trading Volume
The ETF's average trading volume provides adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread indicates the cost of trading the ETF, which can vary depending on market conditions.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, housing market trends, and overall economic growth significantly impact REZ's performance.
Growth Trajectory
The ETF's growth trajectory is closely tied to the performance of the residential and multisector real estate markets, and changes in interest rates and housing policies can have a major influence on its growth.
Moat and Competitive Advantages
Competitive Edge
REZ benefits from BlackRock's established brand and distribution network. Its focus on residential and multisector real estate offers a unique investment opportunity for those specifically targeting these sectors. This niche specialization can be attractive to investors who believe in the long-term growth potential of these property types. REZ provides exposure that isn't as diluted by other commercial real estate sub-sectors.
Risk Analysis
Volatility
The ETF's volatility is influenced by the sensitivity of real estate to interest rate changes and economic cycles.
Market Risk
The specific risks include fluctuations in property values, changes in rental income, and the impact of economic downturns on the real estate market.
Investor Profile
Ideal Investor Profile
The ideal investor for REZ is someone seeking targeted exposure to the residential and multisector real estate segments of the US real estate market. This investor should have a moderate to high risk tolerance.
Market Risk
REZ is suitable for investors with a long-term investment horizon who are looking for potential income and capital appreciation from real estate but acknowledge inherent market risks.
Summary
The iShares Residential and Multisector Real Estate ETF provides focused exposure to US residential and multisector real estate companies. Managed by BlackRock, it offers access to a specific segment of the real estate market. Its performance is influenced by interest rates, housing market trends, and economic growth. REZ is best suited for investors with a moderate to high risk tolerance seeking long-term income and capital appreciation from real estate and willing to take on concentration risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Various financial data providers
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a 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 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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