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Upturn AI SWOT - About
Vert Global Sustainable Real Estate ETF (VGSR)
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Upturn Advisory Summary
08/14/2025: VGSR (1-star) is currently NOT-A-BUY. Pass it for now.
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 5.42% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 8.74 - 11.00 | Updated Date 06/30/2025 |
52 Weeks Range 8.74 - 11.00 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vert Global Sustainable Real Estate ETF
ETF Overview
Overview
The Vert Global Sustainable Real Estate ETF (VGSR) focuses on investing in publicly traded real estate companies that demonstrate a commitment to sustainability and ESG principles on a global scale. The ETF aims to provide investors with exposure to the real estate sector while promoting environmentally and socially responsible practices.
Reputation and Reliability
Vert Asset Management is a newer player in the ETF market focusing on sustainability-themed investments. The issuer is focused on ESG investing.
Management Expertise
Vert Asset Management's team possesses expertise in sustainable investing and real estate asset management.
Investment Objective
Goal
The ETF aims to achieve long-term capital appreciation by investing in companies demonstrating a commitment to sustainability within the global real estate sector.
Investment Approach and Strategy
Strategy: The ETF tracks a proprietary index focused on real estate companies with strong sustainability practices.
Composition The ETF primarily holds stocks of publicly traded real estate companies (REITs and other real estate operators) that meet specific ESG criteria.
Market Position
Market Share: VGSR's market share in the global sustainable real estate ETF sector is relatively small.
Total Net Assets (AUM): 11530000
Competitors
Key Competitors
- ICLN
- QCLN
- FAN
- TAN
Competitive Landscape
The market is highly competitive, with established players holding significant market share. VGSR distinguishes itself through its focus on sustainable real estate globally, while its competitors might target broader cleantech or specific renewable energy sectors. VGSR's smaller AUM can impact liquidity compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data varies. Performance depends on market conditions and the success of the sustainable real estate sector.
Benchmark Comparison: Performance should be compared to relevant sustainable real estate indices to gauge effectiveness.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, affecting ease of entry and exit for larger positions.
Bid-Ask Spread
The bid-ask spread varies with market conditions and trading volume, representing the cost of immediate trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, real estate market trends, and investor sentiment toward ESG investments affect VGSR.
Growth Trajectory
Growth depends on the increasing adoption of sustainable real estate practices and growing investor demand for ESG-focused investments. Fluctuations in property sector valuations influence the growth trajectory.
Moat and Competitive Advantages
Competitive Edge
VGSR's competitive advantage lies in its specific focus on global sustainable real estate, offering a niche exposure compared to broader ESG or real estate ETFs. The ETF's targeted approach allows investors to hone in on companies committed to environmentally and socially responsible practices within the real estate sector. This focus may attract investors specifically seeking sustainability in their real estate investments. The investment strategy and expertise in sustainable real estate could differentiate VGSR in a crowded market.
Risk Analysis
Volatility
VGSR's volatility reflects the volatility of the underlying real estate market and the ESG investment space.
Market Risk
Market risk includes fluctuations in real estate values, interest rate risk, and the risk associated with ESG-focused investments if investor sentiment shifts.
Investor Profile
Ideal Investor Profile
The ideal investor for VGSR is someone seeking exposure to the real estate sector with a strong interest in sustainable and ESG investing. The investor should have a long-term investment horizon.
Market Risk
VGSR is suitable for long-term investors interested in sustainable and responsible investing with exposure to the global real estate sector.
Summary
The Vert Global Sustainable Real Estate ETF (VGSR) provides investors with exposure to real estate companies committed to sustainability. VGSR offers a targeted investment strategy but carries specific risks associated with its smaller AUM and niche focus. Potential investors should assess its historical performance, expense ratio, and liquidity. It's suitable for long-term investors seeking a dedicated sustainable real estate investment, and investors should also consider broader economic and real estate market trends before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
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 Vert Global Sustainable Real Estate ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to provide exposure to a broad portfolio of sustainable real estate companies. It invests in the securities of U.S. and non-U.S. companies with a focus on REITs or other pooled investment vehicles or companies that manage a portfolio of income producing real estate or real estate-related loans and that the advisor considers to be similar to REITs because of the way they are treated by tax authorities or because of the way they are required to conduct their business.
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.