iShares Global REIT ETF
REET
Market cap $3.75B

23.69 USD

+0.37

1.59%

At close Apr 17, 4:00 PM EDT

1 day

1.59%

5 days

5.90%

1 month

-3.70%

3 months

-1.37%

6 months

-9.99%

Year to date

-0.46%

1 year

8.37%

5 years

17.63%

10 years

-9.96%

0

Funds holding %

of 7,407 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

41% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 81

4% more funds holding

Funds holding: 268 [Q3] → 280 (+12) [Q4]

0.01% less ownership

Funds ownership: 47.96% [Q3] → 47.95% (-0.01%) [Q4]

9% less funds holding in top 10

Funds holding in top 10: 11 [Q3] → 10 (-1) [Q4]

9% less capital invested

Capital invested by funds: $1.96B [Q3] → $1.78B (-$179M) [Q4]

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Research analyst outlook

We haven’t received any recent analyst ratings for REET.

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Financial journalist opinion

REIT Slope Adjustment Has Overshadowed Future Value Gains

Despite recent price declines, REITs' future value has increased due to higher rental rates, increased property values, and reduced competing supply. Higher market demanded returns have steepened the slope, causing REIT prices to drop despite improved fundamentals and future value. The price drop is driven by higher expected returns, not impaired future value, making current REIT valuations a buying opportunity.

REIT Slope Adjustment Has Overshadowed Future Value Gains

Not All 2% Spreads Are Created Equal

Real estate investment spreads are healthier today with higher cap rates and cost of capital, enhancing long-term returns despite similar nominal spreads. Higher cap rates lead to more accretive organic growth, reinvestment, dividends, debt reduction, and buybacks compared to the low-rate environment of early 2022. The current 8% cap rate and 6% cost of capital environment are more favorable for REITs than the previous 6% and 4% scenarios.

Not All 2% Spreads Are Created Equal

REET: 3 Reasons To Hold This Global REIT Fund

iShares Global REIT ETF is rated a hold due to mixed factors, including decelerating interest rate reductions and strong top holdings. REET's top holdings, Prologis, Equinix, and Welltower, are poised for steady revenues, maintaining a sustainable dividend yield despite market volatility. REET's expense ratio is relatively low at 0.14%, making it affordable and more attractively valued compared to similar ETFs.

REET: 3 Reasons To Hold This Global REIT Fund

REET: Global With A Big U.S. Tilt

Real Estate Investment Trusts (REITs) have underperformed in recent years due to rising interest rates. The iShares Global REIT ETF is a diversified fund that tracks the largest REITs worldwide. The fund's top holdings include Prologis, Equinix, Welltower, Simon Property Group, and Public Storage.

Listed Real Estate: Searching For Positive Signals While Reviewing The Case For REITs

REIT index performance can be a leading indicator for the asset class as a whole. Our latest Asset Allocation recorded a strong quarter for listed real estate, showing signs of long-awaited resurgence. REITs send encouraging signals. A deeper analysis of sectoral returns since the Great Financial Crisis reveals no clear pattern, vindicating broad sectoral exposure.

REET: Bullish Tailwinds For Global REITs Into 2024

REET offers exposure to both market-leading U.S. and international REITs. An expectation of declining interest rates and a weaker U.S. Dollar should be positive for the market segment. REET is well-positioned to rally going forward.

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