BBRE ETF Analysis: JPMorgan BetaBuilders US | BATS

Real Estate | BATS, USA | Market Cap: 1.267m USD | 12M Return: 20.1% | US46641Q7381 | Charts, Fundamentals & Technical Analysis

REITs, Real Estate, Equity Futures, U.S. Stocks
Total Rating 65
Safety 52
Buy Signal -0.02
Real Estate
Category Rotation: -6.0
TER: 0.11%
AUM: 1.27B
Avg Turnover: 4.93M
Risk 3d forecast
Volatility15.3%
VaR 5th Pctl2.80%
VaR vs Median1.62%
Reward TTM
Sharpe Ratio1.08
Rel. Str. IBD49.8
Rel. Str. Peer Group71.9
Character TTM
Beta0.182
Beta Downside0.215
Hurst Exponent0.513
Drawdowns 3y
Max DD18.92%
CAGR/Max DD0.70
CAGR/Mean DD2.91

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Not enough history
Description: BBRE JPMorgan BetaBuilders US

BBRE is an exchange-traded fund that tracks the MSCI US REIT Index, a free-float adjusted, market-cap weighted benchmark measuring the performance of U.S. equity real estate investment trust (REIT) securities. Under its investment policy, the fund commits at least 80% of its assets to the securities in this index and may allocate up to 20% to exchange-traded futures to help replicate index performance

REITs are companies that own, operate, or finance income-producing real estate and typically pass through the bulk of their taxable income to shareholders as dividends, making them a distinct segment within the broader real estate sector. U.S. equity REITs, which focus on property ownership and operations rather than mortgage financing, are commonly tracked by MSCI-branded indices used as benchmarks for sector-specific ETFs

Headlines to Watch Out For
  • REIT sector pressured by rising interest rates and cap rate expansion
  • U.S. commercial real estate faces office vacancy and refinancing headwinds
  • Industrial and data center REIT segments outperform retail and office
  • Index composition tilts toward large-cap, lower-leverage REIT issuers
What is the price of BBRE shares?

As of August 21, 2026, the stock is trading at USD 108.73 with a total of 10,498 shares traded. Over the past week, the price has changed by +0.13%, over one month by -2.00%, over three months by +3.99% and over the past year by +20.05%.

Current recommended Stop Loss: 105.80 (which is 2.7% or 2.5 ATR below the current price).

Is BBRE a buy, sell or hold?

JPMorgan BetaBuilders US has no consensus analysts rating.