(REIT) ALPS Active REIT - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US00162Q4459
REIT: Equity, REITs, Operating Companies, Preferred Equity, Cash
The ALPS Active REIT ETF is an actively managed exchange-traded fund that focuses on investing in a portfolio of publicly traded real estate investment trusts (REITs) and other real estate-related securities. The funds primary objective is to provide investors with exposure to the U.S. real estate market through a diversified portfolio of REITs and other real estate companies.
The funds investment strategy involves investing at least 80% of its net assets in publicly traded equity securities of REITs, with a primary focus on U.S. REITs. In addition to REITs, the fund may also invest in U.S. real estate operating companies, preferred equity of REITs and real estate operating companies, and cash and cash equivalents. This allows the fund to capture opportunities in various segments of the real estate market.
Given the current market conditions and the funds technical and fundamental data, we can analyze its potential future performance. The funds current price is $26.83, with a 20-day simple moving average (SMA) of $26.51 and a 50-day SMA of $26.44, indicating a short-term bullish trend. However, the 200-day SMA is $27.48, suggesting that the fund is currently trading below its long-term average. The average true range (ATR) is 1.87%, indicating moderate volatility.
Using the technical and fundamental data, we can forecast the funds potential future price movement. Based on the current trend and volatility, we can expect the funds price to potentially move towards its 200-day SMA of $27.48 in the near term, representing a potential upside of around 2.4%. However, if the market experiences a downturn, the funds price could potentially decline towards its 52-week low of $23.51. The funds assets under management (AUM) are relatively small at $43.45M USD, which may impact its liquidity and trading costs.
Taking into account the funds investment strategy, technical data, and fundamental data, we can conclude that the ALPS Active REIT ETF is a potential investment opportunity for those seeking exposure to the U.S. real estate market. However, investors should carefully evaluate the funds risks and potential returns before making an investment decision.
Additional Sources for REIT ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
REIT ETF Overview
Market Cap in USD | 45m |
Category | Real Estate |
TER | 0.68% |
IPO / Inception | 2021-02-24 |
REIT ETF Ratings
Growth Rating | 16.3 |
Fundamental | - |
Dividend Rating | 26.2 |
Rel. Strength | -3.71 |
Analysts | - |
Fair Price Momentum | 24.75 USD |
Fair Price DCF | - |
REIT Dividends
Dividend Yield 12m | 2.24% |
Yield on Cost 5y | 2.88% |
Annual Growth 5y | -13.14% |
Payout Consistency | 88.7% |
Payout Ratio | % |
REIT Growth Ratios
Growth Correlation 3m | 30% |
Growth Correlation 12m | -16.8% |
Growth Correlation 5y | 30.4% |
CAGR 5y | 5.98% |
CAGR/Max DD 5y | 0.20 |
Sharpe Ratio 12m | 0.84 |
Alpha | 0.63 |
Beta | 0.538 |
Volatility | 15.58% |
Current Volume | 7k |
Average Volume 20d | 6.9k |
As of June 25, 2025, the stock is trading at USD 26.93 with a total of 6,985 shares traded.
Over the past week, the price has changed by +1.62%, over one month by +2.31%, over three months by -0.54% and over the past year by +9.67%.
Neither. Based on ValueRay´s Analyses, ALPS Active REIT is currently (June 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 16.25 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of REIT is around 24.75 USD . This means that REIT is currently overvalued and has a potential downside of -8.1%.
ALPS Active REIT has no consensus analysts rating.
According to our own proprietary Forecast Model, REIT ALPS Active REIT will be worth about 27.7 in June 2026. The stock is currently trading at 26.93. This means that the stock has a potential upside of +2.86%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 27.7 | 2.9% |