Xtrackers International Real Estate ETF

HAUZ

Market cap $914M

Overview Fund Activity

23.95 USD

-0.12

0.5%

At close Updated Sep 16, 4:00 PM EDT

1 day

-0.5%

5 days

0.84%

1 month

2.53%

3 months

5.27%

6 months

15.64%

Year to date

21.64%

1 year

4.18%

5 years

-3.15%

10 years

0.29%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $693M [Q1] → $794M (+$101M) [Q2]

4% more funds holding

Funds holding: 69 [Q1] → 72 (+3) [Q2]

0.58% less ownership

Funds ownership: 93.94% [Q1] → 93.36% (-0.58%) [Q2]

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

See Fund Rankings

Financial journalist opinion

The Rate-Cut REIT Revival

Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability, eroded the relative appeal of REIT dividends, and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March 2022, REITs have lagged the S&P 500 by a whopping 55 percentage points, nearly 3x the magnitude of underperformance seen in the GFC.

The Rate-Cut REIT Revival

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

APAC Equities: The Sensitivity To Oil Prices

Canadian REITs: Higher Yield Up North

For income-focused investors willing to venture outside the United States, Canadian REITs offer appealing qualities as a potential portfolio diversifier alongside their larger and more established U.S. peers. Canadian REITs, on average, offer higher monthly dividend yields and trade at lower P/FFO multiples compared to their U.S. counterparts, but typically have weaker balance sheets with higher debt ratios. In this report, we take a quick look at 30 Canadian REITs and break down the industry on a sector-by-sector level. We also take a deep dive into H&R REIT.

Canadian REITs: Higher Yield Up North

Real Estate ETFs: Performance Perking Up

Real estate stocks have taken a hefty beating this year, with REITs having the sole distinction of being the lone S&P 500 group in the red for much of 2024 and only just turning positive last week.

Real Estate ETFs: Performance Perking Up

Asia-Pacific Is Not Just China

While the China macro story of ongoing transition is a headwind to the rest of Asia, there is more to the region's economic health than this.

ASEAN Economic Outlook In 2024

The total nominal GDP of the ten ASEAN nations measured in US dollar terms amounted to USD 3.6 trillion in 2022, more than doubling compared with total GDP of USD 1.6 trillion in 2009. Singapore's GDP growth rate improved to a pace of 2.8% y/y in the fourth quarter of 2023 according to the advance estimate of GDP from the Ministry of Trade and Industry (MTI).

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.

Real Estate: The Underrated Alts Segment

Real estate headlines seem to only focus on bad news right now, from remote work's impact on offices to struggles for city center retail. That isn't the whole story, however.

See News Rankings

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