Invesco Real Assets ESG ETFIVRA
IVRA
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
132% more capital invested
Capital invested by funds: $909K [Q3] → $2.11M (+$1.2M) [Q4]
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 [Q3] → 5 (+1) [Q4]
11.07% more ownership
Funds ownership: 9.64% [Q3] → 20.71% (+11.07%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Research analyst outlook
We haven’t received any recent analyst ratings for IVRA.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
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.
Positive
Seeking Alpha
2 months ago
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.
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