REIT

ALPS Active REIT ETF (REIT) is an exchange-traded fund designed to provide exposure to the U.S. listed real estate market through investments in Real Estate Investment Trusts (REITs). The fund is managed by ALPS Advisors and trades under the ticker REIT on NYSE Arca.

Classified as a U.S.-focused equity ETF within the real estate sector, REIT follows an active management strategy and does not track a traditional benchmark index. Portfolio construction is based on the manager’s fundamental analysis and outlook for different segments of the U.S. real estate market.

Sector allocations may shift over time in line with the fund’s active strategy and market assessment.

Diversification and sector exposure

The ETF provides exposure to multiple segments of the U.S. real estate market, including:

• Residential properties.
• Commercial real estate.
• Industrial and logistics facilities.
• Data centers.
• Specialized real estate infrastructure.

The composition may change as part of the fund’s active management approach.

Structure and costs

REIT shares trade on the secondary market throughout the regular trading session. Creation and redemption occur through authorized participants.

The fund charges a management fee as outlined in its prospectus and does not apply a performance fee. REIT distributes income generated by its underlying REIT holdings.

History and evolution of the ETF

The ALPS Active REIT ETF was launched in 2021 during a period of structural shifts in the U.S. real estate sector following the initial pandemic phase.

In recent years, the fund reflected developments such as adjustments in the office segment, expansion of logistics and data center properties, and the impact of rising interest rates on listed real estate assets.