Vert Global Sustainable Real Estate ETF (VGSR) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vert Global Sustainable Real Estate ETF (VGSR) trades at $11.54. Vert Global Sustainable Real Estate ETF is an actively managed fund focusing on sustainable real estate companies. Market cap: $519M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for VGSR: VGSR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates VGSR against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on VGSR.
How is this calculated? →Vert Global Sustainable Real Estate ETF (VGSR) Financial Services Profile
Vert Global Sustainable Real Estate ETF (VGSR) is an actively managed ETF providing exposure to a diverse portfolio of sustainable real estate companies, including REITs and similar entities, in both U.S. and international markets, focusing on income-producing real estate and related loans within the financial services sector.
What Is the Investment Thesis for VGSR?
Vert Global Sustainable Real Estate ETF presents an investment opportunity centered on the growing demand for sustainable and socially responsible investments. With a market capitalization of $519M and a beta of 1.10, the fund offers exposure to the real estate sector with a focus on companies adhering to sustainability principles. The fund's actively managed approach allows for strategic allocation to REITs and similar entities, potentially generating returns through income-producing real estate assets. Key value drivers include the increasing investor interest in ESG-focused investments and the potential for long-term capital appreciation in the real estate sector. However, the absence of dividend yield and the inherent risks associated with real estate investments, such as interest rate sensitivity and market volatility, should be considered. The fund's performance will likely be influenced by the overall health of the real estate market and the success of its active management strategy.
Based on FMP financials and quantitative analysis
VGSR Key Highlights
Actively managed ETF focusing on sustainable real estate companies.
- Invests in U.S. and non-U.S. companies, primarily REITs and similar entities.
- Targets companies that manage income-producing real estate or related loans.
- Market capitalization of $519M.
- Beta of 1.10, indicating moderate volatility relative to the market.
Who Are VGSR's Competitors?
VGSR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AFLG First Trust Active Factor Large Cap ETF | $44.60 | -0.56% | $669M | 47 |
| AVSU Avantis Responsible U.S. Equity ETF | $88.79 | -0.84% | $484M | 47 |
| CAOS Alpha Architect Tail Risk ETF | $90.46 | +0.11% | $424M | 50 |
| DFVX Dimensional - US Large Cap Vector ETF | $85.11 | -0.71% | $523M | 47 |
| FLSP Franklin Systematic Style Premia ETF | $28.36 | +0.67% | $1.05B | 50 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VGSR's Key Strengths?
Focus on sustainable real estate aligns with growing ESG trend.
- Actively managed approach allows for strategic allocation.
- Diversification across U.S. and non-U.S. markets.
- Targets income-producing real estate assets.
What Are VGSR's Weaknesses?
Absence of dividend yield may deter some investors.
- Relatively small market capitalization compared to larger ETFs.
- Beta of 1.10 indicates moderate volatility.
- Performance is subject to the risks of the real estate market.
What Could Drive VGSR Stock Higher?
Increasing investor interest in ESG-focused investments.
- Growing demand for sustainable real estate practices.
- Potential for new partnerships with sustainable real estate developers.
- Possible expansion into new geographic markets.
What Are the Key Risks for VGSR?
Interest rate hikes could negatively impact real estate values.
- Economic downturns could reduce demand for real estate.
- Increased competition from other ESG-focused ETFs.
- Changes in regulations related to REITs or sustainable investing.
What Are the Growth Opportunities for VGSR?
- Expansion of ESG Investing: The increasing focus on Environmental, Social, and Governance (ESG) factors in investment decisions presents a significant growth opportunity for VGSR. As more investors seek to align their portfolios with sustainable practices, the demand for ESG-focused real estate investments is expected to rise. This trend could lead to increased inflows into VGSR, driving asset growth and potentially enhancing returns.
- Increased Demand for Sustainable Real Estate: The growing awareness of climate change and the need for sustainable development is driving demand for green buildings and sustainable real estate practices. VGSR is well-positioned to benefit from this trend by investing in companies that are leaders in sustainable real estate. As the demand for sustainable properties increases, these companies are likely to experience higher occupancy rates, increased rental income, and enhanced property values, contributing to the fund's overall performance.
- Global Expansion: VGSR has the potential to expand its investment universe to include a wider range of international sustainable real estate companies. By diversifying its holdings across different geographic regions, the fund can reduce its exposure to regional economic downturns and capitalize on growth opportunities in emerging markets. This global expansion could enhance the fund's risk-adjusted returns and attract a broader base of investors.
- Development of New Sustainable Real Estate Products: VGSR can partner with real estate developers and companies to create new sustainable real estate products, such as green buildings and energy-efficient properties. By investing in these innovative projects, the fund can generate attractive returns while contributing to the development of a more sustainable built environment. This approach can also differentiate VGSR from its competitors and attract investors seeking to make a positive impact.
- Technological Advancements in Real Estate: The integration of technology into real estate, such as smart building systems and data analytics, is creating new opportunities for sustainable and efficient property management. VGSR can invest in companies that are leveraging these technologies to improve the environmental performance of their properties and enhance the tenant experience. This focus on technological innovation can drive long-term value creation and attract investors who are seeking exposure to the future of real estate.
What Are VGSR's Competitive Advantages?
- Expertise in sustainable real estate investing.
- Actively managed approach allows for strategic allocation.
- Focus on ESG principles differentiates the fund from competitors.
What Does VGSR Do?
Vert Global Sustainable Real Estate ETF is an actively managed investment fund designed to provide investors with exposure to a broad spectrum of sustainable real estate companies. The fund strategically allocates its assets to securities of both U.S. and non-U.S. companies, with a particular emphasis on Real Estate Investment Trusts (REITs) and other pooled investment vehicles. These investment vehicles or companies primarily manage portfolios of income-producing real estate assets or real estate-related loans. The fund's advisor considers entities similar to REITs based on their tax treatment or operational requirements. The ETF aims to capture the performance of companies committed to sustainable practices within the real estate sector, offering investors a way to align their investments with environmental, social, and governance (ESG) principles. By focusing on actively managed strategies, the fund seeks to identify and capitalize on opportunities within the sustainable real estate market, adjusting its holdings to reflect changing market conditions and emerging trends. The fund's investment approach involves rigorous analysis of potential investments, considering factors such as financial performance, sustainability practices, and growth prospects. The fund's objective is to deliver long-term capital appreciation while promoting responsible investment in the real estate sector.
What Products and Services Does VGSR Offer?
- Invests in securities of U.S. and non-U.S. companies.
- Focuses on REITs and similar pooled investment vehicles.
- Targets companies managing income-producing real estate.
- Includes companies managing real estate-related loans.
- Emphasizes companies considered similar to REITs by the advisor.
- Actively manages the portfolio to optimize returns.
- Seeks exposure to sustainable real estate companies.
How Does VGSR Make Money?
- Actively manages a portfolio of sustainable real estate companies.
- Generates revenue through management fees charged to investors.
- Invests in REITs and similar entities to generate income and capital appreciation.
What Industry Does VGSR Operate In?
Vert Global Sustainable Real Estate ETF operates within the asset management industry, specifically targeting the intersection of real estate and sustainable investing. The market for sustainable investments is experiencing significant growth, driven by increasing investor awareness and demand for ESG-focused products. The ETF competes with other funds offering exposure to the real estate sector, including those with a sustainability focus. Competitors include AFLG (AFL Global), AVSU (Avantis U.S. Equity ETF), CAOS (Franklin FTSE Australia ETF), DFVX (Simplify US Small Cap PLUS Downside Convexity ETF), and FLSP (Franklin FTSE Saudi Arabia ETF). The fund's success depends on its ability to attract investors seeking both financial returns and positive environmental and social impact.
Who Are VGSR's Key Customers?
- Institutional investors seeking exposure to sustainable real estate.
- Retail investors interested in ESG-focused investments.
- Financial advisors looking for diversified real estate investment options.
Vert Global Sustainable Real Estate ETF (VGSR) Valuation Context
Valued at $519M, VGSR is classified as a small-cap stock.
Key Financial Metrics
Return on equity for Vert Global Sustainable Real Estate ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. VGSR trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
VGSR Financials
Bull Case vs Bear Case
Bull Case
- Focus on sustainable real estate aligns with growing ESG trend.
- Actively managed approach allows for strategic allocation.
- Diversification across U.S. and non-U.S. markets.
- Targets income-producing real estate assets.
Bear Case
- Absence of dividend yield may deter some investors.
- Relatively small market capitalization compared to larger ETFs.
- Beta of 1.10 indicates moderate volatility.
- Performance is subject to the risks of the real estate market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
VGSR Latest News
No recent news available for VGSR.
VGSR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VGSR.
Price Targets
Wall Street price target analysis for VGSR.
VGSR MoonshotScore
What does this score mean?
The MoonshotScore rates VGSR 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
VGSR Financial Services Stock FAQ
What does Vert Global Sustainable Real Estate ETF do?
Vert Global Sustainable Real Estate ETF is an actively managed fund that focuses on investing in companies committed to sustainable real estate practices. The fund primarily invests in Real Estate Investment Trusts (REITs) and similar entities located in both the United States and internationally. These companies typically manage income-producing real estate assets or real estate-related loans.
How sensitive is VGSR to interest rate changes?
VGSR's performance is sensitive to interest rate changes due to its focus on real estate investments, particularly REITs. Rising interest rates can increase borrowing costs for real estate companies, potentially reducing their profitability and property values. Additionally, higher interest rates can make alternative investments more attractive, leading to decreased demand for REITs and other real estate-related assets.
What is Vert Global Sustainable Real Estate ETF's credit quality and risk management approach?
While specific details on VGSR's credit quality and risk management approach are not available, it can be inferred that the fund's active management strategy incorporates risk assessment and mitigation measures. The fund likely evaluates the creditworthiness of the companies it invests in, considering factors such as debt levels, cash flow, and asset quality.
What are the main risks for VGSR?
The main risks for VGSR include interest rate sensitivity, economic downturns, increased competition, and regulatory changes. Rising interest rates can negatively impact real estate values and increase borrowing costs for real estate companies. Economic downturns can reduce demand for real estate, leading to lower occupancy rates and rental income.
What are the key factors to evaluate for VGSR?
Evaluate VGSR on fundamentals, analyst consensus, and risk factors. Vert Global Sustainable Real Estate ETF presents an investment opportunity centered on the growing demand for sustainable and socially responsible investments. Not financial advice.
How frequently does VGSR data refresh on this page?
VGSR's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven VGSR's recent stock price performance?
Vert Global Sustainable Real Estate ETF (VGSR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on sustainable real estate aligns with growing ESG trend. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VGSR overvalued or undervalued right now?
Vert Global Sustainable Real Estate ETF (VGSR) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on the available source data and may not be exhaustive.
- AI analysis is pending for VGSR, which may provide additional insights.
- Investors should conduct their own due diligence before making any investment decisions.