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U.S. Real Estate Sector Analysis
UpdatedSep 25, 2025
DataAggregated Company Financials
Companies278
- 7D-1.1%
- 3M3.1%
- 1Y-6.4%
- YTD2.7%
In the last week, the Real Estate industry is down 1.1% with Zillow Group down the most at 12%. The industry has fallen 6.4% in the last year. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the U.S. Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Sep 2025 | US$1.5t | US$331.4b | US$30.7b | 29x | 50.1x | 4.6x |
| Sat, 23 Aug 2025 | US$1.5t | US$331.3b | US$31.0b | 29.9x | 48.9x | 4.6x |
| Mon, 21 Jul 2025 | US$1.5t | US$326.0b | US$29.6b | 29.9x | 49.3x | 4.5x |
| Wed, 18 Jun 2025 | US$1.5t | US$326.3b | US$29.9b | 29.2x | 50x | 4.6x |
| Fri, 16 May 2025 | US$1.5t | US$326.5b | US$29.8b | 28.4x | 49.5x | 4.5x |
| Sun, 13 Apr 2025 | US$1.4t | US$321.4b | US$28.7b | 28.9x | 48.9x | 4.4x |
| Tue, 11 Mar 2025 | US$1.6t | US$326.5b | US$30.0b | 32.8x | 53.3x | 4.9x |
| Thu, 06 Feb 2025 | US$1.5t | US$320.6b | US$27.8b | 32.5x | 55.5x | 4.8x |
| Sat, 04 Jan 2025 | US$1.5t | US$320.0b | US$27.4b | 31.8x | 55.2x | 4.7x |
| Mon, 02 Dec 2024 | US$1.7t | US$320.0b | US$27.4b | 35.2x | 61x | 5.2x |
| Wed, 30 Oct 2024 | US$1.6t | US$316.1b | US$26.3b | 34.2x | 62x | 5.2x |
| Fri, 27 Sep 2024 | US$1.7t | US$315.7b | US$27.2b | 33.8x | 60.8x | 5.2x |
| Sun, 25 Aug 2024 | US$1.6t | US$314.6b | US$27.1b | 33.9x | 58x | 5x |
| Tue, 23 Jul 2024 | US$1.5t | US$305.1b | US$26.9b | 32.8x | 54.8x | 4.8x |
| Thu, 20 Jun 2024 | US$1.4t | US$306.5b | US$27.7b | 30.1x | 50.2x | 4.5x |
| Sat, 18 May 2024 | US$1.4t | US$306.9b | US$27.9b | 30.9x | 50.8x | 4.6x |
| Mon, 15 Apr 2024 | US$1.4t | US$306.7b | US$27.8b | 28.9x | 48.9x | 4.4x |
| Wed, 13 Mar 2024 | US$1.4t | US$305.7b | US$28.1b | 29.6x | 50.9x | 4.7x |
| Fri, 09 Feb 2024 | US$1.4t | US$305.8b | US$26.6b | 29.8x | 51.4x | 4.5x |
| Sun, 07 Jan 2024 | US$1.5t | US$323.0b | US$26.6b | 30.9x | 55.8x | 4.6x |
| Tue, 05 Dec 2023 | US$1.4t | US$323.0b | US$26.5b | 29.6x | 54.1x | 4.4x |
| Thu, 02 Nov 2023 | US$1.3t | US$326.4b | US$27.4b | 26.1x | 45.8x | 3.8x |
| Sat, 30 Sep 2023 | US$1.3t | US$325.2b | US$31.5b | 26.8x | 41.3x | 4x |
| Mon, 28 Aug 2023 | US$1.4t | US$323.2b | US$31.2b | 28.5x | 44.2x | 4.3x |
| Wed, 26 Jul 2023 | US$1.5t | US$326.2b | US$34.4b | 25.8x | 42.2x | 4.5x |
| Fri, 23 Jun 2023 | US$1.3t | US$314.0b | US$35.5b | 23.3x | 37.8x | 4.3x |
| Sun, 21 May 2023 | US$1.3t | US$314.9b | US$35.5b | 23.4x | 36.9x | 4.2x |
| Tue, 18 Apr 2023 | US$1.4t | US$316.3b | US$37.7b | 24.6x | 36x | 4.3x |
| Thu, 16 Mar 2023 | US$1.3t | US$315.1b | US$38.1b | 23.7x | 35.3x | 4.3x |
| Sat, 11 Feb 2023 | US$1.5t | US$307.0b | US$43.1b | 24.7x | 33.8x | 4.7x |
| Mon, 09 Jan 2023 | US$1.4t | US$311.2b | US$45.2b | 23.4x | 30.1x | 4.4x |
| Wed, 07 Dec 2022 | US$1.4t | US$311.1b | US$45.1b | 24.5x | 30.3x | 4.4x |
| Fri, 04 Nov 2022 | US$1.3t | US$310.1b | US$44.1b | 24.4x | 29.1x | 4.1x |
| Sun, 02 Oct 2022 | US$1.3t | US$307.4b | US$41.4b | 23.8x | 30.8x | 4.1x |
Price to Earnings Ratio
30.8x
Current Industry PE
- Investors are relatively neutral on the American Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 47.4x.
- The industry is trading close to its 3-year average PS ratio of 4.5x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 9.4% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Real Estate sector?
| US Market | 0.26% | |
| Real Estate | -1.11% | |
| Health Care REITs | 1.88% | |
| Retail REITs | -0.16% | |
| Residential REITs | -0.30% | |
| Specialized REITs | -1.09% | |
| Office REITs | -1.11% | |
| REITS | -1.49% | |
| Industrial REITs | -1.67% | |
| Hotel and Resort REITs | -1.79% | |
| Real Estate | -5.65% | |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 297x.
- Analysts are expecting annual earnings growth of 25.6%, which is lower than the prior year's growth of 46.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Office REITs industry is expected to see its earnings decline by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WELL Welltower | US$170.97 | 3.0% +US$3.4b | 32.5% | PB3.2x | |
| EQIX Equinix | US$789.79 | 1.4% +US$1.1b | -11.3% | PB5.5x | |
| VTR Ventas | US$68.48 | 1.7% +US$517.8m | 5.5% | PB2.7x | |
| IRM Iron Mountain | US$101.23 | 1.8% +US$516.9m | -15.2% | PE723.2x | |
| SPG Simon Property Group | US$183.13 | 0.9% +US$512.6m | 8.3% | PB24.8x |
