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U.S. Health Care REITs Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies19
  • 7D0.7%
  • 3M2.4%
  • 1Y20.8%
  • YTD0.3%

In the last week, the Health Care REITs industry is flat overall, with Alexandria Real Estate Equities standing out by going down 7.0%. As for the the longer term, the industry is up 21% over the past 12 months. Looking forward, earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

Has the U.S. Health Care REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 Jan 2026US$237.6bUS$31.4b-US$576,665,000.0033x-412x7.6x
Sun, 28 Dec 2025US$240.7bUS$31.5bUS$440.3m32x546.7x7.7x
Tue, 25 Nov 2025US$252.5bUS$31.5bUS$462.4m31.3x546.1x8x
Thu, 23 Oct 2025US$226.5bUS$30.4bUS$354.3m30.9x639.4x7.4x
Sat, 20 Sep 2025US$222.9bUS$30.4bUS$354.3m33.5x629.3x7.3x
Mon, 18 Aug 2025US$214.8bUS$30.4bUS$332.7m34.3x645.6x7.1x
Wed, 16 Jul 2025US$206.3bUS$29.4bUS$68.9m36.4x2994.6x7x
Fri, 13 Jun 2025US$197.2bUS$29.7bUS$181.8m32.7x1084.3x6.6x
Sun, 11 May 2025US$198.2bUS$29.7bUS$181.2m32.7x1093.6x6.7x
Tue, 08 Apr 2025US$191.6bUS$28.7b-US$1,068,162,000.0032.4x-179.4x6.7x
Thu, 06 Mar 2025US$205.5bUS$28.7b-US$1,137,918,000.0033.5x-180.6x7.2x
Sat, 01 Feb 2025US$183.6bUS$27.4b-US$1,598,658,000.0040.7x-114.9x6.7x
Mon, 30 Dec 2024US$175.6bUS$27.4b-US$1,625,663,000.0041.4x-108x6.4x
Wed, 27 Nov 2024US$190.0bUS$27.4b-US$1,625,663,000.0045.9x-116.9x6.9x
Fri, 25 Oct 2024US$190.2bUS$26.3b-US$1,286,535,000.0055.7x-147.8x7.2x
Sun, 22 Sep 2024US$183.3bUS$26.2b-US$1,429,354,000.0053.9x-128.2x7x
Tue, 20 Aug 2024US$170.0bUS$26.2b-US$1,429,354,000.0050.6x-119x6.5x
Thu, 18 Jul 2024US$160.6bUS$26.1b-US$1,195,454,000.0048.4x-134.3x6.2x
Sat, 15 Jun 2024US$152.1bUS$26.1b-US$1,195,454,000.0046.4x-127.2x5.8x
Mon, 13 May 2024US$126.1bUS$23.1b-US$1,261,444,000.0039.8x-100x5.5x
Wed, 10 Apr 2024US$116.2bUS$22.6b-US$276,709,000.0042.3x-419.9x5.2x
Fri, 08 Mar 2024US$112.0bUS$22.5b-US$232,205,000.0039.3x-482.4x5x
Sun, 04 Feb 2024US$111.5bUS$22.9bUS$87.5m41.9x1274.8x4.9x
Tue, 02 Jan 2024US$117.6bUS$22.9bUS$87.5m45.5x1344.2x5.1x
Thu, 30 Nov 2023US$113.1bUS$22.9bUS$87.5m40.9x1292.2x4.9x
Sat, 28 Oct 2023US$102.4bUS$22.5bUS$405.0m28.6x252.9x4.5x
Mon, 25 Sep 2023US$106.2bUS$22.6bUS$502.0m30.9x211.6x4.7x
Wed, 23 Aug 2023US$106.2bUS$22.6bUS$511.5m32.8x207.5x4.7x
Fri, 21 Jul 2023US$114.7bUS$22.0bUS$785.0m33.7x146.2x5.2x
Sun, 18 Jun 2023US$109.8bUS$22.0bUS$785.0m33.2x139.9x5x
Tue, 16 May 2023US$106.8bUS$21.7bUS$862.0m30.9x123.9x4.9x
Thu, 13 Apr 2023US$104.7bUS$21.2bUS$2.0b32.1x52.5x4.9x
Price to Earnings Ratio

51.4x


Total Market Cap: US$102.5bTotal Earnings: US$2.0bTotal Revenue: US$21.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Health Care REITs Industry Price to Earnings3Y Average 329.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Health Care REITs industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 6.1x is lower than the industry's current PS ratio of 7.6x.
Past Earnings Growth
  • Total earnings for the Health Care REITs industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 14% 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 industry?

US Market0.25%
Real Estate0.45%
Health Care REITs0.69%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WELL WelltowerUS$185.692.0%
+US$2.6b		35.4%PB3.3x
VTR VentasUS$76.870.4%
+US$136.2m		27.8%PB2.9x
AHR American Healthcare REITUS$47.221.6%
+US$130.1m		64.0%PB3.1x
CTRE CareTrust REITUS$37.081.5%
+US$120.6m		39.9%PB2.1x
NHI National Health InvestorsUS$80.772.4%
+US$91.9m		18.4%PB2.6x

Latest News

STRW
US$12.86
Strawberry Fields REIT
7D
-4.2%
1Y
12.2%
OHI
US$43.41
Omega Healthcare Investors
7D
0.4%
1Y
17.8%
NHI
US$80.77
National Health Investors
7D
2.4%
1Y
18.4%
CTRE
US$37.08
CareTrust REIT
7D
1.5%
1Y
39.9%
ARE
US$54.05
Alexandria Real Estate Equities
7D
-7.0%
1Y
-43.6%
DHC
US$5.87
Diversified Healthcare Trust
7D
2.4%
1Y
142.6%
HR
US$16.71
Healthcare Realty Trust
7D
-1.5%
1Y
-0.7%

HR: New CFO Appointment And Share Repurchases Will Support Future Returns

Analysts kept their fair value estimate for Healthcare Realty Trust steady at US$19.10, citing only minor adjustments to the discount rate, revenue contraction assumptions, profit margin, and future P/E that did not materially alter their overall price target view. What's in the News Healthcare Realty Trust appointed Daniel Gabbay as Chief Financial Officer, with the role effective January 12, 2026, based at the Nashville headquarters (Key Developments).
GMRE
US$34.24
Global Medical REIT
7D
-3.5%
1Y
-13.4%
AHR
US$47.22
American Healthcare REIT
7D
1.6%
1Y
64.0%

AHR: Follow-On Offering Will Support 2025 Guidance And Future Upside

Analysts have trimmed their price target on American Healthcare REIT slightly to about US$56, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News American Healthcare REIT filed a follow-on equity offering of 8,100,000 common shares of its common stock.
VTR
US$76.87
Ventas
7D
0.4%
1Y
27.8%

VTR: Steady Fair Value And Higher 2025 Guidance Will Support P/E Upside

Analysts have kept their fair value estimate for Ventas steady at US$85.65, with only marginal tweaks to inputs such as the discount rate, profit margin and forward P/E assumptions that guide the updated price target rationale. What's in the News Ventas updated its full-year 2025 earnings guidance, with attributable net income per share now expected in a range of US$0.49 to US$0.52, compared with the prior range of US$0.47 to US$0.52 (Key Developments).
MPW
US$5.05
Medical Properties Trust
7D
-0.8%
1Y
7.4%

MPW: Future Returns Will Hinge On Execution And Capital Allocation Choices

Analysts lifted their price target on Medical Properties Trust to $4.50 from $4.00, reflecting updated views on the REIT sector after what they describe as a strong third-quarter earnings season for many U.S. REITs. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as a strong Q3 earnings season for U.S. REITs, with 69% of companies in the group beating consensus estimates, which they view as a supportive backdrop for reassessing valuations across the sector, including Medical Properties Trust. The higher US$4.50 price target is cited as an indication that, even with a cautious rating, some analysts see room for potential upside from current levels if the company can execute on its plans and the broader REIT group continues to show solid fundamental performance.
DOC
US$17.14
Healthpeak Properties
7D
-3.7%
1Y
-16.4%
WELL
US$185.69
Welltower
7D
2.0%
1Y
35.4%
SBRA
US$18.52
Sabra Health Care REIT
7D
-2.6%
1Y
10.5%
LTC
US$36.18
LTC Properties
7D
-1.1%
1Y
5.7%
SILA
US$24.41
Sila Realty Trust
7D
2.0%
1Y
0%