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U.S. Health Care REITs Industry Analysis

UpdatedAug 26, 2026
DataAggregated Company Financials
Companies18
  • 7D3.0%
  • 3M8.7%
  • 1Y31.7%
  • YTD23.3%

Over the last 7 days, the Health Care REITs industry has risen 2.4%, driven by gains from every company within the industry. This means that the industry has gained 32% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Aug 2026US$317.4bUS$36.1bUS$2.4b30.4x134.1x8.8x
Fri, 24 Jul 2026US$317.4bUS$34.5bUS$1.6b35.6x201x9.2x
Sun, 21 Jun 2026US$272.8bUS$34.7bUS$1.6b37.1x168.8x7.9x
Tue, 19 May 2026US$283.2bUS$34.7bUS$1.6b39.4x175.3x8.2x
Thu, 16 Apr 2026US$273.7bUS$33.1bUS$361.5m42.2x757.3x8.3x
Sat, 14 Mar 2026US$265.1bUS$32.5bUS$355.1m37.4x746.4x8.1x
Mon, 09 Feb 2026US$252.5bUS$31.8b-US$385,221,000.0035.2x-655.5x8x
Wed, 07 Jan 2026US$237.3bUS$31.5bUS$440.3m32x539x7.5x
Fri, 05 Dec 2025US$253.9bUS$31.5bUS$440.3m32.6x576.7x8.1x
Sun, 02 Nov 2025US$233.5bUS$31.7bUS$456.3m29.5x511.7x7.4x
Tue, 30 Sep 2025US$228.3bUS$30.4bUS$354.3m32.2x644.4x7.5x
Thu, 28 Aug 2025US$220.8bUS$30.4bUS$332.7m35x663.8x7.3x
Sat, 26 Jul 2025US$210.3bUS$29.4b-US$197,746,000.0033.9x-1063.6x7.1x
Mon, 23 Jun 2025US$196.9bUS$29.4bUS$68.9m35.6x2857.7x6.7x
Wed, 21 May 2025US$199.4bUS$29.7bUS$181.8m32.8x1096.5x6.7x
Fri, 18 Apr 2025US$195.5bUS$28.7b-US$1,068,162,000.0034.3x-183x6.8x
Sun, 16 Mar 2025US$201.1bUS$28.7b-US$1,133,751,000.0035.3x-177.4x7x
Tue, 11 Feb 2025US$187.4bUS$27.6b-US$1,606,706,000.0040.5x-116.7x6.8x
Thu, 09 Jan 2025US$173.5bUS$27.4b-US$1,625,663,000.0041.8x-106.7x6.3x
Sat, 07 Dec 2024US$186.6bUS$27.4b-US$1,625,663,000.0043.9x-114.8x6.8x
Mon, 04 Nov 2024US$189.8bUS$26.9b-US$784,989,000.0047.6x-241.8x7x
Wed, 02 Oct 2024US$186.7bUS$26.2b-US$1,429,354,000.0055x-130.6x7.1x
Fri, 30 Aug 2024US$176.9bUS$26.2b-US$1,429,354,000.0052.5x-123.8x6.8x
Sun, 28 Jul 2024US$162.8bUS$26.3b-US$1,143,916,000.0049.2x-142.3x6.2x
Tue, 25 Jun 2024US$150.9bUS$26.1b-US$1,195,454,000.0043.6x-126.3x5.8x
Thu, 23 May 2024US$128.7bUS$23.1b-US$1,239,464,000.0038.5x-103.8x5.6x
Sat, 20 Apr 2024US$116.1bUS$22.6b-US$276,709,000.0042x-419.7x5.1x
Mon, 18 Mar 2024US$113.9bUS$22.5b-US$241,386,000.0040.2x-471.7x5.1x
Wed, 14 Feb 2024US$110.4bUS$23.0bUS$174.1m38.1x634.4x4.8x
Fri, 12 Jan 2024US$116.4bUS$22.9bUS$87.5m46.4x1330.9x5.1x
Sun, 10 Dec 2023US$112.6bUS$22.9bUS$87.5m43.2x1287.2x4.9x
Tue, 07 Nov 2023US$109.8bUS$22.9bUS$31.6m35.8x3481.4x4.8x
Thu, 05 Oct 2023US$104.7bUS$22.6bUS$502.0m30.4x208.6x4.6x
Sat, 02 Sep 2023US$110.1bUS$22.6bUS$511.5m33.7x215.2x4.9x
Price to Earnings Ratio

215.2x


Total Market Cap: US$110.1bTotal Earnings: US$511.5mTotal Revenue: US$22.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Health Care REITs Industry Price to Earnings3Y Average 347.7x202420252026
Current Industry PE
  • Investors are pessimistic on the American Health Care REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 134x which is lower than its 3-year average PE of 348x.
  • The 3-year average PS ratio of 6.7x is lower than the industry's current PS ratio of 8.7x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 67% per year over the last three years.
  • Revenues for these companies have grown 17% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-0.31%
Real Estate1.72%
Health Care REITs2.97%
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$241.152.4%
+US$4.1b		45.4%PB3.7x
VTR VentasUS$93.832.9%
+US$1.3b		38.8%PB3.3x
ARE Alexandria Real Estate EquitiesUS$52.9015.4%
+US$1.2b		-34.6%PB0.6x
DOC Healthpeak PropertiesUS$21.666.0%
+US$841.2m		23.6%PB1.9x
AHR American Healthcare REITUS$57.054.8%
+US$608.2m		34.1%PB3.6x

Latest News

ARE
US$52.90
Alexandria Real Estate Equities
7D
15.4%
1Y
-34.6%
JAN
US$31.35
Janus Living
7D
3.1%
1Y
n/a
DOC
US$21.66
Healthpeak Properties
7D
6.0%
1Y
23.6%
Narrative Update • Aug 21

DOC: Buybacks And JV Will Likely Conceal Mounting Margin And Earnings Risk

Analysts have lifted their price target for Healthpeak Properties to $18.21 from $17.71, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News for Healthpeak Properties Healthpeak Properties announced a share repurchase program that authorizes the company to buy back up to $500 million of its stock.
WELL
US$241.15
Welltower
7D
2.4%
1Y
45.4%
Narrative Update • Aug 19

WELL: Rich Multiple And Equity Issuance Will Pressure Future Returns

Analysts have adjusted their fair value estimate for Welltower to $210.69 from $202.13. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
CTRE
US$39.90
CareTrust REIT
7D
1.5%
1Y
16.1%
Seeking Alpha • Aug 18

CareTrust: Buy The Dip On This Income And Growth Machine

Summary CareTrust REIT is upgraded to 'Buy' after a price pullback, offering a rare blend of yield and high growth. CTRE's diversified platform, robust pipeline, and focus on quality operators underpin 16% FFO/share growth guidance for 2026. A strong balance sheet and 4% yield support continued dividend growth and total return potential. Despite trading at an 18.95x forward P/FFO premium, demographic tailwinds and disciplined acquisitions justify expectations for double-digit annualized returns. Read the full article on Seeking Alpha
AHR
US$57.05
American Healthcare REIT
7D
4.8%
1Y
34.1%
Narrative Update • Aug 14

AHR: Public Equity Raise For Senior Housing Acquisition Will Support Future Upside

Analysts have modestly raised the American Healthcare REIT price target to $61.53 from $60.07, reflecting updated assumptions for slower revenue growth, higher profit margins, and a slightly higher future P/E multiple. What’s in the News for American Healthcare REIT American Healthcare REIT priced an underwritten public offering of 13,250,000 common shares, with closing expected on August 12, 2026, to fund a pending senior housing portfolio acquisition, support potential future investments, and for general corporate purposes.
OHI
US$46.95
Omega Healthcare Investors
7D
1.1%
1Y
11.8%
Narrative Update • Aug 04

OHI: Tenant Credit Improvements And Dividend Reset Are Expected To Shape Returns

Omega Healthcare Investors' updated analyst price target moves modestly higher to $51.94 as analysts weigh mixed sector views, refined valuation models, and tenant credit trends across recent research. Analyst Commentary Recent research on Omega Healthcare Investors shows a split view on the stock, with price targets ranging from US$46 to US$54 and ratings spread across Buy, Outperform, Hold, Sector Perform, Underperform, and Underweight.
VTR
US$93.83
Ventas
7D
2.9%
1Y
38.8%
Narrative Update • Aug 01

VTR: Index Additions And Earnings Outlook Will Support Steady 2026 Position

Analysts have lifted their implied fair value estimate for Ventas from about $96.80 to roughly $99.05, reflecting updated assumptions that combine slightly stronger revenue growth expectations with a lower profit margin outlook and a higher future P/E multiple. What’s in the News for Ventas Ventas revised its full year 2026 attributable net income per share guidance to a range of $0.58 to $0.63, with a midpoint of $0.61.