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U.S. Health Care REITs Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies19
  • 7D1.9%
  • 3M10.7%
  • 1Y11.4%
  • YTD21.9%

Over the last 7 days, the Health Care REITs industry has risen 1.9%, driven by gains from Welltower of 3.0%. This takes the industry's 12 month performance to a gain of 11%. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Sep 2025US$223.4bUS$30.1bUS$211.5m34.9x1056.3x7.4x
Sat, 23 Aug 2025US$220.1bUS$30.4bUS$332.7m34.8x661.5x7.2x
Mon, 21 Jul 2025US$204.8bUS$29.4bUS$68.9m36x2972.5x7x
Wed, 18 Jun 2025US$196.2bUS$29.7bUS$181.8m32.6x1079x6.6x
Fri, 16 May 2025US$191.2bUS$29.7bUS$181.0m32x1056.1x6.4x
Sun, 13 Apr 2025US$190.3bUS$28.7b-US$1,068,162,000.0032.7x-178.2x6.6x
Tue, 11 Mar 2025US$201.2bUS$28.7b-US$1,137,918,000.0034.5x-176.8x7x
Thu, 06 Feb 2025US$184.3bUS$27.6b-US$1,665,046,000.0041.1x-110.7x6.7x
Sat, 04 Jan 2025US$174.7bUS$27.4b-US$1,625,663,000.0042x-107.5x6.4x
Mon, 02 Dec 2024US$193.1bUS$27.4b-US$1,625,663,000.0045.6x-118.8x7.1x
Wed, 30 Oct 2024US$187.3bUS$26.7b-US$934,238,000.0052.8x-200.4x7x
Fri, 27 Sep 2024US$188.5bUS$26.2b-US$1,429,354,000.0054.7x-131.9x7.2x
Sun, 25 Aug 2024US$175.4bUS$26.2b-US$1,429,354,000.0052.8x-122.7x6.7x
Tue, 23 Jul 2024US$160.4bUS$26.1b-US$1,195,454,000.0048.3x-134.2x6.2x
Thu, 20 Jun 2024US$151.8bUS$26.1b-US$1,195,454,000.0045.6x-127x5.8x
Sat, 18 May 2024US$128.9bUS$23.1b-US$1,239,464,000.0040.2x-104x5.6x
Mon, 15 Apr 2024US$115.5bUS$22.6b-US$276,709,000.0043.2x-417.5x5.1x
Wed, 13 Mar 2024US$112.4bUS$22.5b-US$232,205,000.0034.3x-484x5x
Fri, 09 Feb 2024US$109.5bUS$23.0bUS$96.9m41.1x1130.4x4.8x
Sun, 07 Jan 2024US$114.4bUS$22.9bUS$87.5m44.9x1307.5x5x
Tue, 05 Dec 2023US$115.3bUS$22.9bUS$87.5m42.6x1318x5x
Thu, 02 Nov 2023US$105.1bUS$22.7bUS$195.2m34.5x538.1x4.6x
Sat, 30 Sep 2023US$104.0bUS$22.6bUS$502.0m30.3x207.2x4.6x
Mon, 28 Aug 2023US$107.6bUS$22.6bUS$511.5m33.3x210.3x4.8x
Wed, 26 Jul 2023US$115.4bUS$22.0bUS$785.0m33.1x147x5.2x
Fri, 23 Jun 2023US$107.1bUS$22.0bUS$785.0m31.8x136.5x4.9x
Sun, 21 May 2023US$104.1bUS$21.8bUS$840.1m30x124x4.8x
Tue, 18 Apr 2023US$105.8bUS$21.2bUS$2.0b32x53x5x
Price to Earnings Ratio

50.8x


Total Market Cap: US$101.3bTotal 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 297x20242025
Current Industry PE
  • Investors are optimistic on the American Health Care REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 1kx which is higher than its 3-year average PE of 297x.
  • The 3-year average PS ratio of 5.9x is lower than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have declined 53% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% 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 Market0.26%
Real Estate-1.11%
Health Care REITs1.88%
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$170.973.0%
+US$3.4b		32.5%PB3.2x
VTR VentasUS$68.481.7%
+US$517.8m		5.5%PB2.7x
DOC Healthpeak PropertiesUS$18.652.4%
+US$305.8m		-18.2%PB1.6x
ARE Alexandria Real Estate EquitiesUS$85.890.9%
+US$129.7m		-30.9%PB0.9x
LTC LTC PropertiesUS$36.081.5%
+US$24.9m		-2.5%PB1.7x

Latest News

LTC
US$36.08
LTC Properties
7D
1.5%
1Y
-2.5%
GMRE
US$33.57
Global Medical REIT
7D
-11.7%
1Y
-32.5%

Discounted Outpatient Properties Will Unlock Healthcare Real Estate Potential

Despite a decrease in net profit margin and a higher future P/E multiple, the consensus analyst price target for Global Medical REIT has surged from $8.97 to $44.84. What's in the News Announced a 1-for-5 reverse stock split, consolidating every five shares into one and paying cash in lieu for fractional shares.
ARE
US$85.89
Alexandria Real Estate Equities
7D
0.9%
1Y
-30.9%
AHR
US$42.09
American Healthcare REIT
7D
0.1%
1Y
59.1%
DOC
US$18.65
Healthpeak Properties
7D
2.4%
1Y
-18.2%
VTR
US$68.48
Ventas
7D
1.7%
1Y
5.5%
SILA
US$25.06
Sila Realty Trust
7D
-1.5%
1Y
-2.0%

Growing Outpatient Demand Will Drive Healthcare Facility Expansion

The consensus price target for Sila Realty Trust has increased, primarily driven by improved revenue growth forecasts, with fair value rising from $28.17 to $29.62. What's in the News Acquired two newly constructed inpatient rehabilitation facilities in Plano, Texas and Peoria, Arizona for $70.3 million, leased to Reunion Rehabilitation Hospitals and managed in partnership with Nobis Rehabilitation Partners.
DHC
US$4.42
Diversified Healthcare Trust
7D
0.2%
1Y
16.9%

Aging US Population And Outpatient Care Demand Will Transform Markets

Analysts have raised their price target for Diversified Healthcare Trust from $3.75 to $4.25, citing improved capital flexibility and a de-risked near-term debt profile that enhances balance sheet visibility despite higher interest expense expectations. Analyst Commentary Increased capital flexibility following recent debt pricing improves the company’s financial positioning.
UHT
US$38.82
Universal Health Realty Income Trust
7D
-6.7%
1Y
-16.0%
STRW
US$12.61
Strawberry Fields REIT
7D
2.9%
1Y
8.5%
WELL
US$170.97
Welltower
7D
3.0%
1Y
32.5%

Private Fund Management And Acquisitions Will Improve Operational Efficiency

With analyst reasoning unavailable and both revenue growth and discount rate estimates unchanged, the consensus analyst price target for Welltower remained steady at $178.47. What's in the News Welltower repurchased 0 shares for $0 million from April 1, 2025 to June 30, 2025, completing 0% of the buyback announced earlier.
MPW
US$4.87
Medical Properties Trust
7D
-1.8%
1Y
-17.9%

International Healthcare Markets Will Benefit From Demographic Trends

Despite a lower Future P/E and improved Net Profit Margin signaling better profitability and valuation, the consensus analyst price target for Medical Properties Trust edged down slightly from $4.93 to $4.86. What's in the News Medical Properties Trust announced a lease agreement with NOR Healthcare Systems Corp.
HR
US$17.71
Healthcare Realty Trust
7D
-1.4%
1Y
-2.5%
SBRA
US$18.64
Sabra Health Care REIT
7D
-0.3%
1Y
-0.6%

US Senior Living Demand Will Unlock Future Value

Analysts have raised Sabra Health Care REIT’s price target to $20.82, citing strong portfolio performance—highlighted by robust senior housing NOI growth, increased rent coverage, and supportive reimbursement trends—despite elevated leverage and valuation constraints. Analyst Commentary Strong balance sheet and solid year-to-date stock performance, though leverage remains higher than some peers and valuation is at the upper end of historical range, limiting immediate earnings accretion from new acquisitions.
OHI
US$41.41
Omega Healthcare Investors
7D
-0.5%
1Y
0.8%

US And UK Senior Care Demand Will Sustain Future Expansion

Omega Healthcare Investors’ price target was raised to $42.57 as analysts cite resilient rental collections despite regulatory and tenant headwinds, a robust acquisition pipeline, and stable property fundamentals, driving improved risk-reward sentiment. Analyst Commentary Price target increases reflect updated Q2 sector results and overall REIT valuation adjustments.
CHCT
US$15.01
Community Healthcare Trust
7D
-1.4%
1Y
-12.2%