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U.S. Real Estate Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies116
  • 7D0.8%
  • 3M-5.0%
  • 1Y-13.4%
  • YTD-19.7%

Over the last 7 days, the Real Estate industry has remained flat, although notably KE Holdings gained 5.0%. Unfortunately though, the industry is down 13% over the past 12 months. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

Has the U.S. Real Estate Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jun 2026US$137.0bUS$130.9bUS$1.4b28.4x97.9x1x
Mon, 11 May 2026US$149.3bUS$131.5bUS$1.2b32.8x124.2x1.1x
Wed, 08 Apr 2026US$142.6bUS$127.1bUS$1.2b21.9x115.4x1.1x
Fri, 06 Mar 2026US$153.2bUS$128.4bUS$1.3b33.8x118.4x1.2x
Sun, 01 Feb 2026US$179.1bUS$125.6bUS$2.3b29.1x79.1x1.4x
Tue, 30 Dec 2025US$176.1bUS$131.4bUS$2.1b30.7x83.8x1.3x
Thu, 27 Nov 2025US$180.2bUS$131.3bUS$2.1b30.3x85.9x1.4x
Sat, 25 Oct 2025US$182.7bUS$129.2bUS$2.0b25.3x89.9x1.4x
Mon, 22 Sep 2025US$193.3bUS$128.0bUS$1.8b26.8x105.6x1.5x
Wed, 20 Aug 2025US$180.9bUS$127.5bUS$1.9b28.9x97.6x1.4x
Fri, 18 Jul 2025US$167.2bUS$124.3bUS$1.7b32.6x101.2x1.3x
Sun, 15 Jun 2025US$160.4bUS$124.6bUS$1.5b27.5x107.3x1.3x
Tue, 13 May 2025US$163.7bUS$123.9bUS$1.3b27.7x126.5x1.3x
Thu, 10 Apr 2025US$150.5bUS$121.8bUS$1.1b22.1x140.6x1.2x
Sat, 08 Mar 2025US$180.0bUS$120.3bUS$1.0b27x174.4x1.5x
Mon, 03 Feb 2025US$177.0bUS$116.0b-US$42,435,184.6728.1x-4170.1x1.5x
Wed, 01 Jan 2025US$167.2bUS$116.0bUS$6.1m27.4x27215.3x1.4x
Fri, 29 Nov 2024US$185.7bUS$116.1bUS$6.9m34x27082.3x1.6x
Sun, 27 Oct 2024US$169.1bUS$113.9b-US$1,098,053,669.9237.9x-154x1.5x
Tue, 24 Sep 2024US$164.1bUS$113.9b-US$557,479,557.3529.3x-294.3x1.4x
Thu, 22 Aug 2024US$145.7bUS$113.0b-US$543,321,499.0030.6x-268.2x1.3x
Sat, 20 Jul 2024US$140.2bUS$110.6bUS$553.6m29.2x253.3x1.3x
Mon, 17 Jun 2024US$132.1bUS$110.6bUS$546.6m27.5x241.6x1.2x
Wed, 15 May 2024US$139.3bUS$112.4bUS$557.7m27.2x249.8x1.2x
Fri, 12 Apr 2024US$136.7bUS$113.4bUS$233.8m28.6x584.6x1.2x
Sun, 10 Mar 2024US$135.9bUS$113.1bUS$503.0m20.1x270.2x1.2x
Tue, 06 Feb 2024US$130.9bUS$115.4b-US$664,189,163.3521.8x-197x1.1x
Thu, 04 Jan 2024US$137.6bUS$115.3b-US$637,694,666.0024.2x-215.8x1.2x
Sat, 02 Dec 2023US$125.1bUS$115.1b-US$813,489,245.0024.9x-153.7x1.1x
Mon, 30 Oct 2023US$109.9bUS$119.5b-US$509,701,501.0027.3x-215.6x0.9x
Wed, 27 Sep 2023US$119.8bUS$119.2b-US$359,119,385.0029.9x-333.6x1x
Fri, 25 Aug 2023US$128.1bUS$117.3b-US$627,833,722.0031.1x-204x1.1x
Sun, 23 Jul 2023US$136.8bUS$122.4b-US$92,863,741.0026.8x-1472.8x1.1x
Tue, 20 Jun 2023US$93.7bUS$120.0b-US$433,059,605.0023.7x-216.3x0.8x
Price to Earnings Ratio

-216.3x


Total Market Cap: US$93.7bTotal Earnings: -US$433,059,605.00Total Revenue: US$120.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Industry Price to Earnings3Y Average 1014.7x202420252026
Current Industry PE
  • Investors are pessimistic on the American Real Estate 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 97.9x which is lower than its 3-year average PE of 1kx.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • Total earnings for the Real Estate industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 2.9% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

US Market0.81%
Real Estate1.89%
Real Estate0.81%
Real Estate Services1.29%
Real Estate Development0.78%
Diversified Real Estate0.77%
Real Estate Operating Companies-3.65%
Industry PE
  • Investors are most optimistic about the Real Estate Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 25.8%, which is higher than its past year's earnings growth of 3.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 51% over the next 5 years.
  • This is better than its past earnings decline of 9.6% per year.
  • In contrast, the Diversified Real Estate industry is expected to see its earnings decline by 19% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BEKE KE HoldingsUS$16.895.0%
+US$936.4m		-8.6%PE38.9x
CBRE CBRE GroupUS$133.411.9%
+US$726.2m		0.3%PE29.8x
COMP CompassUS$8.5911.4%
+US$657.5m		37.9%PE442.6x
JLL Jones Lang LaSalleUS$299.951.4%
+US$196.7m		26.6%PE15.5x
HHH Howard Hughes HoldingsUS$66.862.7%
+US$102.3m		-3.6%PE32.5x

Latest News

LB
US$69.29
LandBridge
7D
-1.4%
1Y
-4.4%
Seeking Alpha • 9h

LandBridge: The Landlord Quietly Cashing In On Oil, Water And Data Centers

Summary LandBridge owns strategic surface acreage in the Delaware Basin and collects fees without taking direct drilling or commodity price risk. Q1 revenue grew 16% YoY, and adjusted EBITDA margin remained very high at 88%, showing the strength of the asset-light model. I rate LB a buy because the growth, margin profile, and catalysts justify paying a premium. The PowerBridge agreement adds a potential data center catalyst. Risks include customer concentration, related-party revenue, and regional exposure. Read the full article on Seeking Alpha
ZG
US$32.22
Zillow Group
7D
-9.0%
1Y
-53.4%
JLL
US$299.95
Jones Lang LaSalle
7D
1.4%
1Y
26.6%
Seeking Alpha • Jun 12

Jones Lang LaSalle: Look Past AI Fears

Summary Jones Lang LaSalle remains a 'Buy' as industry prospects are robust and AI risks appear over-discounted. JLL's proprietary data platforms and global scale provide a defensible edge against AI-native disruptors. Recent comments from its peers, CBRE and Cushman & Wakefield, indicate that the commercial real estate industry's outlook remains healthy. Read the full article on Seeking Alpha
CBRE
US$133.41
CBRE Group
7D
1.9%
1Y
0.3%
CSGP
US$32.84
CoStar Group
7D
-3.1%
1Y
-59.5%
RMSG
US$0.61
Real Messenger
7D
-66.8%
1Y
-69.6%
HHH
US$66.86
Howard Hughes Holdings
7D
2.7%
1Y
-3.6%
NMRK
US$15.18
Newmark Group
7D
3.9%
1Y
33.4%
AGNT
US$4.63
AGNT
7D
-2.5%
1Y
-48.1%
Narrative Update • Jun 06

AGNT: Housing Reset And Legal Settlement Progress Will Support Future Upside

Analysts have modestly adjusted their outlook on eXp World Holdings, trimming the average price target by $0.75 as they weigh mixed new coverage, a lower target from one firm, and fresh views on a housing market that some see as ready to reset. Analyst Commentary Recent research on eXp World Holdings reflects a split view, with some analysts focusing on potential upside tied to housing market changes and others highlighting execution and market risk.
BEKE
US$16.89
KE Holdings
7D
5.0%
1Y
-8.6%
KW
US$10.93
Kennedy-Wilson Holdings
7D
-0.7%
1Y
66.6%
REAX
US$1.62
Real Brokerage
7D
-3.6%
1Y
-60.5%
Narrative Update • Jun 05

REAX: Expanded Agent Network And Completed Buyback Will Drive Future Upside

Analysts have lowered their price target on Real Brokerage by $0.20 to $5.15. This reflects updated views on discount rates, revenue growth, profit margins, and a very large forward P/E assumption.
FOR
US$29.20
Forestar Group
7D
3.6%
1Y
47.9%
Narrative Update • Jun 04

FOR: Tighter 2026 Lot Outlook And Higher P/E Assumptions Will Guide Returns

Analysts have trimmed their fair value estimate for Forestar Group from $33.00 to about $31.33, citing updates to revenue growth, profit margin, and assumed future P/E levels in their valuation work. What's in the News Forestar Group maintained its fiscal 2026 revenue guidance, with the company still expecting revenue of US$1.6b to US$1.7b.
COMP
US$8.59
Compass
7D
11.4%
1Y
37.9%
HBNB
US$5.24
Hotel101 Global Holdings
7D
-7.5%
1Y
-51.8%
Narrative Update • May 20

Hotel101-Madrid Hits 100% Occupancy, Generates Record €100,000+ Single-Day Revenue, 334% Upside Intact

Hotel101 Global Holdings (Nasdaq: HBNB) announced on May 19, 2026 that its 680-room Hotel101-Madrid generated more than €100,000 (approximately US$116,000) in recurring room revenues in a single day at 100% occupancy. The result is significant because Hotel101-Madrid is the company’s first operating property outside the Philippines and serves as the global prototype for its international expansion strategy.
TCI
US$41.47
Transcontinental Realty Investors
7D
12.1%
1Y
8.6%
Analysis Article • May 14

Impressive Earnings May Not Tell The Whole Story For Transcontinental Realty Investors (NYSE:TCI)

Despite posting some strong earnings, the market for Transcontinental Realty Investors, Inc.'s ( NYSE:TCI ) stock...