Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Diversified Real Estate Industry Analysis

UpdatedAug 04, 2026
DataAggregated Company Financials
Companies13
  • 7D-0.2%
  • 3M-3.0%
  • 1Y11.9%
  • YTDn/a

Over the last 7 days, the Diversified Real Estate industry has remained flat, although notably Five Point Holdings declined by 6.0%. As for the the longer term, the industry is up 12% over the past 12 months. Looking forward, earnings are forecast to decline by 19% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Aug 2026US$5.9bUS$1.0bUS$212.6m15.9x27.9x5.9x
Thu, 02 Jul 2026US$6.1bUS$967.6mUS$193.5m17.3x31.3x6.3x
Sat, 30 May 2026US$6.1bUS$1.3bUS$129.2m16.8x47.6x4.8x
Mon, 27 Apr 2026US$6.5bUS$1.3bUS$133.7m12.6x48.3x5.1x
Wed, 25 Mar 2026US$6.0bUS$1.3bUS$158.2m11.6x37.7x4.7x
Fri, 20 Feb 2026US$6.4bUS$1.2bUS$147.1m12.3x43.7x5.2x
Sun, 18 Jan 2026US$6.2bUS$1.3bUS$164.5m16.3x37.4x4.8x
Tue, 16 Dec 2025US$5.8bUS$1.3bUS$164.5m15.5x35.4x4.5x
Thu, 13 Nov 2025US$5.8bUS$1.3bUS$168.2m13.8x34.6x4.5x
Sat, 11 Oct 2025US$5.0bUS$1.2bUS$126.5m10.9x39.5x4.1x
Mon, 08 Sep 2025US$5.2bUS$1.2bUS$130.9m13.4x40x4.3x
Wed, 06 Aug 2025US$5.1bUS$1.2bUS$133.9m13.9x38.1x4.2x
Fri, 04 Jul 2025US$5.1bUS$1.3bUS$140.2m14.9x36.5x4.1x
Sun, 01 Jun 2025US$4.0bUS$1.3bUS$140.2m12.8x28.6x3.2x
Tue, 29 Apr 2025US$4.6bUS$1.3bUS$142.4m11.3x32.1x3.7x
Thu, 27 Mar 2025US$4.8bUS$1.2bUS$117.9m12.9x41.1x3.9x
Sat, 22 Feb 2025US$4.9bUS$1.2bUS$119.0m13.1x40.9x3.9x
Mon, 20 Jan 2025US$4.8bUS$1.2bUS$102.7m14.1x46.9x4x
Wed, 18 Dec 2024US$4.7bUS$1.2bUS$102.7m14.4x46.1x4x
Fri, 15 Nov 2024US$5.0bUS$1.2bUS$102.7m15.5x48.9x4.2x
Sun, 13 Oct 2024US$5.7bUS$1.3bUS$115.4m16.9x49.2x4.5x
Tue, 10 Sep 2024US$5.4bUS$1.3bUS$115.4m16.4x47.1x4.3x
Thu, 08 Aug 2024US$5.3bUS$1.3bUS$116.9m16x45.6x4.1x
Sat, 06 Jul 2024US$5.1bUS$1.3bUS$154.7m8.5x32.9x3.8x
Mon, 03 Jun 2024US$5.3bUS$1.3bUS$154.7m8.8x34.5x4x
Wed, 01 May 2024US$5.3bUS$1.3bUS$190.6m9.3x27.8x3.9x
Fri, 29 Mar 2024US$5.3bUS$1.3bUS$180.2m7x29.3x4x
Sun, 25 Feb 2024US$5.2bUS$1.3bUS$208.6m12.5x24.9x3.9x
Tue, 23 Jan 2024US$5.4bUS$1.3bUS$222.9m12.1x24.1x4.1x
Thu, 21 Dec 2023US$5.4bUS$1.2bUS$204.3m11.8x26.3x4.4x
Sat, 18 Nov 2023US$4.9bUS$1.2bUS$204.3m11.1x24.1x4.1x
Mon, 16 Oct 2023US$4.8bUS$1.1bUS$211.9m7x22.7x4.3x
Wed, 13 Sep 2023US$5.4bUS$1.1bUS$211.9m7.7x25.7x4.9x
Fri, 11 Aug 2023US$5.6bUS$1.1bUS$214.2m7.7x26.2x5x
Price to Earnings Ratio

26.2x


Total Market Cap: US$5.6bTotal Earnings: US$214.2mTotal Revenue: US$1.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Real Estate Industry Price to Earnings3Y Average 36.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Diversified Real Estate Activities 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 27.9x which is lower than its 3-year average PE of 36.2x.
  • The 3-year average PS ratio of 4.3x is lower than the industry's current PS ratio of 5.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified Real Estate Activities industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 3.4% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Comparison

How does U.S. Diversified Real Estate compare with similar industries?

US Market2.39%
Real Estate-1.99%
Real Estate0.94%
Diversified Real Estate-0.21%
Real Estate Services1.78%
Real Estate Development-2.72%
Real Estate Operating Companies-5.06%
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
JOE St. JoeUS$64.002.8%
+US$69.2m		25.5%PE29.6x

Latest News

JOE
US$64.00
St. Joe
7D
2.8%
1Y
25.5%
TRC
US$16.86
Tejon Ranch
7D
-2.5%
1Y
-8.2%
FPH
US$5.13
Five Point Holdings
7D
-6.0%
1Y
-6.9%
Seeking Alpha • Jul 30

Five Point Holdings: Relatively Cheap, Still In The Way Of Rate Direction

Summary Five Point Holdings, LLC is in the business of monetizing land that they own and that they manage and own or just manage. Mostly, it is proprietary. The current results are being driven by ventures in selling retirement communities, but their other big exposure in terms of acreage is a mixed-use planned community called Valencia. Our main thinking here is that the direction is negatively affected by trends in cost of capital, given inflation and likely Fed policy. However, there are some public comps with developments like Valencia near LA that appear to trade at less steep discounts to book value, so there is a relative case. Read the full article on Seeking Alpha
RMR
US$18.85
RMR Group
7D
-6.0%
1Y
14.8%
Narrative Update • Jul 21

RMR: Forward Returns Will Reflect Lower Discount Rate And Richer Earnings Multiple

Analysts have lifted their price target on RMR Group from $17.00 to $20.50, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E that reshape their valuation framework. What's in the News for RMR Group No recent company specific news items for RMR Group were provided in the available sources.
CHCI
US$14.44
Comstock Holding Companies
7D
-5.3%
1Y
16.0%