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U.S. Real Estate Industry Analysis

UpdatedMay 28, 2025
DataAggregated Company Financials
Companies116
  • 7D-2.6%
  • 3M-12.1%
  • 1Y9.8%
  • YTD-2.8%

Over the last 7 days, the Real Estate industry has dropped 2.6%, driven by CBRE Group declining 3.4%. Meanwhile, Douglas Elliman actually outperformed within the industry, gaining 33% in the last week. Over the past 12 months, the industry was up 9.8%. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 May 2025US$159.0bUS$124.9bUS$1.4b18.3x114.1x1.3x
Fri, 25 Apr 2025US$164.2bUS$121.9bUS$1.0b20.8x156.9x1.3x
Sun, 23 Mar 2025US$173.5bUS$121.8bUS$1.1b26.9x157.8x1.4x
Tue, 18 Feb 2025US$179.7bUS$117.9bUS$54.6m27.8x3290.5x1.5x
Thu, 16 Jan 2025US$161.4bUS$115.9b-US$31,768,956.6327.3x-5079x1.4x
Sat, 14 Dec 2024US$180.5bUS$116.0bUS$1.2m27.6x151788x1.6x
Mon, 11 Nov 2024US$178.9bUS$115.5b-US$5,274,649.8427.7x-33923.4x1.5x
Wed, 09 Oct 2024US$168.1bUS$112.8b-US$1,086,508,774.7037.9x-154.7x1.5x
Fri, 06 Sep 2024US$149.0bUS$113.1b-US$607,833,573.0430.8x-245.1x1.3x
Sun, 04 Aug 2024US$142.1bUS$111.4b-US$375,512,458.4626.4x-378.5x1.3x
Tue, 02 Jul 2024US$130.5bUS$110.6bUS$542.6m27.4x240.5x1.2x
Thu, 30 May 2024US$136.1bUS$110.6bUS$322.5m27.5x421.9x1.2x
Sat, 27 Apr 2024US$135.2bUS$113.4bUS$266.7m26.7x506.9x1.2x
Mon, 25 Mar 2024US$140.0bUS$113.5bUS$405.4m30x345.4x1.2x
Wed, 21 Feb 2024US$133.0bUS$114.0bUS$364.8m21.1x364.5x1.2x
Fri, 19 Jan 2024US$129.7bUS$115.2b-US$641,285,067.0026.6x-202.2x1.1x
Sun, 17 Dec 2023US$139.5bUS$115.2b-US$728,129,967.0024.7x-191.6x1.2x
Tue, 14 Nov 2023US$115.7bUS$115.0b-US$789,502,405.0023.7x-146.5x1x
Thu, 12 Oct 2023US$123.8bUS$119.3b-US$364,885,470.0029.2x-339.3x1x
Sat, 09 Sep 2023US$134.6bUS$117.9b-US$163,768,049.0030.5x-821.7x1.1x
Mon, 07 Aug 2023US$137.1bUS$117.9b-US$736,701,350.0031.8x-186.1x1.2x
Wed, 05 Jul 2023US$131.2bUS$122.3b-US$129,120,479.0025.3x-1016x1.1x
Fri, 02 Jun 2023US$88.3bUS$120.8b-US$520,616,387.0021.7x-169.6x0.7x
Sun, 30 Apr 2023US$87.4bUS$125.2b-US$382,909,090.0014.4x-228.2x0.7x
Tue, 28 Mar 2023US$87.0bUS$125.3b-US$421,719,126.0012.9x-206.2x0.7x
Thu, 23 Feb 2023US$99.6bUS$120.8bUS$1.2b12.9x80.7x0.8x
Sat, 21 Jan 2023US$99.6bUS$127.8bUS$1.1b11.5x93.7x0.8x
Mon, 19 Dec 2022US$86.2bUS$127.7bUS$1.2b9.2x71.3x0.7x
Wed, 16 Nov 2022US$88.9bUS$127.7bUS$815.1m8.9x109.1x0.7x
Fri, 14 Oct 2022US$81.4bUS$129.7bUS$1.5b7.9x55.7x0.6x
Sun, 11 Sep 2022US$101.4bUS$130.2bUS$1.4b8.4x73.9x0.8x
Tue, 09 Aug 2022US$102.2bUS$131.9bUS$1.8b10.1x55.5x0.8x
Thu, 07 Jul 2022US$99.2bUS$125.8bUS$2.7b10x36.4x0.8x
Sat, 04 Jun 2022US$106.6bUS$125.8bUS$2.7b9.8x39x0.8x
Price to Earnings Ratio

39x


Total Market Cap: US$106.6bTotal Earnings: US$2.7bTotal Revenue: US$125.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Industry Price to Earnings3Y Average 973.2x202320242025
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 114x which is lower than its 3-year average PE of 973x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 20% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market-0.30%
Real Estate-1.39%
Real Estate-2.61%
Diversified Real Estate-1.10%
Real Estate Development-2.21%
Real Estate Services-2.29%
Real Estate Operating Companies-4.84%
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 31.9%, which is lower than the prior year's growth of 62.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings growth rate of 3.3% per year.
  • In contrast, the Real Estate Development industry is expected to see its earnings decline by 6.4% 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
DOUG Douglas EllimanUS$3.0032.7%
+US$65.7m
152.1%PS0.3x
LPA Logistic Properties of the AmericasUS$7.9116.5%
+US$35.4m
-71.8%PE13.9x
SEG Seaport Entertainment GroupUS$19.466.7%
+US$15.6m
n/aPS2.7x
FRPH FRP HoldingsUS$28.172.1%
+US$11.3m
-9.0%PE79.1x
OMH OhmyhomeUS$2.11-4.5%
US$8.4m
-60.9%PS1.6x
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LPA

US$7.91

Logistic Properties of the Americas

7D

16.5%

1Y

-71.8%

DOUG

US$3.00

Douglas Elliman

7D

32.7%

1Y

152.1%

OMH

US$2.11

Ohmyhome

7D

-4.5%

1Y

-60.9%

TRC

US$16.76

Tejon Ranch

7D

1.6%

1Y

-7.0%

JLL

US$222.45

Jones Lang LaSalle

7D

-2.8%

1Y

13.2%

FRPH

US$28.17

FRP Holdings

7D

2.1%

1Y

-9.0%

SEG

US$19.46

Seaport Entertainment Group

7D

6.7%

1Y

n/a

ARL

US$13.81

American Realty Investors

7D

3.7%

1Y

3.1%

ZG

US$65.91

Zillow Group

7D

-0.6%

1Y

68.3%

NMRK

US$11.02

Newmark Group

7D

-3.2%

1Y

8.0%

MRNO

US$10.75

Murano Global Investments

7D

-1.0%

1Y

10.9%