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U.S. REITS Industry Analysis
UpdatedDec 20, 2024
DataAggregated Company Financials
Companies23
- 7D-5.7%
- 3M-11.1%
- 1Y-5.9%
- YTD-6.8%
Over the last 7 days, the REITS industry has dropped 5.7%, driven by a pullback from W. P. Carey of 4.3%. On the other hand NexPoint Diversified Real Estate Trust is actually up 27%. The industry has fallen 5.9% in the last year. Looking forward, earnings are forecast to decline by 3.4% per year.
Industry Valuation and Performance
Has the U.S. REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | US$35.4b | US$7.0b | US$878.8m | 26.6x | 40.2x | 5.1x |
| Mon, 18 Nov 2024 | US$36.3b | US$7.0b | US$943.1m | 28.2x | 38.5x | 5.2x |
| Wed, 16 Oct 2024 | US$38.5b | US$7.0b | US$622.4m | 26x | 61.8x | 5.5x |
| Fri, 13 Sep 2024 | US$37.7b | US$6.8b | US$565.4m | 29.7x | 66.7x | 5.5x |
| Sun, 11 Aug 2024 | US$35.5b | US$6.9b | US$641.2m | 26.5x | 55.4x | 5.1x |
| Tue, 09 Jul 2024 | US$33.5b | US$6.8b | US$676.6m | 25x | 49.5x | 4.9x |
| Thu, 06 Jun 2024 | US$34.0b | US$6.9b | US$664.0m | 24.4x | 51.2x | 4.9x |
| Sat, 04 May 2024 | US$33.1b | US$6.7b | US$740.1m | 23.2x | 44.8x | 4.9x |
| Mon, 01 Apr 2024 | US$34.1b | US$6.6b | US$768.4m | 26.5x | 44.4x | 5.2x |
| Wed, 28 Feb 2024 | US$32.0b | US$6.4b | US$929.3m | 26x | 34.5x | 5x |
| Fri, 26 Jan 2024 | US$84.7b | US$21.2b | US$889.0m | 24.9x | 95.3x | 4x |
| Sun, 24 Dec 2023 | US$86.0b | US$21.3b | US$878.5m | 27.8x | 97.9x | 4x |
| Tue, 21 Nov 2023 | US$81.9b | US$21.3b | US$878.5m | 23.6x | 93.3x | 3.8x |
| Thu, 19 Oct 2023 | US$80.1b | US$21.1b | US$1.0b | 21.3x | 78.4x | 3.8x |
| Sat, 16 Sep 2023 | US$83.7b | US$21.1b | US$1.0b | 23.6x | 81.9x | 4x |
| Mon, 14 Aug 2023 | US$83.9b | US$21.2b | US$1.2b | 21x | 72.7x | 4x |
| Wed, 12 Jul 2023 | US$83.9b | US$20.9b | US$1.2b | 23.1x | 71.4x | 4x |
| Fri, 09 Jun 2023 | US$83.3b | US$12.2b | US$2.6b | 20.6x | 31.7x | 6.8x |
| Sun, 07 May 2023 | US$83.1b | US$12.2b | US$2.7b | 18.4x | 30.5x | 6.8x |
| Tue, 04 Apr 2023 | US$85.2b | US$12.2b | US$2.7b | 25.8x | 32x | 7x |
| Thu, 02 Mar 2023 | US$1.3t | US$189.9b | US$39.2b | 26x | 32.7x | 6.7x |
| Sat, 28 Jan 2023 | US$1.4t | US$183.3b | US$42.9b | 27.4x | 31.5x | 7.4x |
| Mon, 26 Dec 2022 | US$1.3t | US$183.5b | US$44.0b | 25.3x | 28.4x | 6.8x |
| Wed, 23 Nov 2022 | US$1.3t | US$183.4b | US$44.0b | 26x | 29.4x | 7x |
| Fri, 21 Oct 2022 | US$1.1t | US$178.5b | US$40.2b | 26.3x | 28.6x | 6.4x |
| Sun, 18 Sep 2022 | US$1.3t | US$177.4b | US$40.0b | 29.9x | 33x | 7.4x |
| Tue, 16 Aug 2022 | US$1.5t | US$177.3b | US$40.0b | 32.5x | 37.1x | 8.4x |
| Thu, 14 Jul 2022 | US$1.3t | US$168.8b | US$38.3b | 30.8x | 34.6x | 7.9x |
| Sat, 11 Jun 2022 | US$1.3t | US$168.6b | US$38.3b | 31.6x | 35.1x | 8x |
| Mon, 09 May 2022 | US$1.5t | US$169.2b | US$38.4b | 35.3x | 38.2x | 8.7x |
| Wed, 06 Apr 2022 | US$1.6t | US$167.9b | US$35.1b | 42x | 46x | 9.6x |
| Fri, 04 Mar 2022 | US$1.6t | US$168.4b | US$35.1b | 41.1x | 44.2x | 9.2x |
| Sun, 30 Jan 2022 | US$1.5t | US$168.6b | US$28.0b | 44.1x | 55.2x | 9.2x |
| Tue, 28 Dec 2021 | US$1.7t | US$167.9b | US$27.3b | 48.3x | 61.1x | 9.9x |
Price to Earnings Ratio
61.1x
Current Industry PE
- Investors are pessimistic on the American 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 40.2x which is lower than its 3-year average PE of 50.4x.
- The 3-year average PS ratio of 6.3x is higher than the industry's current PS ratio of 5.1x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 68% per year over the last three years,
- Revenues have also declined 65% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Real Estate industry?
| US Market | -3.53% | |
| Real Estate | -6.91% | |
| REITS | -5.70% | |
| Healthcare REITs | -4.12% | |
| Retail REITs | -5.13% | |
| Diversified REITs | -5.70% | |
| Residential REITs | -6.04% | |
| Hotel and Resort REITs | -6.07% | |
| Specialized REITs | -7.20% | |
| Office REITs | -7.28% | |
| Industrial REITs | -8.33% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 37.8x.
- Analysts are expecting annual earnings growth of 13.7%, which is higher than its past year's earnings growth of 8.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 22% over the next 5 years.
- However this is lower than its past earnings growth rate of 28% per year.
- In contrast, the Diversified REITs industry is expected to see its earnings decline by 3.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NXDT NexPoint Diversified Real Estate Trust | US$7.07 | 22.5% +US$54.5m | -10.1% | PB0.4x | |
| MKZR MacKenzie Realty Capital | US$4.84 | 8.8% +US$5.3m | n/a | PB0.8x | |
| MDRR Medalist Diversified REIT | US$13.98 | 11.8% +US$1.7m | 36.3% | PB1.2x | |
| SQFT Presidio Property Trust | US$0.85 | 1.7% +US$171.9k | -26.1% | PB0.4x |