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U.S. REITS Industry Analysis
UpdatedJan 31, 2025
DataAggregated Company Financials
Companies23
- 7D0.6%
- 3M-3.5%
- 1Y-2.1%
- YTD-0.2%
The REITS industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to decline by 2.9% 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, 01 Feb 2025 | US$34.9b | US$7.0b | US$879.2m | 25.4x | 39.6x | 5x |
| Mon, 30 Dec 2024 | US$35.0b | US$7.0b | US$878.8m | 27.3x | 39.9x | 5x |
| Wed, 27 Nov 2024 | US$35.4b | US$7.0b | US$915.5m | 29.9x | 38.7x | 5.1x |
| Fri, 25 Oct 2024 | US$38.0b | US$7.0b | US$634.5m | 27.6x | 60x | 5.4x |
| Sun, 22 Sep 2024 | US$38.8b | US$6.9b | US$648.3m | 27x | 59.9x | 5.6x |
| Tue, 20 Aug 2024 | US$35.8b | US$6.8b | US$561.6m | 28.5x | 63.7x | 5.2x |
| Thu, 18 Jul 2024 | US$36.4b | US$6.8b | US$676.6m | 27.7x | 53.8x | 5.3x |
| Sat, 15 Jun 2024 | US$33.6b | US$6.9b | US$664.0m | 24x | 50.6x | 4.9x |
| Mon, 13 May 2024 | US$34.2b | US$6.9b | US$671.0m | 24.1x | 51x | 5x |
| Wed, 10 Apr 2024 | US$33.5b | US$6.6b | US$759.3m | 26.9x | 44.1x | 5.1x |
| Fri, 08 Mar 2024 | US$32.5b | US$6.5b | US$882.7m | 27.5x | 36.8x | 5x |
| Sun, 04 Feb 2024 | US$83.7b | US$21.2b | US$890.2m | 26.6x | 94.1x | 4x |
| Tue, 02 Jan 2024 | US$85.9b | US$21.3b | US$878.7m | 27.7x | 97.8x | 4x |
| Thu, 30 Nov 2023 | US$83.2b | US$21.3b | US$878.5m | 24.3x | 94.7x | 3.9x |
| Sat, 28 Oct 2023 | US$79.1b | US$21.1b | US$1.0b | 20.6x | 78x | 3.8x |
| Mon, 25 Sep 2023 | US$81.7b | US$21.1b | US$1.0b | 22.4x | 80x | 3.9x |
| Wed, 23 Aug 2023 | US$82.4b | US$21.1b | US$1.0b | 23.3x | 80.6x | 3.9x |
| Fri, 21 Jul 2023 | US$84.9b | US$20.9b | US$1.2b | 23.2x | 72.2x | 4.1x |
| Sun, 18 Jun 2023 | US$82.9b | US$12.0b | US$2.6b | 20.7x | 31.8x | 6.9x |
| Tue, 16 May 2023 | US$82.2b | US$12.2b | US$2.6b | 19.6x | 31.3x | 6.7x |
| Thu, 13 Apr 2023 | US$84.4b | US$12.4b | US$2.5b | 24.8x | 34.3x | 6.8x |
| Sat, 11 Mar 2023 | US$1.2t | US$189.9b | US$38.8b | 24.6x | 31.8x | 6.5x |
| Mon, 06 Feb 2023 | US$1.4t | US$183.5b | US$42.7b | 27.5x | 32.2x | 7.5x |
| Wed, 04 Jan 2023 | US$1.2t | US$183.5b | US$44.0b | 25x | 28.3x | 6.8x |
| Fri, 02 Dec 2022 | US$1.3t | US$183.5b | US$44.0b | 26.6x | 29.8x | 7.1x |
| Sun, 30 Oct 2022 | US$1.2t | US$180.1b | US$40.8b | 28.1x | 30.5x | 6.9x |
| Tue, 27 Sep 2022 | US$1.2t | US$177.4b | US$40.0b | 26.2x | 30.1x | 6.8x |
| Thu, 25 Aug 2022 | US$1.4t | US$177.4b | US$40.0b | 31.4x | 35.3x | 8x |
| Sat, 23 Jul 2022 | US$1.4t | US$163.7b | US$38.4b | 31.7x | 35.6x | 8.3x |
| Mon, 20 Jun 2022 | US$1.3t | US$168.6b | US$38.3b | 29.9x | 33.3x | 7.6x |
| Wed, 18 May 2022 | US$1.4t | US$169.6b | US$38.3b | 34x | 36.8x | 8.3x |
| Fri, 15 Apr 2022 | US$1.6t | US$167.9b | US$35.1b | 41.7x | 45.9x | 9.6x |
| Sun, 13 Mar 2022 | US$1.5t | US$170.9b | US$35.2b | 40.5x | 43.8x | 9x |
| Tue, 08 Feb 2022 | US$1.5t | US$166.9b | US$28.3b | 43.4x | 54.4x | 9.2x |
Price to Earnings Ratio
54.4x
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 39.0x which is lower than its 3-year average PE of 49.7x.
- The 3-year average PS ratio of 6.1x is higher than the industry's current PS ratio of 4.9x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 69% 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 | -0.49% | |
| Real Estate | 0.70% | |
| REITS | 0.61% | |
| Residential REITs | 2.52% | |
| Industrial REITs | 1.49% | |
| Office REITs | 1.48% | |
| Healthcare REITs | 1.42% | |
| Specialized REITs | 1.28% | |
| Retail REITs | 0.89% | |
| Diversified REITs | 0.61% | |
| Hotel and Resort REITs | -1.84% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 37.7x.
- Analysts are expecting annual earnings growth of 9.3%, which is lower than the prior year's growth of 11.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 20% over the next 5 years.
- However this is lower than its past earnings growth rate of 39% per year.
- In contrast, the Diversified REITs industry is expected to see its earnings decline by 2.9% 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 | |
|---|---|---|---|---|---|
| WPC W. P. Carey | US$55.91 | 1.2% +US$142.3m | -9.3% | PB1.4x | |
| EPRT Essential Properties Realty Trust | US$32.10 | 2.2% +US$121.0m | 29.5% | PB1.8x | |
| ALEX Alexander & Baldwin | US$17.85 | 1.2% +US$15.3m | 4.1% | PB1.3x | |
| PINE Alpine Income Property Trust | US$16.86 | 3.7% +US$8.6m | 9.4% | PB1x | |
| GOOD Gladstone Commercial | US$16.21 | 1.1% +US$7.5m | 27.9% | PB4.2x |