Have your own idea? Try our Stock Screener
U.S. REITS Industry Analysis
UpdatedJul 20, 2025
DataAggregated Company Financials
Companies24
- 7D-3.0%
- 3M0.04%
- 1Y-6.0%
- YTD-0.9%
Over the last 7 days, the REITS industry has dropped 3.0%, driven by declines in W. P. Carey and Essential Properties Realty Trust of 1.8% and 3.5%, respectively. Meanwhile, Presidio Property Trust actually outperformed within the industry, gaining 45% in the last week. However, the industry is down 6.0% over the past year. As for the next few years, earnings are expected to grow by 4.5% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 20 Jul 2025 | US$32.1b | US$6.3b | US$598.5m | 25.8x | 53.6x | 5.1x |
| Tue, 17 Jun 2025 | US$34.0b | US$6.3b | US$598.5m | 28.1x | 56.8x | 5.4x |
| Thu, 15 May 2025 | US$32.8b | US$6.2b | US$600.6m | 26.4x | 54.7x | 5.3x |
| Sat, 12 Apr 2025 | US$32.7b | US$7.1b | US$745.2m | 25.1x | 43.9x | 4.6x |
| Mon, 10 Mar 2025 | US$36.9b | US$7.0b | US$867.5m | 30x | 42.6x | 5.3x |
| Wed, 05 Feb 2025 | US$34.6b | US$7.0b | US$879.2m | 25.1x | 39.4x | 5x |
| Fri, 03 Jan 2025 | US$35.2b | US$7.0b | US$878.8m | 27.2x | 40x | 5.1x |
| Sun, 01 Dec 2024 | US$37.5b | US$7.0b | US$915.5m | 29.7x | 40.9x | 5.4x |
| Tue, 29 Oct 2024 | US$37.3b | US$7.0b | US$651.5m | 26x | 57.3x | 5.3x |
| Thu, 26 Sep 2024 | US$39.3b | US$7.0b | US$643.6m | 27x | 61x | 5.6x |
| Sat, 24 Aug 2024 | US$36.6b | US$6.8b | US$561.6m | 29.5x | 65.1x | 5.4x |
| Mon, 22 Jul 2024 | US$36.5b | US$6.8b | US$676.8m | 27.2x | 53.9x | 5.3x |
| Wed, 19 Jun 2024 | US$33.3b | US$6.9b | US$664.4m | 24.6x | 50.1x | 4.8x |
| Fri, 17 May 2024 | US$35.0b | US$6.9b | US$666.7m | 24.4x | 52.4x | 5.1x |
| Sun, 14 Apr 2024 | US$32.7b | US$6.6b | US$759.3m | 25.1x | 43.1x | 5x |
| Tue, 12 Mar 2024 | US$33.1b | US$6.5b | US$881.4m | 27.6x | 37.5x | 5.1x |
| Thu, 08 Feb 2024 | US$33.6b | US$6.3b | US$1.0b | 26.3x | 32.1x | 5.3x |
| Sat, 06 Jan 2024 | US$85.5b | US$21.2b | US$876.1m | 25.3x | 97.6x | 4x |
| Mon, 04 Dec 2023 | US$84.7b | US$21.3b | US$878.5m | 25.9x | 96.4x | 4x |
| Wed, 01 Nov 2023 | US$79.6b | US$21.2b | US$1.0b | 21.8x | 78x | 3.8x |
| Fri, 29 Sep 2023 | US$80.8b | US$21.1b | US$1.0b | 21.7x | 79.1x | 3.8x |
| Sun, 27 Aug 2023 | US$82.5b | US$21.1b | US$1.0b | 23.5x | 80.7x | 3.9x |
| Tue, 25 Jul 2023 | US$85.3b | US$20.9b | US$1.2b | 23.5x | 73.4x | 4.1x |
| Thu, 22 Jun 2023 | US$81.9b | US$12.0b | US$2.6b | 20.3x | 31.4x | 6.8x |
| Sat, 20 May 2023 | US$81.7b | US$12.2b | US$2.6b | 19.6x | 31.2x | 6.7x |
| Mon, 17 Apr 2023 | US$84.4b | US$12.8b | US$2.1b | 24.6x | 41x | 6.6x |
| Wed, 15 Mar 2023 | US$1.3t | US$189.9b | US$38.8b | 24.6x | 32.4x | 6.6x |
| Fri, 10 Feb 2023 | US$1.3t | US$183.1b | US$42.7b | 25.9x | 31.5x | 7.4x |
| Sun, 08 Jan 2023 | US$1.3t | US$183.4b | US$44.0b | 25.7x | 28.8x | 6.9x |
| Tue, 06 Dec 2022 | US$1.3t | US$183.5b | US$44.0b | 26x | 29.2x | 7x |
| Thu, 03 Nov 2022 | US$1.2t | US$180.3b | US$42.8b | 27.7x | 28.2x | 6.7x |
| Sat, 01 Oct 2022 | US$1.2t | US$177.4b | US$40.0b | 25.8x | 29.7x | 6.7x |
| Mon, 29 Aug 2022 | US$1.4t | US$177.4b | US$40.0b | 31.2x | 35x | 7.9x |
| Wed, 27 Jul 2022 | US$1.4t | US$168.9b | US$38.3b | 31.7x | 36.1x | 8.2x |
Price to Earnings Ratio
36.1x
Current Industry PE
- Investors are relatively neutral on the American REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 50.8x.
- The industry is trading close to its 3-year average PS ratio of 5.5x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 75% per year over the last three years,
- Revenues have also declined 67% 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 | 0.93% | |
| Real Estate | -0.0099% | |
| REITS | -2.97% | |
| Healthcare REITs | 1.42% | |
| Residential REITs | 0.22% | |
| Retail REITs | -0.10% | |
| Specialized REITs | -0.84% | |
| Industrial REITs | -2.16% | |
| Office REITs | -2.83% | |
| Hotel and Resort REITs | -2.86% | |
| Diversified REITs | -2.97% | |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 254x.
- Analysts are expecting annual earnings growth of 20.9%, which is lower than the prior year's growth of 43.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 21% over the next 5 years.
- However this is lower than its past earnings growth rate of 44% per year.
- In contrast, the Office REITs industry is expected to see its earnings decline by 2.1% 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 | |
|---|---|---|---|---|---|
| SQFT Presidio Property Trust | US$7.40 | 44.8% +US$2.8m | 2.8% | PB0.3x | |
| AHH Armada Hoffler Properties | US$7.08 | 0.3% +US$1.6m | -39.0% | PB1.2x | |
| MKZR MacKenzie Realty Capital | US$0.67 | 0.06% +US$6.3k | -76.5% | PB0.2x |