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U.S. Healthcare REITs Industry Analysis

UpdatedJul 25, 2026
DataAggregated Company Financials
Companies18
  • 7D3.2%
  • 3M19.1%
  • 1Y42.9%
  • YTDn/a

The Healthcare REITs industry is up 2.0% in the last week, with Welltower up 2.3%. In the last 12 months, the industry was up 39%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

Has the U.S. Healthcare REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026US$319.0bUS$34.5bUS$1.6b36.1x202.1x9.3x
Mon, 22 Jun 2026US$272.8bUS$34.7bUS$1.6b37.1x168.8x7.9x
Wed, 20 May 2026US$284.0bUS$34.7bUS$1.6b39.5x175.7x8.2x
Fri, 17 Apr 2026US$275.1bUS$33.1bUS$361.5m42.4x761.1x8.3x
Sun, 15 Mar 2026US$265.7bUS$32.5bUS$355.1m37.4x748x8.2x
Tue, 10 Feb 2026US$252.4bUS$31.8b-US$385,221,000.0035.4x-655.1x7.9x
Thu, 08 Jan 2026US$239.1bUS$31.5bUS$440.3m32.1x543.1x7.6x
Sat, 06 Dec 2025US$253.6bUS$31.5bUS$440.3m32.2x576x8.1x
Mon, 03 Nov 2025US$233.5bUS$31.7bUS$456.3m29.5x511.7x7.4x
Wed, 01 Oct 2025US$228.9bUS$30.4bUS$354.3m32.7x646x7.5x
Fri, 29 Aug 2025US$221.5bUS$30.4bUS$332.7m34.7x665.9x7.3x
Sun, 27 Jul 2025US$209.0bUS$29.4b-US$197,911,000.0033.9x-1055.9x7.1x
Tue, 24 Jun 2025US$200.4bUS$29.4bUS$68.9m36.4x2909.3x6.8x
Thu, 22 May 2025US$199.0bUS$29.7bUS$181.8m31.7x1094.7x6.7x
Sat, 19 Apr 2025US$197.3bUS$28.7b-US$1,068,162,000.0034.3x-184.7x6.9x
Mon, 17 Mar 2025US$201.1bUS$28.7b-US$1,068,162,000.0035.3x-188.3x7x
Wed, 12 Feb 2025US$186.6bUS$27.6b-US$1,606,706,000.0039.5x-116.1x6.8x
Fri, 10 Jan 2025US$176.2bUS$27.4b-US$1,625,663,000.0041.8x-108.4x6.4x
Sun, 08 Dec 2024US$185.0bUS$27.4b-US$1,625,663,000.0043.9x-113.8x6.8x
Tue, 05 Nov 2024US$189.9bUS$26.9b-US$784,989,000.0047.6x-242x7x
Thu, 03 Oct 2024US$186.7bUS$26.2b-US$1,429,354,000.0055x-130.6x7.1x
Sat, 31 Aug 2024US$176.3bUS$26.2b-US$1,429,354,000.0052.5x-123.3x6.7x
Mon, 29 Jul 2024US$162.8bUS$26.3b-US$1,143,916,000.0049.2x-142.3x6.2x
Wed, 26 Jun 2024US$152.4bUS$26.1b-US$1,195,454,000.0043.6x-127.5x5.8x
Fri, 24 May 2024US$128.9bUS$23.1b-US$1,239,464,000.0038x-104x5.6x
Sun, 21 Apr 2024US$116.7bUS$22.6b-US$276,709,000.0041.9x-421.7x5.2x
Tue, 19 Mar 2024US$114.4bUS$22.5b-US$241,386,000.0040.4x-473.8x5.1x
Thu, 15 Feb 2024US$111.5bUS$23.4bUS$263.8m38.7x422.7x4.8x
Sat, 13 Jan 2024US$119.0bUS$24.3bUS$48.6m47.7x2448.8x4.9x
Mon, 11 Dec 2023US$113.7bUS$24.3bUS$48.6m43.2x2340.2x4.7x
Wed, 08 Nov 2023US$110.4bUS$24.3bUS$22.7m37.5x4864x4.5x
Fri, 06 Oct 2023US$105.8bUS$23.9bUS$463.1m30.6x228.4x4.4x
Sun, 03 Sep 2023US$111.2bUS$24.0bUS$472.6m33.7x235.2x4.6x
Tue, 01 Aug 2023US$114.7bUS$23.4bUS$683.0m34.6x168x4.9x
Price to Earnings Ratio

168x


Total Market Cap: US$114.7bTotal Earnings: US$683.0mTotal Revenue: US$23.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 374x202420252026
Current Industry PE
  • Investors are pessimistic on the American Health Care 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 201x which is lower than its 3-year average PE of 374x.
  • The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 9.2x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 32% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Healthcare REITs compare with similar industries?

US Market-1.06%
Real Estate0.68%
REITS-0.90%
Healthcare REITs3.18%
Hotel and Resort REITs2.26%
Retail REITs-0.17%
Office REITs-0.20%
Residential REITs-0.60%
Diversified REITs-0.90%
Specialized REITs-0.96%
Industrial REITs-1.90%
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
WELL WelltowerUS$252.073.6%
+US$6.2b		56.0%PB4.1x
VTR VentasUS$100.534.6%
+US$2.2b		51.3%PB3.7x
SBRA Sabra Health Care REITUS$22.3611.2%
+US$567.4m		22.7%PB2x
OHI Omega Healthcare InvestorsUS$51.723.0%
+US$449.7m		32.2%PB3x
JAN Janus LivingUS$31.413.5%
+US$225.0m		n/aPB3.1x

Latest News

ARE
US$50.94
Alexandria Real Estate Equities
7D
1.4%
1Y
-38.0%
Seeking Alpha • 7h

Alexandria Real Estate: The Uncertainty Is Real, But The Discount Has Gone Too Far

Summary Alexandria Real Estate Equities, Inc. faces severe leasing headwinds, especially from public biotech tenants, driving market pessimism and a >30% stock decline since mid-2025. ARE trades at a steep discount—P/FFO ~7x and P/B 0.5x—reflecting deep uncertainty, but its high-quality, irreplicable assets and strong tenant relationships remain valuable. Balance sheet strength is evident: $28.8B in real estate, $400M cash, and $12.5B debt. Also, the 2026 FFO guidance is $6.30–$6.50 per share. Despite ongoing sector challenges and low visibility, I rate ARE stock a Buy, as even a 'less bad' quarter could trigger sentiment recovery given the low expectations. Read the full article on Seeking Alpha
AHR
US$57.44
American Healthcare REIT
7D
0.5%
1Y
53.8%
CTRE
US$43.25
CareTrust REIT
7D
0.9%
1Y
38.4%
OHI
US$51.72
Omega Healthcare Investors
7D
3.0%
1Y
32.2%
CHCT
US$18.79
Community Healthcare Trust
7D
-0.1%
1Y
13.5%
Seeking Alpha • Jul 23

Community Healthcare Trust: A Bet On Its Diversified Portfolio Growth And High Yield

Summary Community Healthcare Trust gets my prior 2 buy ratings reaffirmed again, a few weeks before its Q2 results come out. Key catalysts are portfolio growth, proven revenue trends, FFO recovery and margin strength, and a diverse national portfolio including outpatient clinics, serving the strong macro demand. The stock appears to be an undervaluation opportunity, while my upside forecast exceeds my hurdle rate. Steady market momentum lately shows the market is confident in this stock, but also much bigger sector peers. The risk of tenant/operator exposure was also discussed. Read the full article on Seeking Alpha
SBRA
US$22.36
Sabra Health Care REIT
7D
11.2%
1Y
22.7%
WELL
US$252.07
Welltower
7D
3.6%
1Y
56.0%
Narrative Update • Jul 22

WELL: Premium Pricing And Dividend Growth Will Support Future Upside Potential

Analysts have adjusted their price target for Welltower to $280.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Welltower Recent coverage highlights that Welltower, as a large senior housing REIT, has reported strong NOI and NFFO growth alongside Q1 2026 results.
DOC
US$22.27
Healthpeak Properties
7D
-1.1%
1Y
26.5%
XRN
US$37.57
Chiron Real Estate
7D
-0.9%
1Y
9.9%
VTR
US$100.53
Ventas
7D
4.6%
1Y
51.3%
Seeking Alpha • Jul 12

Ventas: Ahead Of Q2 Results, Lots To Like About This Senior-Care REIT

Summary Ventas is positioned as both a dividend and growth REIT, benefiting from macro tailwinds in senior housing demand. VTR’s investment-grade balance sheet, geographic diversity, and expanding portfolio underpin its resilience and modest growth outlook. Despite a rich 23x forward earnings multiple, upside forecasts are only 7%–10%, warranting a more neutral valuation stance. Dividend coverage is strong at 1.7x AFFO/share, with a 57% payout ratio and a focus on growth and safety over yield. Read the full article on Seeking Alpha
JAN
US$31.41
Janus Living
7D
3.5%
1Y
n/a
UHT
US$43.83
Universal Health Realty Income Trust
7D
-0.02%
1Y
6.4%