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U.S. Healthcare REITs Industry Analysis

UpdatedJul 17, 2026
DataAggregated Company Financials
Companies18
  • 7D3.7%
  • 3M12.8%
  • 1Y40.1%
  • YTDn/a

In the last week, the Healthcare REITs industry is up 3.7%, with all of the companies up. This takes the industry's 12 month performance to a gain of 40%. 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
Fri, 17 Jul 2026US$302.4bUS$34.5bUS$1.6b34x191.5x8.8x
Sun, 14 Jun 2026US$282.0bUS$34.7bUS$1.6b38x174.5x8.1x
Tue, 12 May 2026US$285.2bUS$34.6bUS$1.6b45x175.5x8.2x
Thu, 09 Apr 2026US$262.8bUS$33.1bUS$361.5m40.6x727.1x7.9x
Sat, 07 Mar 2026US$264.7bUS$32.9bUS$344.5m37.6x768.2x8x
Mon, 02 Feb 2026US$242.6bUS$31.4b-US$576,665,000.0033.1x-420.7x7.7x
Wed, 31 Dec 2025US$242.5bUS$31.5bUS$440.3m32.2x550.9x7.7x
Fri, 28 Nov 2025US$258.2bUS$31.5bUS$462.4m32.1x558.5x8.2x
Sun, 26 Oct 2025US$229.4bUS$30.4bUS$151.3m28.2x1515.8x7.5x
Tue, 23 Sep 2025US$221.0bUS$30.4bUS$354.3m32.4x623.9x7.3x
Thu, 21 Aug 2025US$216.0bUS$30.4bUS$332.7m34.9x649.4x7.1x
Sat, 19 Jul 2025US$205.2bUS$29.4bUS$68.9m36x2978.8x7x
Mon, 16 Jun 2025US$198.5bUS$29.7bUS$181.8m32.5x1091.7x6.7x
Wed, 14 May 2025US$195.1bUS$29.7bUS$181.0m31.8x1077.6x6.6x
Fri, 11 Apr 2025US$190.3bUS$28.7b-US$1,068,162,000.0032.6x-178.1x6.6x
Sun, 09 Mar 2025US$201.1bUS$28.7b-US$1,137,918,000.0034.4x-176.7x7x
Tue, 04 Feb 2025US$183.7bUS$27.4b-US$1,598,658,000.0041.2x-114.9x6.7x
Thu, 02 Jan 2025US$176.6bUS$27.4b-US$1,625,663,000.0042.2x-108.6x6.5x
Sat, 30 Nov 2024US$193.1bUS$27.4b-US$1,625,663,000.0045.6x-118.8x7.1x
Mon, 28 Oct 2024US$186.6bUS$26.4b-US$1,264,782,000.0052.3x-147.6x7.1x
Wed, 25 Sep 2024US$187.5bUS$26.2b-US$1,429,354,000.0056x-131.2x7.2x
Fri, 23 Aug 2024US$171.3bUS$26.2b-US$1,429,354,000.0051.8x-119.8x6.5x
Sun, 21 Jul 2024US$160.4bUS$26.1b-US$1,195,454,000.0047.7x-134.2x6.2x
Tue, 18 Jun 2024US$152.2bUS$26.1b-US$1,195,454,000.0046x-127.3x5.8x
Thu, 16 May 2024US$127.7bUS$23.1b-US$1,239,464,000.0038.7x-103.1x5.5x
Sat, 13 Apr 2024US$114.1bUS$22.6b-US$276,709,000.0043.2x-412.5x5.1x
Mon, 11 Mar 2024US$112.6bUS$22.5b-US$232,205,000.0039.4x-484.8x5x
Wed, 07 Feb 2024US$109.8bUS$22.9bUS$87.5m41.3x1254.6x4.8x
Fri, 05 Jan 2024US$117.2bUS$24.3bUS$48.6m45x2412x4.8x
Sun, 03 Dec 2023US$116.6bUS$24.3bUS$48.6m42.4x2399.4x4.8x
Tue, 31 Oct 2023US$103.5bUS$23.9bUS$315.2m31.4x328.3x4.3x
Thu, 28 Sep 2023US$104.1bUS$23.9bUS$463.1m30.1x224.8x4.3x
Sat, 26 Aug 2023US$108.7bUS$24.0bUS$472.6m33.3x229.9x4.5x
Mon, 24 Jul 2023US$116.1bUS$23.3bUS$746.1m33.4x155.6x5x
Price to Earnings Ratio

155.6x


Total Market Cap: US$116.1bTotal Earnings: US$746.1mTotal Revenue: US$23.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 373.7x202420252026
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 192x 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 8.8x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 28% 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-0.88%
Real Estate3.03%
REITS4.38%
Healthcare REITs3.71%
Industrial REITs5.97%
Office REITs5.76%
Diversified REITs4.38%
Retail REITs4.10%
Specialized REITs3.34%
Residential REITs2.00%
Hotel and Resort REITs1.95%
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$241.494.0%
+US$6.6b		53.2%PB3.9x
VTR VentasUS$95.043.6%
+US$1.6b		45.4%PB3.5x
AHR American Healthcare REITUS$56.595.1%
+US$530.0m		51.9%PB3.1x
DOC Healthpeak PropertiesUS$22.333.5%
+US$524.0m		21.6%PB2x
OHI Omega Healthcare InvestorsUS$49.872.1%
+US$309.7m		31.9%PB2.9x

Latest News

OHI
US$49.87
Omega Healthcare Investors
7D
2.1%
1Y
31.9%
Seeking Alpha • Jul 16

Omega Healthcare: Structurally Advantaged With A Near 6% Yield

Summary Omega Healthcare (OHI) is a structurally advantaged healthcare REIT focused on skilled nursing and senior-care facilities, rated Buy for double-digit AFFO growth prospects. OHI benefits from an aging population, diversified operator base, and long lease terms, positioning it for sustained demand and rental income growth. Recent AFFO guidance was raised, with Q2 expectations for a 9% y/y AFFO/share increase and a consistent track record of modest quarterly beats. Despite a premium valuation and tenant/government reimbursement risks, OHI's 5.6% yield and manageable 3.1x leverage support further upside potential. Read the full article on Seeking Alpha
ARE
US$50.14
Alexandria Real Estate Equities
7D
3.4%
1Y
-36.4%
Seeking Alpha • Jul 16

Alexandria Q2 Earnings Preview: Between A Rock And A Hard Place

Summary Alexandria Real Estate Equities, Inc. faces severe headwinds from oversupply and high vacancy in core life science markets, leading to an 80% stock decline from peak. ARE's undiversified exposure to Boston, San Francisco, and San Diego, where vacancy exceeds 30%, amplifies risk as the sector undergoes a painful reset. Portfolio occupancy is projected to fall to 87% by year-end, with muted leasing activity and significant lease rollovers threatening further downside. I maintain a Hold rating on ARE, emphasizing the need for improved occupancy, accelerated asset dispositions, and prudent capital management amid sector uncertainty. Read the full article on Seeking Alpha
DOC
US$22.33
Healthpeak Properties
7D
3.5%
1Y
21.6%
VTR
US$95.04
Ventas
7D
3.6%
1Y
45.4%
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
HR
US$21.29
Healthcare Realty Trust
7D
2.9%
1Y
31.4%
AHR
US$56.59
American Healthcare REIT
7D
5.1%
1Y
51.9%
WELL
US$241.49
Welltower
7D
4.0%
1Y
53.2%
Narrative Update • Jul 07

WELL: Senior Housing Momentum And 2026 Dividend Outlook Will Support Balanced View

Analysts have adjusted their price target for Welltower to about $238.73 per share from $233.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Welltower Analysts are watching for Welltower’s Q2 2026 earnings, with expectations for a double digit profit increase and continued focus on senior housing performance, according to recent earnings previews.
CTRE
US$41.97
CareTrust REIT
7D
2.7%
1Y
38.6%