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U.S. Healthcare REITs Industry Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies19
  • 7D-0.9%
  • 3M16.0%
  • 1Y29.5%
  • YTDn/a

Over the last 7 days, the Healthcare REITs industry has dropped 2.1%, driven by a pullback from Ventas of 1.9%. In the past year, the industry has gained 27%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Sep 2026US$310.8bUS$36.2bUS$2.4b28.1x130.6x8.6x
Fri, 31 Jul 2026US$322.3bUS$35.5bUS$1.7b34.4x187.1x9.1x
Sun, 28 Jun 2026US$298.6bUS$34.7bUS$1.6b39x184.8x8.6x
Tue, 26 May 2026US$286.9bUS$34.7bUS$1.6b39x177.5x8.3x
Thu, 23 Apr 2026US$269.6bUS$33.1bUS$361.5m51x745.9x8.1x
Sat, 21 Mar 2026US$263.0bUS$32.5bUS$355.1m35.7x740.4x8.1x
Mon, 16 Feb 2026US$267.8bUS$32.7b-US$262,410,000.0036x-1020.6x8.2x
Wed, 14 Jan 2026US$240.4bUS$31.5bUS$440.3m32.8x546x7.6x
Fri, 12 Dec 2025US$242.6bUS$31.5bUS$440.3m32.2x551x7.7x
Sun, 09 Nov 2025US$243.0bUS$31.9bUS$460.4m31x527.8x7.6x
Tue, 07 Oct 2025US$228.7bUS$30.4bUS$354.3m31.1x645.7x7.5x
Thu, 04 Sep 2025US$221.1bUS$30.4bUS$332.7m34.4x664.7x7.3x
Sat, 02 Aug 2025US$212.6bUS$30.4b-US$126,461,000.0034.4x-1680.9x7x
Mon, 30 Jun 2025US$196.9bUS$29.4bUS$68.9m36.3x2857.9x6.7x
Wed, 28 May 2025US$194.5bUS$29.7bUS$181.8m32.2x1069.5x6.6x
Fri, 25 Apr 2025US$197.7bUS$28.7b-US$1,068,162,000.0033.5x-185.1x6.9x
Sun, 23 Mar 2025US$199.2bUS$28.7b-US$1,068,162,000.0033.8x-186.5x6.9x
Tue, 18 Feb 2025US$197.8bUS$28.1b-US$1,397,179,000.0040x-141.6x7x
Thu, 16 Jan 2025US$175.9bUS$27.4b-US$1,625,663,000.0041.4x-108.2x6.4x
Sat, 14 Dec 2024US$181.0bUS$27.4b-US$1,625,663,000.0042.6x-111.3x6.6x
Mon, 11 Nov 2024US$195.3bUS$26.9b-US$1,599,897,000.0047.6x-122.1x7.3x
Wed, 09 Oct 2024US$181.3bUS$26.2b-US$1,429,354,000.0053.3x-126.9x6.9x
Fri, 06 Sep 2024US$180.2bUS$26.2b-US$1,429,354,000.0054.3x-126.1x6.9x
Sun, 04 Aug 2024US$167.0bUS$26.6b-US$1,101,305,000.0052.5x-151.6x6.3x
Tue, 02 Jul 2024US$153.3bUS$26.1b-US$1,195,454,000.0043.5x-128.2x5.9x
Thu, 30 May 2024US$127.2bUS$23.1b-US$1,239,528,000.0039.7x-102.6x5.5x
Sat, 27 Apr 2024US$119.8bUS$22.6b-US$387,089,000.0046.1x-309.4x5.3x
Mon, 25 Mar 2024US$114.7bUS$22.6b-US$276,709,000.0040.9x-414.6x5.1x
Wed, 21 Feb 2024US$114.7bUS$23.5bUS$220.0m35.6x521.2x4.9x
Fri, 19 Jan 2024US$114.5bUS$24.3bUS$48.6m44.8x2357.4x4.7x
Sun, 17 Dec 2023US$119.1bUS$24.3bUS$48.6m45.3x2452.1x4.9x
Tue, 14 Nov 2023US$108.2bUS$24.3bUS$25.9m36.7x4179.8x4.5x
Thu, 12 Oct 2023US$109.3bUS$23.9bUS$463.1m30.8x236.1x4.6x
Sat, 09 Sep 2023US$109.3bUS$24.0bUS$472.6m32.8x231.3x4.6x
Price to Earnings Ratio

231.3x


Total Market Cap: US$109.3bTotal Earnings: US$472.6mTotal Revenue: US$24.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 372.1x202420252026
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 132x which is lower than its 3-year average PE of 372x.
  • The 3-year average PS ratio of 6.7x is lower than the industry's current PS ratio of 8.7x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 71% per year over the last three years.
  • Revenues for these companies have grown 15% 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-0.92%
Real Estate-2.92%
REITS-2.47%
Healthcare REITs-0.87%
Residential REITs-1.28%
Specialized REITs-2.07%
Retail REITs-2.18%
Industrial REITs-2.45%
Diversified REITs-2.47%
Hotel and Resort REITs-6.03%
Office REITs-6.31%
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
LTC LTC PropertiesUS$41.401.7%
+US$38.3m		14.0%PB1.8x
SBRA Sabra Health Care REITUS$20.940.6%
+US$30.7m		8.7%PB1.9x
CTRE CareTrust REITUS$39.930.08%
+US$7.1m		16.3%PB2.1x

Latest News

LTC
US$41.40
LTC Properties
7D
1.7%
1Y
14.0%
ARE
US$51.63
Alexandria Real Estate Equities
7D
-2.4%
1Y
-36.2%
DOC
US$20.82
Healthpeak Properties
7D
-3.9%
1Y
16.0%
WELL
US$240.42
Welltower
7D
-0.3%
1Y
43.3%
JAN
US$30.90
Janus Living
7D
-1.4%
1Y
n/a
NHI
US$72.27
National Health Investors
7D
-1.5%
1Y
-6.5%
DHC
US$7.63
Diversified Healthcare Trust
7D
-5.6%
1Y
102.4%
Seeking Alpha • Aug 22

Diversified Healthcare Trust: A Cautious Buy

Summary Diversified Healthcare Trust is rated 'Buy' as fundamentals and balance sheet have improved despite recent share price gains. Q2 2026 saw SHOP NOI up 37.2% YoY and margin expansion, with normalized FFO surging 109.4% to $0.16/share. DHC's deleveraging is notable: net debt to adjusted EBITDAre fell to 7.1x, with no major maturities until 2028 and $270M in liquidity. Despite a nominal dividend, DHC prioritizes balance sheet strength; SHOP segment growth and supply-demand imbalance underpin the investment thesis. Read the full article on Seeking Alpha
CTRE
US$39.93
CareTrust REIT
7D
0.08%
1Y
16.3%
Seeking Alpha • Aug 18

CareTrust: Buy The Dip On This Income And Growth Machine

Summary CareTrust REIT is upgraded to 'Buy' after a price pullback, offering a rare blend of yield and high growth. CTRE's diversified platform, robust pipeline, and focus on quality operators underpin 16% FFO/share growth guidance for 2026. A strong balance sheet and 4% yield support continued dividend growth and total return potential. Despite trading at an 18.95x forward P/FFO premium, demographic tailwinds and disciplined acquisitions justify expectations for double-digit annualized returns. Read the full article on Seeking Alpha
SBRA
US$20.94
Sabra Health Care REIT
7D
0.6%
1Y
8.7%
AHR
US$56.54
American Healthcare REIT
7D
-0.9%
1Y
34.7%
Narrative Update • Aug 14

AHR: Public Equity Raise For Senior Housing Acquisition Will Support Future Upside

Analysts have modestly raised the American Healthcare REIT price target to $61.53 from $60.07, reflecting updated assumptions for slower revenue growth, higher profit margins, and a slightly higher future P/E multiple. What’s in the News for American Healthcare REIT American Healthcare REIT priced an underwritten public offering of 13,250,000 common shares, with closing expected on August 12, 2026, to fund a pending senior housing portfolio acquisition, support potential future investments, and for general corporate purposes.
VTR
US$92.07
Ventas
7D
-1.9%
1Y
35.6%
Narrative Update • Aug 01

VTR: Index Additions And Earnings Outlook Will Support Steady 2026 Position

Analysts have lifted their implied fair value estimate for Ventas from about $96.80 to roughly $99.05, reflecting updated assumptions that combine slightly stronger revenue growth expectations with a lower profit margin outlook and a higher future P/E multiple. What’s in the News for Ventas Ventas revised its full year 2026 attributable net income per share guidance to a range of $0.58 to $0.63, with a midpoint of $0.61.