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U.S. Healthcare REITs Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies18
  • 7D3.2%
  • 3M16.1%
  • 1Y40.5%
  • YTDn/a

Over the last 7 days, the Healthcare REITs industry has risen 3.2%, driven by gains from Welltower of 3.8%. This takes the industry's 12 month performance to a gain of 41%. 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
Sun, 05 Jul 2026US$306.5bUS$34.5bUS$1.6b35.6x194.2x8.9x
Tue, 02 Jun 2026US$275.9bUS$34.7bUS$1.6b38.4x170.7x8x
Thu, 30 Apr 2026US$278.2bUS$34.3bUS$1.3b51x221.9x8.1x
Sat, 28 Mar 2026US$251.4bUS$32.5bUS$355.1m35.4x707.9x7.7x
Mon, 23 Feb 2026US$266.7bUS$32.7bUS$172.2m45.7x1548.4x8.2x
Wed, 21 Jan 2026US$246.7bUS$31.5bUS$440.3m32.8x560.3x7.8x
Fri, 19 Dec 2025US$241.3bUS$31.5bUS$440.3m32.9x548.2x7.7x
Sun, 16 Nov 2025US$245.5bUS$31.5bUS$434.8m31.9x564.7x7.8x
Tue, 14 Oct 2025US$217.3bUS$30.4bUS$354.3m30.1x613.4x7.1x
Thu, 11 Sep 2025US$223.7bUS$30.4bUS$354.3m33.1x631.3x7.4x
Sat, 09 Aug 2025US$218.3bUS$30.9bUS$329.7m30x662.1x7.1x
Mon, 07 Jul 2025US$200.6bUS$29.4bUS$68.9m37x2911.3x6.8x
Wed, 04 Jun 2025US$199.5bUS$29.7bUS$181.8m32.2x1097.4x6.7x
Fri, 02 May 2025US$202.7bUS$29.6b-US$1,021,477,000.0033.1x-198.4x6.9x
Sun, 30 Mar 2025US$205.3bUS$28.7b-US$1,068,162,000.0035x-192.2x7.1x
Tue, 25 Feb 2025US$196.2bUS$28.1b-US$1,436,327,000.0033.8x-136.6x7x
Thu, 23 Jan 2025US$183.7bUS$27.4b-US$1,625,663,000.0040.4x-113x6.7x
Sat, 21 Dec 2024US$173.5bUS$27.4b-US$1,625,663,000.0041.3x-106.7x6.3x
Mon, 18 Nov 2024US$189.1bUS$27.4b-US$1,625,662,000.0044.3x-116.3x6.9x
Wed, 16 Oct 2024US$187.1bUS$26.2b-US$1,429,354,000.0055.1x-130.9x7.1x
Fri, 13 Sep 2024US$184.9bUS$26.2b-US$1,429,354,000.0054.1x-129.4x7.1x
Sun, 11 Aug 2024US$170.9bUS$26.2b-US$1,481,003,000.0049.9x-115.4x6.5x
Tue, 09 Jul 2024US$155.4bUS$26.1b-US$1,195,454,000.0044.6x-130x6x
Thu, 06 Jun 2024US$153.1bUS$26.1b-US$1,195,454,000.0042.3x-128.1x5.9x
Sat, 04 May 2024US$123.5bUS$23.1b-US$274,609,000.0040.5x-449.7x5.3x
Mon, 01 Apr 2024US$117.7bUS$22.6b-US$276,709,000.0041.8x-425.3x5.2x
Wed, 28 Feb 2024US$113.6bUS$23.0b-US$314,953,000.0035.8x-360.7x4.9x
Fri, 26 Jan 2024US$113.6bUS$24.3bUS$48.6m44.3x2337.3x4.7x
Sun, 24 Dec 2023US$118.8bUS$24.3bUS$48.6m47.2x2445.4x4.9x
Tue, 21 Nov 2023US$111.2bUS$24.3bUS$48.6m39.9x2289.7x4.6x
Thu, 19 Oct 2023US$107.7bUS$23.9bUS$463.1m29.2x232.6x4.5x
Sat, 16 Sep 2023US$108.5bUS$24.0bUS$472.6m33.5x229.5x4.5x
Mon, 14 Aug 2023US$113.3bUS$23.9bUS$531.9m35.3x213x4.7x
Wed, 12 Jul 2023US$113.0bUS$23.3bUS$746.1m33.2x151.5x4.8x
Price to Earnings Ratio

151.5x


Total Market Cap: US$113.0bTotal 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 373.2x202420252026
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 194x which is lower than its 3-year average PE of 373x.
  • The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 8.9x.
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 Market1.63%
Real Estate-0.45%
REITS-0.79%
Healthcare REITs3.22%
Office REITs3.50%
Residential REITs1.68%
Industrial REITs-0.15%
Retail REITs-0.55%
Diversified REITs-0.79%
Specialized REITs-1.01%
Hotel and Resort REITs-4.32%
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$236.063.8%
+US$6.2b		54.5%PB3.8x
VTR VentasUS$92.523.9%
+US$1.7b		47.0%PB3.4x
AHR American Healthcare REITUS$55.047.9%
+US$778.6m		48.5%PB3x
OHI Omega Healthcare InvestorsUS$49.402.8%
+US$399.1m		34.7%PB2.8x
DOC Healthpeak PropertiesUS$21.891.6%
+US$234.4m		20.1%PB1.9x

Latest News

OHI
US$49.40
Omega Healthcare Investors
7D
2.8%
1Y
34.7%
NHI
US$77.49
National Health Investors
7D
-0.08%
1Y
9.4%
NHP
US$14.80
National Healthcare Properties
7D
-0.7%
1Y
n/a
Seeking Alpha • Jul 03

National Healthcare Properties: The Rise Of The Senior Housing Demand Wave

Summary I rate National Healthcare Properties a buy, citing its strategic pivot toward senior housing operating properties (SHOP) for accelerated NOI and FFO growth. NHP’s SHOP portfolio, with 76% assisted living/memory care and 96% private pay, benefits from favorable demographics, limited new supply, and strong operating leverage. The planned $528.2 million OMF asset sale and robust acquisition pipeline position NHP to shift its earnings base toward higher-growth SHOP assets. Valuation is attractive at ~18x FY26 FFO, with potential for 46% FFO/share growth through 2027; key risks include transaction execution and elevated leverage. Read the full article on Seeking Alpha
AHR
US$55.04
American Healthcare REIT
7D
7.9%
1Y
48.5%
WELL
US$236.06
Welltower
7D
3.8%
1Y
54.5%
JAN
US$29.12
Janus Living
7D
3.1%
1Y
n/a
Seeking Alpha • Jun 30

Janus Living: After Recent IPO, Senior-Care REIT Goes On Property Shopping Spree

Summary Janus Living, recently spun off from Healthpeak Properties, presents a new REIT opportunity in the senior-living sector. JAN benefits from Healthpeak’s external management and affiliation, potentially enhancing its competitive positioning among senior care REIT peers. Key investment considerations include top-line growth drivers, margin trends, balance sheet strength, and dividend dynamics relative to sector peers. My rating for JAN is based on a comprehensive analysis of valuation, technical trends, and sector-specific risks, highlighting both income and capital growth potential. Read the full article on Seeking Alpha
VTR
US$92.52
Ventas
7D
3.9%
1Y
47.0%
DOC
US$21.89
Healthpeak Properties
7D
1.6%
1Y
20.1%
CTRE
US$41.76
CareTrust REIT
7D
2.3%
1Y
33.8%
DHC
US$9.23
Diversified Healthcare Trust
7D
-2.7%
1Y
146.1%
ARE
US$52.58
Alexandria Real Estate Equities
7D
-4.8%
1Y
-31.6%
Narrative Update • Jun 24

ARE: NYC Life Science Megacampus Leadership Will Support Future Upside

Analysts have adjusted their price target for Alexandria Real Estate Equities slightly higher to about $65.74 from roughly $65.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News for Alexandria Real Estate Equities Alexandria Real Estate Equities highlighted its role as a leading owner, operator, and developer of collaborative life science and advanced technology megacampus ecosystems in premier clusters, with a focus on New York City life sciences.
SBRA
US$20.16
Sabra Health Care REIT
7D
3.2%
1Y
8.3%
Analysis Article • Jun 18

Sabra Health Care REIT (SBRA) Stock Could Be 20.7% Undervalued After Recent Pullback

Recent Performance Puts Sabra Health Care REIT Under Closer Investor Scrutiny Sabra Health Care REIT (SBRA) has drawn investor attention after recent share performance. The stock is down about 14% over the past month and roughly 11% over the past 3 months, despite a positive 1 year total return. See our latest analysis for Sabra Health Care REIT. At a share price of $18.05, Sabra Health Care REIT has seen short term share price momentum fade, even though its 1 year total shareholder return of...
CHCT
US$18.31
Community Healthcare Trust
7D
-0.1%
1Y
4.6%
Narrative Update • Jun 18

CHCT: Dividend Commitment And Tight Cash Flows Will Support Future Upside

Analysts have lifted their price target on Community Healthcare Trust stock to $20 from $19, pointing to expectations for relatively safe dividend payments supported by management's commitment to incremental quarterly increases despite currently tight cash flow coverage. What’s in the News for Community Healthcare Trust Community Healthcare Trust declared a quarterly dividend of US$0.4800 per share.