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U.S. Healthcare REITs Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies18
  • 7D1.5%
  • 3M13.7%
  • 1Y38.4%
  • YTDn/a

In the last week, the Healthcare REITs industry is up 1.5%, with Welltower up 2.2%. During this same period, the Alexandria Real Estate Equities underperformed, falling 10%. This means that the industry has gained 38% over the past year. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Jul 2026US$302.7bUS$34.5bUS$1.6b34.4x191.8x8.8x
Fri, 05 Jun 2026US$271.4bUS$35.1bUS$2.3b31.4x116.5x7.7x
Sun, 03 May 2026US$281.5bUS$34.4bUS$1.3b51x224.1x8.2x
Tue, 31 Mar 2026US$250.3bUS$32.5bUS$355.1m35.4x704.9x7.7x
Thu, 26 Feb 2026US$268.6bUS$32.8bUS$316.4m38.9x849.1x8.2x
Sat, 24 Jan 2026US$238.2bUS$31.5bUS$440.3m32.6x541.1x7.6x
Mon, 22 Dec 2025US$238.2bUS$31.5bUS$440.3m32.3x541.1x7.6x
Wed, 19 Nov 2025US$248.3bUS$31.5bUS$434.8m32.5x571.1x7.9x
Fri, 17 Oct 2025US$223.6bUS$30.4bUS$354.3m30.5x631.1x7.3x
Sun, 14 Sep 2025US$224.9bUS$30.4bUS$354.3m33.5x634.7x7.4x
Tue, 12 Aug 2025US$216.9bUS$30.4bUS$332.7m30x651.9x7.1x
Thu, 10 Jul 2025US$199.1bUS$29.4bUS$68.9m36.3x2889.5x6.8x
Sat, 07 Jun 2025US$197.6bUS$29.7bUS$181.8m32.3x1086.8x6.7x
Mon, 05 May 2025US$199.3bUS$29.6bUS$67.4m33.3x2957.7x6.7x
Wed, 02 Apr 2025US$204.5bUS$28.7b-US$1,068,162,000.0034.2x-191.4x7.1x
Fri, 28 Feb 2025US$201.1bUS$28.6b-US$1,142,669,000.0030.9x-176x7x
Sun, 26 Jan 2025US$184.5bUS$27.4b-US$1,625,663,000.0041.2x-113.5x6.7x
Tue, 24 Dec 2024US$175.5bUS$27.4b-US$1,625,663,000.0041.2x-107.9x6.4x
Thu, 21 Nov 2024US$191.5bUS$27.4b-US$1,625,663,000.0044.8x-117.8x7x
Sat, 19 Oct 2024US$188.2bUS$26.2b-US$1,429,354,000.0055.6x-131.7x7.2x
Mon, 16 Sep 2024US$188.5bUS$26.2b-US$1,429,354,000.0054.5x-131.8x7.2x
Wed, 14 Aug 2024US$169.4bUS$26.2b-US$1,433,367,000.0049.9x-118.2x6.5x
Fri, 12 Jul 2024US$154.4bUS$26.1b-US$1,195,454,000.0046.2x-129.2x5.9x
Sun, 09 Jun 2024US$151.3bUS$26.1b-US$1,195,454,000.0041.7x-126.6x5.8x
Tue, 07 May 2024US$124.1bUS$23.1b-US$274,616,000.0040.6x-452.1x5.4x
Thu, 04 Apr 2024US$115.2bUS$22.6b-US$276,709,000.0042.9x-416.4x5.1x
Sat, 02 Mar 2024US$113.8bUS$23.1b-US$216,095,000.0040x-526.8x4.9x
Mon, 29 Jan 2024US$113.6bUS$24.3bUS$48.6m44.4x2337.8x4.7x
Wed, 27 Dec 2023US$118.8bUS$24.3bUS$48.6m46.8x2445.3x4.9x
Fri, 24 Nov 2023US$112.2bUS$24.3bUS$48.6m39.9x2309x4.6x
Sun, 22 Oct 2023US$105.3bUS$23.9bUS$463.1m28.2x227.4x4.4x
Tue, 19 Sep 2023US$109.8bUS$24.0bUS$472.6m32.7x232.4x4.6x
Thu, 17 Aug 2023US$110.3bUS$24.0bUS$472.6m34x233.4x4.6x
Sat, 15 Jul 2023US$112.8bUS$23.3bUS$746.1m33.2x151.2x4.8x
Price to Earnings Ratio

151.2x


Total Market Cap: US$112.8bTotal 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 373.4x202420252026
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 Market0.79%
Real Estate-0.90%
REITS-1.46%
Healthcare REITs1.55%
Office REITs2.84%
Residential REITs1.14%
Industrial REITs0.66%
Retail REITs-1.19%
Diversified REITs-1.46%
Specialized REITs-2.03%
Hotel and Resort REITs-4.24%
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$237.594.7%
+US$7.5b		56.6%PB3.8x
VTR VentasUS$94.075.9%
+US$2.6b		49.9%PB3.5x
OHI Omega Healthcare InvestorsUS$49.624.1%
+US$577.7m		36.7%PB2.8x
AHR American Healthcare REITUS$54.935.3%
+US$535.8m		53.9%PB3x
DOC Healthpeak PropertiesUS$21.932.5%
+US$365.4m		20.4%PB1.9x

Latest News

JAN
US$29.85
Janus Living
7D
3.9%
1Y
n/a
Seeking Alpha • 6h

Janus Living: The Pure Play On Senior Housing Growth

Summary Janus Living stands as the only pure-play senior housing REIT, offering direct SHOP exposure and unique sector positioning. JAN trades at a lower AFFO multiple than peers, yet its negative net debt and cash hoard suggest a leverage-neutral undervaluation. With $1.67B in cash, JAN is poised for $2.4B+ in accretive acquisitions, targeting 7.5% unlevered returns and rapid AFFO/share growth. Consensus projects 17% annual AFFO/share growth, and JAN's concentrated SHOP portfolio maximizes benefit from sector tailwinds. Read the full article on Seeking Alpha
HR
US$20.65
Healthcare Realty Trust
7D
2.4%
1Y
29.9%
DHC
US$9.20
Diversified Healthcare Trust
7D
-1.1%
1Y
158.4%
OHI
US$49.62
Omega Healthcare Investors
7D
4.1%
1Y
36.7%
AHR
US$54.93
American Healthcare REIT
7D
5.3%
1Y
53.9%
WELL
US$237.59
Welltower
7D
4.7%
1Y
56.6%
MPT
US$4.56
Medical Properties Trust
7D
-1.3%
1Y
7.8%
Narrative Update • Jun 30

MPT: Higher Required Return To Test Funding And Tenant Execution Resilience

Analysts have trimmed their fair value estimate for Medical Properties Trust from $5.00 to $4.50, citing a slightly higher required return of 12.46% and updated assumptions that combine a slower revenue decline with a higher long term profit margin and a lower future P/E multiple. Analyst Commentary Recent valuation work on Medical Properties Trust reflects a more guarded stance from bearish analysts, who have responded to company specific risks by trimming fair value assumptions and requiring a higher return to justify exposure.
VTR
US$94.07
Ventas
7D
5.9%
1Y
49.9%
DOC
US$21.93
Healthpeak Properties
7D
2.5%
1Y
20.4%
CTRE
US$41.80
CareTrust REIT
7D
3.6%
1Y
35.1%
ARE
US$49.41
Alexandria Real Estate Equities
7D
-6.5%
1Y
-35.8%
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.
STRW
US$13.57
Strawberry Fields REIT
7D
-1.3%
1Y
32.1%
Narrative Update • Jun 24

STRW: Steady Assumptions And Dividend Support A Balanced Future Outlook

Analysts have lifted their price target on Strawberry Fields REIT by $1, citing revised assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research on Strawberry Fields REIT points to a mixed but constructive view, with the higher price target reflecting refreshed assumptions about discount rates, long term revenue trends, profit margins, and future P/E levels.
CHCT
US$18.01
Community Healthcare Trust
7D
-1.5%
1Y
8.1%
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.