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U.S. Healthcare REITs Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies18
  • 7D1.3%
  • 3M12.0%
  • 1Y39.7%
  • YTDn/a

Over the last 7 days, the Healthcare REITs industry has risen 1.3%, driven by gains from Welltower of 1.6%. During this same period, the Alexandria Real Estate Equities underperformed, falling 9.4%. In the last 12 months, the industry was up 40%. 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
Thu, 09 Jul 2026US$308.1bUS$34.5bUS$1.6b34x195.2x8.9x
Sat, 06 Jun 2026US$267.1bUS$34.7bUS$1.6b38.3x165.3x7.7x
Mon, 04 May 2026US$281.5bUS$34.4bUS$1.3b51x224.1x8.2x
Wed, 01 Apr 2026US$249.6bUS$32.5bUS$355.1m35.8x702.8x7.7x
Fri, 27 Feb 2026US$268.6bUS$32.8bUS$307.3m39x874.2x8.2x
Sun, 25 Jan 2026US$240.3bUS$31.5bUS$440.3m32.6x545.7x7.6x
Tue, 23 Dec 2025US$238.8bUS$31.5bUS$440.3m31.9x542.5x7.6x
Thu, 20 Nov 2025US$250.5bUS$31.5bUS$462.4m31.3x541.7x8x
Sat, 18 Oct 2025US$223.8bUS$30.4bUS$354.3m30.6x631.6x7.4x
Mon, 15 Sep 2025US$224.9bUS$30.4bUS$354.3m33.5x634.7x7.4x
Wed, 13 Aug 2025US$216.4bUS$30.4bUS$332.7m30.7x650.5x7.1x
Fri, 11 Jul 2025US$199.6bUS$29.4bUS$68.9m36.3x2896.9x6.8x
Sun, 08 Jun 2025US$199.3bUS$29.7bUS$181.8m32.3x1096.1x6.7x
Tue, 06 May 2025US$199.3bUS$29.6bUS$67.4m33.1x2957.7x6.7x
Thu, 03 Apr 2025US$204.9bUS$28.7b-US$1,068,162,000.0035.3x-191.9x7.1x
Sat, 01 Mar 2025US$202.8bUS$28.7b-US$1,123,186,799.0032x-180.6x7.1x
Mon, 27 Jan 2025US$184.5bUS$27.4b-US$1,625,663,000.0041.2x-113.5x6.7x
Wed, 25 Dec 2024US$177.3bUS$27.4b-US$1,625,663,000.0041.6x-109.1x6.5x
Fri, 22 Nov 2024US$190.5bUS$27.4b-US$1,625,663,000.0044.7x-117.2x7x
Sun, 20 Oct 2024US$190.5bUS$26.2b-US$1,429,354,000.0055.6x-133.2x7.3x
Tue, 17 Sep 2024US$188.0bUS$26.2b-US$1,429,354,000.0054.2x-131.5x7.2x
Thu, 15 Aug 2024US$171.0bUS$26.2b-US$1,429,354,000.0050.6x-119.6x6.5x
Sat, 13 Jul 2024US$157.4bUS$26.1b-US$1,195,454,000.0046.9x-131.7x6x
Mon, 10 Jun 2024US$151.3bUS$26.1b-US$1,195,454,000.0041.7x-126.6x5.8x
Wed, 08 May 2024US$124.9bUS$23.1b-US$535,433,000.0040.8x-233.3x5.4x
Fri, 05 Apr 2024US$115.2bUS$22.6b-US$276,709,000.0042.7x-416.4x5.1x
Sun, 03 Mar 2024US$112.4bUS$22.5b-US$257,971,000.0037.5x-435.8x5x
Tue, 30 Jan 2024US$113.6bUS$24.3bUS$48.6m44x2337.8x4.7x
Thu, 28 Dec 2023US$120.0bUS$24.3bUS$48.6m46.7x2470.9x4.9x
Sat, 25 Nov 2023US$113.3bUS$24.3bUS$48.6m40.1x2332.7x4.7x
Mon, 23 Oct 2023US$105.3bUS$23.9bUS$463.1m28.2x227.4x4.4x
Wed, 20 Sep 2023US$109.1bUS$24.0bUS$472.6m32.5x230.9x4.6x
Fri, 18 Aug 2023US$110.3bUS$24.0bUS$472.6m33.6x233.4x4.6x
Sun, 16 Jul 2023US$112.8bUS$23.3bUS$746.1m33.2x151.3x4.8x
Price to Earnings Ratio

151.3x


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 195x 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 Market-0.43%
Real Estate0.00034%
REITS0.98%
Healthcare REITs1.33%
Industrial REITs2.45%
Diversified REITs0.98%
Retail REITs-0.02%
Specialized REITs-0.098%
Residential REITs-1.12%
Hotel and Resort REITs-2.29%
Office REITs-2.59%
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$233.901.6%
+US$2.6b		53.6%PB3.8x
VTR VentasUS$92.413.1%
+US$1.3b		47.2%PB3.4x
OHI Omega Healthcare InvestorsUS$49.362.5%
+US$354.4m		35.7%PB2.8x
AHR American Healthcare REITUS$54.621.8%
+US$186.9m		51.6%PB3x
HR Healthcare Realty TrustUS$20.631.7%
+US$117.8m		27.8%PB1.6x

Latest News

MPT
US$4.48
Medical Properties Trust
7D
-2.4%
1Y
8.0%
AHR
US$54.62
American Healthcare REIT
7D
1.8%
1Y
51.6%
NHP
US$14.73
National Healthcare Properties
7D
-2.0%
1Y
n/a
SBRA
US$20.03
Sabra Health Care REIT
7D
1.8%
1Y
8.3%
Narrative Update • Jul 07

SBRA: Sector Repricing And Growing SHOP Exposure Will Shape Balanced 2026 Outlook

Sabra Health Care REIT's updated analyst price target has edged lower by about $0.70 to reflect slightly softer assumptions on revenue growth, profit margins, and future P/E multiples, as analysts balance demographic tailwinds with more cautious views on external growth and sector valuations. Analyst Commentary Recent Street research on Sabra Health Care REIT highlights a split view, with some bullish analysts pointing to supportive demographics and company specific repositioning, while more cautious voices focus on external growth challenges, sector level valuation and potential earnings volatility.
WELL
US$233.90
Welltower
7D
1.6%
1Y
53.6%
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.
HR
US$20.63
Healthcare Realty Trust
7D
1.7%
1Y
27.8%
DHC
US$9.03
Diversified Healthcare Trust
7D
-2.3%
1Y
146.7%
Narrative Update • Jul 07

DHC: 2026 Guidance And SHOP Repositioning Will Support Balanced Risk Profile

The fair value estimate for Diversified Healthcare Trust has been raised from $8.75 to $9.88 as analysts factor in higher price targets tied to progress in repositioning the SHOP portfolio, updated guidance pointing to expense savings and stronger NOI, and expectations for improved earnings supported by conversions of closed skilled nursing facilities into higher-yielding senior housing units. Analyst Commentary Recent research on Diversified Healthcare Trust reflects a generally constructive tone, with several firms lifting price targets as they factor in updated guidance, cost savings and the repositioning of the senior housing operating portfolio.
OHI
US$49.36
Omega Healthcare Investors
7D
2.5%
1Y
35.7%
XRN
US$36.59
Chiron Real Estate
7D
-4.0%
1Y
2.9%
Narrative Update • Jul 01

XRN: Portfolio Shift Toward Senior Housing Will Shape Balanced Risk Reward Profile

Chiron Real Estate's updated analyst price target has shifted to $35.91 from $40.86. This change reflects analysts' mixed views as they weigh recent price target moves around $39 to $43 against the expected earnings impact of the company's portfolio transition and asset sales.
VTR
US$92.41
Ventas
7D
3.1%
1Y
47.2%
DOC
US$21.77
Healthpeak Properties
7D
0.6%
1Y
19.2%
CTRE
US$41.34
CareTrust REIT
7D
1.1%
1Y
33.5%
ARE
US$48.04
Alexandria Real Estate Equities
7D
-9.4%
1Y
-37.7%
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$13.25
Strawberry Fields REIT
7D
-3.8%
1Y
31.1%
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$17.89
Community Healthcare Trust
7D
-2.7%
1Y
7.3%
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.
UHT
US$43.70
Universal Health Realty Income Trust
7D
-2.8%
1Y
6.8%