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U.S. Healthcare REITs Industry Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies18
  • 7D-0.4%
  • 3M8.0%
  • 1Y35.6%
  • YTDn/a

Over the last 7 days, the Healthcare REITs industry has dropped 1.1%, driven by Welltower declining 0.7%. This takes the industry's 12 month performance to a gain of 37%. 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
Thu, 16 Jul 2026US$304.7bUS$34.5bUS$1.6b33.2x193x8.8x
Sat, 13 Jun 2026US$278.4bUS$34.7bUS$1.6b38x172.3x8x
Mon, 11 May 2026US$284.6bUS$34.6bUS$1.6b45.1x175.1x8.2x
Wed, 08 Apr 2026US$260.8bUS$33.1bUS$361.5m39.9x721.4x7.9x
Fri, 06 Mar 2026US$267.7bUS$32.9bUS$344.5m37.9x776.9x8.1x
Sun, 01 Feb 2026US$242.6bUS$31.4b-US$576,665,000.0033.1x-420.7x7.7x
Tue, 30 Dec 2025US$242.3bUS$31.5bUS$440.3m32.3x550.3x7.7x
Thu, 27 Nov 2025US$255.8bUS$31.5bUS$462.4m32.1x553.1x8.1x
Sat, 25 Oct 2025US$229.0bUS$30.4bUS$151.3m28.2x1513.3x7.5x
Mon, 22 Sep 2025US$221.0bUS$30.4bUS$354.3m33.5x623.9x7.3x
Wed, 20 Aug 2025US$214.2bUS$30.4bUS$332.7m34.5x644x7.1x
Fri, 18 Jul 2025US$205.0bUS$29.4bUS$68.9m35.9x2975.6x7x
Sun, 15 Jun 2025US$198.5bUS$29.7bUS$181.8m32.5x1091.7x6.7x
Tue, 13 May 2025US$198.2bUS$29.7bUS$181.1m32.1x1094.1x6.7x
Thu, 10 Apr 2025US$183.2bUS$28.7b-US$1,068,162,000.0033.1x-171.5x6.4x
Sat, 08 Mar 2025US$200.4bUS$28.7b-US$1,137,918,000.0034.4x-176.2x7x
Mon, 03 Feb 2025US$183.7bUS$27.4b-US$1,598,658,000.0040.7x-114.9x6.7x
Wed, 01 Jan 2025US$175.0bUS$27.4b-US$1,625,663,000.0042.2x-107.6x6.4x
Fri, 29 Nov 2024US$194.2bUS$27.4b-US$1,625,663,000.0046x-119.5x7.1x
Sun, 27 Oct 2024US$186.6bUS$26.4b-US$1,264,782,000.0052.3x-147.6x7.1x
Tue, 24 Sep 2024US$183.3bUS$26.2b-US$1,429,354,000.0053.9x-128.2x7x
Thu, 22 Aug 2024US$171.1bUS$26.2b-US$1,429,354,000.0051.3x-119.7x6.5x
Sat, 20 Jul 2024US$159.7bUS$26.1b-US$1,195,454,000.0047.7x-133.6x6.1x
Mon, 17 Jun 2024US$152.2bUS$26.1b-US$1,195,454,000.0046.4x-127.3x5.8x
Wed, 15 May 2024US$127.4bUS$23.1b-US$1,239,464,000.0039.5x-102.8x5.5x
Fri, 12 Apr 2024US$113.8bUS$22.6b-US$276,709,000.0038.4x-411.4x5x
Sun, 10 Mar 2024US$112.6bUS$22.5b-US$232,205,000.0039.4x-484.8x5x
Tue, 06 Feb 2024US$109.3bUS$22.9bUS$87.5m40.7x1249.9x4.8x
Thu, 04 Jan 2024US$117.3bUS$24.3bUS$48.6m44.8x2414.2x4.8x
Sat, 02 Dec 2023US$114.7bUS$24.3bUS$48.6m42.4x2360.3x4.7x
Mon, 30 Oct 2023US$103.5bUS$23.9bUS$365.8m28.6x282.9x4.3x
Wed, 27 Sep 2023US$105.2bUS$23.9bUS$463.1m30.4x227.2x4.4x
Fri, 25 Aug 2023US$108.5bUS$24.0bUS$472.6m33.2x229.6x4.5x
Sun, 23 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 Market0.81%
Real Estate0.80%
REITS1.36%
Healthcare REITs-0.44%
Hotel and Resort REITs4.00%
Office REITs3.57%
Industrial REITs1.96%
Diversified REITs1.36%
Specialized REITs1.08%
Retail REITs0.72%
Residential REITs-0.81%
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
MPT Medical Properties TrustUS$4.694.7%
+US$125.6m		14.4%PB0.6x
ARE Alexandria Real Estate EquitiesUS$48.701.4%
+US$115.0m		-37.7%PB0.5x
LTC LTC PropertiesUS$40.062.5%
+US$50.7m		13.5%PB1.8x
NHP National Healthcare PropertiesUS$15.183.1%
+US$32.8m		n/aPB1.9x
HR Healthcare Realty TrustUS$20.650.1%
+US$6.9m		29.1%PB1.6x

Latest News

ARE
US$48.70
Alexandria Real Estate Equities
7D
1.4%
1Y
-37.7%
Seeking Alpha • 50m

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
NHI
US$75.84
National Health Investors
7D
-1.1%
1Y
7.3%
LTC
US$40.06
LTC Properties
7D
2.5%
1Y
13.5%
XRN
US$36.69
Chiron Real Estate
7D
0.3%
1Y
2.6%
VTR
US$92.29
Ventas
7D
-0.1%
1Y
40.9%
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$20.65
Healthcare Realty Trust
7D
0.1%
1Y
29.1%
OHI
US$47.95
Omega Healthcare Investors
7D
-2.9%
1Y
26.3%
NHP
US$15.18
National Healthcare Properties
7D
3.1%
1Y
n/a
JAN
US$28.90
Janus Living
7D
-1.4%
1Y
n/a
SBRA
US$19.52
Sabra Health Care REIT
7D
-2.5%
1Y
6.9%
Seeking Alpha • Jul 09

Sabra Health Care: Pivoting To Win From An Unstoppable Demographic Tailwind

Summary Sabra Health Care REIT remains a Buy, driven by its aggressive pivot into the Seniors Housing Operating Portfolio model. SBRA's SHOP transition offers direct exposure to demographic tailwinds from the 'Silver Tsunami,' positioning for significant potential occupancy and AFFO growth. Q1 results were strong, with AFFO at $0.39/share, nearly reaching the annual investment target, and a 77% dividend payout ratio supporting a ~6% yield. Despite near-term macro headwinds and increased operational risk, SBRA's intrinsic value estimate of $23.41/share implies re-rating potential above current levels. Read the full article on Seeking Alpha
MPT
US$4.69
Medical Properties Trust
7D
4.7%
1Y
14.4%
AHR
US$54.19
American Healthcare REIT
7D
-0.8%
1Y
45.2%
WELL
US$233.29
Welltower
7D
-0.3%
1Y
48.1%
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$40.10
CareTrust REIT
7D
-3.0%
1Y
31.9%
STRW
US$13.66
Strawberry Fields REIT
7D
3.1%
1Y
34.4%
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$17.97
Community Healthcare Trust
7D
0.4%
1Y
5.6%
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.