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U.S. Industrial REITs Industry Analysis

UpdatedAug 24, 2026
DataAggregated Company Financials
Companies14
  • 7D0.8%
  • 3M-2.4%
  • 1Y20.6%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has remained flat. The past year has been better, since the industry has gained 21% in that time. As for the next few years, earnings are expected to grow by 5.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Aug 2026US$201.8bUS$22.8bUS$4.7b25.8x43.1x8.8x
Wed, 22 Jul 2026US$208.8bUS$22.8bUS$5.7b29.6x36.9x9.2x
Fri, 19 Jun 2026US$195.6bUS$22.5bUS$5.2b26.8x37.9x8.7x
Sun, 17 May 2026US$195.1bUS$22.8bUS$5.3b23.6x36.5x8.6x
Tue, 14 Apr 2026US$190.1bUS$22.5bUS$4.9b26.6x39.1x8.4x
Thu, 12 Mar 2026US$189.5bUS$22.1bUS$4.7b26.6x40.4x8.6x
Sat, 07 Feb 2026US$189.6bUS$22.1bUS$4.6b29x41x8.6x
Mon, 05 Jan 2026US$181.8bUS$22.1bUS$4.6b26.5x39.3x8.2x
Wed, 03 Dec 2025US$182.3bUS$22.1bUS$4.6b26x39.4x8.2x
Fri, 31 Oct 2025US$176.9bUS$22.1bUS$4.2b29.2x42.5x8x
Sun, 28 Sep 2025US$165.6bUS$21.8bUS$4.4b26.5x37.9x7.6x
Tue, 26 Aug 2025US$164.5bUS$21.8bUS$4.4b27.1x37.6x7.6x
Thu, 24 Jul 2025US$162.0bUS$21.7bUS$4.2b28.6x38.7x7.5x
Sat, 21 Jun 2025US$158.4bUS$21.5bUS$4.4b27.1x35.7x7.4x
Mon, 19 May 2025US$164.6bUS$21.5bUS$4.4b27.5x37.1x7.7x
Wed, 16 Apr 2025US$150.8bUS$21.3bUS$4.3b26.3x34.8x7.1x
Fri, 14 Mar 2025US$175.5bUS$21.3bUS$4.3b30.5x40.4x8.2x
Sun, 09 Feb 2025US$176.0bUS$21.3bUS$4.0b34.5x44.1x8.3x
Tue, 07 Jan 2025US$162.0bUS$20.9bUS$3.3b33x48.4x7.7x
Thu, 05 Dec 2024US$177.3bUS$20.9bUS$3.3b35.3x52.9x8.5x
Sat, 02 Nov 2024US$178.5bUS$20.9bUS$3.8b36x46.4x8.6x
Mon, 30 Sep 2024US$196.7bUS$20.7bUS$3.6b40.7x55.3x9.5x
Wed, 28 Aug 2024US$202.5bUS$20.7bUS$3.6b41.2x57x9.8x
Fri, 26 Jul 2024US$173.4bUS$15.3bUS$3.7b39.6x46.5x11.3x
Sun, 23 Jun 2024US$154.0bUS$15.6bUS$4.0b35.1x38.1x9.9x
Tue, 21 May 2024US$156.9bUS$15.6bUS$4.0b35.5x38.8x10x
Thu, 18 Apr 2024US$149.2bUS$15.5bUS$4.0b34.2x37.2x9.6x
Sat, 16 Mar 2024US$176.7bUS$15.4bUS$3.9b37.9x45.5x11.5x
Mon, 12 Feb 2024US$179.3bUS$15.4bUS$4.1b37.7x43.9x11.7x
Wed, 10 Jan 2024US$200.5bUS$16.3bUS$5.0b37x40.4x12.3x
Fri, 08 Dec 2023US$183.6bUS$16.3bUS$5.0b34.7x37x11.3x
Sun, 05 Nov 2023US$168.4bUS$16.3bUS$5.0b32.1x34x10.3x
Tue, 03 Oct 2023US$174.7bUS$16.1bUS$5.2b31.1x33.5x10.8x
Thu, 31 Aug 2023US$191.9bUS$16.1bUS$5.2b34.6x36.8x11.9x
Price to Earnings Ratio

36.8x


Total Market Cap: US$191.9bTotal Earnings: US$5.2bTotal Revenue: US$16.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 41x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Industrial REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 41.0x.
  • The industry is trading close to its 3-year average PS ratio of 9.1x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 3.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Industrial REITs compare with similar industries?

US Market-1.19%
Real Estate0.50%
REITS-0.10%
Industrial REITs0.81%
Hotel and Resort REITs2.75%
Healthcare REITs1.85%
Office REITs1.52%
Specialized REITs1.24%
Residential REITs0.15%
Diversified REITs-0.10%
Retail 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
PLD PrologisUS$141.800.8%
+US$1.1b		27.0%PB2.5x
REXR Rexford Industrial RealtyUS$37.233.8%
+US$304.6m		-7.2%PB1.1x
COLD Americold Realty TrustUS$15.255.2%
+US$214.1m		-1.5%PB1.8x
LINE LineageUS$41.612.0%
+US$184.4m		-0.4%PB1.2x
IIPR Innovative Industrial PropertiesUS$56.711.6%
+US$25.1m		3.0%PB0.9x

Latest News

OLP
US$24.17
One Liberty Properties
7D
-0.3%
1Y
4.7%
COLD
US$15.25
Americold Realty Trust
7D
5.2%
1Y
-1.5%
EGP
US$201.00
EastGroup Properties
7D
-1.3%
1Y
19.4%
Seeking Alpha • Aug 21

EastGroup Properties: Buy The Pullback In This High-Quality REIT Compounder

Summary EastGroup Properties offers a compelling GARP opportunity with robust leasing demand and a niche focus on shallow-bay industrial assets in high-growth Sunbelt markets. EGP posted strong Q2 results underpinned by record leasing and high re-leasing spreads. At a forward P/FFO of 20.9 and a 3.1% yield, EGP trades below its 10-year average, with analysts projecting 7–8% annual FFO/share growth over the next three years. I maintain a Buy rating, expecting 10–11% annual total returns, supported by a fortress balance sheet, well-covered dividend, and favorable supply-demand dynamics. Read the full article on Seeking Alpha
STAG
US$36.67
STAG Industrial
7D
-0.4%
1Y
0.7%
Seeking Alpha • Aug 17

STAG Industrial: The Vacancy Problem Is Masking Strong Rent Growth

Summary STAG is a Buy with a $40 target, supported by ~20% leasing spreads, improving industrial fundamentals, and a reasonable ~14x Core FFO valuation. Occupancy fell to 94.5%, but 2026 leasing is 91.7% addressed at a 20.5% cash rent increase, showing pricing power remains intact. Management raised 2026 Core FFO guidance to $2.61–$2.65 and same-store cash NOI growth guidance to 3.0%–3.5%. A well-covered 4.2% dividend and potential occupancy recovery support roughly 11% six-month total return to my base-case target. Read the full article on Seeking Alpha
FR
US$62.93
First Industrial Realty Trust
7D
0.05%
1Y
22.7%
TRNO
US$68.17
Terreno Realty
7D
-0.01%
1Y
17.8%
ILPT
US$8.30
Industrial Logistics Properties Trust
7D
-4.3%
1Y
39.5%
LINE
US$41.61
Lineage
7D
2.0%
1Y
-0.4%
PLD
US$141.80
Prologis
7D
0.8%
1Y
27.0%
REXR
US$37.23
Rexford Industrial Realty
7D
3.8%
1Y
-7.2%
Seeking Alpha • Aug 06

Rexford Industrial Realty Q2: Stable Balance Sheet And Credit Metrics, We Prefer Preferred Shares

Summary Rexford Industrial Realty remains a stable, investment-grade REIT with no significant changes in Q2 credit metrics. REXR common stock trades at a 1.14 P/B premium, with a forward AFFO yield of 5.21% and a “hold” rating. REXR preferred stocks (REXR.PR.B, REXR.PR.C) offer 6.4–6.6% yields, among the highest in investment-grade REIT peers. Preferreds trade below par with attractive spreads to Treasuries, making them suitable for low-risk, yield-focused investors. Read the full article on Seeking Alpha
IIPR
US$56.71
Innovative Industrial Properties
7D
1.6%
1Y
3.0%
LXP
US$60.90
LXP Industrial Trust
7D
0.4%
1Y
38.4%