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U.S. Industrial REITs Industry Analysis

UpdatedJul 10, 2026
DataAggregated Company Financials
Companies14
  • 7D1.0%
  • 3M5.5%
  • 1Y23.7%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has risen 2.4%, driven by gains from Prologis of 3.1%. This takes the industry's 12 month performance to a gain of 25%. Looking forward, earnings are forecast to grow by 1.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Jul 2026US$199.2bUS$22.5bUS$5.2b27.8x38.6x8.9x
Sun, 07 Jun 2026US$200.0bUS$22.8bUS$5.3b23.9x37.4x8.8x
Tue, 05 May 2026US$195.6bUS$22.7bUS$5.4b23.7x36.5x8.6x
Thu, 02 Apr 2026US$182.0bUS$22.4bUS$4.9b25.3x37.4x8.1x
Sat, 28 Feb 2026US$198.2bUS$22.1bUS$4.7b27.5x42.2x9x
Mon, 26 Jan 2026US$180.9bUS$22.1bUS$4.6b26.3x39.1x8.2x
Wed, 24 Dec 2025US$180.6bUS$22.1bUS$4.6b27x39x8.2x
Fri, 21 Nov 2025US$173.8bUS$22.1bUS$4.6b24.7x37.6x7.9x
Sun, 19 Oct 2025US$178.8bUS$22.1bUS$4.1b30.5x43.1x8.1x
Tue, 16 Sep 2025US$169.0bUS$21.8bUS$4.4b27x38.6x7.8x
Thu, 14 Aug 2025US$155.1bUS$21.8bUS$4.4b26x35.5x7.1x
Sat, 12 Jul 2025US$158.2bUS$21.5bUS$4.4b27.2x35.7x7.4x
Mon, 09 Jun 2025US$162.0bUS$21.5bUS$4.4b27.6x36.5x7.5x
Wed, 07 May 2025US$157.1bUS$21.5bUS$4.5b25.7x35.2x7.3x
Fri, 04 Apr 2025US$171.3bUS$21.3bUS$4.3b28.2x39.5x8x
Sun, 02 Mar 2025US$185.2bUS$21.3bUS$4.4b33.2x42.3x8.7x
Tue, 28 Jan 2025US$176.9bUS$21.2bUS$4.0b34.9x44.3x8.3x
Thu, 26 Dec 2024US$161.3bUS$20.9bUS$3.3b33.4x48.2x7.7x
Sat, 23 Nov 2024US$174.8bUS$20.9bUS$3.3b35.8x52.2x8.4x
Mon, 21 Oct 2024US$191.0bUS$20.8bUS$3.8b37.7x49.7x9.2x
Wed, 18 Sep 2024US$201.9bUS$20.7bUS$3.6b41.5x56.8x9.8x
Fri, 16 Aug 2024US$194.7bUS$20.7bUS$3.6b40.2x53.9x9.4x
Sun, 14 Jul 2024US$168.7bUS$15.6bUS$4.0b38.3x41.7x10.8x
Tue, 11 Jun 2024US$155.5bUS$15.6bUS$4.0b34.4x38.5x10x
Thu, 09 May 2024US$151.4bUS$15.6bUS$4.0b35.1x37.6x9.7x
Sat, 06 Apr 2024US$170.0bUS$15.4bUS$3.9b39.2x43.8x11.1x
Mon, 04 Mar 2024US$180.9bUS$15.4bUS$3.9b39.5x46.6x11.8x
Wed, 31 Jan 2024US$194.1bUS$16.5bUS$5.0b35.8x38.8x11.8x
Fri, 29 Dec 2023US$202.6bUS$16.3bUS$5.0b37.8x40.9x12.4x
Sun, 26 Nov 2023US$174.8bUS$16.3bUS$5.0b32.9x35.3x10.7x
Tue, 24 Oct 2023US$159.0bUS$16.3bUS$4.9b29.9x32.3x9.7x
Thu, 21 Sep 2023US$186.1bUS$16.1bUS$5.2b33.8x35.7x11.6x
Sat, 19 Aug 2023US$183.8bUS$16.1bUS$5.2b32.9x35.2x11.4x
Mon, 17 Jul 2023US$194.4bUS$14.9bUS$4.7b26.2x41.1x13.1x
Price to Earnings Ratio

41.1x


Total Market Cap: US$194.4bTotal Earnings: US$4.7bTotal Revenue: US$14.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 40.8x202420252026
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 40.8x.
  • The industry is trading close to its 3-year average PS ratio of 9.2x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have grown 3.0% per year over the last three years.
  • Revenues for these companies have grown 15% 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. Industrial REITs compare with similar industries?

US Market0.59%
Real Estate-1.16%
REITS-0.41%
Industrial REITs0.99%
Diversified REITs-0.41%
Hotel and Resort REITs-1.48%
Healthcare REITs-1.61%
Specialized REITs-1.64%
Retail REITs-1.65%
Residential REITs-2.95%
Office REITs-4.26%
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$141.361.4%
+US$1.8b		30.4%PB2.5x
FR First Industrial Realty TrustUS$64.894.0%
+US$330.1m		32.2%PB3.1x
TRNO Terreno RealtyUS$68.541.8%
+US$128.6m		18.9%PB1.7x

Latest News

LINE
US$43.98
Lineage
7D
-0.05%
1Y
2.1%
Seeking Alpha • 18h

Lineage: Don't Mistake A Cyclical Slump For A Broken Business

Summary Lineage remains a Buy, offering a margin of safety and re-rating potential despite near-term macro and operational headwinds. Q1 saw AFFO per share decline 9.3% to $0.78, but guidance for Adj. EBITDA ($1.25–$1.3B) and AFFO per share ($2.75–$3.00) were maintained. LINE's cost reduction plan and automation investments target $110M annualized EBITDA improvement in 3–5 years, supporting long-term upside. Intrinsic is estimated at about current levels, with a 4.84% yield and risks tied to macro sensitivity and leverage. Read the full article on Seeking Alpha
COLD
US$15.72
Americold Realty Trust
7D
-3.2%
1Y
-5.1%
IIPR
US$63.03
Innovative Industrial Properties
7D
-0.5%
1Y
12.5%
FR
US$64.89
First Industrial Realty Trust
7D
4.0%
1Y
32.2%
STAG
US$38.92
STAG Industrial
7D
-0.6%
1Y
8.3%
Seeking Alpha • Jul 07

STAG Industrial's Revenue Growth And Rising Cash Flow Outshine Underperformance

Summary STAG Industrial remains a steady, growth-focused REIT with strong cash flow and consistent revenue expansion, despite underperforming the S&P 500 since the last bullish call. STAG offers attractive exposure to the expanding e-commerce sector, with 31% of its portfolio tied to e-commerce and diversified tenant risk—Amazon represents only 2.8% of base rent. While STAG's valuation is not cheap, it trades at lower multiples than most peers and continues to grow via acquisitions, developments, and selective asset sales. Leverage is elevated at a net ratio of 5.17, limiting some flexibility, but the risk profile is modest; I reaffirm a soft ‘buy’ rating. Read the full article on Seeking Alpha
LXP
US$55.06
LXP Industrial Trust
7D
-0.9%
1Y
29.4%
PLD
US$141.36
Prologis
7D
1.4%
1Y
30.4%
OLP
US$24.80
One Liberty Properties
7D
-1.9%
1Y
2.9%
REXR
US$34.03
Rexford Industrial Realty
7D
-0.5%
1Y
-7.9%
TRNO
US$68.54
Terreno Realty
7D
1.8%
1Y
18.9%
EGP
US$210.43
EastGroup Properties
7D
-0.4%
1Y
26.2%