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U.S. Residential REITs Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies13
  • 7D-1.6%
  • 3M1.6%
  • 1Y-11.1%
  • YTDn/a

Over the last 7 days, the Residential REITs industry has remained flat. As for the longer term, the industry has declined 9.4% in the last year. As for the next few years, earnings are forecast to decline by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026US$117.7bUS$15.4bUS$3.7b29.4x31.4x7.7x
Mon, 27 Apr 2026US$112.1bUS$15.6bUS$3.9b27.8x28.4x7.2x
Wed, 25 Mar 2026US$107.7bUS$15.6bUS$3.9b26.9x27.3x6.9x
Fri, 20 Feb 2026US$117.2bUS$15.7bUS$3.8b29.3x30.5x7.5x
Sun, 18 Jan 2026US$118.4bUS$15.6bUS$3.9b29.1x30.3x7.6x
Tue, 16 Dec 2025US$116.3bUS$15.6bUS$3.9b28.1x29.7x7.4x
Thu, 13 Nov 2025US$116.4bUS$15.6bUS$3.9b27.9x29.7x7.4x
Sat, 11 Oct 2025US$118.5bUS$15.4bUS$3.7b27.7x32.4x7.7x
Mon, 08 Sep 2025US$126.7bUS$15.4bUS$3.7b30x34.7x8.2x
Wed, 06 Aug 2025US$120.1bUS$15.5bUS$3.6b29.2x33.2x7.8x
Fri, 04 Jul 2025US$129.7bUS$15.3bUS$3.4b31.4x37.9x8.5x
Sun, 01 Jun 2025US$129.6bUS$15.3bUS$3.4b32.6x37.8x8.5x
Tue, 29 Apr 2025US$132.3bUS$15.2bUS$3.5b56x37.9x8.7x
Thu, 27 Mar 2025US$139.0bUS$15.2bUS$3.5b58.4x39.8x9.1x
Sat, 22 Feb 2025US$138.4bUS$15.2bUS$3.4b32.3x41.1x9.1x
Mon, 20 Jan 2025US$133.9bUS$15.0bUS$3.2b33.1x42x8.9x
Wed, 18 Dec 2024US$142.0bUS$15.0bUS$3.2b34.4x44.5x9.4x
Fri, 15 Nov 2024US$144.7bUS$15.0bUS$3.2b35.4x45.3x9.6x
Sun, 13 Oct 2024US$138.4bUS$14.9bUS$3.0b35x45.7x9.3x
Tue, 10 Sep 2024US$142.5bUS$14.9bUS$3.0b36.5x47.1x9.6x
Thu, 08 Aug 2024US$133.6bUS$14.9bUS$3.1b34.4x43.1x9x
Sat, 06 Jul 2024US$126.8bUS$14.8bUS$3.6b29.5x35.7x8.6x
Mon, 03 Jun 2024US$127.7bUS$15.6bUS$4.2b28.1x30.5x8.2x
Wed, 01 May 2024US$125.0bUS$15.5bUS$4.0b27.6x31.4x8x
Fri, 29 Mar 2024US$121.2bUS$15.5bUS$3.9b28x31.2x7.8x
Sun, 25 Feb 2024US$116.2bUS$15.4bUS$3.9b26.8x29.9x7.5x
Tue, 23 Jan 2024US$133.3bUS$17.2bUS$4.0b28.7x33.4x7.8x
Thu, 21 Dec 2023US$134.8bUS$17.2bUS$4.0b29.4x33.7x7.8x
Sat, 18 Nov 2023US$121.1bUS$17.2bUS$4.0b26.1x30.3x7x
Mon, 16 Oct 2023US$128.5bUS$17.1bUS$3.9b26.9x33.2x7.5x
Wed, 13 Sep 2023US$133.8bUS$17.1bUS$3.9b28.8x34.6x7.8x
Fri, 11 Aug 2023US$139.6bUS$17.1bUS$3.9b29.4x36.1x8.2x
Sun, 09 Jul 2023US$142.8bUS$16.8bUS$4.3b27.3x33.3x8.5x
Tue, 06 Jun 2023US$138.6bUS$16.8bUS$4.3b26.4x32.3x8.3x
Price to Earnings Ratio

32.3x


Total Market Cap: US$138.6bTotal Earnings: US$4.3bTotal Revenue: US$16.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Residential REITs Industry Price to Earnings3Y Average 35.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Residential 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 31.5x which is lower than its 3-year average PE of 35.2x.
  • The industry is trading close to its 3-year average PS ratio of 8.2x.
Past Earnings Growth
  • The earnings for companies in the Residential REITs industry have declined 4.4% per year over the last three years,
  • Revenues have also declined 2.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

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

US Market1.47%
Real Estate-1.18%
REITS-1.00%
Residential REITs-1.64%
Hotel and Resort REITs2.69%
Office REITs1.66%
Retail REITs-0.33%
Industrial REITs-0.87%
Diversified REITs-1.00%
Specialized REITs-1.10%
Healthcare REITs-3.86%
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
CLPR Clipper RealtyUS$3.147.9%
+US$3.7m		-17.4%PS0.3x
ELME Elme CommunitiesUS$2.051.0%
+US$1.8m		-87.2%PB0.2x

Latest News

EQR
US$65.45
Equity Residential
7D
-1.1%
1Y
-6.7%
AVB
US$182.51
AvalonBay Communities
7D
-1.7%
1Y
-11.7%
CLPR
US$3.14
Clipper Realty
7D
7.9%
1Y
-17.4%
CPT
US$106.56
Camden Property Trust
7D
-0.8%
1Y
-9.3%
Seeking Alpha • May 23

Camden Property Trust: An Investment-Grade Apartment REIT Betting On Sunbelt Growth

Summary Camden Property Trust is rated a hold, driven by Sunbelt exposure, robust migration trends, and proven top-line growth. CPT maintains high occupancy rates (~95%), ongoing portfolio expansion, and a history of revenue growth, despite recent Q1 earnings misses and some downgrades. Balance sheet strength is underscored by investment-grade ratings, modest leverage, geographic diversification, and positive operating cash flow growth. Dividend coverage appears solid, and CPT trades at a valuation that may offer long-term upside despite near-term NOI softness and mixed peer performance. Chart technicals have not yet confirmed a bullish trend but more of a neutral or speculative pattern. Read the full article on Seeking Alpha
MAA
US$129.07
Mid-America Apartment Communities
7D
-1.6%
1Y
-17.6%
ESS
US$272.64
Essex Property Trust
7D
-1.5%
1Y
-4.0%
IRT
US$16.23
Independence Realty Trust
7D
-3.7%
1Y
-12.7%
Narrative Update • May 21

IRT: Dividend Increase And Buyback Activity Will Support Upside Potential

Analysts now place Independence Realty Trust's price target near $19.07, compared with about $18.96 previously. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
NXRT
US$29.06
NexPoint Residential Trust
7D
-2.3%
1Y
-14.5%
Seeking Alpha • May 18

NexPoint Residential Trust: Cheap On Paper But Headwinds Exist

Summary NexPoint Residential Trust pays a well-covered dividend of 7.5%, with a consistent track record of increasing its dividends. NXRT is trading at a significant discount to NAV estimates. However, leverage remains high and rising interest expense is a drag on earnings. Read the full article on Seeking Alpha
UDR
US$36.90
UDR
7D
-2.9%
1Y
-10.9%
ELME
US$2.05
Elme Communities
7D
1.0%
1Y
-87.2%
Narrative Update • Feb 26

ELME: Liquidation Distributions Will Deliver Attractive Cash Returns Despite Lower Sale Proceeds

Analysts have modestly revised their price view on Elme Communities, keeping the fair value estimate around $18.00 while adjusting underlying assumptions such as the discount rate, profit margin, and future P/E to reflect updated expectations for risk and earnings quality. What's in the News Elme Communities updated its estimate for total liquidating distributions to a range of US$17.02 to US$17.47 per common share, including the initial US$14.67 per share distribution paid in January 2026.