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U.S. Retail REITs Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies28
  • 7D-0.2%
  • 3M7.6%
  • 1Y17.9%
  • YTDn/a

The Retail REITs industry has been flat over the last week, but Regency Centers has lost 3.6%. The past year has been better, since the industry has gained 17% in that time. Earnings are forecast to be flat in the coming years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$245.9bUS$27.4bUS$9.4b24.7x26.3x9x
Sun, 29 Mar 2026US$227.2bUS$26.7bUS$9.1b27x25.1x8.5x
Tue, 24 Feb 2026US$246.0bUS$27.1bUS$9.0b28.2x27.4x9.1x
Thu, 22 Jan 2026US$225.9bUS$26.7bUS$6.0b27.3x37.7x8.5x
Sat, 20 Dec 2025US$220.1bUS$26.7bUS$6.0b27.2x36.7x8.2x
Mon, 17 Nov 2025US$218.5bUS$26.7bUS$6.0b26.6x36.4x8.2x
Wed, 15 Oct 2025US$216.8bUS$26.2bUS$5.9b25.9x36.5x8.3x
Fri, 12 Sep 2025US$221.9bUS$26.2bUS$5.9b27.2x37.4x8.5x
Sun, 10 Aug 2025US$210.2bUS$26.2bUS$6.0b25.4x35.3x8x
Tue, 08 Jul 2025US$212.3bUS$25.9bUS$5.8b29.9x36.9x8.2x
Thu, 05 Jun 2025US$207.5bUS$25.9bUS$5.8b29.6x36x8x
Sat, 03 May 2025US$207.1bUS$25.7bUS$5.8b29x35.6x8.1x
Mon, 31 Mar 2025US$210.4bUS$25.5bUS$5.7b32.7x37.1x8.2x
Wed, 26 Feb 2025US$220.8bUS$25.6bUS$6.1b35.5x36.1x8.6x
Fri, 24 Jan 2025US$212.7bUS$25.4bUS$6.4b32.7x33.4x8.4x
Sun, 22 Dec 2024US$214.8bUS$25.4bUS$6.4b34.2x33.8x8.4x
Tue, 19 Nov 2024US$225.0bUS$25.4bUS$6.4b34.5x35.4x8.8x
Thu, 17 Oct 2024US$226.8bUS$24.9bUS$6.0b36.5x38x9.1x
Sat, 14 Sep 2024US$220.2bUS$24.7bUS$5.9b35.5x37.1x8.9x
Mon, 12 Aug 2024US$210.5bUS$24.7bUS$6.2b33.5x33.9x8.5x
Wed, 10 Jul 2024US$189.9bUS$24.2bUS$5.6b33.7x33.7x7.8x
Fri, 07 Jun 2024US$193.1bUS$24.2bUS$5.6b33.8x34.3x8x
Sun, 05 May 2024US$188.0bUS$23.8bUS$5.5b35.7x34x7.9x
Tue, 02 Apr 2024US$195.2bUS$23.6bUS$5.9b32.6x32.9x8.3x
Thu, 29 Feb 2024US$187.0bUS$23.0bUS$5.9b31.5x31.7x8.1x
Sat, 27 Jan 2024US$192.2bUS$24.1bUS$5.3b31.6x36.1x8x
Mon, 25 Dec 2023US$193.8bUS$24.2bUS$5.3b31.3x36.4x8x
Wed, 22 Nov 2023US$173.9bUS$24.2bUS$5.3b28.7x32.7x7.2x
Fri, 20 Oct 2023US$157.4bUS$23.8bUS$5.5b25.6x28.5x6.6x
Sun, 17 Sep 2023US$172.3bUS$23.8bUS$5.5b27.8x31.2x7.2x
Tue, 15 Aug 2023US$178.3bUS$23.8bUS$5.5b28.7x32.3x7.5x
Thu, 13 Jul 2023US$179.1bUS$23.3bUS$5.4b25.9x33.2x7.7x
Sat, 10 Jun 2023US$171.8bUS$23.3bUS$5.4b25x31.9x7.4x
Mon, 08 May 2023US$170.7bUS$23.3bUS$5.4b23.5x31.4x7.3x
Price to Earnings Ratio

31.4x


Total Market Cap: US$170.7bTotal Earnings: US$5.4bTotal Revenue: US$23.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 33.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Retail 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 26.5x which is lower than its 3-year average PE of 33.9x.
  • The 3-year average PS ratio of 8.1x is lower than the industry's current PS ratio of 9.1x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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. Retail REITs compare with similar industries?

US Market0.59%
Real Estate0.60%
REITS-0.21%
Retail REITs-0.20%
Residential REITs3.86%
Healthcare REITs3.20%
Office REITs2.65%
Specialized REITs2.46%
Hotel and Resort REITs2.07%
Industrial REITs-0.18%
Diversified REITs-0.21%
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
O Realty IncomeUS$64.240.2%
+US$149.2m		12.4%PB1.5x
AKR Acadia Realty TrustUS$21.623.2%
+US$142.0m		10.3%PB1.3x
PECO Phillips EdisonUS$40.172.9%
+US$141.7m		14.9%PB2.2x
MAC MacerichUS$21.731.5%
+US$83.3m		48.3%PB2.3x
UE Urban Edge PropertiesUS$21.921.5%
+US$42.6m		19.7%PB2.1x

Latest News

ALX
US$251.96
Alexander's
7D
2.4%
1Y
20.7%
KIM
US$23.64
Kimco Realty
7D
-0.8%
1Y
12.8%
UE
US$21.92
Urban Edge Properties
7D
1.5%
1Y
19.7%
KRG
US$26.16
Kite Realty Group Trust
7D
0.5%
1Y
18.5%
BRX
US$30.09
Brixmor Property Group
7D
-1.5%
1Y
18.4%
FRT
US$110.90
Federal Realty Investment Trust
7D
-0.5%
1Y
16.4%
CURB
US$27.60
Curbline Properties
7D
-2.6%
1Y
19.1%
REG
US$77.85
Regency Centers
7D
-3.6%
1Y
7.5%

Regency Centers: Fairly Valued Given Moderate Growth

Apr 30
AKR
US$21.62
Acadia Realty Trust
7D
3.2%
1Y
10.3%
GTY
US$33.12
Getty Realty
7D
-1.9%
1Y
17.7%

GTY: Acquisition Spreads And Equity Issuance Will Guide Balanced Forward Returns

Analysts lifted their average price target on Getty Realty by about $0.60 to roughly $34.30, citing updated fair value work, slightly adjusted growth and margin assumptions, and recent Street target increases across several firms following Q4 results and acquisition commentary. Analyst Commentary Recent research points to a cluster of higher price targets on Getty Realty, with several firms revisiting their models after Q4 results, updated guidance, and commentary on acquisition activity and cost of capital.
PECO
US$40.17
Phillips Edison
7D
2.9%
1Y
14.9%

PECO: 2026 Sector Re Rating Will Meet Mixed Price Perspective

The analyst price target for Phillips Edison has been revised higher by about $0.70, as analysts refresh their models based on updated sector multiples and recent Q4 reporting across retail and shopping center REIT peers. Analyst Commentary Recent Street research on Phillips Edison points to a mixed but generally constructive reset of valuation views, with some firms lifting targets and others trimming them as they update models after Q4 results across retail and shopping center REITs. Bullish Takeaways Bullish analysts who raised targets into the low to mid $40s point to sector re-rating as a key support for higher implied valuations, suggesting Phillips Edison is being priced more in line with peers.
O
US$64.24
Realty Income
7D
0.2%
1Y
12.4%

Realty Income: Improving Real Returns

Apr 27
NNN
US$43.79
NNN REIT
7D
-1.1%
1Y
6.2%

NNN: Post Rally Rating Shifts And 2026 Guidance Will Frame Balanced Outlook

Analysts nudged the fair value estimate for NNN REIT higher by about $0.20 to $45.43, reflecting modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions after a series of recent price target revisions across the Street. Analyst Commentary Recent research has focused on incremental price target revisions and one rating downgrade, providing a mixed but informative set of views on NNN REIT's valuation and execution.
NTST
US$20.57
NETSTREIT
7D
-0.9%
1Y
27.4%
MAC
US$21.73
Macerich
7D
1.5%
1Y
48.3%
SPG
US$203.71
Simon Property Group
7D
0.02%
1Y
28.2%

SPG: Future Returns Will Reflect Healthy Malls Buybacks And Leadership Change Risks

Analysts have nudged their blended price target for Simon Property Group higher to $208.55 from $206.30. This reflects recent research that points to updated retail REIT models after Q4 results, stronger mall operating metrics and a reassessment of valuation across the group.