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U.S. Retail REITs Industry Analysis

UpdatedSep 02, 2025
DataAggregated Company Financials
Companies27
  • 7D1.3%
  • 3M7.0%
  • 1Y-1.6%
  • YTDn/a

The Retail REITs industry is up 1.3% in the last week, with Simon Property Group up 2.2%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 7.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Sep 2025US$222.3bUS$26.2bUS$5.9b27.2x37.4x8.5x
Fri, 01 Aug 2025US$211.1bUS$26.0bUS$6.1b27.1x34.8x8.1x
Sun, 29 Jun 2025US$197.9bUS$25.9bUS$5.8b28.9x34.4x7.6x
Tue, 27 May 2025US$203.0bUS$25.9bUS$5.8b27.6x35.3x7.8x
Thu, 24 Apr 2025US$204.6bUS$25.5bUS$5.7b31.9x36.1x8x
Sat, 22 Mar 2025US$209.5bUS$25.6bUS$5.6b32.3x37.1x8.2x
Mon, 17 Feb 2025US$217.9bUS$25.3bUS$6.1b34.9x35.7x8.6x
Wed, 15 Jan 2025US$211.4bUS$25.4bUS$6.4b32.4x33.2x8.3x
Fri, 13 Dec 2024US$222.7bUS$25.4bUS$6.4b34.8x35.1x8.8x
Sun, 10 Nov 2024US$226.3bUS$25.5bUS$6.4b34.6x35.6x8.9x
Tue, 08 Oct 2024US$220.1bUS$24.9bUS$6.0b35.4x36.9x8.9x
Thu, 05 Sep 2024US$217.4bUS$24.7bUS$5.9b34.5x36.6x8.8x
Sat, 03 Aug 2024US$206.5bUS$24.3bUS$6.2b34x33.4x8.5x
Mon, 01 Jul 2024US$191.8bUS$24.2bUS$5.6b33.8x34x7.9x
Wed, 29 May 2024US$186.4bUS$24.2bUS$5.6b33.1x33.1x7.7x
Fri, 26 Apr 2024US$186.2bUS$23.6bUS$5.9b32x31.4x7.9x
Sun, 24 Mar 2024US$187.9bUS$23.0bUS$5.9b31.9x31.9x8.2x
Tue, 20 Feb 2024US$188.4bUS$22.7bUS$5.9b31.5x31.9x8.3x
Thu, 18 Jan 2024US$191.9bUS$24.1bUS$5.3b31x36.1x8x
Sat, 16 Dec 2023US$195.3bUS$24.2bUS$5.3b31.6x36.7x8.1x
Mon, 13 Nov 2023US$166.9bUS$24.2bUS$5.3b27.8x31.4x6.9x
Wed, 11 Oct 2023US$158.2bUS$23.8bUS$5.5b26x28.7x6.7x
Fri, 08 Sep 2023US$171.6bUS$23.8bUS$5.5b27.8x31.1x7.2x
Sun, 06 Aug 2023US$180.0bUS$23.8bUS$5.5b28.6x32.6x7.6x
Tue, 04 Jul 2023US$175.4bUS$23.3bUS$5.4b25.2x32.5x7.5x
Thu, 01 Jun 2023US$162.9bUS$23.3bUS$5.4b23.8x30.2x7x
Sat, 29 Apr 2023US$171.5bUS$23.0bUS$5.4b22.1x31.7x7.5x
Mon, 27 Mar 2023US$393.1mUS$125.4m-US$145,863,000.00n/a-2.7x3.1x
Wed, 22 Feb 2023US$179.0bUS$22.6bUS$4.5b24.6x39.6x7.9x
Fri, 20 Jan 2023US$178.7bUS$22.5bUS$4.3b24.7x41.4x8x
Sun, 18 Dec 2022US$174.5bUS$22.3bUS$4.3b24.9x40.4x7.8x
Tue, 15 Nov 2022US$176.7bUS$22.5bUS$4.3b25.5x41.3x7.9x
Thu, 13 Oct 2022US$149.9bUS$21.8bUS$4.8b24.3x30.9x6.9x
Sat, 10 Sep 2022US$172.0bUS$21.8bUS$4.9b26.8x35.4x7.9x
Price to Earnings Ratio

35.4x


Total Market Cap: US$172.0bTotal Earnings: US$4.9bTotal Revenue: US$21.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 34.4x202320242025
Current Industry PE
  • Investors are optimistic on the American Retail REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.4x which is higher than its 3-year average PE of 34.4x.
  • The industry is trading close to its 3-year average PS ratio of 7.9x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 6.8% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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 Market0.45%
Real Estate0.70%
REITS1.65%
Retail REITs1.33%
Office REITs2.88%
Residential REITs2.15%
Hotel and Resort REITs1.97%
Diversified REITs1.65%
Industrial REITs1.58%
Healthcare REITs1.57%
Specialized REITs0.84%
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
SPG Simon Property GroupUS$178.871.2%
+US$666.0m		9.1%PB24.2x
KIM Kimco RealtyUS$22.250.6%
+US$94.8m		-4.2%PB1.4x
PECO Phillips EdisonUS$35.122.0%
+US$87.9m		-4.6%PB1.9x
KRG Kite Realty Group TrustUS$22.601.4%
+US$68.2m		-12.6%PB1.5x
REG Regency CentersUS$72.330.4%
+US$47.1m		-0.2%PB2x

Latest News

MAC
US$18.12
Macerich
7D
-0.7%
1Y
19.4%
SPG
US$178.87
Simon Property Group
7D
1.2%
1Y
9.1%
KIM
US$22.25
Kimco Realty
7D
0.6%
1Y
-4.2%
SITC
US$8.98
SITE Centers
7D
-25.4%
1Y
-84.5%
NTST
US$17.81
NETSTREIT
7D
-3.4%
1Y
6.1%
NNN
US$42.13
NNN REIT
7D
0.5%
1Y
-10.9%
KRG
US$22.60
Kite Realty Group Trust
7D
1.4%
1Y
-12.6%
O
US$57.74
Realty Income
7D
-0.7%
1Y
-7.3%
FRT
US$99.14
Federal Realty Investment Trust
7D
0.4%
1Y
-13.5%
BFS
US$33.45
Saul Centers
7D
-0.9%
1Y
-17.2%
CURB
US$22.22
Curbline Properties
7D
-1.1%
1Y
n/a
REG
US$72.33
Regency Centers
7D
0.4%
1Y
-0.2%
PECO
US$35.12
Phillips Edison
7D
2.0%
1Y
-4.6%
ALX
US$228.11
Alexander's
7D
-1.1%
1Y
-0.8%
BRX
US$27.70
Brixmor Property Group
7D
0.4%
1Y
1.4%
GTY
US$28.24
Getty Realty
7D
-0.6%
1Y
-11.1%