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U.S. Retail REITs Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies27
  • 7D4.8%
  • 3M8.4%
  • 1Y23.7%
  • YTDn/a

The Retail REITs industry is up 4.8% in the last week, with Simon Property Group up 5.6%. This means that the industry has gained 24% over the past year. As for the next few years, earnings are forecast to decline by 1.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$261.2bUS$27.9bUS$9.7b27.5x26.8x9.4x
Wed, 13 May 2026US$245.6bUS$27.9bUS$9.7b24x25.4x8.8x
Fri, 10 Apr 2026US$240.1bUS$27.3bUS$9.2b27.2x26x8.8x
Sun, 08 Mar 2026US$243.9bUS$27.3bUS$9.2b27.6x26.5x8.9x
Tue, 03 Feb 2026US$228.4bUS$26.7bUS$6.0b28x38.1x8.5x
Thu, 01 Jan 2026US$221.5bUS$26.7bUS$6.0b27.3x36.9x8.3x
Sat, 29 Nov 2025US$221.5bUS$26.7bUS$6.0b27.2x36.9x8.3x
Mon, 27 Oct 2025US$222.7bUS$26.3bUS$6.0b27.1x37.3x8.5x
Wed, 24 Sep 2025US$220.5bUS$26.2bUS$5.9b26.5x37.1x8.4x
Fri, 22 Aug 2025US$218.7bUS$26.3bUS$5.9b26.1x36.8x8.3x
Sun, 20 Jul 2025US$198.5bUS$25.9bUS$5.8b31x34.5x7.7x
Tue, 17 Jun 2025US$206.9bUS$25.9bUS$5.8b29.2x36x8x
Thu, 15 May 2025US$207.5bUS$26.0bUS$5.7b28x36.1x8x
Sat, 12 Apr 2025US$195.1bUS$25.5bUS$5.7b29.4x34.4x7.6x
Mon, 10 Mar 2025US$216.5bUS$25.6bUS$5.6b34.5x38.4x8.5x
Wed, 05 Feb 2025US$214.4bUS$25.4bUS$6.4b32.8x33.7x8.4x
Fri, 03 Jan 2025US$215.8bUS$25.4bUS$6.4b33.6x33.9x8.5x
Sun, 01 Dec 2024US$230.8bUS$25.4bUS$6.4b35.2x36.3x9.1x
Tue, 29 Oct 2024US$221.5bUS$24.9bUS$6.0b34.4x37x8.9x
Thu, 26 Sep 2024US$222.4bUS$24.7bUS$5.9b34.4x37.5x9x
Sat, 24 Aug 2024US$213.5bUS$24.7bUS$5.9b33.9x36x8.6x
Mon, 22 Jul 2024US$203.3bUS$24.2bUS$5.6b36.4x36.1x8.4x
Wed, 19 Jun 2024US$188.5bUS$24.2bUS$5.6b33.6x33.4x7.8x
Fri, 17 May 2024US$192.8bUS$24.2bUS$5.7b36.6x33.6x8x
Sun, 14 Apr 2024US$185.3bUS$23.6bUS$5.9b30x31.3x7.9x
Tue, 12 Mar 2024US$189.6bUS$23.0bUS$5.9b32.1x32.2x8.2x
Thu, 08 Feb 2024US$179.7bUS$22.5bUS$5.3b31.1x33.6x8x
Sat, 06 Jan 2024US$193.0bUS$24.1bUS$5.3b31.3x36.3x8x
Mon, 04 Dec 2023US$181.4bUS$24.2bUS$5.3b29.4x34.1x7.5x
Wed, 01 Nov 2023US$159.5bUS$24.0bUS$5.7b26.8x28.1x6.6x
Fri, 29 Sep 2023US$160.2bUS$23.8bUS$5.5b26.2x29x6.7x
Sun, 27 Aug 2023US$169.3bUS$23.8bUS$5.5b26.4x30.7x7.1x
Tue, 25 Jul 2023US$184.9bUS$23.3bUS$5.4b26.4x34.3x7.9x
Thu, 22 Jun 2023US$169.3bUS$23.3bUS$5.4b24.3x31.4x7.3x
Price to Earnings Ratio

31.4x


Total Market Cap: US$169.3bTotal 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 33.7x202420252026
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 26.8x which is lower than its 3-year average PE of 33.7x.
  • The 3-year average PS ratio of 8.2x is lower than the industry's current PS ratio of 9.4x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 6.1% 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 Market0.50%
Real Estate2.72%
REITS2.67%
Retail REITs4.80%
Industrial REITs4.10%
Healthcare REITs3.87%
Office REITs3.38%
Specialized REITs3.07%
Hotel and Resort REITs3.05%
Diversified REITs2.67%
Residential REITs0.66%
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$219.045.6%
+US$3.8b
38.8%PB14.7x
O Realty IncomeUS$62.724.5%
+US$2.5b
9.3%PB1.5x
KIM Kimco RealtyUS$25.916.9%
+US$1.1b
23.9%PB1.7x
MAC MacerichUS$25.458.8%
+US$583.9m
58.4%PB3x
BRX Brixmor Property GroupUS$32.585.3%
+US$506.3m
27.6%PB3.3x

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