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U.S. Specialized REITs Industry Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies12
  • 7D2.9%
  • 3M0.02%
  • 1Y1.0%
  • YTDn/a

In the last week, the Specialized REITs industry is up 2.9%, with Iron Mountain up 5.8%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 6.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026US$73.2bUS$11.9bUS$5.2b15.6x14x6.2x
Wed, 04 Mar 2026US$81.0bUS$11.9bUS$5.2b18.3x15.5x6.8x
Fri, 30 Jan 2026US$73.0bUS$11.5bUS$4.8b22.7x15.3x6.3x
Sun, 28 Dec 2025US$73.0bUS$11.5bUS$4.8b21.7x15.3x6.3x
Tue, 25 Nov 2025US$73.6bUS$11.5bUS$4.8b22.6x15.4x6.4x
Thu, 23 Oct 2025US$75.9bUS$11.3bUS$4.5b24.4x17x6.7x
Sat, 20 Sep 2025US$78.6bUS$11.3bUS$4.5b24.9x17.6x7x
Mon, 18 Aug 2025US$77.6bUS$11.3bUS$4.5b25.1x17.4x6.9x
Wed, 16 Jul 2025US$79.3bUS$11.1bUS$4.3b15x18.4x7.2x
Fri, 13 Jun 2025US$76.6bUS$11.1bUS$4.3b14.9x17.7x6.9x
Sun, 11 May 2025US$74.1bUS$11.0bUS$4.2b14.7x17.7x6.8x
Tue, 08 Apr 2025US$71.4bUS$10.9bUS$4.2b14x17.1x6.5x
Thu, 06 Mar 2025US$76.4bUS$10.9bUS$4.2b15.2x18x7x
Sat, 01 Feb 2025US$69.5bUS$10.8bUS$4.7b18.5x14.8x6.4x
Mon, 30 Dec 2024US$67.7bUS$10.8bUS$4.7b17.9x14.4x6.2x
Wed, 27 Nov 2024US$74.1bUS$10.8bUS$4.7b18.8x15.7x6.8x
Fri, 25 Oct 2024US$74.8bUS$10.7bUS$4.4b19.2x17.1x7x
Sun, 22 Sep 2024US$75.1bUS$10.7bUS$4.4b19.9x17.2x7x
Tue, 20 Aug 2024US$70.4bUS$10.7bUS$4.4b18.6x16.1x6.6x
Thu, 18 Jul 2024US$68.8bUS$10.6bUS$3.6b21.9x19.1x6.5x
Sat, 15 Jun 2024US$63.6bUS$10.6bUS$3.6b19.8x17.6x6x
Mon, 13 May 2024US$65.7bUS$10.6bUS$3.6b20.4x18.2x6.2x
Wed, 10 Apr 2024US$65.9bUS$10.6bUS$3.5b20.2x19x6.2x
Fri, 08 Mar 2024US$65.8bUS$10.6bUS$3.5b20.2x19x6.2x
Sun, 04 Feb 2024US$65.4bUS$10.5bUS$3.2b22.2x20.2x6.3x
Tue, 02 Jan 2024US$68.9bUS$10.5bUS$3.2b24.4x21.3x6.6x
Thu, 30 Nov 2023US$63.4bUS$10.5bUS$3.2b22.1x19.6x6x
Sat, 28 Oct 2023US$57.2bUS$10.5bUS$3.5b18.1x16.6x5.5x
Mon, 25 Sep 2023US$61.1bUS$10.3bUS$3.2b18.4x18.8x5.9x
Wed, 23 Aug 2023US$62.3bUS$10.2bUS$3.3b18.8x19.2x6.1x
Fri, 21 Jul 2023US$68.5bUS$9.9bUS$3.1b23.5x22.4x6.9x
Sun, 18 Jun 2023US$67.5bUS$9.9bUS$3.1b23.3x22.1x6.8x
Tue, 16 May 2023US$66.1bUS$9.9bUS$3.1b21.6x21.6x6.7x
Thu, 13 Apr 2023US$69.8bUS$9.5bUS$2.8b21.4x25.1x7.3x
Price to Earnings Ratio

25.1x


Total Market Cap: US$69.8bTotal Earnings: US$2.8bTotal Revenue: US$9.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 17.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialized 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 14.0x which is lower than its 3-year average PE of 17.9x.
  • The industry is trading close to its 3-year average PS ratio of 6.5x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 7.5% 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. Specialized REITs compare with similar industries?

US Market3.46%
Real Estate2.85%
REITS2.54%
Specialized REITs2.88%
Industrial REITs3.32%
Retail REITs3.27%
Residential REITs3.08%
Diversified REITs2.54%
Healthcare REITs2.38%
Office REITs2.01%
Hotel and Resort REITs1.22%
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
IRM Iron MountainUS$103.305.8%
+US$1.7b		33.2%PE212.5x
VICI VICI PropertiesUS$27.662.0%
+US$587.9m		-7.1%PB1.1x
LAMR Lamar AdvertisingUS$127.643.2%
+US$398.2m		21.7%PB12.8x
OUT OUTFRONT MediaUS$27.115.6%
+US$253.5m		94.9%PB6.7x
EPR EPR PropertiesUS$51.163.8%
+US$143.1m		12.4%PB1.7x

Latest News

VICI
US$27.66
VICI Properties
7D
2.0%
1Y
-7.1%

VICI Properties: Strong Buy With Rich Yields And Promising Upside Story

Apr 05
IRM
US$103.30
Iron Mountain
7D
5.8%
1Y
33.2%

IRM: Sector Caution And Execution Risks Will Pressure Premium P E Multiple

Iron Mountain's analyst price target has been increased by $1 to $127, with analysts citing modest adjustments in revenue growth, profit margin and P/E assumptions to reflect recent sector research and updated REIT group views. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental price target adjustments, with Barclays moving its target to $127 from $126 and previously to $126 from $123.
SAFE
US$13.51
Safehold
7D
-0.8%
1Y
-18.5%

SAFE: Affordable Housing Ground Leases Will Drive Outperformance Through Austin And Los Angeles

Analysts now see slightly higher upside for Safehold, nudging their price target from about $20.00 to roughly $20.09. This reflects fine tuned assumptions on fair value and future P/E, without major shifts in growth or margin expectations.
LAMR
US$127.64
Lamar Advertising
7D
3.2%
1Y
21.7%
MRP
US$27.63
Millrose Properties
7D
1.3%
1Y
17.3%
GLPI
US$44.42
Gaming and Leisure Properties
7D
1.1%
1Y
-4.5%
FCPT
US$23.75
Four Corners Property Trust
7D
-0.7%
1Y
-11.4%
EPR
US$51.16
EPR Properties
7D
3.8%
1Y
12.4%
OUT
US$27.11
OUTFRONT Media
7D
5.6%
1Y
94.9%

OUT: Formula E And ANA Partnerships Will Shape Steady Real World Media Returns

Analysts have maintained their price target for OUTFRONT Media at $29.50, noting only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions that are not significant enough to alter their overall valuation view. What's in the News Named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.
FPI
US$11.43
Farmland Partners
7D
3.2%
1Y
11.9%